Tracking Changes and Managing Comments | Zoho Contracts

Tracking Changes and Managing Comments

      

Track and View Changes

To track the changes made by collaborators, the contract owner must enable the Track Changes option in the document editor. 


There are two ways to enable this option:


  • Click Enable Track Changes on the success message alert that pops up when you add a collaborator.
  • Turn on the Track Changes switch button on the toolbar at the top of the document editor when in Review mode or on the status bar of the document editor.




When you have the track changes option enabled, the changes made in the document by the collaborators will be displayed as redlining. Please refer to the screenshot below. 




You can also view all the changes made by the collaborators in the Changes panel on the right when in Review mode. This helps you access each change quickly.


To view the Changes panel:


  1. Select Review mode at the top of the document editor.




  1. Select the Changes panel on the right. 


          


Accept or Reject Changes

To accept or reject the changes made by the collaborators, click the redlined text in the contract document, then click Accept or Reject
.


Quote

Tip:

You can also accept or reject the changes from the Changes panel when in Review mode. 

To accept or reject a change:


  1. Select Review mode at the top of the document editor. 
  2. Select the Changes panel on the right. A list of all the changes made by the collaborators will be displayed. 
  3. Hover the mouse pointer over the change that you want to accept or reject, then click Accept or Reject. 

NotesNote: Only the contract owner can accept or reject the changes made to the contract document by collaborators. 


View and Reply to Comments

  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract you want to view and reply to comments in. 
  3. Select Review mode at the top of the document editor. 
  4. Select the Comments panel on the right. 
  5. Click a comment, then add your reply in the Reply field.
NotesNote: When in Compose mode, clicking on the commented text will display the comment in a pop-up.

Resolve Comments
  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract you want to view and resolve comments in. 
  3. Select Review mode at the top of the document editor.
  4. Select the Comments panel on the right.
  5. Click a comment that you have addressed, then click Resolve at the top-right corner of the comment. 

NotesNote: When in Compose mode, clicking on the commented text will display the comment in a pop-up.