Using Track Changes

Track Changes allows you to follow changes to a document by demonstrating how the document has changed. If you or another document owner would like to view changes in your document, you can enable Track Changes.

To enable Track Changes, navigate to the Review tab and toggle Track Changes on.

Track Changes in the Review toolbar

Viewing Tracked Changes

After Track Changes is enabled, any additions will appear in the body of your document in blue, with an underline and a blue teardrop indicator. Removals will be marked with a red indicator. A purple icon appears if you have both removed and added text in the same location. In other words, if you have changed the text.

You can jump to the next or previous change by clicking the appropriate button in the toolbar, or click the change indicator to view more information in the right hand panel.

You can see a list of all tracked changes in the Track Changes panel on the right. This panel contains a list of all tracked changes in your current active section and gives a preview of the change.

Clicking on a change in the panel will highlight that change in the document. Additions will be shown in blue and underlined, while removals will be shown in red with strikethrough.

The Track Changes panel

If at any time you’d like to see your document with changes accepted, you can do so using the Hide Changes option in the toolbar. You can show the changes again by clicking Show Changes in the same position after hiding.

Accepting or Rejecting Tracked Changes

Document owners are able to accept or reject individual tracked changes by clicking the accept or reject buttons on cards in the track changes panel or by right clicking the change and choosing the appropriate option. Once accepted or rejected, the change indicators and change markup will disappear.

Changes can be accepted or rejected at the section or document level via the Approval icon in the toolbar. Accepting or rejecting tracked changes en mass can’t be undone.

The Track Changes panel

Documents with Track Changes exported to PDF or EDGAR will display as if all Track Changes are accepted. This will not accept all changes in your document.