Comparing Contract Versions in SpotDraft

Keep track of changes made to your contracts by counterparties with SpotDraft's version comparison feature.

This guide will walk you through the steps of comparing contract versions in SpotDraft, helping you easily identify changes made by counterparties and understand the evolution of your contracts.

Who is this guide for?

This guide is for both SpotDraft administrators and general users who create and send contracts.

Why is this important?

Comparing contract versions is crucial for:

  • Identifying changes: SpotDraft's comparison feature highlights differences between versions, making it easy to see what has been added, removed, or modified.
  • Understanding the negotiation process: You can track the counterparty's feedback and revisions, helping you understand their perspective and negotiate effectively.

How to Compare Contract Versions:

  1. Navigate to the Contract Record:
    • Open the contract from the repository that you want to compare.
  2. Access the Comparison Feature:
    • You can access the comparison feature in two ways:
      • Using the keyboard shortcut: Press Command + K (Mac) or Control + K (Windows) and type "Compare Contracts".

  • Through the Kebab menu: Click on the kebab menu > Compare Contracts.

  1. Select the Versions to Compare:
    • A modal window will appear, allowing you to choose the original and modified versions of the contract.
    • Choose Original Document: Select the version you want to use as the baseline for comparison. You can either choose from the version list (which includes all versions uploaded to SpotDraft) or upload a new version directly.

  • Choose Modified Document: Select the version you want to compare against the original. You can also choose from the version list or upload a new version.

  • Include Comments: Check the box to include comments from both documents as part of the comparison. This can be helpful for understanding the context of changes.

  1. Start the Comparison:
    • Click the "Compare" button. The comparison process will run in the background.

  1. View the Comparison:
    • Once the comparison is complete, a new window will open highlighting the differences.
    • You can use the navigation buttons to scroll through the document and see the changes in detail.

  1. Saving the comparison as new version:
    • Once you have viewed the changes, you can save the compared document as a new version by clicking on “Upload as New Version”.

Note:

  1. If the contract is already in the signing stage, you won't be able to upload a new version directly after comparing.

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