> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.dioptra.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Redlining Documents

> Redlines the way you want them.

<AccordionGroup>
  <Accordion title="Redline with Saved Playbooks" icon="book-arrow-right">
    *What to use:* the Agreement, the [Playbook](/playbooks), the [Chat](/chat).

    ### **First Review**

    1. Open the Agreement, open the Word Add-in, select [Playbook](/runningplaybooks).
    2. Select the applicable [Playbook](/runningplaybooks) (leave the live review toggle on) and press Run.
    3. Review and apply the results of the [Playbook](/runningplaybooks) Run, by opening each issue card for the non-compliant issues to see why it triggered, proposed redlines and proposed comments.  Apply the redlines/comments that you want and mark responded or ask the agent to create new redlines and mark responded, or concede the issue.

    ### **Second Review**

    1. Open the revised Agreement and repeat the above [Playbook](/runningplaybooks) steps, selecting the prior [Playbook](/runningplaybooks) Run for a snapshot look at how many issues have been resolved in your favor in this round.
    2. Use [Chat](/chat) to craft comments that may help the counterparty to concede the issues, brainstorm a package offer to close the agreement, and create an issues list to use to negotiate the final open issues. Copy the [Chat](/chat) outputs to share.
    3. Use Collaborate to share the proposed package offer and issues list with your team and get feedback.
  </Accordion>

  <Accordion title="Redline to Match Your Own Standard Form" icon="copy">
    *What to use:* the Agreement, the [Chat](/chat), your Standard Form.

    1. Open the Agreement, open the Word Add-in, select [Chat](/chat).
    2. Attach your standard form.
    3. Tell [Chat](/chat) to redline the agreement based on your attached standard form. It is helpful to provide additional context around what is most important to you, details about the transaction, and how aggressive to make the redline.
    4. Review the suggestions and apply, regenerate, or ignore.
  </Accordion>

  <Accordion title="Redline Based on Market" icon="cart-shopping-fast">
    *What to use:* the Agreement, the [Chat](/chat).

    1. Open the Agreement, open the Word Add-in, select [Chat](/chat).
    2. Tell [Chat](/chat) to redline the agreement to make it market. It is helpful to provide additional context around what is most important to you, details about the transaction, and how aggressive to make the redline.
    3. Review the suggestions and apply, regenerate, or ignore.
  </Accordion>

  <Accordion title="Redline Based on a Prior Redline" icon="arrow-down-from-bracket">
    *What to use:* the new agreement, the redlined agreement, the [Chat](/chat).

    1. Open the new agreement, open the Word Add-in, select [Chat](/chat).
    2. Attach the redlined document to the [Chat](/chat).  Use the + to navigate to add files.  It will bring you here.  Click in the gray box to add your document if you want to just use the document once.  If you want to use it more frequently, you can also use the + to the right of the Saved Files to save your document for future reviews as well.

           <img src="https://mintcdn.com/dioptra-1e81a090/w-wmTdUaELQDiuer/images/Screenshot2025-10-10at3.04.37AM.png?fit=max&auto=format&n=w-wmTdUaELQDiuer&q=85&s=4a1303cd8e8a0ab63607c82460af0f55" alt="File attachment picker in the Chat" width="1202" height="794" data-path="images/Screenshot2025-10-10at3.04.37AM.png" />
    3. Tell [Chat](/chat) to propose redlines for the open agreement that reflect the redlines in the attached agreement.  Give the [Chat](/chat) any additional relevant context - how faithful to the prior redlines the new redlines should be, what the two documents are, specific sections to focus on or ignore, etc.
  </Accordion>

  <Accordion title="Incorporating Hyperlinked Terms" icon="link-horizontal">
    *What to use:* the Agreement, the [Chat](/chat).

    1. Open the Agreement, open the Word Add-in, select [Chat](/chat).
    2. Tell [Chat](/chat) to create markdown versions on any of the hyperlinked terms.
    3. Use the <Icon icon="copy" /> button next to the markdown versions to copy the text and insert into your agreement.

    <Info>
      You can also use [Chat](/chat) to create a table comparing the content in the hyperlinked terms with the content in your agreement and identify any discrepancies.
    </Info>
  </Accordion>

  <Accordion title="Redline With Your Guidelines" icon="arrow-down-short-wide">
    *What to use:* the agreement, the guidelines, the [Chat](/chat).

    1. Open the agreement, open the Word Add-in, select [Chat](/chat).
    2. Attach the guidelines to the [Chat](/chat).  Use the + to navigate to add files.  It will bring you here.  Click in the gray box to add your document if you want to just use the document once.  If you want to use it more frequently, you can also use the + to the right of the Saved Files to save your document for future reviews as well.

           <img src="https://mintcdn.com/dioptra-1e81a090/w-wmTdUaELQDiuer/images/Screenshot2025-10-10at3.04.37AM.png?fit=max&auto=format&n=w-wmTdUaELQDiuer&q=85&s=4a1303cd8e8a0ab63607c82460af0f55" alt="File attachment picker in the Chat" width="1202" height="794" data-path="images/Screenshot2025-10-10at3.04.37AM.png" />
    3. Tell [Chat](/chat) to propose redlines for the  agreement that reflect the attached guidelines.  Give the [Chat](/chat) any additional relevant context - how the guidelines are organized, what side of the agreement you are on, specific sections to focus on or ignore, whether to propose changes for concepts where you don't have guidelines, etc.
  </Accordion>

  <Accordion title="Agreement Clean-Up" icon="broom">
    *What to use:* the agreement, the [Chat](/chat).

    1. Open the  agreement, open the Word Add-in, select [Chat](/chat).
    2. Type "Clean Up" to kick off a search for undefined terms, wrong capitalization, missing definitions, cross reference errors, incomplete sentences, incorrect exhibit references, missing signature blocks, missing information, duplicative sections, and conflicting obligations.

           <Info>
             You can also use our managed prompts for Defined Term Clean Up and Cross-Reference Checks if you want to perform a more narrow clean up.

             * Defined Term Clean Up: You are an experienced transactional lawyer. Check the agreement for (1) any defined terms that are not being used in the contract, (2) defined terms improperly capitalized, (3) defined terms that are missing definitions. Create a table that shows each defined term error with section references, citations, and the applicable text.  Ask the user if they want you to propose redlines to fix the errors.
             * Cross-Reference Check: You are an experienced transactional lawyer. Check the agreement for any potential cross-reference errors. Create a table that shows each potential cross-reference error. There should be 6 columns -(1) the section number and title and the language containing the potential cross reference error (2) the citation for (1), (3) the section number and title and the language that the cross reference is currently pointing to, (4) the citation for (3), (5) the section number and title and the language for the section that is probably intended to be cross referenced, (6) the citation for 5.
           </Info>
  </Accordion>

  <Accordion title="Redline Amendments " icon="layer-plus">
    *What to use:* the new amendment, the original agreement and any prior amendments, the [Chat](/chat).

    1. Open the new amendment, open the Word Add-in, select [Chat](/chat).
    2. Attach the original agreement and any prior amendments to the [Chat](/chat).
    3. Tell [Chat](/chat) which party you are and that you are reviewing the current amendment.  Ask it to create a table with a column for the section numbers and titles, a column for the original agreement, a column for each attached amendment, a column for the current amendment, and a final column analyzing the effect of the current amendment.  The table should have a row for each section of the original agreement that has been amended by one or more amendments and a row for any net new content in any amendment that doesn't relate to a section of the original agreement.
    4. You can use the table to analyze the amendment and collaborate with team members on how you want to respond.
    5. Tell the [Chat](/chat) to propose redlines to the amendment based on your preferred responses.
  </Accordion>
</AccordionGroup>