Using tracked changes
- Matt Lynch
- Estelle Holmes (Deactivated)
The Editor includes track changes feature which allows you to manage changes that you or another user has made, including accepting and rejecting them
How to activate change tracking
Click the “Toggle change tracking” button on the tool bar (it will be highlighted grey when it’s enabled)
How to accept/reject tracked changes
Accepting tracked changes
From the right-hand panel > Review view: click on the black tick “Accept” button which will accept the whole change
From the right-hand panel > Review view: click on the double green tick “Accept all changes” button which will accept all tracked changes in your document
From the right-click context menu: right-click on the change and select “Accept Change(s)” which will accept the whole change
From the hover-over/tooltip: hover your cursor on the change for a second and a tooltip will appear and select the green tick “Accept” to accept the whole change
Rejecting tracked changes
From the right-hand panel > Review view: click on the black tick “Reject” button which will reject the whole change
From the right-hand panel > Review view: click on the double red cross “Reject all changes” button which will reject all tracked changes in your document
From the right-click context menu: right-click on the change and select “Reject Change(s)” which will reject the whole change
From the hover-over/tooltip: hover your cursor on the change for a second and a tooltip will appear and select the red cross “Reject” to reject the whole change
How to reply to changes
From the right-hand panel > Review view: click on the black tick “Reply” button which will open a dialogue box with an input field to capture your reply
From the right-click context menu: right-click on the change and select “Reply” which will open a dialogue box with an input field to capture your reply
From the hover-over/tooltip: hover your cursor on the change for a second and a tooltip will appear and select the reply button which will open a dialogue box with an input field to capture your reply
How to change the view of tracked changes
From the ‘Review’ drop down menu in the upper tool bar:
Select “View All Changes/Comments” to have all tracked changes and comments represented in the Editor. This is the default viewing mode.
Select “View Final” to preview the document as if all tracked changes (both inserted and deleted) were accepted.
Select “View Original” to preview the document as if all tracked changes (both inserted and deleted) were rejected.
Hints and tips
Modifications made when tracked changes are enabled are highlighted as blue, underlined text for newly inserted text and red, strikeout text for deleted text
The right-hand panel > Review is useful for managing tracked changes and comments. In this view the edits are presented in a compact form, in the order they appear in the document and each edit is marked with a type-specific icon.
You can use this view to quickly navigate through changes, accept or reject them, or to add and manage comments for the changes.
You can also search for specific changes and it includes some filtering options (for example, you can filter it to only show certain types of changes or to only show changes for a particular author).
Click on the under the Review heading for further help on explicit filters for a more fine-grained control.
If you attempt to edit the document when the “View Original” mode has been selected, the view mode will switch automatically to “View all Changes/Comments”
If you use “View Final” or “View Original” mode, the callouts are not displayed for comments or changes
If you copy content from the Editor that contains tracked changes, the changes will automatically be accepted prior to the content being copied to the clipboard. This filtering is performed only if the selection is not entirely inside a tracked change.
Some operations are not marked with tracked changes because of the extra ‘behind the scenes’ work that is involved in their implementation. These include things like deleting quoted structures or deleting the penultimate subsection/paragraph in a section/regulation. These are known limitations and we will be stopping this disabling of tracked changes for these operations based on feedback from live users.