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Comments, versions and attachments

Comments

Comments let your team discuss the contract without changing it. They are internal: the other party never sees them unless the author or an admin shares one.

The Comments tab

  • Comment on text: select text in the document and choose Comment on selected text. The comment is anchored to that passage; Show in document takes you back to it.
  • New comment: select Comment in the Comments tab. You can quote a passage and Suggest replacement text.
  • Reply to a thread, edit your own comments, and resolve a thread when it's done. Post with Ctrl+Enter.
  • Apply suggestion replaces the quoted text with the suggested wording (only while the contract can be edited).
  • Turn on Comments in margin to see comments beside the text.

Comments stay open in most statuses. They become read-only on expired, terminated and cancelled contracts.

Versions

A version is saved each time the contract is submitted, sent for signing or signed, and whenever you save one yourself (for example from the prompt when you leave the editor).

The Versions tab

  • Open any version to read it.
  • Compare two versions as a document redline or side by side, with word-level changes highlighted.
  • Restore an earlier version while the contract is a Draft or In review. Versions themselves are never edited.

Attachments

Attach supporting files to a contract: schedules, emails, certificates of insurance, purchase orders and so on.

The Attachments tab

  • Drag files onto the tab, or select Choose files. PDF, Word, Excel, PowerPoint, images, text, CSV and email files are accepted, up to 25 MB each.
  • Choose a category for new files.
  • Each file can be downloaded, given a New version, renamed or recategorised with Edit details, or deleted.
  • You can add attachments even when the contract is read-only, for example after it is signed.
  • Files are checked for malware. Until a scanner is running in your environment, files are labelled Not checked for malware.
  • The contract log at the bottom of the tab lists every file added, changed or removed.

Deleted attachments can be restored for 30 days from Settings → Data. On a trial, attachment storage is limited; Settings → Data shows how much is used.

The contract owner can be emailed when colleagues add files (uploads within 5 minutes are grouped into one email). See Notifications settings.