Make and manage suggestions in a contract draft
Making and managing suggestions requires specific permissions. Anyone with access to the draft can make public suggestions. However, to create or view private suggestions, you must be the draft creator, hold the "Manage all contracts" company user permissions (to add suggestions to company drafts), or have the "View and comment on document" shared permission with the Access to Private Comments and Suggestions rights enabled.
Create a new suggestion
Open the contract draft from the Contracts menu tab and enable the Editing mode.
Double-click (or highlight for longer text as sentence, paragraph, etc.) on the text in the draft’s body you would like to amend and click Suggest change.
Type your suggested amendment into the Suggestion field, or leave it empty if you are suggesting a complete deletion.
Select Public suggestion or Private suggestion from the drop-down menu in the dialogue box.
Click the blue Suggest button to add your suggestion.
Review and resolve suggestions
Click the Comments and suggestions icon in the right-hand sidebar of the contract draft to view a list of all active suggestions.
To accept a suggestion, select it from the sidebar and click the checkmark in the pop-up window. The text will automatically update based on the suggestion’s input in the body of the draft.
To reject a suggestion, select it and click the X icon.
Once you accept or reject a suggestion it will move to the “Resolved” list of suggestions in the Comments and suggestions sidebar of the draft.
Sending drafts with suggestions for signatures
It is not possible to sign or send a draft for signatures if it contains active suggestions. All suggestions must be accepted or rejected before proceeding to the signature process.
If you (as the draft creator or a collaborator with "Full access") attempt to send a draft with active suggestions for signatures, a prompt will automatically appear offering to reject all of them in bulk.
To accept this, click on the blue Reject button.
The suggestions will get rejected automatically and you will be able to send the draft for signatures.
To review and accept the active suggestions, click on Cancel.
Note: Even if the text linked to an active suggestion is manually deleted from the body of the draft, the suggestion itself remains active in the Comments and suggestions sidebar. You must still reject or accept it before the system will allow you to initiate the signature process.
What happens to suggestions when a contract is sent for signature?
Like comments, suggestions are a collaborative feature intended only for the drafting phase. Once you send a contract for signature, all public and private suggestion threads are permanently removed from the document to ensure a clean, finalized agreement for your signees.
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