Redline a Document

Stakeholders added to a document by the document owner can collaborate on the document content before it is signed or eSigned. Once comments are added to the document, only the document owner can accept changes to the document.
Note: Quotes on the project request must be accepted before redlining begins.
Note: While a document is being edited by one user, the document is 'checked out' to that user. No other users can add comments or edit the document until that user saves their work.
  1. Navigate to the Home page in the MSP view.
  2. Click Requests.
    You can also click the Projects button on the Requests section in the Home page. This navigates you to the Requests page with the Projects sub tab selected.
    You can also enter the request number, or project name in the search bar. For more information about searching in the VMS, see Search Function.
  3. From the table, select the request.
  4. On the SOW Document sub tab, click .
    Note: Redlining participants are not automatically added to the negotiation. See Add Users to the Document.
  5. In the confirmation dialog, click Yes.
    After you start redlining, you have the following options:
    • - Cancels the current process.
    • - Opens the document editor. See the next step.
    • - Pauses the redlining process in the current state. No edits can be made to the document in this state.
    • - Removes any edits you made in the document after clicking .
    • - Completes the process, and integrates all accepted comments. If eSigning is enabled, clicking this button automatically routes the document to configured signatories.

      Signatories are added to the request in the SOW section. See SOW.

    • - Resumes a paused process. This action re enables the document editor for all added stakeholders.
  6. In the document editor, make edits to the document as needed.
  7. Click .