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Getting Started

Using the Markup Wizard

The
Markup Wizard
 can be used to compare two similar documents and use the differences between them as the starting point for authoring a new template. The wizard will guide you through reviewing the differences identified and prompt you to insert Contract Express mark-up language. To open the
Markup Wizard
, click on the
Tools
 icon in the
Contract Express
 tab and select
Markup Wizard
 from the dropdown.
Markup wizard icon.
With the
Markup Wizard
 you can:
  • Accept, Reject, or Skip each identified change
  • Keep or Remove altered text
  • Convert altered text to a span or field

Using the Markup Wizard

When you run the Markup Wizard you are prompted to select a document to compare your current one to. This should be a similar document.
Once you have selected your second document, a comparison will be run between the two documents and the Markup Wizard will open to the right of your document. Document differences will also be displayed within the document itself as track changes.
The Markup Wizard will guide you through each document difference in turn, identifying the type of change and allowing you to
Accept
,
Reject
, or
Skip
 the change.
  • When you
    Accept
     a change, you will also need to select one of the
    Accept Options
     described below.
  • When you
    Reject
     a change, the text will be treated as if you had rejected the track change.
  • When you
    Skip
     a change, no action is taken and the Markup Wizard will skip to the next identified change.
Accept options
In all cases, your
Accept
 options will include
Convert to span
 and
Convert to field
.
  • If the type of change is
    Deleted text
    , you will also have the option to
    Remove from document
     and delete the text.
  • If the type of change is
    Inserted text
    , you will also have the option to
    Keep document as is
     and retain the text.
If you choose
Convert to field
, you will be prompted to enter a variable name. You can also select
Include the next Changed Text in this field
 to convert adjacent pairs of deleted and inserted text into a single field.
Convert to field option.
If you choose
Convert to span
, you will be prompted to enter a business rule. You can click on the
Edit
 button to open the Expression Editor.
Convert to Span option.

This article applies to:

  • Product: Contract Express