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The settings menu was reorganised in Draftable Legal 26.6. If you are on 26.6 or later, follow the “26.6 and later” tabs below. On earlier versions, follow “Before 26.6”. To check your version, open Settings. The version number shows at the bottom-left (for example, v26.6.0).
For administrators looking to configure profiles for end users, please see Configuring Redline profiles within Group Policy

Video Resource

This topic is included in our specially crafted explainer video.
Firstly, we need to open the settings menu, this can be done in a few ways:
  1. Open settings via the Taskbar
    1
    Right-click the Draftable icon in the taskbar
    2
    Select Settings as the 2nd option
  2. Or, open the settings menu via the New Comparison Window
    1
    Open the New Comparison window
    2
    Select Settings in the top right of the window
Once the settings menu is open, navigate to the Redline comparison settings. The profile management controls (Active Profile, Set as default, New, Rename, Export, Import and Delete) live at the top of this screen.
Select Redline Profiles under the Compare group in the left-hand menu. Profile management is at the top of the screen, with Import and New in the top right and the Active Profile dropdown, Set as default, Rename, Export and Delete below it.

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What profiles do and do not control

Profiles hold your Redline comparison settings, such as the markup scheme, what is compared, and how tracked changes are authored. From 26.6, a small number of output settings are application-wide rather than per profile. The output filename pattern, the summary page placement, the default view mode, whether comments show in three-pane view, and PDF line number stripping all now have a single value shared by every profile.
Upgraded from a version before 26.6? Those settings were carried across from your default profile only. Values saved on other profiles are still recorded on your machine and can be recovered. See Recovering per-profile settings after upgrading to 26.6.

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Configuring Redline settings Profiles

Below are all the different methods for creating, importing, exporting, renaming and deleting profiles from within the Redline comparison settings.
In 26.6 and later, each profile action is a dedicated button. Import and New are in the top right of the Redline Profiles screen, and Set as default, Rename, Export and Delete sit in a button row under the Active Profile dropdown. On versions before 26.6 these actions were reached through a single menu icon next to the profile dropdown.

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Creating a profile

Within the Redline comparison settings, make all the changes you require to all the different settings for your Redline comparisons. Once you have done so, create the profile.
Select New in the top right of the Redline Profiles screen.
A new window will appear so you can name the profile.
Enter a Profile name, then select Create. There is no base profile to choose: the new profile inherits the settings you currently have configured, so make your changes first and they carry into the new profile.
Once created, you will see the new profile appear as the Active Profile.
The new profile becomes the Active Profile at the top of the Redline Profiles screen. Open the Active Profile dropdown and you will find it grouped under Personal, alongside the built-in profiles.

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Exporting a profile

Exporting saves the profile to a JSON file that you can share with teammates.
Select the profile you want to export in the Active Profile dropdown, then select Export.
A new window will appear so you can save the profile to your desired location. Provide the file with a name and select Save.
This will save the profile file as a JSON, with the given name.

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Importing a profile

Select Import in the top right of the Redline Profiles screen.
File explorer will open. Navigate to the location of the profile JSON file you wish to import, select the file and click Open.
You will be given a window like the one below if the import process was successful.

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Renaming a profile

Select the profile you want to rename in the Active Profile dropdown, then select Rename.
A new window will appear. Rename the profile to your desired name, then confirm to apply the change.
The Rename profile dialog opens with the current name pre-filled. Edit the Profile name, then select Rename to apply the change.

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Deleting a profile

The built-in profiles are read-only, so Rename and Delete are disabled while a built-in profile is active. You also cannot delete the default profile or your only remaining profile. To delete one of those, set another profile as the default first, then delete it.
Select the profile you want to delete in the Active Profile dropdown, then select Delete.
A confirmation dialog will appear. Select Delete if you want to confirm the deletion.
The profile will then be removed from your Draftable application.

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Setting a default profile

In 26.6 and later you can mark the active profile as the default with the Set as default button at the top of the Redline Profiles screen. The default profile is the one Draftable uses for comparisons unless you switch the active profile. When the active profile is already the default, the button reads Default profile and is disabled.

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Where the profile settings live in 26.6

Every setting you configure applies to the active profile. In 26.6 and later, the settings on the Redline Profiles screen are organised into accordions:
  • Appearance: change type styling (colours, highlights and text styles for insertions, deletions, moved from and moved to), table cell colours and revised line markers.
  • Word: what to compare and how Word comparisons behave.
  • Excel: how spreadsheet comparisons behave.
  • PowerPoint: how presentation comparisons behave.
  • Output: the tracked changes author used for Tracked Changes output.
For a full walkthrough of these settings, see Redline comparison settings.