From Draftable Legal v2.14, users are able to load multiple documents for comparison and run them simultaneously. This 'Bulk Compare' feature is designed to save you time by removing the need to manually run every single comparison one by one.
With Bulk Compare, you can load multiple (up to 100s*) of 'newer' documents to compare against a single original document. Each comparison is run independently and you are able to open or save them.
*While there is no limit to the number of comparisons that can be run using the Bulk Compare feature, Draftable Legal only supports running up to 100 bulk compares at a time. Users can load and run more compares than this at their own discretion.
Note: Future improvements will see more 'next actions' being added to the Bulk Compare feature, allowing all outputs to be printed, saved, zipped or saved to document management systems.
Video Resource: This topic is included in our specially crafted explainer video, accessible via this link.
Enable the 'Bulk Compare' setting and turn on 'Bulk Compare' mode
To get started with Bulk Compare, you will first need to enable the feature in your settings.
- Open Draftable Legal and go to the Settings menu in the top right corner of the New Comparison Window
- Go to the ‘General’ section on the left hand side menu, and click the Show Bulk Compare option check box
- Once the check box is selected, close the Settings menu and click the Bulk Compare toggle on the New Comparison Window
Load files and perform multiple comparisons
There are a variety of ways to load files into Draftable Legal for bulk comparisons. As of v2.14, files for bulk comparison can be loaded through the local drive, iManage, NetDocuments, SharePoint and using drag and drop from any of these sources.
Note: more file loading options will be added in subsequent updates.
Method 1: From Local files
- Click Browse to Select Older Document and select the intended document
- Click Browse to Select Newer Document(s) and select all the documents that are intended to be bulk compared by holding ‘Ctrl’ and clicking
- Select your preferred Comparison Type - e.g. "Redline (.pdf)", "Redline (Word with Tracked Changes)", etc and settings 'Profile'
- Click Compare
Method 2: From iManage
- Click iManage to Select Older Document and select the intended document and / or version.
- Click iManage to Select Newer Document(s) and select the intended document. After you have found the document, click the 'Show Details' (i) and then navigate to the Versions tab to open the list of versions for the selected document. Check all the versions you wish to compare and then click Select.
Please note that currently Draftable v2.14 does not yet support loading multiple 'newer' files from the iManage web application or via the Draftable Legal version selector menu
- You can add more 'newer documents' to compare from NetDocuments by selecting the iManage icon above the newer files already loaded
- Select your preferred Comparison Type - e.g. "Redline (.pdf)", "Redline (Word with Tracked Changes)", etc and settings 'Profile'
- Click Compare
Method 3: From NetDocuments
- Click NetDocuments to Select Older Document and select the intended document
- Click NetDocuments to Select Newer Document(s) and select the intended document. After it has been selected view Versions under Profile Details and check all the versions that are intended to be compared and then click Open
Please note Draftable v2.14 does not yet support loading multiple 'newer' documents for Bulk Compare from the NetDocuments web application or via the Draftable Legal version selector - You can add more 'newer documents' to compare from NetDocuments by selecting the NetDocuments icon above the newer files already loaded
- Select your preferred Comparison Type - e.g. "Redline (.pdf)", "Redline (Word with Tracked Changes)", etc and settings 'Profile'
- Click Compare
Method 4: From SharePoint
- Click SharePoint to Select Older Document and select the intended document
- Click SharePoint to Select Newer Document(s). If you want to load a number of different files for comparison, select the intended documents by holding Control (Ctrl) and clicking the files to compare (shown highlighted blue below).
If you want to load a different versions of a file for comparison, select the file and hit Show under Versions to open the list of versions for the selected document. You can then select all versions you wish to compare by holding Control (Ctrl) and then clicking Select
- You can add more 'newer documents' to compare from SharePoint by selecting the SharePoint icon above the newer files already loaded. You can also drag and drop more files into Draftable directly from SharePoint Online.
- Select your preferred Comparison Type - e.g. "Redline (.pdf)", "Redline (Word with Tracked Changes)", etc and settings 'Profile'
- Click Compare
Actions after the comparisons are completed
After the comparison is complete, Draftable v2.14 supports directly saving all output files to your local computer or opening them individually in the comparison viewer to review and take any 'next action' (save to DMS, copy to clipboard, email, print).
Action 1: Save all output files to your computer
- From the Comparison finished window select all the comparisons that are intended to be saved, then click Save
- In the Select Folder pop-up navigate to the folder that the comparison outputs are to be saved in, then click Select Folder (note: this will create two files for each comparison – a word version and a PDF version)
Action 2: Open comparison outputs individually for review & next action
- From the Comparison finished window click Open on the desired comparison output to review it in the comparison viewer. Redline .pdf comparisons and Side by Side comparisons will open in the Draftable viewer and Redline (Word with Tracked Changes) will open in MS Word
- After a comparison has been opened, its status will appear in the Comparison finished window will change to Opened