SharePoint is a leading secure cloud-based content management software designed for use across a wide variety of industries.

This article will guide you on how to initiate comparisons by selecting documents from SharePoint online, and how to preserve these comparison exports as outputs within SharePoint.

Please note: In order to use the features outline in this article, you must first:

• Have enabled the SharePoint integration in your Draftable Settings and connected your account.

Selecting input files from SharePoint Online to start a comparison

1. Within the Draftable Legal New Comparison Window, click SharePoint
   
   
   
   
2. This will launch Draftable's file explorer menu, where you can navigate to the file(s) you wish to compare
   
   
   
   
3. Navigate to your desired file location and click on the document you wish to load. Once the document is highlighted click on Select
   
   
   
4. If you would like to load a specific version of a document, simply click on the Show option in the Versions column and the file versions will appear. Select the version(s) you wish to compare (using Ctrl for multi select) and click Select
   
   
   
   
5. Once selected, the input document(s) will appear in the New Comparison Window. You can repeat this process (1-4) for the newer document if this wasn't selected with the older document. If you need to switch the order of the documents loaded, you can use the two arrows icon in the top-center of the window
   
   
   
   You can also change the file version loaded or add another version by using the Select Version option under each filename
   
   
   
   This will display the Version Selection menu where you can choose one version to replace the current version loaded or select two versions to replace both files in the launcher
   
   
6. Once both documents have been loaded, select your Comparison Type from the drop down menu
   
   
   
   
7. Start your comparison by clicking Compare
   
   
   

Saving comparison outputs to SharePoint

Option 1: Saving via the Draftable Viewer (all output types)

1. First, in the New Comparison Window ensure the Redline in Draftable Comparison Type has been selected then hit Compare
   
   
   
   
2. Once the comparison is ready, the Comparison Viewer will appear
   
   
3. Click on the Save to SharePoint button in the Draftable ribbon.
   
   
    
4. This will bring up the Comparison Results options:
   
   
   

   You can select from one of the below options:
   
   Redline: This saves into a .pdf or .docx file where all changes are marked or "redlined" over the base document. This layout allows for easy visual comparison between the original and new versions of the document.

   Changed Pages Only: This is similar to the Redline option, but it only includes pages where changes have occurred. This is a useful feature if you're dealing with lengthy documents and you want to focus just on the pages with modifications. Can only be saved as a .PDF .

   Tracked Changes: This saves into a .docx file with all updates embedded as 'Tracked Changes' in Microsoft Word. This is useful for further editing or reviewing in Word, as you can accept or reject changes individually and keep a record of who made what changes and when.

   Changes Report: This will save a summary of the document changes found within the Redline. You can pick to either save this in a DOCX or a CSV file format and show all the Reported changes, or just those Matching the filters you have set in the Change List panel.
   
   Also, if you click on the "Options' link at the top of the Comparison Results pop up window, you will also see two additional choices.
   
   

   
   Summary page: Includes a brief summary of the number of changes made, as well at the Markup Schema used for the Redline
   
   Changes report: Includes the full changes report either at the start of the document or at the end.
5. The Draftable ‘Save As’ window will now appear. By default, this will open in the SharePoint location where the newer input file was stored. From here you can navigate through SharePoint online, edit the file name and create new folders as needed. 
   
   
   
   
6. Enter the relevant details and select ‘Save’. Your document has now been saved to SharePoint
   
   

Option 2: Saving directly to SharePoint (Tracked Changes in Word outputs)

1. First, in the New Comparison Window ensure the Tracked Changes in Word has been selected then hit Compare
   
   
   
   
2. Once the comparison is ready, you will see a popup asking whether you want to Open or Save your comparison output
   
   Note, some users may have set a default action for these comparisons in the Redline section of the Settings menu. If this is the case, you will need to change this setting to see the popup. See Redline comparison settings for details.
   
   
   
   
3. On the right side of the Save option, hit the down arrow to show more options
   
   
   
4. Select Save to SharePoint from the drop down menu
   
   
   
5. The Draftable ‘Save As’ window will now appear. By default, this will open in the SharePoint location where the newer input file was stored. From here you can navigate through SharePoint online, edit the file name and create new folders as needed
   
   
   
   
6. Enter the relevant details and select ‘Save’. Your document has now been saved to SharePoint