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Every user’s journey with Draftable Legal is different. This guide helps you create a personalized learning path based on your experience level and what you need to accomplish.

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How to use this guide

This article is designed to be your home base while you learn Draftable Legal. Here’s how we recommend using it:
Keep this page open! All article links below open in a new tab. As you complete each article, simply close that tab and return here to continue your journey. Use this page as your checklist and guide through the onboarding process.
You can also use the sidebar on the left to navigate between sections, or scroll through the article — whatever works best for your workflow.

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Choose your path

Select the option that best describes you:

I'm new to document comparison

Start from the beginning and build a solid foundation. We’ll walk you through the basics step by step before moving to more advanced features.

I've used comparison tools before

Skip the basics and jump straight to Draftable’s powerful workflow features and advanced functionality.

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Beginner Journey: New to Document Comparison

Welcome! If you’re new to document comparison or new to Draftable, this is the perfect place to start. Work through each section in order to build a comprehensive understanding of Draftable Legal. Estimated time: 20-30 minutes

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Step 1: Understanding Comparison Types

Before diving in, it helps to understand the different ways Draftable can compare your documents.

Comparison Type: How to choose the right option

Learn about Redline, Side-by-Side, and other comparison types to choose the best option for your needs.→ Open article in new tab

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Step 2: Mastering Redline Comparisons

Redline comparisons are the core of legal document work — this is where most users spend their time.

Redline comparisons

Learn how to create, view, and export redline comparisons showing insertions, deletions, and moves.→ Open article in new tab

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Step 3: Using Side-by-Side View

Sometimes you need to see both documents next to each other. Side-by-Side view makes this easy.

Side-by-side comparisons

Compare documents in a split view with synchronized scrolling and change highlighting.→ Open article in new tab

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Step 4: Comparing Excel Files

Need to compare spreadsheets? Draftable handles Excel files too.

Comparing Excel files in Draftable Legal

Learn how to compare Excel workbooks, track cell changes, and review formula differences.→ Open article in new tab

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Step 5: Comparing PowerPoint Files

Presentations change frequently — here’s how to track those changes.

Comparing PowerPoint files in Draftable Legal

Compare slide decks and identify changes to text, images, and layouts.→ Open article in new tab

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🎉 Basics Complete!

Congratulations! You’ve completed the basics of Draftable Legal. You now know how to:
  • Choose the right comparison type
  • Create and review redline comparisons
  • Use side-by-side view
  • Compare Excel and PowerPoint files
Ready for more? Continue below to level up your workflows with time-saving features.

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Experienced Journey: Level Up Your Workflows

Already comfortable with the basics? This section covers Draftable’s powerful workflow features that will save you significant time.
This section assumes you’re already familiar with basic comparisons (redlines, side-by-side views). If not, we recommend starting with the Beginner Journey above.

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Time-Saving Workflow Features

These features are designed to speed up your daily comparison tasks.
Run comparisons instantly with your preferred settings — no more configuring options every time.→ Open article in new tab
Need to compare multiple document pairs at once? Bulk Compare handles it all.→ Open article in new tab
See the original, modified, and redline documents all at once for comprehensive review.→ Open article in new tab
If you use a Document Management System (iManage, NetDocuments, SharePoint, Worldox, or Epona), learn how DMS workflows differ when loading files and saving outputs. Skip this if you don’t use a DMS.→ Open article in new tab

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Advanced Features and Functionality

Take your Draftable experience to the next level with these power-user features.
Compare documents without leaving Microsoft Word, Excel, or PowerPoint.→ Open article in new tab
Use the streamlined Office add-in for quick file loading and comparisons.→ Open article in new tab
Compare email content directly in Outlook — perfect for tracking email thread changes.→ Open article in new tab
Customize how redline comparisons are displayed and what changes are highlighted.→ Open article in new tab
Create and manage profiles to save different redline settings for various use cases.→ Open article in new tab

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🎓 Journey Complete!

You’ve now been introduced to all the major features of Draftable Legal. Remember:
  • Bookmark this page to return whenever you need a refresher
  • Explore at your own pace — not every feature will be relevant to your workflow
  • Practice makes perfect — try each feature with your own documents

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Where to go from here

The Draftable Legal User Academy is designed to be a compact but comprehensive guide to all the core features and use cases in Draftable Legal. However, there are additional workflows, content, and use cases for Draftable Legal that aren’t documented here, as they may be more niche or only relevant to certain individuals and users. For continued exploration of Draftable Legal’s capabilities, we recommend reviewing the Using Draftable Legal tab in the navigation. This tab contains documentation for every other workflow and feature that may be possible using this product.

Using Draftable Legal

Explore all available workflows, features, and use cases for Draftable Legal beyond what’s covered in this academy.

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Need help along the way?

If you get stuck or have questions, check out our FAQ & Troubleshooting section or reach out to support@draftable.com.