> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mixus.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Redlining

> Intelligent document editing with tracked changes

# Document Redlining

Transform your documents with intelligent editing while maintaining full
visibility into every change. Our redlining capability brings attorney-grade
precision to document modifications.

## How Redlining Works

<Steps>
  <Step title="Upload Your Document">
    Upload any Word document (.docx or .doc). Legacy .doc files are
    automatically converted for processing.
  </Step>

  <Step title="Describe Your Changes">
    Tell us what changes you want in plain language. Be as specific or general
    as needed.
  </Step>

  <Step title="Review the Result">
    Receive your redlined document with all changes tracked, plus clean and PDF
    versions.
  </Step>
</Steps>

***

## What You Can Ask For

### Simple Changes

> "Change the governing law from Delaware to Texas."

> "Replace all instances of 'Acme Corp' with 'XYZ Inc'."

> "Update the effective date to January 1, 2025."

### Complex Modifications

> "Strengthen the confidentiality provisions to include derivative works
> and extend the term to 5 years."

> "Add a force majeure clause covering pandemics, natural disasters, and
> government actions."

> "Revise the indemnification section to be mutual instead of one-way."

### Section-Specific Edits

> "Edit only Section 4 to add a 30-day cure period."

> "In Section 2.1, change the payment terms from Net 30 to Net 45."

> "Modify only the termination clause to require 90 days written notice."

***

## Section-Aware Editing

When you specify sections, we take it literally:

<CardGroup cols={2}>
  <Card title="What You Say" icon="message">
    "Edit only sections 2 and 4 to make the language more formal"
  </Card>

  <Card title="What Happens" icon="check">
    Changes are restricted to sections 2 and 4 only. All other sections remain
    untouched.
  </Card>
</CardGroup>

### How It Works

1. **Section Detection**: We analyze your document structure to identify
   all sections
2. **Instruction Mapping**: Your request is mapped to specific sections
3. **Targeted Editing**: Changes are applied only where specified
4. **Compliance Verification**: We confirm changes stayed within boundaries

<Note>
  If you don't specify sections, changes are applied wherever contextually
  appropriate throughout the document.
</Note>

***

## Supported Document Types

We support all standard Word document formats:

| Format | Support Level                  |
| ------ | ------------------------------ |
| .docx  | ✅ Full native support          |
| .doc   | ✅ Auto-converted to .docx      |
| .docm  | ✅ Supported (macros preserved) |
| .rtf   | ✅ Converted for processing     |

<Warning>
  PDF documents cannot be redlined directly. If you need to modify a PDF,
  convert it to Word format first, or use our document comparison feature for
  two different versions.
</Warning>

***

## Track Changes Features

Your redlined document includes all standard Word track changes:

<Check>**Insertions**: New text clearly marked with author attribution</Check>

<Check>**Deletions**: Removed text shown with strikethrough</Check>

<Check>
  **Formatting Changes**: Style modifications tracked where supported
</Check>

<Check>
  **Source Citations**: Automatic footnotes showing the source of each change
  (enabled by default)
</Check>

### Source Citations (Automatic)

Every change includes a footnote citation showing its source:

<CardGroup cols={2}>
  <Card title="User Request" icon="user">
    Changes explicitly requested in your instructions
  </Card>

  <Card title="Playbook Rules" icon="book">
    Changes based on playbook guidelines
  </Card>

  <Card title="AI Analysis" icon="brain">
    Changes inferred from context and best practices
  </Card>

  <Card title="User Feedback" icon="thumbs-up">
    Changes driven by preferences learned from your previous reviews
  </Card>
</CardGroup>

**Example:** When you ask to "change company name to Acme Corp," the footnote shows:

> ¹ Source: User Request - Change company name to Acme Corp

<Note>
  Footnotes appear at the bottom of each page and are automatically numbered.
  You can disable them by adding "without footnotes" to your request.
</Note>

### Interactive Redline Review

Open any redline in the built-in **Redline Review** page to review changes without leaving mixus:

<CardGroup cols={3}>
  <Card title="Accept / Reject" icon="check">
    Accept or reject each change to build your final client document. Works like
    Word's Track Changes pane.
  </Card>

  <Card title="Rate AI Suggestions" icon="thumbs-up">
    Rate each AI suggestion as Helpful or Not Helpful. The AI learns your
    preferences automatically for future redlines.
  </Card>

  <Card title="Edit Inline" icon="pencil">
    Edit replacement text directly in the review page. No need to open Word for
    small tweaks.
  </Card>
</CardGroup>

#### How the Review Page Works

1. **Left sidebar** shows all tracked changes. Accept or reject each one using the checkmark and X buttons (or press `A` / `R` on your keyboard).
2. **Center pane** renders the document in Word View or PDF View. Click any tracked change to select it.
3. **Right panel** shows the AI's reasoning, source citation, and a "Rate This AI Suggestion" section where you can mark changes as Helpful or Not Helpful.
4. **Footer** shows a live download bar. Once you've made decisions, click "Download Final Document" to get your updated DOCX with all accepted changes applied.

#### Smart Defaults

When you Accept a change, the AI feedback is automatically set to "Helpful." When you Reject, it's set to "Not Helpful." This means 90% of the time you don't need to touch the AI feedback at all -- the AI learns from your accept/reject decisions automatically.

You can override the default by clicking in the right panel. For example, you might Accept a change for the client but mark it "Not Helpful" to tell the AI not to suggest that type of change normally.

#### Download Options

The review page offers multiple download options:

| Download                   | Description                                          |
| -------------------------- | ---------------------------------------------------- |
| Original Document          | Clean version before any AI changes                  |
| AI Redline (Track Changes) | The redlined DOCX with markup                        |
| Redline with Comments      | Track changes + source citations as Word comments    |
| Comparison PDF             | Side-by-side comparison                              |
| Final Document             | Your document with accepted/rejected changes applied |

#### AI Learning

Every time you review a redline, your feedback is saved and used to improve future redlines. The AI learns:

* Which types of changes you prefer for different document types
* Where the AI over-corrects or under-corrects
* Your organization's specific preferences (e.g., preferred governing law, liability caps)

View what the AI has learned at any time from the **AI Learnings** dashboard, accessible from the review page footer.

### Working with Track Changes in Word

The redlined document also works with standard Word features:

* **Accept/Reject**: Use Word's built-in buttons to accept or reject
  individual changes
* **Review Pane**: See all changes in Word's review pane
* **Source Citations**: Check page bottom for footnotes explaining each change
* **Compare**: Compare against other versions using Word's compare feature
* **Print**: Print with or without markup visible

***

## Version Tracking

When you make multiple rounds of changes in the same chat, each version is automatically tracked with professional legal naming:

### File Naming Format

```
[Document Name] - [Type] (v[N]) [YYYY-MM-DD].[ext]
```

| Round | What You Get                              |
| ----- | ----------------------------------------- |
| 1st   | `Redline - Contract (v1) 2026-01-04.docx` |
| 2nd   | `Redline - Contract (v2) 2026-01-04.docx` |
| 3rd   | `Redline - Contract (v3) 2026-01-04.docx` |

### How It Works

<CardGroup cols={2}>
  <Card title="Automatic Versioning" icon="clock-rotate-left">
    Version numbers increment automatically each time you request changes on the
    same document within a chat.
  </Card>

  <Card title="Clear History" icon="list-ol">
    Easily identify which version is which during multi-round negotiations.
  </Card>
</CardGroup>

### Example Chat Progression

```
USER: "Please add a 30-day termination clause"
AI: ✅ Generated:
    - Redline - Aon NDA (v1) 2026-01-04.docx
    - Aon_NDA - Clean (v1) 2026-01-04.docx

USER: "Also add a non-compete for 12 months"
AI: ✅ Generated:
    - Redline - Aon NDA (v2) 2026-01-04.docx  ← Version incremented!
    - Aon_NDA - Clean (v2) 2026-01-04.docx

USER: "Change the governing law to Delaware"
AI: ✅ Generated:
    - Redline - Aon NDA (v3) 2026-01-04.docx  ← Version incremented again!
    - Aon_NDA - Clean (v3) 2026-01-04.docx
```

<Note>
  Each document is tracked independently. If you have multiple documents in the
  same chat, each has its own version counter.
</Note>

***

## Document Comparison

Need to compare two existing documents instead of making new changes?

Use our **Document Comparison** feature to:

* Compare original and signed versions
* Generate a redline between v1 and v2
* See what changed between drafts

<Card title="Learn About Document Comparison" icon="files" href="/legal-ai/document-comparison">
  Compare two documents without AI editing—just show the differences.
</Card>

***

## Quality Assurance

Every redline goes through our validation process:

<Steps>
  <Step title="Content Accuracy">Changes match your instructions</Step>
  <Step title="Risk Analysis">High-risk changes flagged (legal documents)</Step>

  <Step title="Section Compliance">
    Edit stayed within specified boundaries
  </Step>

  <Step title="Format Integrity">Document formatting preserved</Step>
  <Step title="Visual Check">Rendered document looks correct</Step>
</Steps>

***

## Controlling Source Citations

### Enable (Default)

Source citation footnotes are **enabled by default**. Just make your request normally:

> "Change the governing law to California"

**Result:** Tracked change + footnote showing source

### Disable

Add "without footnotes" or "no source citations" to your request:

> "Change the governing law to California without footnotes"

**Result:** Tracked change only, no footnotes

***

## Best Practices

### Be Specific When Needed

<Check>"Change the payment term from Net 30 to Net 45 in Section 3.2"</Check>

<Warning>"Make some payment changes" (too vague)</Warning>

### Use Section References

<Check>"In the Termination section, add a 30-day cure period"</Check>

<Check>"Edit only Section 5.1 to require written notice"</Check>

### Describe the Intent

<Check>
  "Make the confidentiality provisions stronger to protect trade secrets"
</Check>

<Check>
  "Add standard force majeure language covering natural disasters and government
  actions"
</Check>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Multi-Pass Review" icon="list-check" href="/legal-ai/multi-pass-review">
    Learn how we validate every change.
  </Card>

  <Card title="See Deliverables" icon="files" href="/legal-ai/deliverables">
    What you receive with every redline.
  </Card>
</CardGroup>