Draftable Legal Quick Start Guide

This step-by-step guide will help you set up Draftable Legal and run your first comparison in minutes.

What is Draftable Legal?

Draftable Legal is an enterprise document comparison platform built for legal professionals. It goes beyond simple redlining, compare Word, PDF, Excel, and PowerPoint files with multiple output formats including redline PDFs, Word tracked changes, departures tables, and side-by-side views.

With integrations into leading document management systems like iManage, NetDocuments, and SharePoint, plus features like Bulk Compare, 1-Click Compare, AI-Ready Redline export, and a powerful Change List for reviewing, tagging, and filtering changes, Draftable Legal fits seamlessly into your existing workflows.

Setting up Draftable Legal

1. Download the Draftable Desktop application here: https://draftable.com/desktop/download/

2. Run the installer & follow the prompts

3. Activate the product by entering your Draftable Legal product key

   1. If you already have a license, your product key should have been sent to your email.
   2. If you want to start a trial, request a demo here: https://www.draftable.com/draftable-legal
4. That’s it! Draftable Legal is now set up & ready to use.

Running your first comparison

1. Start Draftable Legal

2. The New Comparison launcher will appear

   
3. Select two documents you want to compare
   The older/original/source document goes on the left
   The newer/revised/modified document goes on the right

4. Select the comparison type as Redline in Draftable

   
5. Hit Compare

6. Draftable will now be comparing the documents. This can take from a few seconds up to a few minutes, depending on the contents.

   
7. Once the comparison is complete, the comparison results will load in our redline comparison viewer window

Reviewing comparison results

Redline viewer

The Redline comparison viewer makes it easy to review changes.

The Change List is shown on the right-hand side of the Comparison Viewer. You can read more about Change List features here.

You can toggle the Change List on or off by selecting the button below highlighted.

At the top of the ribbon menu within the comparison viewer, are all your comparison output options.

These options allow you to quickly and easily share comparisons via your preferred method or DMS. A quick summary of these options are:

• Open the results directly in your preferred Word processor or PDF reader.

  

• Save the comparison result to your computer.

• Save to DMS, e.g. iManage, NetDocuments

• Print a hard copy of the comparison results.

• Copy to Clipboard and save the comparison output to your clipboard.

• Email the comparison results and/or the input documents using Outlook.

For more information about these specific output options, please see our Using Draftable section of our Knowledgebase. 

Other Comparison Types

Draftable Legal offers a range of Comparison Types to suit different file types and workflows. You can read more about how to select the right Comparison Type here.

Side by Side

This allows you to compare two documents and have them shown on a comparison screen in a Side by Side view. This can make it very easy to see the differences between two documents and works best for PDF files (but Word files are also supported). Side by Side comparisons also have the option to create a comparison output (or export), and is very useful when comparing Excel and PowerPoint files.

Tracked Changes in Word

The Tracked Changes comparison type will generate a Word document (.docx) with the changes marked up as Track Changes. Once ready, you will be prompted to either save or open the output. This will open in Word and let you use Word’s inbuilt Tracked Changes functionality to navigate through changes and accept/reject changes.

Redline in Word

This Comparison Type creates a Word (docx) file with static redline markup but no tracked changes metadata. This is particularly useful when using metadata cleaning tools that would otherwise remove tracked changes information.

Redline in Excel / Redline in PowerPoint

Draftable has dedicated comparison algorithms for Excel and PowerPoint files that produce redline output in the native Office format (.xlsx or .pptx). The output opens directly in Excel or PowerPoint so you can continue working on the file after review.

PowerPoint/Excel Redline in Draftable

Excel and PowerPoint files can also be compared as a Redline and reviewed directly inside the Draftable Comparison Viewer. This gives you access to the interactive Change List, tagging, filtering, and export options without leaving Draftable.

Departures Table

A specialised report that presents changes at the section or clause level rather than as inline edits. The Departures Table highlights the entire section where a change occurred, making it ideal for long contracts and policy documents where stakeholders need to understand the scope of changes at a glance. Output format is DOCX only.

Redline - Change Pages Only PDF

A streamlined output that includes only the pages where changes were detected between the original and revised documents. Unchanged pages are excluded entirely, providing a quicker way to review modifications without a full redline. Output format is PDF only.

Text-Only in Draftable

Text-Only Compare strips all formatting, styles, numbering, and layout from both documents before comparing, leaving only substantive text changes. This is useful for documents with complex formatting or as a fallback when a standard comparison produces unexpected results.

Live Redline Preview

When both inputs are set to free text, Draftable displays a real-time redline preview directly in the Compare Selector as you type or paste — no need to click Compare. The output can be copied as tracked changes, redline, or AI-ready format for use with generative AI tools.

Advanced steps

For further advanced steps see the below articles:

Setting up your integration with iManage

Customizing the side-by-side comparisons options

Customizing the Redline options and markup styles

Comparing PowerPoint with Draftable Legal

Comparing Excel files with Draftable Legal