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Workflows: Redlines and Translations
Workflows: Redlines and Translations
Updated over 2 weeks ago

Redlines

Harvey’s Redlines tool helps you quickly identify changes in PDFs and Word documents (.docx) with tracked changes.

Key Features

  • Redline Analysis – Automatically detects and summarizes document edits, highlighting additions in blue and deletions in red (for PDFs) and pulling in tracked changes (for Word).

  • Issues List – Generates a structured table of key modifications or lets you create a custom list based on specific topics.

Redline Analysis

Harvey reviews and summarizes document changes but does not provide recommendations on accepting or rejecting edits.

  • Redlines will show insertions in blue text and deletions in red text for PDFs and only pulls in the the tracked changes from Word documents (not comments at this time).

  • Best for documents under 200 pages.

  • Supports PDFs with visible redlines and .docx files with tracked changes.

    • For best results, upload the original .docx file instead of a PDF converted from Word.

  • Optimized for text analysis. Harvey may not fully interpret numerical data, images, or tables.

How to run a Query

  1. Upload your redline document into the document upload field

  2. Select 'Q&A.'

  3. Enter your prompt.

  4. Click 'Ask Harvey.'

Issues List

Harvey identifies and organizes key topics from document changes. Users can refine the list by adding or removing topics.

Tips for Better Results

  • Break down broad topics. Instead of “Compensation,” use “Company Equity Awards” and “Executive Pay.”

  • Use exact phrases. For example, “Vote of the Company Shareholders” instead of “Force the Vote.”

How to run a query

  1. Select the Issues List tab

  2. Next, you can either:

    1. Manually add topic(s) by typing individual topics into the text bar and selecting 'Add topic' after each one

    2. Select 'Auto generate' to generate topics based off the document you upload

  3. Click on 'Ask Harvey'


Translations

Harvey’s Translation workflow translates entire documents accurately while preserving formatting as much as possible.

Best Practices

  • Use .docx files for better formatting retention. PDFs may lose layout consistency.

  • Review for accuracy. Human oversight is recommended for sensitive content.

  • Footnotes may not be translated.

How to Translate a Document

  1. Upload your document.

  2. Select the output language from the dropdown menu.

  3. Click 'Ask Harvey'.

  4. Save, reset, or export your translation as a .docx file.

Supported Languages

Arabic | Danish | Dutch | English | French | German | Italian | Japanese | Korean | Malay | Portuguese (Brazil/Portugal) | Simplified Chinese | Spanish

Need another language? Contact your Customer Success Manager.


Frequently Asked Questions

Q: Can I upload redlined documents anywhere else in Harvey besides in the Redlines Workflow?

Assistant also recognizes a document’s redlines when a redlined document is uploaded. It will recognize track changes and comment bubbles from Word documents and red and blue modifications from PDF files. This functionality is equivalent to the querying that the Redlines Q&A workflow supports, and works in both Assist and Draft mode. File size limits remain the same!

For further assistance, please contact [email protected]

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