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Workflow: Redlines
Workflow: Redlines

Effectively navigate document changes and create a comprehensive and relevant issues list tailored to their needs.

Updated yesterday

Overview

Redlines is a powerful tool designed to help you recognize additions and deletions in a PDF or a Word Document (.docx) with tracked changes through the following features:

  • Analysis: Users can ask questions based on the redlines in the document they have uploaded.

  • Issues List: By analyzing changes, Harvey can generate a detailed issues list in table format, offering insights into the modifications made to the document automatically, or users can create their own issues list with their desired topics.

Analysis

Harvey automatically identifies changes within uploaded PDF and Word documents. The analysis summarizes document changes and their potential impacts.

  • Optimal Document Length: Redline Analysis works best with documents under 200 pages.

  • Supported File Format: PDF redline documents and Word document (.docx) files with tracked changes are supported.

    • Note: PDFs converted from Microsoft Word documents with track changes can result in poorer performance so we suggest you upload the .docx file directly.

  • Visual Representation of Changes: Analysis relies on redlines showing 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).

  • Scope of Analysis: Harvey summarizes document changes and their potential impacts but does not advise on the acceptance or rejection of these changes.

  • Limitations: Harvey is optimized for text analysis and may not accurately interpret numerical data, images, or tables.

  • Automatic References: Harvey generates references or citations automatically, streamlining your analysis process.

To Run a Query

  1. Upload your redline document into the document upload field

  2. Select the Q&A tab in the interface

  3. Enter your prompt into the text field

  4. Click on 'Ask Harvey'

Issues List

Harvey automatically generates and customizes topics within the uploaded document for the issues list. Users can modify this list by adding or removing topics and rerunning the query for updated analysis. Prioritizing key topics enhances the accuracy and relevance of the results.

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'

Tips for Refining Issues Lists

  • Divide Larger Topics: Split larger topics into smaller, specific categories for more precise analysis.

    • Example: Use "Company Equity Awards" and "Executive Pay" instead of a broad term like "Compensation."

  • Use Exact Phrases: Utilize exact phrases from the document when defining issues for more accurate analysis.

    • Example: Use "Vote of the Company Shareholders" instead of a more generic term like "Force the Vote."

For further assistance, please contact [email protected]

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