Version Comparison

Background

Version Comparison allows you to compare multiple versions of the same document to identify and summarize all substantive, effective differences between them — or quickly confirm that nothing changed. This feature supports uploading as many versions as you need (V2, V3, V4, and beyond), so you can track how a document evolves across every round of negotiation. The full side-by-side (2-panel) view is now available, letting you view both document versions simultaneously, assess each change, leave comments, and navigate directly to the relevant sections in each document. You can also download a shareable report and use the chat tool to ask follow-up questions about specific changes and their impact.

Things to Consider

• Both documents must be versions of the same root document — comparing a contract against an addendum or a different document will not produce reliable results

• Reviews applied to one version do not carry over to other versions automatically — you can manually add a review to any subsequent version; review indicators will appear in the side-by-side view for whichever version they were applied to

• The downloadable comparison report does not currently include assessment statuses (Accept/Reject/Change) and does not support filtering by status — this may be added in a future update

• Documents with columns are not well supported at this time

• If you are comparing digitally stapled documents, both versions must contain the same documents stapled in the same order

• Best results are achieved when documents are less than approximately 30% different from each other

• Version Comparison is not available for crunches with a playbook attached

• New versions are uploaded from within an existing crunchview, not from the main upload page

Steps

Uploading a New Version

1. Open the existing crunch for version 1 of your document.

2. Upload your new version from any of the following locations within the crunchview:

   • Overview tab: Scroll to the Get Started section at the bottom and click the upload option

   • Document Versions tab (header bar): Click New to upload an additional version

   • Comparison Report tab: Click New on the right-hand side

3. Select your file by dragging and dropping it or browsing for it on your device.

4. Wait for processing to complete. The comparison will run automatically once the upload finishes.

   Note: You will see an In Progress icon next to your upload on your Dashboard. This means that our system is still processing your document(s), and once completed, the icon will disappear, and you will receive an email informing you that your version comparison is ready.

Using the Side-by-Side Comparison View

1. Open the Compare tab from the crunchview of your document. You can access it from the right-hand panel or the header bar.

2. Select the version pair you want to compare (e.g., V2 ↔ V3). The Change Summary panel will display the total number of changes and their types: Additions, Deletions, Modifications, and Locations.

3. Click Full Report to open the side-by-side view. The latest (newer) version appears on the left; the earlier version appears on the right.

4. Click any change item in the Change Summary panel to navigate both document panels to the relevant location simultaneously. Colored markers on the document pages indicate where each change appears. If a review has been applied to that version, purple review indicators will also appear alongside the comparison markers.

5. Expand View Changes on any item to see the actual text from both versions side by side, with labeled version references and page numbers.

Assessing Changes and Adding Comments

1. For each change item, click one of the three assessment icons to indicate your decision:

   • Accept (checkmark) — the change is acceptable

   • Reject (X) — the change should be reverted

   • Change (pencil) — the change needs further modification

2. Add a comment to any change item by clicking the comment icon. Type your note and @mention teammates to bring them into the review. Comments are collapsible to keep the view clean.

3. Track your progress by reviewing which items have assessments applied versus those still pending. The Change Summary header shows the count of reviewed vs. total changes (e.g., "2/7 changes not yet reviewed").

Downloading the Comparison Report

1. Click the download icon from the side-by-side comparison view (top-right corner of the comparison panel), or from the Document Versions tab or Comparison Report tab.

2. Name the file whatever you like.

3. The downloaded report includes: document names, the date generated, your organization and team, a count of each change type (Additions, Deletions, Modifications, Locations), and each change item with its AI-generated summary and the relevant text from both versions.

Chatting with a Specific Document Version

1. Navigate to the crunchview.

2. Click the version tag displayed near the file name in the header. A pop-up will appear showing all available versions of the document.

3. Select the version you want to chat with. Project Assist defaults to the most recently uploaded version, but you can switch to any version at any time.

4. Ask questions as normal — the AI will ground its answers in whichever version you've selected.

Uploading Additional Versions

1. Repeat the upload process from the Document Versions tab or Comparison Report tab to add V3, V4, or any subsequent versions as negotiations progress.

2. A new comparison report will be generated for each new version uploaded, allowing you to track changes round by round.