How do I use the Create Issues List feature?

The comments function is used to speed up producing a commentary on a contract which does not appear as in-line notes. A typical use case for this would be producing an issues list to report on the status of negotiations or track what needs to be closed. Creating the issues list will show all comments by user within a table.

To use this function:

1. Add your comments to the document using Word’s comment feature. Select all of the text that the comment relates to, as this will be extracted into the separate issues list in another document. Use tags to track data such as owners etc (see below).
2. Click “Create issues List” and select the features you wish to include. Add a title in the header box and tick the checkbox to “add number column” if you wish the rows to be numbered. You can also select which authors/comments you wish to see using the check boxes.
3. If you would like to extract across multiple documents then you can either create a single list or tick the box “separated for each documents” to split the lists by document.

You can also add tags in the comments to track who is responsible for an issue, next steps, due dates or anything else that would be valuable. Add them in the format {tag-name: value} and you can create a column in the issues table for each tag. Multiple tags can be used separated by a “;”. For example:

{due date: 1 Jan 2018; owner: Roger}