SmartDoc: Track Changes

Policy and procedure documents should change by review, not by whoever edited them last. Change Tracking turns any SmartDoc field into a suggestion-based editor: every edit is held as a proposed change until an approver accepts it, with inline redlining while it is pending and a full decision trail once it is settled.

Key Highlights

Controlled Document Review: Switch on Change Tracking for a SmartDoc field and every edit becomes a suggestion that an approver must accept before it reaches the document.
Named Approvers: Let everyone with edit permissions accept and reject, or restrict approval to a chosen set of members and teams for policies and controlled procedures.
Inline Redlining: Additions appear in green and removals in red strikethrough, so a reviewer sees exactly what is being proposed and what it replaces.
Discussion Before Decision: Comment on any passage and reply to a suggestion, so the reasoning for a change sits beside the change itself.
Audit-Ready Change History: Every accept, reject and comment resolution is recorded with its author and time, searchable in the panel and retained for three years.
Nothing Slips In Unreviewed: Writes from forms, imports, the API and automations are captured as suggestions as well, never applied straight to a tracked document.

How It Works

Open the SmartDoc field settings, switch on Enable Document Change Tracking, then choose who can approve and reject suggestions.
On the record, the field shows a Click to Edit control with a badge counting pending suggestions and unresolved comments, and opens into the expanded SmartDoc modal.
The modal opens read-only in View mode showing the approved version; switch to Suggest mode to edit, and each change you make is saved as a suggestion.
The Changes panel lists every suggestion and comment as a card, where approvers accept or reject one at a time or use Accept All and Reject All.
Markup options let any reader see the document with markup shown, as it would read if everything were accepted, or as it stands today.
Activity History and Last Updated on the record move only when a suggestion is approved, and the change is credited to the person who proposed it.

Documents that carry weight now have their review step built into the field itself. Change Tracking is available now in SmartDoc field settings, off by default.