Collaborative Editing

PlexTrac offers collaborative editing to save time and reduce errors when working on reports, writeups, narratives, and findings. Collaborative editing is a process in which multiple individuals work together to create, edit, and refine content in real-time, with contributors simultaneously working on the same document.

Collaborative editing exists in rich-text fields (RTFs) within the platform, such as:

  • In the Description, Recommendations, and References RTFs of the Findings Details tab of a finding

  • In the Value RTF within the Custom Fields tab of a finding

  • In the RTF of the Narrative tab for a report

  • In the Description, Recommendations, and References RTFs of the Readout tab of a report

  • In the Description, Recommendations, and References RTFs of a writeup in WriteupsDB

  • In the Section Body RTF in NarrativesDB

Track changes is not available until the content has been created and saved (i.e., the toolbar experience differs when creating a writeup vs. editing a writeup).

Avatar Notification

When a user edits one of the fields listed above, an avatar is displayed at the top right of the content box. Up to six avatars can be displayed.

The user's full name is provided if the cursor hovers over it.

Auto-Save Rules

Messaging at the top right of the page where collaborative editing exists indicates when content was last saved.

On pages with multiple content sections, autosave is per section (not page), and the time stamp will update when one of the collaborative editing content blocks is modified.

For example, when one user updates the finding description at the same time another user updates the finding recommendation, both updates are saved, and the time stamp represents the last edit.

Offline Messaging

If the internet or VPN connection is lost, an error notification will indicate the connection has been lost.


Users cannot modify any collaborative editing sections until they return online.

Tracking Changes

Track changes is a feature that records any modifications made to the text, formatting, or other elements. It can be enabled for a particular RTF or at the report level.

When the track changes feature is enabled, any modifications made to the document are highlighted and displayed. These changes can include additions, deletions, formatting adjustments, and comments. The original content remains visible, while the modifications are marked with specific indicators, such as colored text, underlines, or strike-throughs. Additionally, users can leave comments or annotations to provide further context or explanations regarding the changes made.

Collaborators can accept or reject individual changes, and the document owner or editor can review and make final decisions on which modifications to keep. This feature is helpful when multiple individuals must work on a document simultaneously or when documents undergo several revisions.

Tracking Changes at the RTF Level

The toggle to enable track changes in an RTF is located in the RTF toolbar. Click the track changes icon to enable.

Track changes can also be enabled by clicking the icon and toggle on from the pulldown menu.

When enabled, the track changes icon in the RTF toolbar is blue.

Any content additions are now shown in green, deletions will be red, and a log of changes will appear to the right of the RTF.

Changes can be accepted or rejected by clicking the checkmark or X in the audit box.

Once accepted or rejected, the box and markup will disappear, and the content will reflect the choices.

Tracking Changes at the Report Level

Track changes can be controlled at the report level and, when enabled, apply to all RTFs within a report. This toggle appears to the right of the tab headers of a report.

When track changes is enabled at the report level, individual RTFs will indicate that changes are being tracked (the track changes icon in the toolbar is blue). The toggle bar available from the pulldown menu is green (track changes is on), but the ability to turn off track changes for an RTF is greyed out.

If turned on at the report level, track changes can only be turned off at the report level.

Adding Comments

Comments can be added by highlighting content and clicking the comment icon in the RTF toolbar.

A comment box appears on the right of the RTF to capture any notes. The content the comment refers to stays highlighted to denote it as having an associated comment.

Click Comment or Cancel to complete the task.

Bulk Actions

For scenarios where multiple changes were made in an RTF, users can accept or reject with one click using the options provided in the track changes pulldown menu.

The solutions available depend on the scenario:

  • If a user has not specified specific RTF modifications, only "Accept all suggestions" and "Discard all suggestions" will be available.

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