Once you've exported clauses or schedules from the Reference Report, you can send them out for review and then bring any edits back into your original document, without manually copying the changes across or risking small edits being missed.
How it works
Using the Reference Report, you can export your selected clauses along with their related definitions to a new Word document. Once that extract has been edited, whether by you, a colleague or a counterparty, you can simply merge the updates back into the original document in just a few clicks.
It's a quick and simple way to reduce manual work, keep your documents aligned, and improve accuracy across the drafting process.
When to use this feature
Reincorporation is useful whenever you've shared an extract of your contract with someone else for input. For example:
Sending a specific schedule to a client for review.
Asking a colleague to mark up a particular set of provisions.
Circulating an extract to specialist counsel for sign-off.
Once those changes come back, you can pull them straight into your master document without re-typing anything or copying and pasting clause by clause.
Reincorporating changes into your master document
To merge an edited extract back into the original:
Open your main document in Microsoft Word.
Click the Link Docs tab in the Definely panel.
Choose the edited document and select Link Document.
Once Definely has scanned the file, click Merge.
Your updates will automatically be applied back into the original document.
Why use reincorporation
Reincorporation removes the risk of:
Missing a small edit buried in a long extract.
Introducing formatting issues from copy-and-paste.
Losing tracked changes or comments from the reviewer.
It also keeps your master document as the single source of truth, particularly useful on complex transactions where multiple parties are reviewing different sections in parallel and you need a reliable way of pulling everyone's edits back into one place.
Important Note
This feature currently applies to reference changes only and does not include updates to related definitions. If the reviewer has edited any definitions in the exported extract, you'll need to bring those changes across manually.