Default setting Track Changes
A setting in the Manage Account Configuration area enables you to choose when Track Changes are automatically enabled when editing a document using the online Editor.
Go To: Configuration => Manage Account Configuration => Document Management Options
Fig 1 - Track changes default
The 'Open editable documents with Track Changes enabled' setting drop down list will present three options for you:
Never - Track Changes will never default on
Always - Track Changes will be defaulted on for every editable document opened via the Editor
Where part of a Approval - Only editable documents associated to a record that has been sent for Approval will have Track Changes automatically enabled.
For example, if a Contract record is sent for Approval, any editable documents uploaded to any of its sub entities will have the Track Changes enabled if opened via the online Editor, for example, Alerts, Document, Notes, Amendments etc
Note: As this is an account default, if you try to switch off track changes either via the Document attributes or within the Editor then this default will override these selections and stay switched on.
Fig 2 - Track Changes enabled in the editor
Manually setting Track Changes
Track Changes can be manually switch on either within the Editor when opened.
Fig 3 - Manually setting Track Changes in the Editor
Or via the Document Attributes via the [...] option for each attachment.
Fig 4 - Document Attributes
Fig 5 - Enabling Track Changes in the Document Attributes.