Keep Track of Your Changes As Well As Yourself

I recently received an email with a Word® document attachment. I found that the track changes function was turned on when I opened the document and that all of the sender’s edits to the document were showing. I was now privy to the sender’s thoughts and revisions, which gave me the negotiation advantage.

Savvy Certified Legal Nurse Consultants know that when sending a Word document in electronic format to an attorney-client, subcontractor or anyone else, to always use the Prepare and then Inspect Document functions in Word to check for any Comments, Revisions, Versions and Annotations (to quote Word) and remove them all BEFORE sending the document.

Better yet, if you’re sending a report or other document, don’t send an electronic Word document at all, instead send a PDF file. That way the recipient can’t easily edit your document, and your words and your work remain the way you intended them.

I’m just sayin…

P.S. Comment and share what steps you take when sending out sensitive documents.

3 thoughts on “Keep Track of Your Changes As Well As Yourself

Leave a Reply

Your email address will not be published. Required fields are marked *

*The opinions and statements made by Vickie Milazzo, the founder of Medical-Legal Consulting Institute, Inc. are based on her experiences and expertise, should not be applied beyond the specific context provided, and do not guaranty or project actual results. Vickie Milazzo is no longer involved in the operations or management of the business, but is involved as an independent education consultant.

Copyright © 1999-2021 Vickie Milazzo Institute.
All rights reserved.
CLNC® and NACLNC® are registered trademarks of
Vickie Milazzo Institute.