
Quick Answer
Yes. Tracked changes, comments and prior versions in a Word file are electronically stored information, discoverable like the visible text, and they remain in the file until accepted, deleted or purged.
A clean printout proves nothing about the native file. Whether the markup must be produced turns on its content, judged for relevance and proportionality, not on its form. Extracting it early as searchable text is also how review cost is held down, because each draft and comment is then read once rather than rediscovered at production.
Key Points
- A 2021 American Bar Association guide warns that switching off Track Changes leaves existing tracked changes in the document, and that Document Inspector accepts all recorded changes by default.
- E-discovery practitioners in a March 2026 forum thread said Microsoft 365 overwrites older versions once the version limit is exceeded, usually 500 by default.
- Florida Ethics Opinion 06-2 bars lawyers from mining metadata not intended for them, yet expressly sets aside uses of metadata that are discoverable under applicable rules.
The page that prints and the revisions beneath it are both part of the file a court can order produced.
Narrow the collection before anyone reads it, and extract tracked changes and comments once as searchable text, so the markup is reviewed deliberately rather than stumbled upon late.
Cost and the markup layer are, on inspection, a single question. A Word file in a collection is composed of two documents placed one over the other: the page that prints, and beneath it a record of who changed each passage and when, with the comments beside it recording why. Each of those revisions and comments is a further item that must be read, coded and screened for privilege. A firm that meets them only at the production deadline meets them under the worst possible schedule.
The cost of losing that record is described plainly by those who redline for a living. Aman Bagga, who negotiates real estate, lease and business agreements, told an American Bar Association panel that when a counterparty's changes go untracked, "I have to go through the process of reviewing the entire agreement to see what has changed."
I read that as an argument for keeping the record and reading it in order, not for wishing it away. Scope comes first. Extraction follows. Only then does a reviewer, human or machine, touch the drafts.
Readers comparing Relativity with other platforms, or asking which e-discovery companies suit a small firm, will find that the comparison turns on a narrow point: whether the tool shows the deleted clause and the comment that explained it, or only the clean page that survived them. The sections below take that point apart, beginning with what a Word file actually holds when nobody is looking at it.
Tracked changes and comments in a Word file are metadata that federal courts have treated as subject to preservation and disclosure, and they stay in the file until accepted, rejected or deleted.
A 2007 Florida Bar Journal article called the track changes tool "the most vulnerable part of the Microsoft suite of applications," because, once it is turned on, Word saves every modification in a form that could let the opposing side discern "exactly what was in the mind of the document drafters throughout negotiations and pleadings." Most writing on the subject has since treated that exposure as a cleanup chore. I treat it as evidence.
The record is precise. Word notes who made each change and when, and a comment, placed in the margin beside the clause it concerns, can record why. The first question for counsel is therefore a practical one: in what form did the client's people actually exchange the drafts that matter, since each form carries a different portion of the record? The research section below walks through where that record survives and where it is lost.
What does a Word file carry beneath its visible page?
A native Word file carries its tracked changes, comments, author names and revision history inside the file itself, so whatever is sent or collected brings that layer with it.
Before a collected Word file is treated as a finished page, three questions settle what it actually contains:
- Is the item a native .docx file, or only a PDF or image rendered from it?
- Does it still hold tracked changes or comments that were never accepted, rejected or deleted?
- Do its file properties record authors, a revision count or total editing time?
In the Florida Bar Journal of October 2008, David Hricik and Chase Edward Scott examined their own unfinished article and found, in File/Properties, that it stood at its 44th revision with 205 minutes of total editing time, a record composed by the software without any request from the authors. They observed that track changes "creates a record of every change made to a document," that Word may not display that record on screen unless a particular option is enabled, and that comments are embedded in the file in such a way that they accompany it whenever it is e-mailed. The record is kept. It is merely not shown.
A fuller inventory had been set out in 2007 by Nicole O'Neal, also writing in the Florida Bar Journal, who listed among the things metadata can routinely reveal the original authors, the firm name, the computer name and file location of the drafting machine, revisions and versions, hidden text, drafter initials, undo/redo history and, placed at the very end of the catalogue as though of no particular consequence, "comments on the document, and tracked changes." She also noted that federal courts have found a duty to preserve metadata under Rule 34 and a duty to disclose it under Rule 26, with sanctions where parties failed to comply. Readers practicing in that state can set her forecast beside what Florida's 2026 e-discovery rules change.
The common assumption is that a document shows what it contains. It does not. Office saves changes, annotations, comments, previous versions and even previously removed text automatically, and switching Track Changes off leaves every existing revision exactly where it was. Metadata, in the e-discovery sense, is information about a document that is not part of its visible content, and for a Word file that category includes the revision history itself.
An analysis of 5 sources shows a consistent arrangement: the markup layer is formed by the software, carried inside the file, and delivered with it to whoever opens, sends or collects it. For a reviewer, the consequence is practical. A page read only as rendered is an incomplete document.
Reading the rest of it need not be priced like manual review. Relevant e-Discovery's AI-assisted review runs at cents per document, against the dollars per document and some $19K/GB of manual review, a difference a firm can measure on its own matter. In my view, that is what moves the hidden layer from an afterthought into the ordinary review queue, where the drafter's earlier sentence, struck through and never displayed, waits beside the clean one that was sent.
Where does a tracked change survive, and where does it disappear?
A lawyer negotiating a contract against a well-known software maker opened one of its Word drafts and, using only Word's own menus, found the business team's private comments on the deal.
David Hricik and Chase Edward Scott told that story in the Florida Bar Journal in 2008, calling the company "Mercer." Revealing comments on "terms of the contract, negotiating positions, and bottom-lines" took "a few easy mouse clicks." One anecdote can't show how often this happens. The authors believed that not knowing track changes is on "may be commonplace," because Word may not display the revisions.
Steps that look like cleanup often leave the markup in place. "Even if you switch off Track Changes, the tracked changes in a document remain," a 2021 American Bar Association guide warns. On an ABA panel of lawyers who redline daily, Allison Shields recalled files where every change was supposed to have been accepted, "but some remnants remained." Transactional attorney Sofia Lingos said redline "does not always appear" on tablets and phones.
Discovery can reach that history. Under Federal Rule 34, a requesting party may specify the form of electronically stored information. When it doesn't, the producing party must use a form "in which it is ordinarily maintained or in a reasonably usable form." Florida's Ethics Opinion 06-2 forbids lawyers to dig for metadata they should know was intended for someone else, yet expressly sets aside "uses of metadata that are discoverable under applicable rules."
Word's own scrubbing tool rewrites the record. "By default, Document Inspector accepts all recorded changes in the document," the ABA guide says. Unless someone rejects the unwanted edits first, proposed changes become final text and the markup that showed them is gone. The guide advises running the tool on a copy, because what it removes "is not always recoverable." Once litigation is anticipated, Rule 37(e) covers electronically stored information that "should have been preserved" and was lost through a failure to take reasonable steps, when it "cannot be restored or replaced through additional discovery." Its harshest remedies require a finding of intent to deprive.
| What someone does | What happens to the markup layer |
|---|---|
| Switches off Track Changes | Existing tracked changes stay in the file |
| Runs Document Inspector on default settings | Changes are accepted into the text, and removed data is not always recoverable |
| Pastes the content into a new document | The sent copy arrives with no revision history, forum users report |
| Keeps the master in SharePoint or OneDrive | Version history may remain viewable on the original |
| Places a litigation hold | Versions are preserved from that moment forward, with no earlier coverage, practitioners say |
Rule 37(e)'s wording about restoration points to a practical question: does another copy exist? In a Word users' forum, one commenter explained that when the master copy lives in SharePoint or OneDrive, its history can be viewed under File, Info, Version History. A scrubbed attachment doesn't prove the history is gone everywhere.
Cloud copies have their own limits. In a March 2026 thread, e-discovery practitioners said Microsoft 365 overwrites older versions once a "number of versions" setting is exceeded, "usually 500" by default. A hold is "not retroactive and must be set up preemptively," one wrote, and another warned that "audit log retention defaults are often shorter than litigation timelines." Others argued that older revisions need not be pulled just because they can be reached. Each is an account of working experience, and none measures how often versions are lost.
A preserved native file can still lose its markup at review. Writing for EDRM in 2025, Shannon Bales lists revision history among a Word file's native metadata and warns that AI tools reading only content are "mimicking the four corners rule." Because privilege often turns on who created or edited a document, "AI tools lacking metadata access may miss critical privilege indicators." We build AI review software, so that warning applies to our tool too. AI editors are adding to the layer as well: a 2026 explainer says one Word add-in edits through tracked changes and replies in comment threads, so "your entire review conversation lives in the document."
The markup layer holds up well against forgetfulness: switching off tracking, sending the native file or reading the draft on a phone leaves it intact. A deliberate scrub, a version limit or a review tool that reads only the page can still remove it. Whether the edit that shows intent reaches the factfinder depends mostly on which copy gets collected, when the hold began and what the review tool reads. What the drafter meant to keep matters less.
- Before anyone runs Document Inspector or accepts all changes on a file that could matter in a dispute, save the native original.
- Name native form for Word drafts in your Rule 34 requests instead of leaving the form unspecified.
- When a produced draft shows no markup, ask where its master copy lives and whether a SharePoint or OneDrive version history exists.
- Ask your client's IT team what version limit and audit log retention apply in its Microsoft 365 setup, and place holds before the next round of edits.
- Ask any review platform, ours included, whether it extracts tracked changes, comments and revision history or reads only the rendered page.
How we checked this
Sources: We read the current text of Federal Rules 34 and 37, two Florida Bar Journal articles, two American Bar Association pieces, an EDRM article, a Medium explainer and two practitioner forum threads. None of the figures here come from us.
Limits: The Florida Bar articles date from 2007 and 2008 and predate current versions of Word and the rules. The Mercer story is a single anecdote. The 500-version default and the claims about holds come from individual forum commenters and could not be independently confirmed. The add-in description comes from a third-party explainer.
Our stake: We sell AI eDiscovery review software, so the point about review tools concerns our own product category.
Still unknown: how often courts sanction the scrubbing of tracked changes specifically. None of our sources measured it.
- Legal Information Institute, Federal Rule of Civil Procedure 34, retrieved October 24, 2026.
- Legal Information Institute, Federal Rule of Civil Procedure 37, retrieved October 24, 2026.
- David Hricik and Chase Edward Scott, Florida Bar Journal article on metadata in e-documents, October 2008.
- Nicole O'Neal, Florida Bar Journal article on metadata and e-discovery, December 2007.
- American Bar Association, Law Technology Today guide to Document Inspector, 2021.
- American Bar Association, Law Technology Today panel on track changes and redlining, 2017.
- Shannon Bales, EDRM, article on document content versus metadata in eDiscovery AI, July 11, 2025.
- r/ediscovery, practitioner thread on proving which version was sent, March 5, 2026.
- r/MicrosoftWord, forum thread on retrieving removed revision history, September 16, 2022.
- Steven Cen, Medium explainer on an AI add-in for Word, April 11, 2026.
Can stripped or overwritten revision history be recovered once litigation starts?
Rarely from the stripped copy itself, but sometimes from a cloud original or a version preserved under hold, and any edit so recovered should trace to the exact exhibit it came from.
The question is composed of two parts, of which the first concerns the copy in hand and the second concerns everything that stood behind it. On the copy, the answer given in a 2022 Microsoft Word user forum, to a recipient who could find no revision history in a document sent to them, was flat: "you can only see what is there. If it is gone, then it is gone." The two causes that recipient had identified, a paste of the whole text into a fresh document or a pass through Document Inspector, each leave a file in which the earlier states no longer reside.
A second reply in the same thread placed the matter elsewhere. Where the master copy lives in SharePoint or OneDrive and the requester holds permission, File, Info, Version History will display the prior states of the original, so that a scrubbed copy does not prove the history was destroyed at the source. The stripped file is one object. The cloud original is another.
That original is itself unstable. Many "attachments" in Microsoft 365 are links to SharePoint or OneDrive files that continue to change after the message is sent, and a collection made months later returns the current state rather than the state that was shared. Older versions are overwritten once a library's version setting is exceeded, usually 500 out of the box; a litigation hold stops the overwriting, but only from the moment the hold is placed, and audit log retention defaults are often shorter than litigation timelines. Exporting every version is possible and still does not establish which one was sent.
Fragility runs in the other direction as well. Allison Shields, on an American Bar Association redlining panel, described collaborating on documents where all changes were supposed to have been accepted and tracking stopped, yet "some remnants remained." Removal is not reliable. Neither is survival.
For a small firm, recovery therefore depends on timing and location far more than on technique, and the places a collection can silently fall short, several of which are set out in six things one-click cloud collection tools miss, should be weighed before the hold letter goes out rather than after. When a prior version or a surviving remnant does appear, our review outputs link back to the exact exhibit they came from, so an attorney can confirm with one click that the fragment is genuine before it is quoted in a motion, which leaves the harder matter of reviewing such fragments at volume on a single, messy collection.
How should a small firm review tracked changes and comments defensibly?
Preserve the native files as immutable, hashed originals with an append-only audit trail, review the markup layer as text in its own right, and gate privilege before anything is produced.
The workflow I recommend is arranged in three steps, each placed so that the one after it can rely on what it has already fixed in place:
- Preserve the native files exactly as collected, with a content hash on each original and a documented chain of custody, before anyone opens them for review.
- Extract tracked changes, comments and any captured prior versions so that each can be read, searched and coded as text, rather than inferred from how the page renders.
- Screen the comment threads and revisions for privilege, and let nothing pass to production until that screen has been applied.
The first step carries the weight of the others. A struck-through clause recovered from a draft is worth only as much as the proof that the draft was not altered after collection, and that proof is composed of immutable originals, content hashing, an append-only audit trail and documented chain of custody, the arrangement our process rests on so that it holds up if opposing counsel challenges it. Without that spine, the most revealing comment in the collection becomes a dispute about handling.
The second step is where the hidden layer is either read or lost. A reviewer shown only the rendered page cannot code what the page does not show. The layer is also changing in composition: AI drafting add-ins now write their edits into Word as native tracked changes and post their explanations as replies inside comment threads, so that a revision history may increasingly hold entries made by software at a person's request, placed beside the human ones and requiring the same attention.
The third step matters because comments are where reasons get written down. The privilege screen should be fail-closed, meaning a document that has not cleared it cannot be produced by default, a design discussed at length in designing a privilege gate so privileged ESI never reaches review. Where those comments may be privileged, I would also insist that processing run single-tenant, or inside the firm's own AWS account under its own keys, with no vendor retention and no model training, so that nothing fed into review trains anyone's model or waives privilege.
None of this requires an enterprise deployment. Relevant e-Discovery is built to be operable and affordable for a solo or small firm on a single messy matter, the segment that enterprise platforms such as Relativity and Everlaw price out and cannot serve without an administrator. The fairest test is concrete. Bring a messy collection and a hard question, perhaps the one about which draft of a clause a counterparty actually saw, and watch the system read, code and cite that firm's own evidence rather than someone else's case study.
What should litigators expect from tracked changes in the next two years?
Expect the markup layer to move from a cleanup chore to a contested category of evidence, with preservation timing and privilege review deciding most disputes over Word drafts.
Courts are already revisiting privilege. On a February 2026 HaystackID webcast, moderator Philip Favro called the FirstEnergy ruling "the most noteworthy decision on this issue since the Kellogg, Brown, and Root cases," and panelist Ruth Hauswirth held that relevance and proportionality govern information regardless of its type. A comment explaining why a clause changed sits squarely inside both arguments. It may be the most relevant line in a draft. It may also be the most privileged.
My own view is plain. Firms that collect natively, place holds before versions overwrite, and read comments as text will argue about what a draft meant. Firms that do not will argue about why the draft is missing, and that is the weaker position to defend before a magistrate judge who has asked what was preserved and when.
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Frequently Asked Questions
What else do people ask about tracked changes in discovery?
The remaining questions concern the receiving lawyer, the scrubbing tools and the review software, each of which treats the markup layer differently and each of which can lose it.
May I read the tracked changes opposing counsel sent me by mistake?
Under Florida Ethics Opinion 06-2, issued September 15, 2006, a receiving lawyer must not try to obtain metadata the lawyer "knows or should know is not intended for the recipient," and a lawyer who obtains it inadvertently must "promptly notify the sender." The same opinion asks the sending lawyer to take "reasonable steps" to protect confidential information, "including information contained in metadata." By its own terms it does not reach metadata that is discoverable under the applicable rules, so a produced file and a stray e-mail attachment are governed by different duties.
I find the pairing an uneasy one. A firm told to scrub in the name of confidentiality, which is placed at the same moment under a duty to preserve, can trade a small exposure for a far worse one if the scrubbing is done after a hold attaches.
Does Document Inspector destroy revision history for good?
It removes the history from the copy on which it is run. That copy cannot give it back. A master kept in SharePoint or OneDrive may still hold its versions, reachable through File, Info, Version History, which is why the original storage location belongs in the hold notice and not merely the file that was e-mailed.
Will an AI review tool read tracked changes and comments?
Only if processing extracts them. Writing for EDRM in July 2025, Shannon Bales observed that tools analyzing only document content mimic the four corners rule, the doctrine of reading a document solely within what its page displays, and that the native metadata of a Word file includes its revision history. A markup layer left unextracted is, for the machine, a markup layer that does not exist.
Can a comment in a draft be privileged?
It can. A comment is often the most sensitive line in the file, because Word records the author and time of each change while the comment beside it may record the reason. Privilege determinations, Bales adds, frequently turn on who created, edited or received a document, information held in metadata rather than on the visible page. Each comment should therefore be screened as a communication in its own right before anything is produced.
Written by
Michael
Kansky
Michael Kansky is a serial software entrepreneur who has spent more than two decades building and bootstrapping profitable SaaS and services companies.
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