Who is this article for?

Please Review Reviewers comparing reviews.

Review Creation is available only to those with author permissions.

This article shows you how to compare documents and how to link reviews together in Please Review. Please keep in mind that you cannot compare or link documents unless you are using Microsoft Word.

1. Introduction to Document Comparison and Review Linking
2. Document Comparison
3. Review Linking
4. Further Reading

1. Introduction to Document Comparison and Review Linking

For document comparison to be available to the Reviewers, the review Owner must enable the option when the review is set up.

Important Note: Document comparison is available for Microsoft Word documents only.

There are two ways to provide document comparison.

Either comparing documents in the same review or comparing documents between reviews. This is an either/or option. It is not possible to compare documents within one review whilst linking to another review.

Note: If a document is added to the review after the review has been started, all comparison and linking will be removed and must be redone. In this event, you will need to use the ‘edit details’ functionality to re-link the reviews or compare the documents within the review.

2. Compare Documents within a Review (Document Comparison)

The objective of this functionality is to allow review Owners to upload both the document under review and a previous iteration of the document for reference purposes. Reviewers are therefore able to observe the changes between the document under review and the previous iteration.

• In this event there can only be two Microsoft Word documents in the review, and one must be a ‘Reference only’ document. It is possible to have other (non-Word) documents in the review.
• Please Review will generate the comparison between the Word document for review and the reference only Word Document (typically a previous version of the document).
  
  This document comparison is initiated by selecting the check box ‘Compare documents within the review’:

3. Compare Documents Between Reviews (Review Linking)

The objective of this functionality is to allow review Owners to make available a comparison between documents in different reviews.

Important Note: Review Linking is available for Microsoft Word documents only.

• If the review is part of a series of reviews of the same document set, then Reviewers can observe the changes between the current document(s) under review and the previous iteration of the document(s).
• The review Owner links the review to a previous review by selecting the ‘Link’ option. A list of available reviews is displayed. The review Owner can then select the review to which the current review should be linked.

The following screenshot shows the view of the review Owner when linking reviews:

Note: The Owner of the current review being set up can link to any review that they own, they can also link to reviews owned by other Authors if they are either a Workgroup Monitor or a participant on the review they want to link to. In other words, if they can see the review, they can link to it.

For the Reviewer to be able to see a linked document, one of the following must be true:

1. The Reviewer is also a participant in the linked review.
2. The Reviewer is a review monitor.
3. The Owner of the new review is also the Owner of the linked review.

Once a review is selected, the main screen will update to show the selection with the ‘Compare documents within the review’ option greyed out. To cancel the link, select the ‘Unlink’ option.

4. Further Reading

• How to Upload Documents
• How to Configure Review Options