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How to Create a Review Using the Word Plugin
Who is this article for?Please Review Authors creating reviews.
Review Uploading is available only to those with permissions.
The following article will explain a few simple steps to create a review using the Word Plugin. In addition, it will explain how to configure the plugin when multiple Please Review servers exist. This article does not give information on downloading the Microsoft Word Plugin, for more information on this, visit Further Reading.
- How to Create a Review Using the Word Plugin
- Multiple Please Review Server Configurations
- Further Reading
1. How to Create a Review Using the Word Plugin
If using Microsoft Word 2007 or later, Please Review has an optional Word plugin which makes it possible to create a standard review directly from the Word document.
Note: Please see Word Plug-In Known Issues for more information on the Word Plugin.
If the Word plugin is installed, there will be a Please Review ribbon button in Word.
- Once the Word plug in is installed, there should be a Please Review ribbon button.
- Then click 'New', if the document has not been saved you will be prompted to save it.
- Once the document is uploaded, you can drag and drop more documents into the review or use the upload dialog box to add more documents to the review if required.
- The rest of the Review Creation can be completed in the usual way.
2. Multiple Please Review Server Configurations
- If you have more than one Please Review server configured, select the correct one from the drop-down list. Enter your Please Review password then click ‘OK’.
- Your default browser will open at the new review wizard with the ‘Standard’ review type pre-selected. The review title will be pre-populated with ‘Review of Document Name’ (up to 128 characters).
- By default, the ‘Standard’ review type is selected when creating a review using the Word plugin, this can be changed at the next step of the new review wizard.
The Word plugin supports all Word document formats, including .rtf, .docm, .dot, .dotx, .dotm;
When using the word plugin to create a review from a OneDrive folder you must disable ‘File Collaboration’.