Who is this article for?

Please Review Users manging zones.

Review Creation is available only to those with author permissions.

Managing zones in Please Review is a pivotal aspect of streamlining the document review process. With this feature, documents are divided into sections or units, allowing for granular control during collaboration. Administrators can define and customize zones, making it possible to tailor the review to specific document structures. Reviewers and authors are then assigned varying permissions within these zones.

1. Managing Zones
2. Document History
3. Further Reading

Managing Zones

• The review Owner has full control over zones. They can add, edit, or delete zones at any time and can also reset and complete zones assigned to other Contributors.
• The ability to add, edit or delete zones is available to the review Owner when in ‘zone creation mode’.

Edit or Delete a Zone

1. To delete a zone, simply select ‘Delete’ from the actions drop-down list in the top right-hand corner of the comment box.
2. To change the range of a zone, or change participant permissions, click ‘Edit’. The comment box will enable editing with all options available when setting zones:

Resetting a Zone

1. If a Contributor has downloaded a zone but has not uploaded it back into the review, it is possible for the review Owner to reset the zone using the ‘Reset’ option from the actions drop-down list.
2. Resetting the zone will revert it back to the position before the download. Thus, it will make the zone available for review and any ‘saves’ the Contributor has made in the meantime will be lost.
3. To reset the beginning point of a zone, delete the entire zone and start again by clicking on the new paragraph.

Note: The options to reset and complete a zone assigned to other Contributors is dependent on the Contributor’s status in respect of the zone. For example, once a Contributor has published a zone as read-only, the review Owner has the option to ‘Allow comments’ on the zone.

A full history of activity on zones with Edit-in-Word permissions is available on the Review Control Panel which lists each activity and allows you to view the document and the reconciliation report as it existed prior to each activity.

Document History

A full history of activity on zones with Edit-in-Word permissions is available to all participants in the review from the Review Control Panel.

• The ‘Zone History’ screen lists each activity and allows you to view the document and the reconciliation report as it existed after each activity:

• Comments and changes are included in the download using the default settings. Therefore, by default, all open and accepted comments and proposed changes are included in the download. Accepted proposed changes will be shown in the downloaded document as inserted text, whilst open proposed changes will be shown as standard Word tracked changes. Please Review comments are always included as standard Word comments.
• The ‘Select Comments’ option allows you to specify which comments and changes are included in the download.

Note: when a zone is edited, all comments and proposed changes made on the zone are ‘lost’ and will not be carried forward when the revised zone is published. To ascertain the comments and proposed changes which existed on the zone prior to its download and revision, view the history report.

Further Reading

• How to Configure Zone Permissions
• How to Create Zones