How to Set Document Actions
Who is this article for?Please Review Users using the classic interface review toolbar.
Review Authors with permissions can adjust user settings.
Reviewers can access a range of essential functionalities that support the document's review process. From accepting or rejecting changes to approving the final document, document actions empower reviewers to manage their review tasks efficiently and contribute effectively to the collaborative review process.
Document Actions
Document actions in the classic interface review toolbar enables reviewers to perform various operations on the document, such as accepting or rejecting changes, approving the document, or saving their review progress. By clicking on the appropriate document action buttons, reviewers can efficiently manage their review tasks.
| Icon | Description |
|---|---|
| Add a general comment or view the general comments of others. | |
| Opens the review information in a new browser window/tab. This is a read-only version of the Review Control Panel which simply displays the information associated with the review. No actions are available from this view. | |
| Opens the reconciliation report in a new browser window/tab. | |
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Opens a copy of the original document. This is the same as downloading a copy of the document. By default, the document will be 'read only'. Note: This icon will only be available if the review Owner has enabled it as part of the review set up. |
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| Opens ‘Find’ in a new browser window/tab. This allows you to search for specific words or phrases. | |
| Refreshes the document. This will re-load the document and all comments from the server. | |
| The drop-down box allows the selection of which comments are displayed. Options are ‘All, ‘Open Comments’ or ‘Custom’. Custom can be used to display a customized selection of comments. | |
| Switch Layout View. This provides the option to select between normal view and layout view. | |
| Switch Tracked Changes View. This provides the option to turn the 'open' or 'accepted' tracked changes views on and off. |
Other Actions
The table below shows other actions a reviewer can use:
| Icon | Description |
|---|---|
| User settings. | |
| Help – Access to the user manual, training movies and other support materials. | |
| Leave the review. | |
| Displays the time remaining until the end of the review. |