How to Review a Word Document
Who is this article for?Review Authorsreviewing word documents.
Please Review Administrators can define user types for document reviewing.
By uploading a Word document to the Please Review platform, reviewers can access the document simultaneously, enabling real-time feedback and collaboration to facilitate efficient and effective document revisions. The following article will explain how to go about reviewing a Word Document.
Reviewing Documents
This section relates to reviewing documents in the Please Review review interface, the default interface for Microsoft Word. All other document formats are presented in the Please Review classic interface.
For information regarding reviewing documents offline, see Getting Started with the Offline Client.
Note: The user roles covered in this guide describe the default functionality available to those roles. It is possible for the System Administrator to define User Types which may mean that some of the functionality described here is not available to you. You can check your User Type and available functionality on the profile tab of the user settings (see User Settings).
Reviewing Word
Adding Comments and Proposed Changes
Comments and proposed changes are made inline within the document. Proposed changes can be made to text directly in the document and comments can be entered in the text box area. A category can be selected, if required.
To add a comment or make a proposed change, simply click on the text in the document to activate the inline editor:
Proposed changes can be made to text directly in the document and comments can be entered in the text box area. A category can be selected, if required. Clicking Apply applies the comment and/or proposed change and closes the inline editor. The Cancel button cancels the action and closes the inline editor.
Comments can be made to specific text by selecting the text in the document and releasing. This opens the inline editor with the selected text highlighted allowing a comment to be entered. The text the comment relates to is then highlighted in the document:
Once applied, all comments and proposed changes are displayed in the comment box to the right of the document and proposed changes will display as mark up in the document.
Here are some things to note about adding comments or proposed changes:
- Comments can be applied to as little as one character, or as large as one paragraph.
- It is possible to apply multiple proposed changes using the Find and Replace tool.
- It is possible for the Review Owner to disable the ability to apply proposed changes to a document and the only option will be to add a comment.
- The comment box to the right of the document can be compressed by clicking the P or C icon in the top left corner. Clicking the icon again will expand the comment box to display all information.
- General comments can be applied to the whole document using the general comments icon on the toolbar.
- Any headers and footers display within the page.