Who is this article for?

Review Authorsreviewing and redacting PDF documents.

Please Review Administrators can define user types for document reviewing.

By uploading a PDF 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 PDF.

1. Reviewing Documents
2. Reviewing a PDF
3. Redacting a PDF
4. Further Reading

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 a PDF

In Please Review, PDFs are presented in the review interface which provides a full annotation experience within the browser without the need for any additional software or plugins.

Adding Comments to a PDF

Comments and proposed changes can be made using one of the many annotation tools available. Select the ‘Annotate’ on the top pane of the toolbar, then select the required annotation tool.
To add a comment, use any of the drawing tools, the sticky note or text highlighter tool. Simply select the required tool then apply it to the relevant area of the PDF document. A new comment box will appear to the right of the document allowing the comment text to be added, a comment category to be applied, and a file to be attached:

Below is an example of the sticky note tool being used to add a comment:

Making Proposed Changes to a PDF

To propose a change to a PDF, use the replace text, insert text, and delete text options. Simply select the required tool then apply it to the relevant text in the PDF document. A new proposed change box will appear to the right of the document showing the proposed change type. At this point, comment text can be added (if required), and a category can be applied:

Below is an example of the delete text tool used to add a proposed change:

Note: It is possible to apply multiple proposed changes using the ‘Find and Replace’ tool.

Redacting a PDF

Redacting a document can be done using one of the redaction tools available. Simply select the required redaction tool from the Redact section of the toolbar then apply it to the relevant area in the PDF document.

Redactions are treated as proposed changes, and a new proposed change box will appear to the right of the document showing Redaction as the change type. Again, optional comment text can be added, a file can be attached (if required), and a category can be applied. Additional categories are available for redactions.

Below is an example of the Text Selection Redaction tool being used:

To display redacted content, click the Redaction View Mode icon on the Redact section of the toolbar.

Note: It is possible to apply multiple redactions using the ‘Find and Redact’ tool.

Further Reading

• How to Attach a File and Comment Categorisation