Who is this article for?

Review Authorsreviewing PDF documents.

Please Review Administrators can define user types for document reviewing.

Comment categorisation allows reviewers to label or tag comments on a PDF document with specific categories or tags, making it easier to organise and prioritise feedback. This functionality enhances the review process, enabling reviewers and document owners to quickly identify and address feedback based on various aspects or themes of the document.

Important: From version 8.4 onwards, Please Review no longer supports Documentum D2 or CARA.

Attaching a File

A file may be attached to a comment, proposed change, or proposed redaction.

To attach a file, select the paperclip icon in the comment box when applying a comment/change/redaction.

The browse option opens allowing a file to be selected. Once applied the attached file is displayed in the comment box to the right of the document.

In the document download, attachments are displayed as an icon for the relevant file type and can be opened by simply double-clicking the icon from within Word. 

Comment Categorisation

If enabled, Reviewers may categorize a comment or proposed change. This is achieved by selecting the comment category from the drop-down box:

• Comment categories are system configurable and therefore may not be present or the list displayed may be specific to your system.
• Comment categories can be edited and added by your System Administrator.
• Comment categorization can be mandatory. If categorization has been made mandatory, you will not be able to apply your comment or proposed change until you have selected a category.

Redaction Categorisation

Please Review can be configured to apply specific settings to redactions, such as colour and overlaying text when downloading a PDF with redactions. This is linked to the comment categorization applied to a redaction.

Please Review is pre-configured for the following comment categories when applying redactions to a PDF:

1. ‘EU70-PPD’
2. ‘EU70-CCI’

Once applied, any redactions with the above comment categories will appear with pre-configured settings based on the EU Policy 70 requirements for redaction in the document. See PDF Document Download.

Note: The System Administrator can also disable categories.

Further Reading

• How to Review and Redact a PDF