Who is this article for?

Review Authorsreviewing documents.

Please Review Administrators can define user types for document reviewing.

Actions refer to operations that reviewers can take during the document review process, such as accepting or rejecting changes, approving the document, or adding comments. By utilizing these actions effectively, reviewers can contribute to the review process, provide feedback, and collaboratively shape the definitive version of the document.

1. Actions
2. Agree/Disagree
3. Further Reading

Actions

When a comment or proposed change has been added there is the option to 'Reply', ‘Edit’ or ‘Delete’ the comment/proposed change.
This is done using the actions menu icon   which appears in the top right of a comment or proposed change when you hover over the comment or proposed change:

Here's a few things to know about actions when reviewing:

• Only the participant who made the comment has the option to edit or delete it, and can only do so if no-one has replied to it and it is open (i.e. not ‘Accepted’ or ‘Closed’ by an Author).
• If a comment has a reply made against it, the person who made the original comment will no longer have the option to delete it but will have the option to ‘Withdraw’ it which will effectively close it.
• ‘Show Paragraph History’ relates only to Microsoft Word documents (see Paragraph History).
• On withdrawing a comment, the user may be prompted to enter a reason (if configured).

In a Microsoft Word review, another participant’s proposed change may be revised using the ‘Revise’ option in the action's menu:

This leaves the original proposed change unchanged but updates the editable text with the changes in the original proposed change. This change can then be edited as required and, when applied, will form a new proposed change.

Agree/Disagree

Participants have the option to agree or disagree with comments and proposed changes in a review.
An agree icon   and a disagree icon   is available in all comment boxes displaying to the right of the document in the review interface:

• To agree to a comment or proposed change, click the green   icon.
• Click the red   icon to disagree with the comment. Once clicked, the icon will show in full colour.
• To cancel a vote, click the icon again.

Note: To see a list of participants that have agree/disagreed to a comment/proposed change, click the number that appears next to the agree/disagree icon. A pop-up message will display the information across three tabs to show a list of all participants that have agreed; a list that have disagreed; and a full list of all agree/disagree votes.

•  It is only possible to agree/disagree with open comments/changes (once accepted or closed, the icons will not display).
• The options to agree/disagree are also available in the ‘show paragraph history’ window.
• A full list of all agree/disagree votes is captured in reconciliation report.
• The agree/disagree feature is not available in the Offline Client.

Further Reading

• How to Review and Redact a PDF
• How to Review a Word Document