How to Use Inline Editing and the Paragraph Features
Who is this article for?Review Authors using inline editing and paragraph features in the classic interface.
Please Review Administrators can define user types for document reviewing.
Inline editing in Please Review refers to the capability of making edits to a document's content directly within the review interface. Instead of downloading the document, making changes offline, and uploading the revised version, users can double-click on text within the document while in the review interface and edit it directly. This streamlines the review process by allowing reviewers to make and track changes without leaving the review environment, enhancing collaboration and efficiency.
Inline Editing and Paragraph Toolbar
Inline editing, if enabled in your user settings, allows you to edit a paragraph directly in the document rather than in the pop-up comment window or in the comment pane.
- When you click on a paragraph, an edit area opens inline in the document. Editing the text will create a standard proposed change.
- Once the proposed change has been completed, a category can be selected if required. Clicking Apply will update the document, displaying a ‘P’ icon and the mark-up.
- When inline editing is selected the user is provided with a paragraph toolbar which appears when the mouse is hovered over the paragraph text:
- Clicking the ‘C’ icon will open the pop-up comment window or pane (depending on user settings) allowing comments to be made in the normal way.
- Clicking the private bookmark icon will immediately insert a private bookmark against the paragraph.
- To make a public bookmark click on the ‘C’ icon to access the bookmark tab from the comment window.
Note: Under user settings it is possible to select ‘Toolbar only’, in which case the paragraph toolbar just displays the bookmark icon allowing a bookmark to be applied with a single click. Clicking on the paragraph text will open the comment window/pane so that comments and changes can be made in the usual way.
Highlighting Paragraphs
Important: For Excel and text documents only.
Instead of identifying paragraphs with comments and proposed changes using the standard icons, there is the option of identifying such paragraphs by highlighting them. The primary purpose of this is to prevent the icons adjusting the formatting:
- The paragraph is simply highlighted to indicate activity. The highlight colour is the same (yellow) regardless of the type of comment, or the status of the comment except where there is a conflicting proposed changed in which case the paragraph is highlighted in red.
- The ‘general comment’ icon is not replaced and remains to indicate a general comment on the document.
- The hover over pop-up (which in the ‘icon’ view pops up if the icon is hovered over) is displayed after a delay (system configurable) when the paragraph itself is hovered over.