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Downloading other reviewed document formats
Who is this article for?
Please Review Users downloading reviewed word documents.
Review Authors can close and complete reviews.
Users can easily download reviewed documents in various formats through Please Review's intuitive interface, enhancing flexibility and accessibility in sharing feedback-rich content. Please see the below article for information on downloading reviewed documentation in other formats.
Other document formats
For other document formats, the Owner has access to a HTML report of the comments. This is the same as the reconciliation report, but it is document specific. This enables the Owner to view the comments in a single report and can be used as a reference for updating the source document or sending comments to third parties.
Excel document round-tripping
By default, comments and proposed changes in the downloaded Excel document will be rendered as follows:
| Comment/Proposed Change Type | Action |
|---|---|
| Accepted or Open Comments | Inserted as Excel comments |
| Accepted Proposed Changes |
Replaces old cell text Note: If the uploaded spreadsheet is 2003 (xls) format, accepted proposed changes to formula cells are shown in the downloaded document as comments. |
| Open Proposed Changes | Inserted as Excel comments |
| Closed Comments, Proposed Changes | Not included in the document by default. If included, will be inserted as Excel comments. |
PDF document download
Selecting Download for a PDF file will open the PDF document with all proposed changes converted to adobe annotations. There are additional options for PDF documents which define how comments and proposed changes are included in the download, and how redactions are displayed. These options are available within the comments selector window which includes a section entitled ‘Selections specific to PDF documents.
- Your local settings will determine what software the PDF is opened in, however you should ensure your local settings are configured to open PDFs in an appropriate PDF viewer, as opening PDFs in a browser will not display comments and annotations.
- In the event of a mixed document type review which also contains Word documents, the PDF section will be below the equivalent Word section.
- When the PDF download requires PDF normalization due to compatibility issues, a confirmation dialog will appear informing you that certain features - such as form fields, annotations, bookmarks, layers, embedded files, and JavaScript - may be affected; you must confirm your consent before the download proceeds. Your consent is remembered for the duration of your current session. You will be prompted again if you navigate away from the review and return to the download page.
| Checkbox item | Effect |
|---|---|
| Produce a clean set of comments (no replies or status information) |
Removes replies and comment status information. Further options allow the specification of the comment author and the date/time of the comments as they will appear in the PDF document. For example, if multiple people have contributed to the document and you want all comments, to appear to have come from a single source (i.e. your company name). |
| Export redactions as PDF redaction marks (redacted content still visible) |
Allows you to download redactions as ‘marked for redaction’, rather than the default which applies the redactions to the downloaded PDF. By default, open and accepted redactions will be applied to the downloaded PDF, and you will not be able to see the underlying content of the redaction. Selecting this option will mean that the underlying content will be visible in the downloaded PDF. See PDF Redaction Marks. |
PDF redaction marks
When using the Export redactions as PDF redaction marks, any open or accepted redactions with the comment category of ‘EU70-PPD’ or ‘EU70-CCI’ will appear in the document download in accordance with the EU Policy 70 requirements for redaction:
| Redaction with comment category ‘EU70-PPD’ | Redaction with comment category ‘EU70-CCI’ |
|---|---|
- When using the Export redactions as PDF redaction marks, the redactions are unapplied, and any content underneath is still visible, until the redactions are applied within Adobe Acrobat.
- Any redactions where the comment category is blank or does not match a comment category in the template file will appear using the default setting.
- If the PDF document is downloaded without selecting the ‘Export redactions as PDF redaction marks’ option, all redactions, regardless of comment category, will be applied redactions using the default redaction style.
- Any other custom categories set by your System Administrator will appear with the properties specified for the custom category.
Plain text document download
For plain text documents, accepted proposed changes simply replace the existing text.
All other comments and proposed changes (i.e. open and accepted comments, open proposed changes and anything closed – if selected) are inserted into the document with a preceding ‘---TODO:’:
Source code file download
Source code files are fully round tripped and thus accepted proposed changes are incorporated directly into the file. Open (or closed, if selected) changes and all comments are entered into the code as TODO comments: