Who is this article for?

Please Review Users using the offline client.

Reviewerscan download reviews while offline.

The offline client allows reviewers to efficiently assess and provide feedback on documents even without an internet connection. This feature maintains the same robust review capabilities as the online platform, enabling offline reviewing and subsequent synchronization when back online. The following article shows some simple steps to reviewing in the offline client.

1. Reviewing with the OLC
2. Using the OLC as an Author/Owner
3. OLC User Settings
4. Further Reading

Reviewing with the OLC

The review experience using the OLC is as close as possible to the review experience when online. The review window offers the same functionality and is used in the same way.

Note: If Offline Client (OLC) is used, ensure all offline reviews are uploaded before performing the Server upgrade. Some major releases require fresh download for reviews in OLC to continue to function. It is strongly recommended that comments in offline reviews are uploaded prior to Server upgrade so that offline comments are not lost after the upgrade.

Here are a few things to note about the OLC:

• It is not possible to edit a comment which you made online.
• It is not possible to access linked reviews via the OLC. It is, however, possible to access the document comparison.
• It is not possible to create bookmarks in the OLC.
• Public Bookmarks created by others will be visible to you.
• You cannot add attachments to comments using the OLC.
• If a downloaded comment created by another participant has an attachment you will be able to see that there is an attachment on the comment but will not be able to view it.

1. For Microsoft Word and PDF documents, you are presented with the Please Review review interface. For reviews containing other document formats, or feedback documents, you are presented with the Please Review classic interface.

2. All comments and proposed changes on the review at the time of download will be displayed, and you can make new comments and proposed changes in the usual way.
3. On leaving the review, you are invited to set your review status and review ‘watch’ status and enter any summary comments.

Note: your review status in the Review Control Panel was automatically set to offline when you downloaded the review. Once the review is uploaded, your status will be set to the selected option.

4. Having clicked 'OK', you will be taken back to the main OLC window.

Using the OLC as an Author/Owner

If you are an Author or review Owner, you can download any reviews which are available for offline review with a status of ‘In Progress’ or ‘Closed’.

However, for reviews which are ‘In Progress’ the ability to accept and close comments/changes will not be available. If the review is ‘Closed’ then you will be able to accept and close comments/changes, although you cannot merge proposed changes.

Closed reviews will be highlighted in red in both the List Reviews screen and the main OLC window:

If the review Owner attempts to re-open a closed review online whilst any Author has their participant status set to offline, the system will display a warning message to notify the review Owner. If the Owner continues and re-opens the review, the Author that has the review downloaded will get a warning when they attempt to upload their comments.

OLC User Settings

If you amend your user settings from within the OLC, the amended settings will persist for the same review (i.e. you can enter and leave the review or even close and restart the OLC application itself). However, the changes will not apply to other reviews (even if they are from the same server). Therefore, user settings when set in the OLC are specific to each review.

When you re-sync the review, the settings will revert to your online settings.

Further Reading

• Getting Started with the Offline Client
• How to Download Reviews to the OLC