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Getting Started with Review Setup
Who is this article for?Please Review authorscreating reviews.
Review Creation is available only to those with author permissions.
Getting a review ready in Please Review is about setting the stage for a collaborative document check. It's like creating a plan that outlines who's doing what and when. In Please Review, this planning process is easy and intuitive. You assign roles, set timelines, and guide reviewers through the process. Please Review turns a potentially complicated task into a smooth collaboration, where everyone knows their part.
Tip: Want to know more? See for more How to Create a New Review for more information.
Specify Review Details
1. Step one, you specify the basic review details:
Note: Review type is mandatory. Hover over a review type in the list to see a description of its behaviour.
Upload Documents
2. At step two, you upload your documents for review:
Note: You can select documents in two ways. Both methods allow you to select and upload multiple documents at the same time.
Add Participants
3. At step three, you can add participants to your review:
Note: There is no limit to the number of participants included in a review.
Set Review Options
4. At step four, set your review options:
Verify Details
5. At step 5, you verify the details of your review and confirm them:
Further Reading
- How to Create a New Review
- How to Create a Review Using the Word Plugin
- How to Clone a Review
- How to Use Managerial Delegation
- How to Configure Simple Delegation
- How to Configure Review Options
- How to Compare Documents & Review Linking
- How to Upload a Document with Content Controls
- How to Upload a Document with Existing Tracked Changes & Citations
- How to Verify Review Details and Finalise Review Preparation