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Getting Started Reviewing a Word Document
Who is this article for?Please Review users reviewing a word document.
System Administrators can configure administration options.
Reviewing a Word document in Please Review involves uploading the document to the platform, where it is automatically converted into a collaborative review environment, allowing multiple users to provide feedback, track changes, and make annotations in real-time. Reviewers can easily access and comment on specific sections of the document, ensuring a seamless and efficient review process for improved document quality and collaboration.
Tip: Want to know more? See How to Review a Word Document for more information.
Review Interface
- When you enter a review the body of the document is viewed in the review pane, which is the main part of the window.
- The navigation pane on the left allows you to navigate the document.
Making Comments and Proposed Changes
- To add a comment or make a proposed change, simply click on the text in the document to activate the editing window:
- The ‘‘ icon displaying to the right of the inline editor enables additional options including the
ability to attach a file and display the formatting toolbar.
Document Markup
- Once applied, all comments and proposed changes are marked up in the document and each can be the start of a discussion thread.
- @Mentions can be used in comments and discussion threads. When a participant's name is mentioned, Please Review notifies the participant via email.
- To use @mentions, simply type the ‘@’ symbol followed by the username to be mentioned. @Mentions appear in coloured text in the comment information box to the right of the document:
Key Information
1. General comment - applies to the whole document.
2. Download and reporting - access the reconciliation report and document downloads (if available).
3. Toggle filter - set markup display preferences.
4. Leave review - leave the review interface and update your status.
Leaving the Review
When you have finished reviewing the document, you exit the review by clicking the leave the review button on the toolbar. You will then be prompted to update your status: