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Getting Started with Please Review
Who is this article for?Please Review users getting started with Please Review.
System Administrators will assign users with login credentials.
Please Review is a collaborative document review software. It offers a range of features that facilitate efficient collaboration, feedback collection, and version control, making it especially useful for industries where document compliance and accuracy are crucial.
User Guide Resources
The following table gives quick access to User Guide resources that will help you get started with Please Review:
| Article | Description |
|---|---|
| Getting Started with Navigating Please Review | How to login and navigate the Please Review environment and understanding the review screen. |
| Getting Started with the Review Toolbar | How to navigate the review toolbar and the review environment. |
| Getting Started with Review Setup | Creating, uploading, cloning, and managing new reviews in multiple text formats. |
| Getting Started with Reviewing Documents | Reviewing, importing, redacting, and configuring review documents, including feedback documents. |
|
Getting Started with Reviewing Documents in the Classic Interface |
How to review other document types in the classic interface of Please Review. |
| Reviewing participants within reviews, managing distribution lists, and configuring subteams. | |
| Getting Started with Review Metrics | Understanding review metrics and reconciliation reporting to measure review statistics. |
| Getting Started with Review Templates | How to review a template, upload documents and set up multi-phase reviews. |
| Getting Started with Sub-Reviews | Opening and closing sub reviews and merging changes into a master review. |
| Getting Started with Zones | How to create, manage and download zones and how to set default zones in reviews. |
| Using document comparison and review linking, leaving a review, and using review features. | |
| How to find and replace, find, and redact, and use advanced search features within a review. | |
| How to use the offline client, including configuring zones, upload errors and uploading documents back to Please Review. | |
| How to download reviews, accept and close comments and complete a review. |
Admin Guide Resources
| Article | Description |
|---|---|
| Getting Started with the Administration System | Configuring trusted clients, adding, managing, and deleting users and system alerts and utilities. |
| Getting Started with System Integrations | Using external system integration, creating and editing locked and unlocked workgroups, and adding external users. |
| Getting Started with System Configuration Settings | Using admin, email, password, review, and user category settings and configuring PDF redaction category options. |
| Getting Started with Roles | Using workgroups, review roles and taskgroups and managing their settings. |
| Getting Started with Licensing | Understanding licensing reports, sub-workgroups, and sub-licensing. |