Who is this article for?

Userslooking for easy access to resources.

Quick Guides are designed for the 7.4 version of PleaseReview.

The following article has been designed as a table of contents for easy access to resources for PleaseReview Users. See the sections below for links to important articles that will support in the navigation, setup, review, and closeout processes of PleaseReview.

1. Navigating PleaseReview
2. Toolbar
3. Review Setup
4. Reviewing a Document
5. Reviewing in the Classic Interface
6. Zones
7. Review Metrics
8. Review Templates
9. Find in Review
10. Review Participants
11. Sub Reviews
12. Actions
13. Reviewing Offline
14. Review Closeout

1. Navigating PleaseReview

1. How to Log In to PleaseReview
2. How to Navigate the Home Screen
3. How to Navigate the Review Screen

2. Toolbar

1. How to Configure View Options and Tracked Changes
2. How to Set Document Actions
3. How to Use the Classic Interface Toolbar
4. How to Use a Custom Filter and User Settings
5. How to Use the PDF Toolbar
6. How to Use Document and User Actions

3. Review Setup

1. How to Create a New Review
2. How to Create a Review Using the Word Plugin
3. How to Clone a Review
4. How to Use Managerial Delegation
5. How to Configure Simple Delegation
6. How to Configure Review Options
7. How to Compare Documents & Review Linking
8. How to Upload a Document with Content Controls
9. How to Upload a Document with Existing Tracked Changes & Citations
10. How to Verify Review Details and Finalise Review Preparation

4. Reviewing a Document

1. How to Use Feedback Documents
2. How to Import PDF Annotations
3. How to Attach a File and Comment Categorisation
4. How to Review and Redact a PDF
5. How to Use the Inline Editor Options and Comment Categorisation
6. How to Review a Word Document
7. How to Configure Feedback on Documents

5. Reviewing in the Classic Interface

1. How to Review an Excel Document
2. How to Review Other Document Types
3. How to Use Notify and Review Watching Features
4. How to Configure Document Mark Up and Icons
5. How to Use Inline Editing and the Paragraph Features
6. How to Use Comment Options

6. Zones

1. How to Create Zones
2. How to Use Zones
3. How to Manage Zones
4. How to Download a Zone
5. How to Configure Zone Permissions
6. How to Set Default Zones
7. How to Upload an Updated Zone
8. How to Work with a Downloaded Zone

7. Review Metrics

1. How to Use Review Metrics
2. How to Use Reconciliation Reporting

8. Review Templates

1. How to Review a Template
2. How to Upload Documents
3. How to Setup a Multi-Phase Review
4. How to Close a Multi-Phase Review

9. Find in Review

1. How to Find in Review
2. How to Find and Replace
3. How to Find and Redact
4. How to Use Document Mark Up and Icons
5. How to Use Advanced Search Features
6. How to Use Bookmarks and Private Notes

10. Review Participants

1. How to Add and Manage Participants
2. How to Create & Manage Distribution Lists
3. How to Move Participants to Taskgroups/Workgroups
4. How to Configure Subteams
5. How to Set Capacity for Review Participants and Special Instructions

11. Sub-Reviews

1. How to Configure Sub-Reviews
2. How to Merge Changes to the Master Review
3. How to Close a Sub-Review

12. Actions

1. How to Use Actions
2. How to Use Document Comparison and Review Linking
3. How to View Paragraph History and Using @Mentions
4. How to Reply to Comments and Changes
5. How to Leave a Review

13. Reviewing Offline

1. How to Download Reviews to the OLC
2. How to Review with the OLC
3. How to Upload Documents Back to PleaseReview
4. How to Configure Zones and User Settings in the OLC
5. How to Use Flight Mode with the OLC
6. How to Configure Upload Error Options in the OLC

14. Review Closeout

1. How to Close a Review
2. How to Download Reviewed Documents
3. How to Download Reviewed Word Documents
4. How to Download Other Reviewed Document Formats
5. How to Accept and Close Toolbar and Actions Menu Comments
6. How to Accept and Close Comments
7. How to Accept and Close Comments in the Classic Interface