Revising a document

Reviewers can have rights to either:

Add comments to a document
Add comments and edit the document

You should receive an email with a link to the document to review. Or, you can search for the document from the left menu, Documents.

Note

If your Starter Document is imported in .pdf format, it cannot be edited within the Document Editor.

Follow these steps to review and revise the document.

Navigate to Finding and managing documents.
You must take ownership of a task on the document's Review Cycle tab before you can edit or add comments. For more information, see Taking or releasing ownership of a task.
On the document's General Info tab, update the information, if you have security rights.
Select the Document Editor tab.
In the Outline, select a section to review and select the Edit button.
To add a comment, select the text to comment on then select . Enter the comment and select the red left arrow.
If you have editing rights, edit the document. In the example above, the phrase "world wide" was entered and displays in red text. For editing selections, see Using the Document Editor.
Select Save Document to save the document section and continue to a new section.
When you are done reviewing the document, navigate to the Review Cycle tab and release ownership of the document so others in your review queue can edit the document. For more information, see Taking or releasing ownership of a task.

Revisión y aprobación de documentos

Revisar y aprobar un documento es un proceso continuo. Si se hace un cambio después de que un grupo aprueba un documento, el sistema detecta el cambio, restablece el ciclo de revisión y notifica al personal relevante. Así se garantiza que el documento final esté aprobado por cada grupo.

Para ver los cambios en el documento,

seleccione la ficha Visor del historial. Para obtener más información, consulte Viewing a document's history.

Mark a phase or task as complete

Para marcar una tarea como completada, debe asignarse la propiedad del documento. Para obtener más información, consulte Taking or releasing ownership of a task.

Vaya a la ficha Ciclo de revisión del documento, seleccione los tres puntos que se encuentran a la derecha de la fase o la tarea, y seleccione Marcar como completada. La tarea se marca como completada y solo se reabrirá como parte de las fases de revisión y aprobación iterativas.

The review cycle continues to the next phase, approving. See Approving a document.