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.

  1. Navigate to Finding and managing documents.

  2. 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.

  3. On the document's General Info tab, update the information, if you have security rights.

  4. Select the Document Editor tab.

  5. In the Outline, select a section to review and select the Edit button.

  6. To add a comment, select the text to comment on then select . Enter the comment and select the red left arrow.

  7. 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.

  8. Select Save Document to save the document section and continue to a new section.

  9. 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.

Revisando e aprovando documentos

Rever e aprovar um documento é um processo contínuo. Se uma alteração for feita depois que um grupo aprovou um documento, o sistema detectará a alteração, redefinirá o ciclo de revisão e notificará os funcionários adequados. Isso garante que cada grupo aprove o documento final.

Para ver as alterações no documento,

  1. Selecione a guia Visualizador de histórico. Para obter mais informações, consulte Viewing a document's history.

Mark a phase or task as complete

  • Acesse a guia Ciclo de revisão do documento, selecione os três pontos à direita da fase ou tarefa e selecione Marcar como concluído. A tarefa é marcada como concluída e só será reaberta como parte das fases iterativas de revisão e aprovação.

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