Revising a document

The REVISING phase allows authorized reviewers to work together to update and refine a document. Review Queue members can collaboratively edit without taking ownership. After revisions are complete, close the collaborative editing session before marking the phase complete. 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. On the document's General Info tab, update the information, if you have security rights.

  3. Select the Document Editor tab.

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

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

  6. 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.

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

修订并批准文档

修订并批准文档是一个持续的过程。如果在群组批准文档后进行了更改，系统将检测到更改，重置审核周期，并通知相关人员以修订和批准文档。这可确保每个组都已签核最终文档。

选择历史记录查看器选项卡，可以查看对文档的更改。有关详细信息，请参阅Viewing a document's history。

Mark a phase or task as complete

  • 必须完成编辑并关闭协作会话，标记为完成选项才会变为可用。

  • 转到文档的审核周期选项卡，单击阶段或任务右侧的三个点，然后选择标记为完成。任务被标记为已完成 ，并且仅会作为迭代审核和批准阶段的一部分重新打开。

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