Revising a document
Reviewers can have rights to either:
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Add comments to a document
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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.
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Navigate to Finding and managing documents.
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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.
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On the document's General Info tab, update the information, if you have security rights.
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Select the Document Editor tab.
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In the Outline, select a section to review and select the Edit button.
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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.
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Select Save Document to save the document section and continue to a new section.
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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.
Revising and approving documents
Revising and approving a document is a continuous process. If a change is made after a group has approved a document, the system detects the change, resets the review cycle, and notifies the appropriate staffs for revising and approving the documents. This ensures every group has signed off on the final document.
To view changes to the document,
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Select the History Viewer tab. For more information, see Viewing a document's history.
Mark a phase or task as complete
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To mark a task complete, you must assign the ownership of the document to yourself. For more information, see Taking or releasing ownership of a task.
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Go to the document's Review Cycle tab, select the three dots on the right of the phase or task, then select Mark Complete. The task is marked as completed
and will only reopen as part of the iterative review and approval phases.
The review cycle continues to the next phase, approving. See Approving a document.
