The system currently offers three different ways to perform a Draft Review: Online Collaborative Editing, Sequential Reviews on Local Device, and Annotation on Screen. This article will explore the details of the Online Collaborative Editing option.
This option enables real-time, simultaneous editing of documents by multiple users. This facilitates a more dynamic and interactive review process, allowing for immediate adjustments and collaborative refinement of content.
Edit Online in Collaboration with Other Reviewers
Click 'launch draft review' at the document level.
The second option listed is for online collaborative editing. Please click this option. Add the reviewers from the dropdown that you would like to complete the review.
Click 'launch draft review' when ready.
All selected reviewers will receive an alert on their dashboard under 'Signatures Needed', where they will need to click the center of the donut chart. They can then navigate to the draft review from their dashboard by clicking the document's hyperlinked key ID.
Once they click on the key id from their dashboard, a collaborative editing pop-up will appear. Click on the button shown below to open the collaborative editing session. The session will open in a new tab.
Note: Please make sure that the setting highlighted below is set to 'Reviewing' and track changes are turned on for 'everyone'.
When you are finished with the markups or comments, close the collaborative editing tab and go back to the application.
Click the 'complete review' button to complete your portion of the collaborative editing.
When all selected users complete the collaborative editing, the document will be in the 'reviewed' state; all comments will be visible in the document viewer.
The author of the document can take the markups and comments in consideration, modify the file, and upload a new file. Now the document is ready to go through the approval workflow.