Manage the Microsoft Office review workflow

Summary: Use the manage workflow features to send a document to Microsoft Office 365 for collaborative review.

Considerations: The documents must be uploaded into a restrained status and contain only one Office file format. If a document contains multiple Office-supported formats, you cannot initiate the review. The review coordinator and review initiator must be from the same company. For information about submitting documents for review, see Upload of Documents for Review. Contact your InEight representative if you want to include external companies in collaborative reviews in Office 365.

To use the integration in Chrome, a ClickOnce Helper extension must be enabled for the browser.

Quick steps:

1. From the Manage document review page, select the documents you want to send to review.
   

2. Click Send to external review, and then select New Office review.

   

   The Activate review dialog box opens.

3. Select Default workflow or Custom workflow, and then click Apply. See Activating a Default Workflow and Activating a Custom Workflow for more information about the default and custom review workflows. The workflow is activated, and the documents are sent to the Review register.

What's next: The reviewer can open the documents in Office 365 to conduct collaborative reviews..

You can send documents to users from different companies, but you must request it through InEight. The company must ensure that companies outside your own company can access the OneDrive account to review the files. A standard Microsoft message is sent if this access is not provided, and other company users will not be able to access the files.