Manage the Microsoft Office review workflow
The Manage document review page (Documents > Manage workflow) lets the review initiator quickly sort and search for documents and initiate the external review workflow.
Changes made in the viewer are not shown in the file in Office. You must use one or the other during review. Changes in Office come back into Document after the review.
Step by Step — Manage the external 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.
Quick steps:
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From the Manage document review page, select the documents you want to send to review.
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Click Send to external review, and then select New Office review.
The Activate review dialog box opens.
- 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 external companies can access the OneDrive account to access the files in review. A standard Microsoft message is sent if this access is not provided, and other company users will not be able to access the files.