Review a document in Microsoft Office

You can open a document that has been sent for external review in Microsoft Office from the Review register. The workflow can include contacts inside and outside of your company. If you want to include contacts outside your company, you must first ensure that access is addressed with your IT team, and then contact your InEight representative to turn off the internal contact validation.

You can view the version of the Office file that was in place prior to the edits made through an Office review. To view the previous version, expand the Actions menu, and then select Original View File > Prior to Office Review.

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.

Review a document in Microsoft Office

Summary: Send a document to review in Office 365 to take advantage of collaborative review features in Office products. Non-macro enabled files, such as those with .docx or .xlsx extensions, and macro enabled files, such as those with .docm or .xlsm extensions, are supported.

Considerations: The document must have already been sent as a New Office review in the review workflow register. See Manage the Microsoft Office review workflow for more information about sending a document to Office 365. If the contact is from outside of your company, you must ensure that their company can access your OneDrive location to review the files.

  1. From the Review register, click the Open in Office link for the document you want to review. The document opens in an Office 365 application, such as Word or Excel, in a new window.

  2. Review the document in the Office application. You can use the tools in the Office product to collaborate with other reviewers.

  3. After reviewing, return to the Review register, and then update the status.

  4. Select the document, and then click the Complete button. The document is removed from the Review register.

What's next: Reviewers maintain view access to the documents after their reviews are completed, while the review coordinator has view access to the document prior to receiving it to release or reject. This access lets the review coordinator see comments and edits that are being made in advance.

For more information about reviews, see Reviewing Documents.