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.

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 — 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.

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.

  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.

For more information about reviews, see Reviewing Documents.