Revising a Word or Excel Document (Windows)
Important: Revising a document sends it back to draft status where the document owner must restart the review and approval process. You may want to consider starting a discussion thread first (see Starting a Document Discussion) to avoid unnecessary process delays.
- With a Word or Excel document open that you've been assigned to review or approve, click Revise, and then click Revise again to confirm.
- The document is reloaded in edit mode. If this is a Word document, Track Changes is turned on automatically. Use any available PolicyTech and Word or Excel features to revise the document.
Notes:
- You cannot turn off Track Changes while revising a Word document in review or approval.
- If you're revising an Excel document, consider adding comments to or highlighting any cells you change so the document owner can quickly see your revisions without having to compare draft versions.
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- When you're done working on the document, do one of the following:
- If you're finished with your revisions,
- Click Done Revising.
- Type a brief explanation or description of your revisions.
Important: You can't move on until you type an explanation.
- (Optional) To add what you wrote to this document's discussion board, select the Post to Discussion Board check box (see Working with Document Discussions for details).
- Click Save, and then click OK.
- If you're not finished with revisions but need to close the document for now, click Finish Later.