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.

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.