How to review documents in 5 easy steps

How to review documents in 5 easy steps

From marketing to law, document reviews are essential. They help to make sure your content is accurate and free from embarrassing mistakes. And in some cases, they can even prevent costly lawsuits. 

The trouble is, reviewing documents in Google Docs or Office 365 is a nightmare for everyone involved. These documents evolve with each edit, spawning new versions every few minutes. This makes tracking the journey of your document review feel like a mission impossible – especially once a comment is marked as resolved.

But it’s not all doom and gloom! Here’s how document review software simplifies the whole process in five easy steps:

  1. Upload your documents to a review platform
  2. Invite people to review your documents
  3. Collect feedback and collaborate in the comments
  4. Keep versions organized and easy to find
  5. See the status of all your documents at a glance

1. Upload your documents to a review platform

Before you start, you’ll need to sign up for a free trial of Filestage. Once you’re up and running, you’ll be able to create a project, give it a name, and start uploading your documents.

When it comes to uploading documents, Filestage works like WeTransfer and Dropbox – you just drag and drop them into your project.

But that’s where the similarities end.

Filestage is a complete tool for document feedback, collaboration, version management, and approval. As you’ll discover over the next four steps, it brings everything together and speeds up your review rounds so you can finally focus on creating your best work.

Upload documents to a review platform

Filestage supports everything from PDFs to PowerPoint files (plus all your other file formats)

Here are all the document formats you can upload and review with Filestage:

  • PDF 
  • PDF/X
  • DOC (Microsoft Word)
  • DOCX (Microsoft Word Open XML)
  • XLSX (Microsoft Excel Open XML)
  • PPTX (Microsoft PowerPoint Open XML)

You can also import live Google Docs and Office 365 documents as live website reviews. But that’s not all! Filestage also supports a wide range of other file types, including videos, images, audio, and interactive HTML. So whatever you’re creating, you can review it with Filestage.

2. Invite people to review your documents

Once you’ve uploaded your content, it’s time to invite your reviewers to the party. That’s where review steps come in.

In Filestage, a review step is a group of people who need to review your document before it’s used or published. They’re a handy way of keeping feedback focused on specific topics, instead of getting bombarded by everyone all at once.

Here are some of the most common review steps teams use in Filestage:

  • Creative
  • Account management
  • Marketing
  • Brand
  • Product
  • Legal
  • Compliance

And once you’ve set up your review steps, you can use the same process for all the documents in your project. All you have to do is drag and drop the next document into your project, then it’ll be shared with all the right people automatically.

Set due dates for documents

Set due dates to send automated feedback reminders

Tired of chasing stakeholders for feedback and approval? Then you’ll love Filestage’s due date feature!

You can set a date and time that you need feedback for every file and review step. This helps your team prioritize their document reviews and work out what to focus on next. And if they forget to give feedback, Filestage will send them a gentle nudge to help keep your document review moving forward.

Ah, isn’t the future a wonderful place?

3. Collect feedback and collaborate in the comments

Now for the fun part!

Filestage is packed with features to help you collect comments and collaborate on documents with teammates and clients. This helps to make feedback more engaging for your reviewers while saving you a tonne of time collecting everyone’s comments.

Here are all the great ways you can give feedback and collaborate in Filestage:

  • Zoom, rotate, and drag to hone in on every detail of your documents
  • Click anywhere to create a marker and add a comment
  • Highlight text to give feedback on a specific word or sentence
  • Strikeout text to show which parts should be deleted
  • Draw annotations to make feedback clearer and more visual
  • Add references and important assets as attachments to comments
  • Tag people in a comment thread to bring them into the conversation
  • Post team-only comments and replies to talk privately with your teammates
Collect feedback from all your reviewers on documents

Click on a comment to jump to that part of your document

Ever had a piece of feedback over email and wondered what on earth they were talking about? With Filestage, all you have to do is click on the comment to highlight the exact word or sentence.

No more getting the wrong end of the stick.

No more calling meetings to clarify comments.

Just clear, consolidated feedback – all in one place.

4. Keep versions organized and easy to find

When you use tools like Google Docs and Office 365 for document reviews, one big issue stands out above all the rest: version control.

Wondering which version is the latest.

Getting feedback on an old version.

Reviewers making copies, editing the content directly, and sharing them with the team as if your version never existed. 

Filestage puts those problems in the past by keeping an automated version history of all your documents – complete with every comment and annotation.

You can access previous versions at any time from your project dashboard or file viewer. And you can even export review reports if you need to audit a document’s end-to-end approval journey.

Keep document versions organized

Compare versions side by side to see what’s changed

For stakeholders, one of the most important parts of the document review process is making sure their feedback has been met.

Filestage makes this easy by letting them view any two versions side by side, along with all the comments. So instead of searching through email chains or trying to find old comments in Google Docs and Office 365, they can review the latest version faster.

5. See the status of all your documents at a glance

Last but not least, you need to get your documents approved. 

In Filestage, your reviewers have a choice between two buttons every time they give feedback:

  • ✓ Approve 
  • ↻ Request changes

This instantly changes their status indicator to green or orange, depending on their choice. So you can easily see which documents need more work and which ones can move on to the next review step.

Track stakeholders sign-off on documents

Make stakeholders accountable to keep quality high

Gone are the days of wondering who’s approved what or losing track of which documents you still need to review.

In Filestage, every approval is timestamped and connected to a specific version. So if something gets published that shouldn’t have, you can go through your document’s review history to see where it all went wrong.

What is a document review?

A document review is the process of checking a document to make sure it’s ready to be used or published. This usually involves reading the document, checking the sources, and making sure any data points are accurate.

Traditionally, people would review documents using pen and paper. But this can get messy when multiple people need to review the same document. That’s where an online document review process comes in.

What is a document review process?

A document review process is a series of steps and stakeholders that your document needs to go through before it’s ready to be used or published. When it’s set up just right, a lot of this process can be automated, giving you peace of mind that your work will be reviewed and approved by all the right people.

One way to set up your process is with Filestage’s document review software. You can invite people to different steps in your review process – for example: marketing, product, and legal. Then you can upload your documents and collaborate on new versions until everyone’s happy.

What should you look for when reviewing a document?

Whenever you review a document, you’re usually looking out for anything that could cause your brand or business harm. 

Here are a few examples:

  • Typos and spelling mistakes: These can cause a lot of embarrassment for brands and marketers, especially if your misspelled headline is plastered across the country.
  • Fact-checking: If you’re reviewing a document that includes statistics or data points, you should double-check the sources and numbers to make sure they’re accurate. In the worst cases – especially in the medical, legal, or financial industries – publishing false information can lead to huge fines.
  • Context: For documents like product brochures, it’s important to make sure the copy and images work together. After all, you don’t want an image of a suit next to a line of text about a dress.

How do you ask someone to review a document?

To ask someone to review a document in Filestage, simply invite them to a review step in your project. They’ll immediately have access to all the documents in that review step, including the full version history. You can also send them a link to the document review by email or chat – like Slack and Microsoft Teams.

Final thoughts

Thanks for reading! I hope you’ve learned a lot about how to review documents and why it’s so important.

From company policies to marketing copy, document review software makes the feedback and approval process better for everyone. If you’d like to give it a try with Filestage, request a trial and take it for a spin!

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