Online Help

Review & Approval

01. How do I invite a collaborator on a document?

To invite a collaborator on a document:

Open the document in Agilewords.
Click ‘Invite’.
Type the collaborators’ emails and add them to the invitation list.
Select a role for those…

02. How do I set a document review deadline?

To set a review deadline on a document:

Open the document in Agilewords.
Click Settings in the document header. A popup appears.
Select the Review tab.
Click the calendar icon…

03. How do I request approval on a document?

Before requesting approval, you need to invite the collaborator to your document. Then follow these steps:

Open the document in…

04. How do I notify the document owner when my review is complete?

When the document owner explicitly requests you review a document, you see a Review done button in the document header.
If you click Review done, a feedback popup appears. You…

05. How do I approve a document?

When the document owner explicitly requests you approve a document, you see an Approve/Reject button in the document header.
If you click Approve/Reject a feedback popup appears. You have three…

07. Can I decline a document review or approval?

Yes you can. On document where your review or approval is required, you have the option to send a personal note to the document owner who requested your feedback and:

Decline…

08. How do I monitor the progress on each reviewer?

To monitor the reviewers’ progress on a document:

Open the document in Agilewords.
Click Settings in the document header. A popup appears.
The list of document reviewers gives you interesting…