Reviewing documents
This section was created to answer your frequently asked questions about reviewing documents in WordPerfect.
Tracking document changes |  |
Can I use the WordPerfect document review functionality to track changes the way I would in Microsoft Word?
Answer
Yes, you can use document review functionality in WordPerfect to track changes in your documents.
Using WordPerfect, you can send a document to a reviewer, or multiple reviewers, to add comments or make revisions to the document. These revisions are also referred to as annotations. If you authored the document, you can open it to accept or reject the annotations.
If you send the document to multiple reviewers, the annotations of each reviewer are displayed in a unique color. All revisions display as strikeout text, and comments are displayed as red text. You can, however, modify the way annotations are displayed.
You are unable, however, to import revisions that were created in a Microsoft Word document.
To review a document
1. Click File 
Document Review.
2. Click Reviewer.
3. Type your name in the User name box.
4. Type your initials in the User initials box.
5. Open the color picker on the feature bar, and click a color. All the changes you make to the document will display in the color you choose.
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If you want to see another reviewer’s color selection, choose the reviewer’s name from the Reviewer list box.
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6. Edit the document.
7. Click Close.
8. Click File Save.
To incorporate reviewers’ changes
1. Click File Document Review.
2. Click Author.
3. Choose a reviewer from the View annotations from list box. This displays only the changes made by the selected reviewer.
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If you want to display the changes made by all reviewers, choose All reviewers from the View annotations from list box.
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4. Click one of the following:
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Go to previous — moves to the previous change
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Go to next — moves to the next change
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5. Click one of the following:
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Show/hide — displays or hides margin markings
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Display annotations — shows the edited text with or without color markings
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Insert current annotation — accepts the current annotation
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Insert all annotations — accepts all annotations
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Delete the current annotation — rejects the current annotation
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Delete all annotations — rejects all the annotations in the document
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6. Save the document.
More information
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For more information about modifying the display of annotation text, see “Changing the settings for document review and comparison.”
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You can compare a current version of a document with an earlier version to see what changes have been made. For more information about comparing documents in WordPerfect, see “Comparing documents.”
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Routing documents | |
Does WordPerfect have a routing slip feature like in Microsoft Word?
Answer
Yes, WordPerfect has a routing slip feature.
Routing a document allows you to send a document for online review to several reviewers in a specified order. The routing process allows you to send a document to several reviewers, one reviewer at a time, to allow each of the reviewers to see the changes made by the previous reviewer(s). When routing a document, it is inserted in an e-mail as an attachment. You must have Microsoft Outlook as your default address book for this option to work.
To route a document, you must create a routing slip. The routing slip allows you to specify who to send the document to and in what order.
When a reviewer receives a routed document, they can make changes to the document. When they are done, they close the document and it’s sent to the next reviewer listed on the routing slip. If they prefer, they can save the changes to the document and send it later. In addition, a reviewer can reassign a routed document to another reviewer listed on the routing slip.
You are unable, however, to import routing slips that were created in a Microsoft Word document.
To create a routing slip
1. Click File Document Routing slip.
2. Type a subject name in the Subject box.
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The subject name that you type in the box displays in the subject box of the e-mail that contains the document.
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3. Type a message in the Message box.
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The text that you type in the Message box displays in the message area of the e-mail that contains the document.
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4. Click the Add button to add reviewers to the Reviewers list box.
To review a routed document
1. In Microsoft Outlook, double-click the attached document.
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If you prefer, you can save the document and then open the saved document to review it.
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2. In the Reviewer mode options dialog box, click Review.
3. Type your name in the Reviewer list box.
4. Open the color picker on the feature bar, and click a color. All the changes you make to the document will display in the color you choose.
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If you want to see another reviewer’s color selection, choose the reviewer’s name from the Reviewer list box.
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5. Edit the document.
6. Click Close.
To reassign a routed document
1. In Microsoft Outlook, double-click the attached document.
2. In the Reviewer mode options dialog box, click Reassign.
3. In the Reassign document review dialog box, choose a reviewer from the list.
4. Click Send.