Performing a Collaboration Review in Office Online

If the EnableDocumentCollabortaionUsingOfficeOnline application option is enabled, users can collaborate on documents in Office Online. Users participating in the collaboration review process will be required to log into their corporate Office 365 account.

1. From the Document Reviewer dashboard on the Portal Page, click the Document Needs Collaboration tab. Click the drop down arrow next to the document to review and select Sign-off.
   Result: The Sign-off window is displayed.
2. Click the Collaborate in Office Online button.
   Result: The document is opened in Microsoft Office Online.

NOTE: While the reviewer has the document open in Office Online, that reviewer will be notified if another reviewer opens the document and will see any changes the other reviewer is making.

3. Complete the review of the document.
4. Click Save and Close.
   Result: The document is closed and the SmartSolve document sign-off window is displayed.
5. Enter any relevant notes in the Comment field.
6. Enter your user ID and password.
7. Click the Sign-off button.
   Result: The collaboration review has been completed. Once all collaborators have completed their reviews, a document including all of the collaborators' comments is created and the document owner receives email notification.

See Also

Creating a Document Record for Collaboration

Routing a Document for Collaboration

Comparing Document Revision Versions During Collaboration Review