Users | PleaseReview
PleaseReview

Users | PleaseReview

Aimed at everyday users of Ideagen PleaseReview, this curriculum contains courses on creating reviews, setting up Zones and reviewing documents.

Curriculum content

  • In this course, you'll understand the five-step process for creating reviews in Ideagen PleaseReview. You'll learn how to efficiently add and manage participants, as well as how to upload and organise essential documents. ​ 3 - 5 mins ​ Learning objectives: ü Execute the five step process of creating a review ü Add and manage participants and use pre-prescribed user lists ü     Handle documents by uploading and categorising them
    • Lesson Creating a review

  • In this course, you will become proficient in reviewing Word documents in Ideagen PleaseReview, by mastering navigation, inline editing, formatting, comments, mentions, table interactions, redactions, search and filter features, reconciliation reports, and tracked changes. ​ 10 - 15 mins ​ Learning objectives: ü    Apply changes using the inline editor, formatting tools, and comment categories. ü    Use "@" mentions, interact with tables, manage bookmarks, and respond to comments. ü   Perform redactions, use search and filter features, generate reconciliation reports, and download tracked changes for Word.
  • In this course, you will learn to manage zones in Ideagen PleaseReview, including mode creation, editing default zones, adjusting section settings, extending paragraphs, and controlling reviewer permissions within the Word environment. ​ 3 - 5 mins ​ Learning objectives: ü Open mode creation and edit default zones ü Change default settings for specific sections and extend paragraphs ü Setting reviewer permissions to allow them to edit/remove sections
  • In this course, you will learn to enter reviews, navigate and interact with assigned zones, download and edit documents in Word with tracked changes, and reimport and publish documents in Ideagen PleaseReview. ​ 3 - 5 mins ​ Learning objectives: ü Enter and manage reviews using Zones ü Navigate and interact with assigned Zones ü Download, edit and reimport documents
  • In this course, you will learn to download reviews in Flight Mode in Ideagen PleaseReview, access and edit them offline, manage interactions, and resync reviews, enabling effective management even when you're offline. ​ 3 - 5 mins ​ Learning objectives: ü Download reviews in Flight Mode and view them offline ü Edit reviews using the inline editor and manage interactions ü Resync, publish, and continue working on reviews
  • In this course, you will learn to select, customize, and use annotation tools, proficiently insert, edit, delete, and highlight text, redact content, and utilize search features for an enhanced PDF document review process in Ideagen PleaseReview. ​ 5 - 10 mins ​ Learning objectives: ü Select, customise and use annotation tools ü Insert, edit, delete and highlight text ü Redact content and use search features effectively
  • In this course, you will learn to create and customize review templates, add documentation, manage users, and efficiently access and use templates for new reviews in Ideagen PleaseReview. ​ 3 - 5 mins ​ Learning objectives: ü Create and customise review Templates ü Add documentation and manage users ü Access and use Templates for new reviews