The Track Changes feature records document modifications and allows reviewers to monitor, review, accept, or reject edits. This feature helps teams collaborate efficiently while maintaining a complete record of document revisions.
Review Workflow
A typical review process includes:
- Enable Track Changes.
- Make document edits.
- Review changes using Previous and Next.
- Select an appropriate Display Mode.
- Accept or reject changes as needed.
- Save the finalized document.
- The user can also perform:
Enable Track Changes
Follow the steps below to start tracking document changes.
- Open the document.
- Click the Collaboration tab.
-
Select Track Changes. All subsequent modifications are recorded and displayed as tracked changes.
ℹ️ NotesWhen Track Changes is enabled, insertions, deletions, and formatting changes are recorded within the document.
Disable Track Changes
Follow the steps below to stop tracking document changes.
- Click the Collaboration tab.
- Select Track Changes again.
-
New changes are no longer tracked.
ℹ️ NotesExisting tracked changes remain in the document until they are accepted or rejected.
Configure Display Mode
The Display Mode option controls how tracked changes are displayed during the review process.
Available Display Modes
| Mode | Description |
|---|---|
| Markup and Balloons | Display all tracked changes and comments. |
| Only Markup | Display tracked changes without comment balloons. |
| Final | Preview the document with all changes accepted. |
| Original | Preview the document with all changes rejected. |
Change the Display Mode
- Click the Collaboration tab.
- Select Display Mode.
- Choose the desired display option.
- The document view updates immediately.
Review Tracked Changes
Use the navigation controls to move through tracked changes one at a time.
Navigate Between Changes
Option |
Description |
| Previous | Navigate to the previous tracked change. |
| Next | Navigate to the next tracked change. |
Steps to Review Changes:
- Click the Collaboration tab.
- Click Previous or Next.
- Review the highlighted change.
- Repeat as needed until all changes have been reviewed.
Accept Changes
Accepting a change permanently applies the modification to the document.
Accept a Single Change
- Select a tracked change.
- Click Accept.
- Select Accept Current Change. The selected change is accepted.
Accept All Changes
- Click Accept.
- Select Accept All Changes.
- All tracked changes within the document are accepted.
Reject Changes
Rejecting a change removes the modification and restores the original content.
Reject a Single Change
- Select a tracked change.
- Click Reject.
- Select Reject Current Change. The selected change is rejected.
Reject All Changes
- Click Reject.
- Select Reject All Changes.
- All tracked changes in the document have been rejected.
- Enable Track Changes before sharing documents for review.
- Review changes individually before using Accept All Changes or Reject All Changes.
© Healthicity, LLC
Comments
0 comments
Please sign in to leave a comment.