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Digital review:The practice of keeping all parties involved with a digital document to read, comment, edit, and eventually sign off on the content of the document
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Review practices vary:
Printing out dra�s for physical markup
Sending out PDFs for digital comments
Allowing others to edit a version of the document
with tracked changes
Reviewing digitally
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There are many benefits to using a formal digital review process over other methods.
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Here are the top 10:1. Single channel management 2. Safe and secure 3. Improved timing and workflow4. Faster, more efficient communication5. Reduction of duplication 6. Collaboration 7. Sub-sections and division of responsibility 8. Due dates and notifications9. Accuracy10. Comment attributes and filtering
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Documents can be sent out for review a number of different ways:
• Email• Printed out on paper• Verbally• Kept within the Wdesk platform
However, keeping everything on one place is beneficial.
1. Single channel management
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When all documents live in the same environment you can expect to:
• Save time and effort• Maintain one digital source of all commentary• Ensure accuracy of critical communications
1. Single channel management
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When documents containing proprietary information leave a secure environment, they are vulnerable to dangerous security violations and have the potential to incur serious repercussions.
2. Safe and secure
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Wdesk is a controlled, secure environment. Keeping documents within Wdesk instills confidence and comfort knowing that the documents have no chance to be unintentionally leaked to the general public.
2. Safe and secure
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Comments are automatically updated and can be addressed immediately in Wdesk. No longer must the document owner wait until the reviewer is done with a full review. As comments on the document are created, the owner can immediately start addressing them.
3. Improved timing and workflow
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Many comments require some type of iteration between the owner of the document and the reviewer or between multiple reviewers.
When documents are reviewed outside of Wdesk, the iteration of back-and-forth communication becomes fractured as information is shared across email, phone, or even watercooler conversations.
4. Faster, more efficient communication
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With Wdesk, the iterative process of review prevents any loss of important information or feedback contained in comments.
4. Faster, more efficient communication
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Invariably, when there are multiple reviewers looking at the same content, errors or issues will be found by more than one person.
5. Reduction of duplication
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When reviews are done in Wdesk, comments are available instantly—there's absolutely no duplication of effort. If a user comments on a block a text, all users can see that the text is highlighted as well as the comment that accompanies it. Additionally, other users can provide their own input by replying to the original comment.
5. Reduction of duplication
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Traditional review methods require communication lines to be managed individually by the document owner. The many different reviewers aren't able to collaborate because they're all working in isolation from one another.
6. Collaboration
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Digital reviews provide an environment for document contributors and reviewers to work on the dra� as a team. Better results can be achieved more quickly when individuals are sharing information and not working in silos.
6. Collaboration
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Using Wdesk for digital review allows reviewers to bounce ideas off of each other and improve the quality of a document. Users receive instant information from each other, and the owner of the document no longer needs to manage communication lines. With unified collaboration, the author gains consensus on debated topics.
6. Collaboration
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Document owners o�en need to send documents to other departments, such as legal or audit, for review.
Using Wdesk, the document owner has the ability to give permissions to certain users on specific sections in a particular revision of the document, ensuring that multiple people can be working at the same time. Permissions also eliminate the worry of edits being made in the wrong section.
7. Sub-sections and division of responsibility
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When sending a document for review, owners typically will append due dates as to when the comments are needed to be submitted in order to adhere to tight deadlines. If the review is sent via email, the due dates are in textual form and carry no authoritative weight. This means there is less review time in lieu of delivery time.
8. Due dates and notifications
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Digital review in Wdesk provides real-time comment feedback, so more time can be dedicated to reviewing documents. Electronic due dates encourage users to submit their comments in a timely fashion, and automatic notifications give helpful reminders, keeping all parties on track.
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8. Due dates and notifications
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Another potential problem arises when documents are printed out and comments are handwritten.
• How good is everyone’s handwriting? • If someone made comments on a paper copy of the document, will that information
be interpreted correctly by the document owner?
Any confusion in the deciphering of the handwriting delays the overall process as the owner seeks to clarify the accuracy of the submitted comment.
9. Accuracy
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Comments in Wdesk are clearly associated with the document content. There's no need for transcribing handwritten comments from paper or copying and pasting comments from other applications.
9. Accuracy
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Capturing comments digitally within Wdesk allows all users to see additional information regarding the comment, including comment author, time of comment submission,and comment status. Users can apply filters to see information that's relevant to them.
On documents that may have hundreds of comments, being able to filter comments based on the author (e.g., the CFO) or time submitted (e.g., comments within the last 24 hours) is beneficial.
10. Comment attributes and filtering
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A blackline is a document that shows the difference between two revisions of the same document.
With blacklines, the user is visually prompted to view changes, additions, and deletions of text and table information. Reviewers no longer have to dig through material to review and approve changes—they only need to view what has been edited, saving valuable time.
V1 V2
Bonus: blacklines
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Wdesk provides a platform where all communication is managed through one safe and secure channel. In an environment where time is of the essence, the ability to send and receive feedback is invaluable.
V1 V2
Bonus: blacklines
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To learn more about Wdesk, request a demo today.
Click here for more information about digital review.
