> For the complete documentation index, see [llms.txt](https://support.docstudio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.docstudio.com/user/review/review-process-editor.md).

# Review Process Editor

This document explains how to open and edit a document in the Review editor. It also explains which actions you can use during the review process.

### Open a document for review

1. Open **Review** in the sidebar.
2. Find the review process you need.
3. Select the process from the list.

{% hint style="info" %}
DocStudio opens the document in the Review editor. Your role and status determine which actions you can use.
{% endhint %}

### Review editor

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FBxBzcSs5a3WmI5AAXzKZ%2Fimage.png?alt=media&amp;token=e069967d-5fd5-4fd9-bd28-0966588ec0a4" alt=""><figcaption></figcaption></figure>

Use the Review editor to work on the document together with other participants.\
You can:

* edit the document
* add comments
* reply in discussion threads
* accept or reject tracked changes

DocStudio shows changes and participant cursors in real time, so everyone can work on the document simultaneously. Change tracking turns on automatically, and you cannot turn it off.

{% hint style="info" %}

* **Reviewer** — Accept or reject individual changes.
* **Initiator** — Accept or reject all changes at once.
  {% endhint %}

### Review panel

Use the Review panel to check the process details and track each participant.&#x20;

{% columns %}
{% column %}
The panel contains:

* process status
* subject
* document name
* initiator
* reviewers
* participant names, avatars, and statuses
* collapse the panel button
  {% endcolumn %}

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FgYtmThqJDKFIVfORw6fb%2Fimage.png?alt=media&amp;token=6ac087f2-6222-4421-a3dd-9748d114a2a1" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

DocStudio does not use separate access levels for review participants. Everyone can edit the document at the start, and your participant status controls whether you can edit or only view it.

{% hint style="info" %}
Use the arrow on the left edge of the Review panel to collapse or expand it. The panel is expanded by default when you are the initiator and collapsed when you are a reviewer.&#x20;
{% endhint %}

#### Participant statuses

<table><thead><tr><th width="143.4444580078125">Status</th><th>Description</th></tr></thead><tbody><tr><td><strong>In progress</strong></td><td>You can edit the document, add comments, and accept or reject changes.</td></tr><tr><td><strong>Ready to sign</strong></td><td>You finish your part of the review and can only view the document. You cannot change this status.</td></tr><tr><td><strong>Rejected</strong></td><td>You leave the review process and can only view the document. You cannot edit the document or add comments.</td></tr></tbody></table>

{% hint style="info" %}
Everyone in the review process can see participant statuses in the Review panel. The Review list also shows how many reviewers choose **Ready to sign**.
{% endhint %}

#### Process statuses

<table><thead><tr><th width="112.33331298828125">Status</th><th>Description</th></tr></thead><tbody><tr><td><strong>In review</strong></td><td>The review process continues, and you can work on the document while your participant status allows editing.</td></tr><tr><td><strong>Completed</strong></td><td>The review ends successfully, and everyone can only view the document. If you start the process, you can return it for <strong>rework</strong>, download the final document, or open Quick send.</td></tr><tr><td><strong>Rejected</strong></td><td>The initiator ends the review, and everyone can only view the document. If you start the process, you can return it for rework, but you cannot send the document for signing.</td></tr></tbody></table>

#### Invite reviewers

Any participant with the required permission can invite reviewers while the process is **In review**.

{% columns %}
{% column %}

1. Click **Invite**.
2. Select a DocStudio mailbox or enter an email address.
3. Enter a role name for the reviewer.\
   — (Repeat steps 2–3 to add more reviewers.)
4. Click **Save**.
   {% endcolumn %}

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2F8M1Aq9cWzX9aWdvQZVnO%2Fimage.png?alt=media&amp;token=bddc5197-b43e-4de0-ba96-c18572272994" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

DocStudio adds reviewers selected by mailbox directly to the current process. Reviewers invited by email receive an invitation and choose a mailbox when they accept it.

### Reviewer actions

#### Ready to sign

Use **Ready to sign** when you finish reviewing the document and have no remaining comments or changes.

{% columns %}
{% column %}

1. Click **Ready to sign**.
2. Click **Confirm** in the confirmation window.

After you confirm the action, DocStudio changes your status to **Ready to sign** and opens the document in read-only mode.

The action buttons disappear, and the initiator receives a notification.
{% endcolumn %}

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FVrNQ0R2wfpMNs5YFQNRT%2Fimage.png?alt=media&amp;token=dfd20dbf-4a2b-49a6-aecb-c46110f6ceb3" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

#### Reject the review

Use **Reject** when you want to leave the review process. The initiator can still finish the review without your decision.

{% columns %}
{% column %}

1. Click **Reject**.
2. Enter a comment explaining your decision.
3. Click **Reject**.

After you reject the review, DocStudio changes your status to **Rejected** and opens the document in read-only mode.

You can no longer edit the document or add comments, and the initiator receives a notification.
{% endcolumn %}

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FS1truOKkB590umYCbIcM%2Fimage.png?alt=media&amp;token=eb4be04c-d966-4ad0-adc6-f3668716939a" alt="" width="331"><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

### Initiator actions

#### Finish the review

Use **Finish** after you process all tracked changes and resolve all comments. Reviewer statuses do not prevent you from finishing the review.

{% columns %}
{% column %}

1. Click **Finish**.
2. In the confirmation window, click **Finish**.

DocStudio disables **Finish** while the document contains unresolved tracked changes or open comments and shows how many items remain.
{% endcolumn %}

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2Fyiz86iRoYBHkIt7rybL2%2Fimage.png?alt=media&amp;token=234fe36f-7935-4858-b91a-48818ebed23f" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

After you finish the review, DocStudio changes the process status to **Completed** and opens the document in read-only mode. DocStudio replaces **Finish** and **Reject** with **Download document** and **Send**.

#### Reject the review process

Use **Reject** to end the review process without sending the document. You can return the rejected review for rework later.

{% columns %}
{% column %}

1. Click **Reject**.
2. Enter a comment explaining your decision.
3. Click **Reject**.

After you reject the review, DocStudio changes the process status to **Rejected**, opens the document in read-only mode, and notifies all participants.

You cannot send the document for signing.
{% endcolumn %}

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FaoRYfiuWiTU81dzjb0WO%2Fimage.png?alt=media&amp;token=653cb7fb-ca0f-4917-b6b2-9166e011db30" alt="" width="325"><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

### Return for rework

If you start the review process, you can return it for rework after you finish or reject it. DocStudio keeps the same document, comments, and change history.

{% columns %}
{% column width="50%" %}

1. Click **Rework**.
2. Review the confirmation message.
3. Click **Rework**.

You can return a review for rework any number of times.&#x20;
{% endcolumn %}

{% column width="50%" %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FnwtebNrYoeCAPYfWg0zY%2Fimage.png?alt=media&amp;token=e8a56f8c-1b05-41c2-9f36-8c03df33b5f8" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

{% hint style="info" %}
If you already created a signing envelope through Quick send, returning the review for rework does not affect that envelope.
{% endhint %}

### Use a completed review

{% columns %}
{% column width="50%" %}

* **Rework** — Return the document to the review process and allow all participants to continue editing it.
* **Download document** — Download the final document in DOCX format.
* **Send** — Open Quick send. DocStudio adds the final DOCX and review subject automatically.
* **Back to the list** — Return to the Review page.
  {% endcolumn %}

{% column width="50%" %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FgbKE8Sv00HUzKV1NK6bD%2Fimage.png?alt=media&amp;token=4b1f861c-8730-4654-8764-a29de6a4d058" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

Add signers and configure the signing route if needed. DocStudio keeps the completed review in **Review** and opens it in read-only mode after you create the signing envelope.

### Related topics

* [Review List page Overview](https://support.docstudio.com/user/review/review-list-page-overview)
* [How to Upload a Document for Review](https://support.docstudio.com/user/review/how-to-upload-a-document-for-review)
* [How to Upload a Document for Electronic Signature](https://support.docstudio.com/user/dashboard/how-to-upload-a-document-for-electronic-signature)


---

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