Office Romance: Fall in Love with Document Review

When it comes the document drafting & review process, even the closest of relationships can be tested. Confusion with different versions, incorrect edits made, mistakes with formatting; the entire process, in some cases, can be a shambles. With the season of love rapidly approaching, learn to love the document review cycle (and stop hating the people you collaborate with!) Here are our top tips for how:

  1. Don’t let email lead you astray

When looking for versions in your inbox, it’s easy to get distracted by other things. Avoid those email links and articles that take you off into a spiral of full-on procrastination. While you may still see this as being productive (you’re checking your emails, right?), the document draft you’re working on might not see it that way and it will likely slow down the entire review cycle.

  1. Embrace your differences

It can be difficult to manually identify the changes made from one version of a document to the next and track changes can be inaccurate. Document comparison software can make it easier to identify the differences. By organizing the all changes into helpful categories, you can quickly navigate between them and approve the ones you wish to keep. Differences can be seen in one page view, so you won’t have to risk your eye-sight skim reading each sentence over and over.

  1. Two heads are better than one

Collaboration is pretty much essential in order to be successful in the workplace, but this is sometimes made difficult by a lack of consistency and clarity on roles and responsibilities. Utilizing each party’s best qualities will make the process run smoother and clear communication throughout will result in a quicker final document.

  1. It’s okay to ask for help

Dealing with documents on a daily basis can be a stressful ordeal if you let it, so don’t be afraid to ask for help. There’s tons of technology out there that can really help in the document review process. A client extranet, for example, is designed to assist you on the by allowing you to organize your files into folders and share them as a link with others. You can stay in control of who views versions with customizable permissions and bypass email attachment limits.

Learn to fall in love with document review. Start a free trial of Workshare 9 today.