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Reviewing Document Formats and PDF Content

ReviewStudio simplifies how teams can gather and receive feedback on PDF and other document content.

Document Formats Supported

You can upload PDF, SVG, DOC(X), PPT(X), XLS(X). These file types will allow you to use the text tools.

You can view the full range of file types we support here.

To Upload a Document for Review

  1. To start a new Review, select “New Review+” OR to add a file to an existing Review, on the Edit Review page click “Upload files” and select “Files”.

  2. From the popup, select “Browse” or simply drag and drop your files into the popup.

  3. Click upload.

Note that for larger files or batches of files, it can take a few seconds to process your files. Once you see the thumbnail of your file showing on the Edit Review page, your file is ready for Review.

For more on uploading files for review: Creating a New Review: Uploading Files and Review Settings

To Annotate a Document

ReviewStudio provides multiple markup tools. You can use these tools to visually highlight and address specific sections or text in your document that require attention. The key tools include: 

  • Text Tools: Select from highlight, delete, replace, and insert to mark up text with precision. The text mark tool is only activated for document and PDF files that contain true text elements.

  • Comments / Notes: Leave a general note anywhere in the content. 

  • Shapes: Circles, squares, lines, and arrows to help you make your point. 

  • Freehand Pencil: Draw on your document to provide clarity. 

More info on annotating files: The Basics of Review and Approval: Canvas Markup, Annotation Tools and Submitting a Decision

Navigating the Document File

If you are working with a multipage document, you can view and navigate through the page thumbnails along the lefthand side of the Review Canvas.

You can navigate between pages either by clicking on the page, clicking on any comment or using the left and right arrows. You can also enter a specific page number where it says “Page # of X”.

If there are comments on a page, you will see the comment icon as an overlay with a red dot indicating a new comment. Similarly, if there’s a task you’ll see a task icon. You can also click on any comment in the comment bar to advance to the page it is on.

To close the page thumbnails sidebar simply click the X at the top of the bar.

To open the sidebar click the show page thumbnails icon in the center bottom of the page.

Note that for PDF files containing packaging dielines with content in various orientations, you can rotate a the PDF file using the Rotate tool at the bottom of the canvas.  Any markups will maintain their original orientation.

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