{"id":104419,"date":"2022-06-10T12:00:00","date_gmt":"2022-06-10T12:00:00","guid":{"rendered":"https:\/\/www.markup.io\/?p=4419"},"modified":"2024-01-29T18:39:24","modified_gmt":"2024-01-29T18:39:24","slug":"document-review-and-approval-process","status":"publish","type":"post","link":"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/","title":{"rendered":"6 steps to a seamless document review and approval process"},"content":{"rendered":"\n<p>Are you still waiting for a follow-up email on the draft you submitted for review ages ago?<\/p>\n\n\n\n<p>The clock is ticking, the project is overdue, and your reviewer seems to have been abducted by extraterrestrial lifeforms.<\/p>\n\n\n\n<figure class=\"wp-block-video aligncenter\"><video autoplay controls loop muted src=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/06\/document-review-approval-alien.mp4\" playsinline><\/video><figcaption class=\"wp-element-caption\">GIF source: <a href=\"https:\/\/giphy.com\/gifs\/26FPp1PpHSr8wVZS0\" target=\"_blank\" rel=\"noreferrer noopener\">Giphy<\/a><\/figcaption><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>What now?<\/p>\n\n\n\n<p>In cases like this, it\u2019s hard to know what the next steps are when you don\u2019t have a clearly defined <strong>document review and approval process<\/strong>.&nbsp;<\/p>\n\n\n\n<p>Fortunately, there\u2019s an easy way to configure your proofing workflow so that you <strong>get a shorter project turnaround time and quicker feedback sessions.<\/strong><\/p>\n\n\n\n<p>It\u2019s called document review and approval software.<\/p>\n\n\n\n<p>Let\u2019s talk about it!<\/p>\n\n\n\n<p><\/p>\n\n\n\n<div class=\"toc\">\n\n\n<p><b>Table of Contents<\/b><\/p>\n\n\n\n<li><a href=\"#C1\">Step #1: Define your document review and approval needs<\/a><\/li>\n\n\n<li><a href=\"#C2\">Step #2: Choose the right document review and approval tool<\/a><\/li>\n\n\n<li><a href=\"#C3\">Step #3: Upload documents<\/a><\/li>\n\n\n<li><a href=\"#C4\">Step #4: Share comments and feedback <\/a><\/li>\n\n\n<li><a href=\"#C5\">Step #5: Share documents with team members, clients, and reviewers<\/a><\/li>\n\n\n<li><a href=\"#C6\">Step #6: Resolve comments, finalize, and approve documents<\/a><\/li>\n\n\n<li><a href=\"#C7\">Frequently asked questions (FAQs)<\/a><\/li>\n\n\n\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"C1\">Step #1: Define your document review and approval needs<\/h2>\n\n\n\n<p>At first, you might be tempted to jump right into comparing document review software products.&nbsp;<\/p>\n\n\n\n<p>If you\u2019re taking that road, you might be blindsided by a myriad of <strong>features that you don\u2019t actually need<\/strong>\u2026&nbsp;<\/p>\n\n\n\n<p>\u2026aaand you\u2019ll end up<strong> wasting money and time on a solution that you won\u2019t use to its full potential<\/strong>.&nbsp;<\/p>\n\n\n\n<p>The alternative?<\/p>\n\n\n\n<p>First, you need to ask yourself <strong>why you need document review software<\/strong>. List the most frequent file types you send, review, or provide feedback on.&nbsp;<\/p>\n\n\n\n<p>For instance, a publisher or book editor likely stumbles upon ePUB files more often than a marketer would.&nbsp;<\/p>\n\n\n\n<p>Jotting this list down before investing in software is essential to ensure that the solution you\u2019re choosing fits your needs perfectly.<\/p>\n\n\n\n<p>The most common file types supported by most doc review tools in today\u2019s market include formats like PDFs, DOCx, TXT, and RTF.&nbsp;<\/p>\n\n\n\n<p>The majority of professionals using this type of software proof and approve files like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>New documents or new versions of old company forms<\/li>\n\n\n\n<li>Legal documents<\/li>\n\n\n\n<li>Blog articles<\/li>\n\n\n\n<li>School assignments<\/li>\n\n\n\n<li>eBooks and white papers<\/li>\n\n\n\n<li>Press releases<\/li>\n\n\n\n<li>Product documentation<\/li>\n<\/ul>\n\n\n\n<p>Do these types of files make a frequent appearance in your work life?<\/p>\n\n\n\n<p>Great!<\/p>\n\n\n\n<p>Next, list all of the features that could make your established doc review and <a href=\"https:\/\/www.markup.io\/blog\/creative-workflow\/\" target=\"_blank\" rel=\"noreferrer noopener\">approval workflow<\/a> template more efficient.<\/p>\n\n\n\n<p>To make a comprehensive list, take a step back and <strong>analyze your document approval process<\/strong>. Identify the main bottlenecks that slow down your process every time you introduce a new document into the review and approval cycle (and that threaten the quality of your documentation).<\/p>\n\n\n\n<p>Here are some issues you can keep an eye out for and the features that help solve them:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Missed deadlines and due dates<\/strong>: Find software that gives you the ability to provide real-time feedback to implement edits faster.<\/li>\n\n\n\n<li>The inability to keep track of <strong>document versions<\/strong>: Get a digital workspace that allows you to upload several document versions in the same place.<\/li>\n\n\n\n<li><strong>Siloed feedback<\/strong>: Find a tool where feedback archives can be attached to each document version.<\/li>\n\n\n\n<li><strong>Difficult collaboration<\/strong>: You need intuitive and easy-to-use web-based software that doesn\u2019t require your team to install anything.<\/li>\n\n\n\n<li><strong>Inefficient communication<\/strong>: Get a tool that supports comment threads where team members can reply to reviewers\u2019 feedback.<\/li>\n<\/ul>\n\n\n\n<p>Defining your needs when it comes to document review and approval is essential as it can help you <strong>make sure you&#8217;re taking the right steps in terms of streamlining your approval cycle<\/strong>.&nbsp;<\/p>\n\n\n\n<p>Plus, it helps you choose the right tool for your business more quickly as you\u2019ll know exactly what to look for.<\/p>\n\n\n\n<p>If you already have this list figured out, take a look at the web-based document review and approval apps below.&nbsp;<\/p>\n\n\n\n<p>Let\u2019s see which solution checks all of your boxes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"C2\">Step #2: Choose the right document review and approval tool<\/h2>\n\n\n\n<p>One of the most important steps when it comes to achieving a seamless document review and approval process is <strong>finding the right tool for the job<\/strong>.&nbsp;<\/p>\n\n\n\n<p>After all, the right solution will help you speed up the proofing process from day one.&nbsp;<\/p>\n\n\n\n<p>Let\u2019s take a look at three of the best document review and approval software tools below.&nbsp;<\/p>\n\n\n\n<p>In detail, we\u2019ll scrutinize the main features of each tool, as well as the demographics they address.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/06\/document-review-and-approval-comparison-972x1024.png\" alt=\"Table that shows 3 best document review and approval tools: MarkUp.io, Filestage.io and MarkUp Hero\" class=\"wp-image-200706\" width=\"729\" height=\"768\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/document-review-and-approval-comparison-972x1024.png 972w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/document-review-and-approval-comparison-285x300.png 285w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/document-review-and-approval-comparison-768x809.png 768w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/document-review-and-approval-comparison.png 1280w\" sizes=\"auto, (max-width: 729px) 100vw, 729px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>Let\u2019s start with the one that we hope looks familiar to you.<\/p>\n\n\n\n<p><em>MarkUp.io be like:<\/em><\/p>\n\n\n\n<figure class=\"wp-block-video aligncenter\"><video autoplay controls loop muted src=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/06\/document-review-approval-goldblum.mp4\" playsinline><\/video><figcaption class=\"wp-element-caption\">GIF Source: <a href=\"https:\/\/giphy.com\/gifs\/m2gen0FthdR6L4LInI\" target=\"_blank\" rel=\"noreferrer noopener\">Giphy<\/a><\/figcaption><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tool #1: MarkUp.io<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.markup.io\/\" target=\"_blank\" rel=\"noreferrer noopener\">MarkUp.io<\/a> is a super user-friendly visual feedback tool that enables users to annotate the most common file types\u2014from text documents and images to design files and videos.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"660\" height=\"317\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/06\/MarkUp.io-homepage.png\" alt=\"Screenshot of MarkUp.io homepage\" class=\"wp-image-104422\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/MarkUp.io-homepage.png 660w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/MarkUp.io-homepage-180x86.png 180w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/MarkUp.io-homepage-540x259.png 540w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>MarkUp.io was developed to help professionals like you pain-proof their document review and approval processes with easy-to-use <a href=\"https:\/\/www.markup.io\/blog\/annotation-tools\/\" target=\"_blank\" rel=\"noreferrer noopener\">annotation and collaboration tools<\/a>.<\/p>\n\n\n\n<p><strong>Features<\/strong><\/p>\n\n\n\n<p>Remember the list we were talking about earlier? We like to think we can help you address all of your pain points with features like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Version-level feedback archives<\/li>\n\n\n\n<li>Annotation for different types of documents, like RTF, TXT, DOCX, PDF, and .pages&nbsp;<\/li>\n\n\n\n<li>Real-time feedback<\/li>\n\n\n\n<li>Account-level permissions (coming soon \ud83d\ude09)<\/li>\n<\/ul>\n\n\n\n<p><strong><br><\/strong><strong>Who is MarkUp.io for?<\/strong><\/p>\n\n\n\n<p>Our platform is suitable for both freelancers and large enterprises with teams of:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Content writers<\/li>\n\n\n\n<li>Designers<\/li>\n\n\n\n<li>Web developers<\/li>\n\n\n\n<li>Marketers&nbsp;<\/li>\n\n\n\n<li>Video editors<\/li>\n<\/ul>\n\n\n\n<p>In other words, MarkUp.io is for anyone whose document review process needs a nudge in the right direction with the help of <strong>seamless collaboration and frictionless proofing<\/strong>.<\/p>\n\n\n\n<p><strong>MarkUp.io <\/strong>offers three pricing plans for individuals (free), small and mid-sized teams, and enterprises. Get your document review and approval processes up-to-speed by <a href=\"https:\/\/app.markup.io\/signup?trial=true\" target=\"_blank\" rel=\"noreferrer noopener\">trying out MarkUp.io&#8217;s 30-day free trial!<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tool #2: Filestage.io<\/h3>\n\n\n\n<p>Filestage.io is another great feedback platform that can help you simplify your document review process.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"660\" height=\"329\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/06\/Filestage-homepage.png\" alt=\"Filestage.io homepage\" class=\"wp-image-104423\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Filestage-homepage.png 660w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Filestage-homepage-180x90.png 180w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Filestage-homepage-540x269.png 540w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><figcaption class=\"wp-element-caption\">Image Source: <a href=\"https:\/\/filestage.io\/\" target=\"_blank\" rel=\"noreferrer noopener\">Filestage.io<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>This tool helps remote teams easily collaborate on files and keep track of document versions and feedback.<\/p>\n\n\n\n<p><strong>Features<\/strong><\/p>\n\n\n\n<p>The features offered by Filestage.io include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Version control<\/li>\n\n\n\n<li>Feedback archive<\/li>\n\n\n\n<li>Downloadable document review audits<\/li>\n\n\n\n<li>Document annotation for DOCX, DOC, and <a href=\"https:\/\/www.markup.io\/blog\/how-to-annotate-a-pdf\/\" target=\"_blank\" rel=\"noreferrer noopener\">PDF files<\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Who is it for?<\/strong><\/p>\n\n\n\n<p>Filestage.io is ideal for creative teams of any size\u2014from freelancers to large enterprises.<\/p>\n\n\n\n<p>Unlike the other platforms mentioned in this post, Filestage.io doesn\u2019t have a free version. However, they do offer a free demo and a free trial.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tool #3: Markup Hero<\/h3>\n\n\n\n<p>Markup Hero is another web-based screenshot and annotation platform you can use for document approval and review.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"660\" height=\"324\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/12\/Markup-hero-homepage.png\" alt=\"MarkUp Hero's homepage\" class=\"wp-image-200137\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2022\/12\/Markup-hero-homepage.png 660w, https:\/\/www.markup.io\/app\/uploads\/2022\/12\/Markup-hero-homepage-300x147.png 300w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><figcaption class=\"wp-element-caption\">Image Source: <a href=\"https:\/\/markuphero.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Markup Hero<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>Markup Hero enables creatives to streamline project management by keeping their deliverables and feedback organized with a wide range of annotation tools.&nbsp;<\/p>\n\n\n\n<p><strong>Features<\/strong><\/p>\n\n\n\n<p>Markup Hero\u2019s document annotation features include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Real-time feedback<\/li>\n\n\n\n<li>Document annotation for PDFs, DOCX, .pages<\/li>\n\n\n\n<li>eSignature<\/li>\n<\/ul>\n\n\n\n<p><strong>Who is it for?<\/strong><\/p>\n\n\n\n<p>Markup Hero is ideal for creative freelancers as well as small and medium-sized teams of content writers, designers, web developers, marketers, etc.<\/p>\n\n\n\n<p><strong>Now, which tool is your perfect match?<\/strong><\/p>\n\n\n\n<p>If you didn\u2019t say MarkUp.io, the following steps might make you do so.<\/p>\n\n\n\n<p>We\u2019re going to show you how MarkUp.io can help you review and approve documents with the click of a few buttons.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"C3\">Step #3: Upload documents<\/h2>\n\n\n\n<p>Start by choosing your go-to doc review tool, then uploading your files into the document management system.<\/p>\n\n\n\n<p>With MarkUp.io, this step couldn&#8217;t be easier!<\/p>\n\n\n\n<p>You can use three methods to upload a document into your MarkUp.io workspace:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Simple<\/strong>: Drag and drop the file into your MarkUp.io workspace.<\/li>\n\n\n\n<li><strong>Extra<\/strong>: Click on &#8220;<strong>Upload,<\/strong>&#8221; then drag and drop your file into the pop-up box.<\/li>\n\n\n\n<li><strong>By the book<\/strong>: Click on the &#8220;<strong>Upload<\/strong>&#8221; button at the top of the page, then hit &#8220;<strong>Browse.<\/strong>&#8221; Next, double-click on the document you want to upload.<\/li>\n<\/ol>\n\n\n\n<p>Once your upload is complete, our platform automatically converts all the pages into PNG slides sequenced in the original order within one easy-to-navigate document MarkUp.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"C4\">Step #4: Share comments and feedback<\/h2>\n\n\n\n<p>After your first draft has been magically transformed into a MarkUp, nothing is standing between you and contextual feedback.<\/p>\n\n\n\n<p>MarkUp.io enables you to use two modes when reviewing a document:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment mode<\/strong>: You are able to review the doc and add feedback to it.<\/li>\n\n\n\n<li><strong>Browse mode<\/strong>: You can navigate through the doc without leaving comments.<\/li>\n<\/ul>\n\n\n\n<p>Adjust the preferred mode by clicking on the Comment\/Browse toggle at the bottom of the page.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"660\" height=\"480\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/06\/document-review-and-approval-comment-browse-toggle.png\" alt=\"How to toggle on &quot;Comment mode&quot; in MarkUp.io \" class=\"wp-image-200141\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/document-review-and-approval-comment-browse-toggle.png 660w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/document-review-and-approval-comment-browse-toggle-300x218.png 300w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>In Comment mode, you can click anywhere on a page to leave comments and ask for edits. When you click on an element, a text box pops up where you can start typing your change requests.<\/p>\n\n\n\n<p>MarkUp.io\u2019s comment toolbar enables you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Format text (bold, italics, underline, strikethrough)<\/li>\n\n\n\n<li>Embed hyperlinks<\/li>\n\n\n\n<li>Add emojis<\/li>\n\n\n\n<li>Create ordered and unordered lists<\/li>\n\n\n\n<li>Attach files to your comments<\/li>\n<\/ul>\n\n\n\n<p>What\u2019s more, MarkUp.io features a <a href=\"https:\/\/www.markup.io\/blog\/more-loom-less-zoom-fix-feedback-loop\/\" target=\"_blank\" rel=\"noreferrer noopener\">Loom integration<\/a> that allows you to record short explainer videos and tutorials to <strong>get your point across hassle-free<\/strong>.&nbsp;<\/p>\n\n\n\n<p>To record a Loom video and attach it to your comment, simply click on the camera icon at the bottom-left side of the comment box.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"326\" height=\"200\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/12\/document-review-and-approval-loom.jpg\" alt=\"Include a Loom with a MarkUp.io comment using the camera icon in the comment box.\" class=\"wp-image-200133\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2022\/12\/document-review-and-approval-loom.jpg 326w, https:\/\/www.markup.io\/app\/uploads\/2022\/12\/document-review-and-approval-loom-300x184.jpg 300w\" sizes=\"auto, (max-width: 326px) 100vw, 326px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>The Loom videos you attach to comments will be displayed as clickable links.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"660\" height=\"345\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/06\/Loom-integration-1.png\" alt=\"Looms appear underneath the comments they are attached to in the Comment Panel.\" class=\"wp-image-104427\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Loom-integration-1.png 660w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Loom-integration-1-180x94.png 180w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Loom-integration-1-540x282.png 540w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"C5\">Step #5: Share documents with team members, clients, and reviewers<\/h2>\n\n\n\n<p>This is the review step where your first draft is scrutinized by higher-ups and decision-makers.<\/p>\n\n\n\n<p>MarkUp.io makes this part of the process simple. As soon as you finish adding your feedback, share your MarkUp with key stakeholders, clients, team members, your sales team, and different users involved in the proofing process of your creative projects.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"660\" height=\"521\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/06\/Share-project.png\" alt=\"How to share a project with collaborators\" class=\"wp-image-104428\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Share-project.png 660w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Share-project-180x142.png 180w, https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Share-project-540x426.png 540w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>To share your MarkUp with your team, go to \u201c<strong>Share<\/strong>\u201d at the bottom left of the page and choose your preferred sharing method.<\/p>\n\n\n\n<p>You can invite people to your MarkUp via email notifications by entering an email address in the respective field. Then, click on the \u201c<strong>Send<\/strong>\u201d button. An invitation will be sent to the required email address after doing so.<\/p>\n\n\n\n<p>Alternatively, you can copy the invitation link and send it to the people in your team over the preferred communication channel.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"C6\">Step #6: Resolve comments, finalize, and approve documents<\/h2>\n\n\n\n<p>There are only a couple more approval steps before sign-off.&nbsp;<\/p>\n\n\n\n<p>After you share the MarkUp with your collaborators and receive all the necessary revision requests, you can start implementing their feedback.&nbsp;<\/p>\n\n\n\n<p>As you address the feedback, resolve the&nbsp; respective comments to <strong>keep your MarkUp feedback organized<\/strong>. This helps you <strong>save time and get to final approval status faster<\/strong>.<\/p>\n\n\n\n<p>Don\u2019t just take our word for it; take it from satisfied MarkUp.io user, Janine Common of TUI Group:<\/p>\n\n\n\n<p><em>&#8220;Before, we\u2019d just get a general email of feedback that takes a while to sort through. With MarkUp.io, having visible comments on each section of an experience or brochure is so much easier to pinpoint what we actually need to change and get done quicker.\u201d<\/em><\/p>\n\n\n\n<p>Our platform helped TUI Group <a href=\"https:\/\/www.markup.io\/blog\/from-design-to-publish-how-tui-groups-creative-process-is-50-faster-with-markup\/\" target=\"_blank\" rel=\"noreferrer noopener\">save 50% of the time spent on their project review cycle<\/a>.<\/p>\n\n\n\n<p>This could be you!<\/p>\n\n\n\n<p>When feedback is contextual and comments are well organized, you don\u2019t even have to try to save time; it comes naturally when you don\u2019t spend hours deciphering endless emails explaining how and what needs to be changed.<\/p>\n\n\n\n<p>With MarkUp.io, things are simple! You get comments, you implement them, and you resolve them.<\/p>\n\n\n\n<p>That\u2019s it!<\/p>\n\n\n\n<figure class=\"wp-block-video aligncenter\"><video autoplay controls loop muted src=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/06\/document-review-and-approval-resolve.mp4\" playsinline><\/video><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>You can resolve comments by hovering your mouse over the active comments and clicking on the green \u201c<strong>Resolved<\/strong>\u201d button.<\/p>\n\n\n\n<p>As soon as you do that, your resolved comments will be stored and displayed in the \u201c<strong>Resolved<\/strong>\u201d tab.&nbsp;<\/p>\n\n\n\n<p>Did you accidentally resolve a comment before you were ready to walk away? You can also unresolve comments if necessary. When doing so, the unresolved comment will automatically transfer to the \u201c<strong>Active<\/strong>\u201d tab.<\/p>\n\n\n\n<p>And that pretty much sums it all up.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Over to you<\/h2>\n\n\n\n<p>You\u2019re now ready to go from ideation to final approval in record time.&nbsp;<\/p>\n\n\n\n<p>With MarkUp.io, you will not only achieve time savings but will also streamline business processes and improve collaboration while having<strong> better document control throughout all the phases of the approval process.<\/strong><\/p>\n\n\n\n<p>Now does it sound like MarkUp.io could be your perfect match?&nbsp;<\/p>\n\n\n\n<p>If the answer is yes, <a href=\"https:\/\/app.markup.io\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">sign up with MarkUp.io<\/a> and take your document review and approval process to the next level!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"C7\">Frequently asked questions (FAQs)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Q1. What is a review process?<\/strong><\/h3>\n\n\n\n<p>A review process is part of the document approval workflow and involves proofing several document versions before reaching the final draft stage.<\/p>\n\n\n\n<p>The document review process often includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Formatting suggestions<\/li>\n\n\n\n<li>Grammar and orthography corrections<\/li>\n\n\n\n<li>Phrasing revisions<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Q2. What is an approval process?<\/strong><\/h3>\n\n\n\n<p>An approval process is the equivalent of the project sign-off stage when all the deliverables have been proofed, the provided feedback has been implemented, and the final draft stage has been reached.<\/p>\n\n\n\n<p>At this stage, the decision-makers conduct a final review of the deliverables and decide if they meet the project requirements and are ready to go live.<\/p>\n\n\n\n<p>The approval process closes the feedback loop and marks the completion of a project.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Q3. What is the difference between an approval and a review process?<\/strong><\/h3>\n\n\n\n<p>The main difference between an approval process and a review process consists of the activities involved in each of these processes, as well as their sequencing in project management.<\/p>\n\n\n\n<p>Namely, the review process comes right after each iteration of a project and implies quality control.&nbsp;<\/p>\n\n\n\n<p>On the other hand, the approval process comes at the end of the project when management and key stakeholders confirm that all project deliverables meet expectations and are ready to be published.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Q4. What is a tool I can use to review and approve documents online?<\/strong><\/h3>\n\n\n\n<p>You can use tools like MarkUp.io to review and approve documents online. This visual annotation platform can help you get faster project approval with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Easy-to-understand contextual feedback<\/li>\n\n\n\n<li>Comprehensive communication and collaboration tools<\/li>\n\n\n\n<li>A comment repository where you can keep track of implemented feedback<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Are you still waiting for a follow-up email on the draft you submitted for review ages ago? The clock is ticking, the project is overdue, and your reviewer seems to have been abducted by extraterrestrial lifeforms. What now? In cases like this, it\u2019s hard to know what the next steps are when you don\u2019t have &hellip; <a href=\"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/\">Continued<\/a><\/p>\n","protected":false},"author":8,"featured_media":200708,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-104419","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorised"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>6 steps to a seamless document review and approval process - Markup.io<\/title>\n<meta name=\"description\" content=\"Wanna streamline your document review and approval process? Our guide includes the main steps you should follow to enjoy a seamless process.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"6 steps to a seamless document review and approval process - Markup.io\" \/>\n<meta property=\"og:description\" content=\"Wanna streamline your document review and approval process? Our guide includes the main steps you should follow to enjoy a seamless process.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/\" \/>\n<meta property=\"og:site_name\" content=\"Markup.io\" \/>\n<meta property=\"article:published_time\" content=\"2022-06-10T12:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-29T18:39:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/assets.markup.io\/app\/uploads\/2022\/06\/Document-review-and-approval-header.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Mary\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mary\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"12 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/\",\"url\":\"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/\",\"name\":\"6 steps to a seamless document review and approval process - Markup.io\",\"isPartOf\":{\"@id\":\"https:\/\/www.markup.io\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Document-review-and-approval-header.png\",\"datePublished\":\"2022-06-10T12:00:00+00:00\",\"dateModified\":\"2024-01-29T18:39:24+00:00\",\"author\":{\"@id\":\"https:\/\/www.markup.io\/#\/schema\/person\/617a46a460aa879c1898d69ee16e5864\"},\"description\":\"Wanna streamline your document review and approval process? Our guide includes the main steps you should follow to enjoy a seamless process.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/#primaryimage\",\"url\":\"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Document-review-and-approval-header.png\",\"contentUrl\":\"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Document-review-and-approval-header.png\",\"width\":1280,\"height\":720},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.markup.io\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"6 steps to a seamless document review and approval process\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.markup.io\/#website\",\"url\":\"https:\/\/www.markup.io\/\",\"name\":\"Markup.io\",\"description\":\"Easiest Way to Leave Feedback on Digital Content\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.markup.io\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.markup.io\/#\/schema\/person\/617a46a460aa879c1898d69ee16e5864\",\"name\":\"Mary\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"6 steps to a seamless document review and approval process - Markup.io","description":"Wanna streamline your document review and approval process? Our guide includes the main steps you should follow to enjoy a seamless process.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/","og_locale":"en_GB","og_type":"article","og_title":"6 steps to a seamless document review and approval process - Markup.io","og_description":"Wanna streamline your document review and approval process? Our guide includes the main steps you should follow to enjoy a seamless process.","og_url":"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/","og_site_name":"Markup.io","article_published_time":"2022-06-10T12:00:00+00:00","article_modified_time":"2024-01-29T18:39:24+00:00","og_image":[{"width":1280,"height":720,"url":"https:\/\/assets.markup.io\/app\/uploads\/2022\/06\/Document-review-and-approval-header.png","type":"image\/png"}],"author":"Mary","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Mary","Estimated reading time":"12 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/","url":"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/","name":"6 steps to a seamless document review and approval process - Markup.io","isPartOf":{"@id":"https:\/\/www.markup.io\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/#primaryimage"},"image":{"@id":"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/#primaryimage"},"thumbnailUrl":"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Document-review-and-approval-header.png","datePublished":"2022-06-10T12:00:00+00:00","dateModified":"2024-01-29T18:39:24+00:00","author":{"@id":"https:\/\/www.markup.io\/#\/schema\/person\/617a46a460aa879c1898d69ee16e5864"},"description":"Wanna streamline your document review and approval process? Our guide includes the main steps you should follow to enjoy a seamless process.","breadcrumb":{"@id":"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/#primaryimage","url":"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Document-review-and-approval-header.png","contentUrl":"https:\/\/www.markup.io\/app\/uploads\/2022\/06\/Document-review-and-approval-header.png","width":1280,"height":720},{"@type":"BreadcrumbList","@id":"https:\/\/www.markup.io\/blog\/document-review-and-approval-process\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.markup.io\/"},{"@type":"ListItem","position":2,"name":"6 steps to a seamless document review and approval process"}]},{"@type":"WebSite","@id":"https:\/\/www.markup.io\/#website","url":"https:\/\/www.markup.io\/","name":"Markup.io","description":"Easiest Way to Leave Feedback on Digital Content","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.markup.io\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Person","@id":"https:\/\/www.markup.io\/#\/schema\/person\/617a46a460aa879c1898d69ee16e5864","name":"Mary"}]}},"acf":[],"_links":{"self":[{"href":"https:\/\/www.markup.io\/api\/wp\/v2\/posts\/104419","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.markup.io\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.markup.io\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.markup.io\/api\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.markup.io\/api\/wp\/v2\/comments?post=104419"}],"version-history":[{"count":5,"href":"https:\/\/www.markup.io\/api\/wp\/v2\/posts\/104419\/revisions"}],"predecessor-version":[{"id":202978,"href":"https:\/\/www.markup.io\/api\/wp\/v2\/posts\/104419\/revisions\/202978"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.markup.io\/api\/wp\/v2\/media\/200708"}],"wp:attachment":[{"href":"https:\/\/www.markup.io\/api\/wp\/v2\/media?parent=104419"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.markup.io\/api\/wp\/v2\/categories?post=104419"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.markup.io\/api\/wp\/v2\/tags?post=104419"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}