Review/Edit Screen

What is the Review/Edit screen?
The Review/Edit screen is where users can review and make changes to documents that have been processed by Docsumo. More details are available here.

How do I access the Review/Edit screen?
Access the Review/Edit screen from the document management interface by selecting the document and choosing the review option. Access instructions are provided here.

Can I edit fields directly in the Review/Edit screen?
Yes, you can make edits to fields and correct data directly within the Review/Edit screen. Editing instructions are available here.

How do I save changes made in the Review/Edit screen?
Save changes by clicking the save or submit button available in the interface. Saving instructions are provided here.

What if I make an error while editing?
You can undo changes or correct errors by re-editing the fields before final submission. Error correction details are provided here.

Can I add comments or notes while reviewing documents?
Yes, comments and notes can be added to provide context or instructions. Commenting instructions are available here.

How do I handle multiple documents in the Review/Edit screen?
Use the document navigation options to switch between multiple documents for review. Handling multiple documents instructions are available here.

Are there options for bulk editing in the Review/Edit screen?
Bulk editing options may be available depending on your configuration. Bulk editing details are provided here.

How can I track changes made in the Review/Edit screen?
Changes can be tracked through version history or audit logs if enabled. Tracking instructions are available here.

What should I do if the Review/Edit screen is not displaying correctly?
Check browser compatibility, refresh the page, or contact support for issues with display. Troubleshooting details are provided here.

Can I revert to a previous version of the document in the Review/Edit screen?
Reverting to previous versions may be possible through version history or backup features. Reversion instructions are available here.

How do I submit a reviewed document?
Submit reviewed documents by using the submit or finalize option available in the Review/Edit screen. Submission instructions are provided here.

Is there an option to flag documents for further review?
Yes, documents can be flagged for additional review or escalation if needed. Flagging instructions are available here.

Can I filter documents based on review status in the Review/Edit screen?
Filtering options may be available to view documents based on their review status. Filtering details are provided here.

How do I access help or support while using the Review/Edit screen?
Access help or support through the help menu or by contacting Docsumo support. Support instructions are available here.