Collaborate in confidence by sharing your autosaved markups with other reviewers in single and parallel steps.
Whether you are a reviewer in the same step or part of a parallel step, you can publish your markups to make them visible to other reviewers. This allows you to collaborate before submitting to the next workflow step.
While reviewing documents in the viewer your markups are automatically saved as you work. If you leave the screen for any reason, your markups, comments, and review outcome are right there in your draft when you come back, ready for you to continue. Your markups are not visible to other reviewers until you publish them.
Note: Autosaving only applies when marking up in a Document Review process. If you’re marking up files directly from the Document Register, you’ll need to manually Save your work.
Published markups are shared with all reviewers in the current workflow step, including those from other organizations.
If you are working on a review that has multiple reviewers in the same step, you can Publish your markups so other reviewers in the step can see your markups and comments too. Below is an example where multiple reviewers have been added to the same step.
Note: As soon as one reviewer Submits their review, the other reviewers within that step will no longer be able to complete their review, as the step will be completed.
If you are working on a review with parallel steps, you can Publish your markups and comments so other reviewers in the parallel step can import and see them.
Below is an example of a parallel step.
Here we see the message that explains we need to Publish Markups to allow other reviewers in the same step to see our saved markups.
Once published, reviewers in the same step will see a popup notification to refresh the document to see your markups.
Reviewers in parallel steps who then reload or markup the document will see a button to import your markups.
If an imported markup is submitted, but then later deleted by the original reviewer, it will still be submitted to the next workflow step.
The Project Admin from the project-owning organization can enable this feature from Setup > Preferences > Project. The setting Allow markups to be imported between parallel steps during a parallel review is located under Project Wide Settings > Viewer.
Once enabled, reviewers can import markups published by other reviewers in the same parallel step.
Imported markups cannot be moved or deleted by the importing reviewer. This is done to retain the integrity of the submitted markups. The importing reviewer can comment on the imported markups using the comments panel on the right.
Once you have completed your review and published your markups you are ready to submit your review. On submission, you'll receive a message to warn you if other reviewers have saved markups that they haven't yet published for you to see. In this case, you'll need to contact them and ask them to hit their Publish Markups button. You'll need to contact them before you proceed.
Alternatively, you can choose to overwrite their markups with your own. Doing so will result in the other reviewers permanently losing their unpublished markups, so we recommend you check with them first.
Any information you update in List mode (such as Review outcome or comments) will autosave. The Publish markups option can be found under the ellipsis (three dots) menu for each document in the review.
If you are submitting in List Mode, you must publish your markups. A yellow notification icon will display in the Markups column for each document that requires markups to be published
This feature allows you to add multiple markups to multiple documents and publish them in one click. Bulk publish is a background process. You can work on other tasks while your markups are being published.
Where is the save button?
Your markups and comments are automatically saved as you work. There's no need for you to explicitly save.
What does Publish markups do?
It's a way of sharing your saved markups with other reviewers, making collaboration easier.
How is Publish different in single step and parallel steps?
Publish shares markups with all reviewers in a single step or parallel steps. The difference is only in the notification received when published.
Can I include reviewers from different organizations in the same step?
Yes. Markups are published to all reviewers in the current workflow step, including those from other organizations.
Can I publish markups added outside of Aconex?
No, only markups added in the viewer can be published.