Contract authors can send documents for external review in Private or Non-Private mode. Non-private reviews use the Microsoft 365 add-in with shared visibility. Private reviews create a sanitized document copy that protects internal data, granting ownership only to external reviewers until the review is complete.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and
Developer editions.
Initiate Non-Private External Review Contract authors can initiate an online non-private external review process from the Microsoft 365 add-in. In non-private reviews, the contract author can view all changes and comments made by external reviewers during the review process and can accept or reject them.
Initiate Private External Review Initiate a private external review and send a sanitized document copy to external reviewers. Internal comments and user details are removed to protect sensitive information. When the review is complete, changes are anonymized and access returns to the author.
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