Setting up a review process in WPS Office involves organizing the phases for creating, distributing, revising, and finalizing documents with various stakeholders while preserving version tracking and clear communication. First, ensure all team members are using supported releases of WPS Office, preferably the most recent version, to maximize the full potential of its real-time teamwork functions.
Begin with a standardized document template that includes blanks for body, approval sections, and document properties such as owner, creation date, and revision ID. Store this template in a centralized cloud location open to all participants, such as WPS Online Storage or an connected cloud platform like Google Drive.
After initial drafting is complete, save it with a consistent file naming pattern such as ProjectName_v1_Date_Draft. Use the Review Notes in WPS Writer to provide input within the document body. Users should highlight specific sections and leave feedback, which appear in the margin for quick viewing. Do not modify content during initial reviews; rely on annotations to propose revisions, ask questions, or point out errors. This preserves the source text and makes every suggestion auditable.
When all inputs are collected, the workflow manager should review each one, answer inquiries, and choose to approve or decline revision requests. WPS Office allows you to resolve comments once actioned, which maintains the workflow clean. In case of updates, make the changes in a subsequent draft, updating the version label and adding a concise note of modifications in the document’s header or footer. Always notify contributors when a updated draft is published.
For multi-stage reviews, such as legal, editorial, and managerial approvals, design an easy-to-follow checklist in the document itself or in a separate tracking sheet. Link each step to a designated approver and set deadlines using WPS Office’s built-in calendar integration or an external platform like Apple Calendar.
Limit the use of Track Changes, as it can obscure key modifications. Instead, rely on comments for feedback and activate revision tracking solely for the last review phase when merging final edits.
When preparing for final distribution, run a final proofing check using WPS Office’s Spell Checker and Language Assistant. Verify all notes have been closed and each iteration is clearly named and stored. Upon final authorization, save as PDF format for distribution to avoid unauthorized changes and attach a summary sheet with the version number, approval date, and authorized personnel.
Maintain a log a central repository of previous iterations, changes, and approvers so audit trails are accessible. Consistently educate team members on these protocols to maintain uniformity and productivity across every approval process.