Once you have deployed the Microsoft Word Add-in, you can access the add-in from directly within your Word document. Using the add-in allows you to apply Red Marker's custom risk detection to your document as you work on it.
Open the Red Marker Add-in
Click the Red Marker Add-in Icon to launch it.
A task pane will open on the right side of your page, where you will be prompted to sign in to Red Marker. Click Sign In.
Once you've logged in, the add-in will automatically detect whether the document has previously been reviewed by Red Marker.
If the document has not been reviewed before, you will see a screen with a ‘Review’ button.
To scan your document with Red Marker, click 'Review'
If the document has previously been reviewed (and then saved), you will see a screen offering you a choice to load that review, or start a new one.
Note: This functionality was introduced on 27 May 2024.
*Reviews prior to this date cannot be reloaded.
Starting a new review
If applicable, select the appropriate category or categories for Red Marker to apply to your Word Document and then click "Review Document".
Red Marker will scan your document and apply your custom rules and risk detection logic to your document.
Risks are shown in the right panel in the order they appear in the document. Many risks are linked to particular terms or phrases in the document, and clicking on them will scroll your document and highlight the relevant term.
For each risk, you can:
Use the cross icon to dismiss the risk, if you do not believe it is risky or you have actioned the risk. The risk will disappear and be moved to the "History" section. This action cannot be undone.
Insert the risk as a Microsoft Word comment. This is particularly useful for sharing risks with colleagues or recording key risks and actions taken. To learn more about this functionality, please see this article.
Once you have made changes to your Word Document, you can track the history of changes and also review the Document again. Red Marker will review any additional changes made to the document.
Reloading a review
When you open a document that has previously been reviewed with the Red Marker Word Add-in, you will be given the opportunity to load the most recent review instead of starting a new one. When the review is reloaded, you will see the risks that were raised in the previous review. Any risks that were dismissed can be found by going to the History view (go to the Actions menu by clicking on the ‘︙’ icon in the top right corner of the Add-in).