Once you have deployed the Microsoft Word Add-in, it can be used to apply Red Marker's custom Risk Detection logic to your document as you work on it.
To do so:
Click the Red Marker Add-in icon to launch the Red Marker tool.
A task pane will open on the right hand side of the page. Click "Get Started" and then Click "Review". If you are not logged in to Red Marker, you will be prompted to do so.
If applicable, select the appropriate category or categories for Red Marker to apply to your Word Document and then click "Continue Review".
Red Marker will scan your document and apply your custom rules and risk detection logic to your document. Select "Learn more" to see details on the rule that was applied. If necessary use the bin icon to dismiss the rule.
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 also review additional changes made to the document.
After you are satisfied with the changes you've made to your Word Document, click the icon in the top right corner to send to Red Marker for final review. Click "Send".
You will be redirected to the Red Marker App to access the reviewed version of your document. Within the Red Marker App, you can also use the additional markup and review tools, located in the top toolbar.
If you need further assistance, please reach out to your Client Success Manager or email email@example.com.
Note: The Microsoft Word Add-in uses the same authentication and security as the Red Marker web-based app. This includes data encrypted in transit and authentication to the same platform as the Red Marker web-based app. This is achieved as all authentication/security is via the Red Marker standard API which is used for all platforms, Add-ins and integrations.