Conducting reconciliation
To conduct reconciliation and control questions/remarks in a convenient way, use the corresponding tip links on the reconciliation form, as well as on the dedicated "Reconciliation" button.
If there are no questions and remarks, you can select "Reconciled" action for the whole document immediately. Otherwise, you will have to select "Reconciled" action for each section manually in the field with current section state. When using "Being reconciled by me" filter, the reconciled sections will disappear from the list. Finally, the list will contain only sections that a reconciling person has questions or remarks to.
You can create questions or remarks by adding comments to the certain text or to the whole document sections. Comments are displayed on the right panel according to the selected filter. If "My questions and remarks” filter is selected, system displays comments created by the current user.
"Open questions and remarks" filter is intended for author of the document who initiated its reconciliation. Using this filter, you can display the list of all incomplete discussions of the document. If a remark was resolved quickly, author of discussion can make the corresponding mark completing the discussion. The completed discussions will not be displayed by this filter.
The reconciliation initiator can use "Remained to reconciliate” filter to figure out which document sections have not been reconciled by all members yet, and take the appropriate actions.