InDesign Share for Review - FAQ

Adobe Employee ,
Jun 15, 2020 Jun 15, 2020

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Using Share for Review in InDesign’s June 2020 release, you can share your designs for online review, and manage feedback right within the app. Stakeholders can open the shared document in a browser to provide feedback. Share for Review streamlines and simplifies the review process for both designers and their stakeholders 

workflow.png

 

The following FAQs provide clarity on common questions around Share for Review 

Share the document for review - FAQ

View reviewer comments - FAQ 

Review the document - FAQ

Best practices

 

How is Share for Review different from the ‘Integrated comment and review’ feature in InDesign CS5? How does it compare to the Import PDF Comments (IPC) feature?  

Adobe is investing in features and services that make creative collaboration easier and more enjoyable.  

With Share for Review, our aspiration is to make reviewing and editing InDesign creative more seamless, and address the following limitations in CS Review: 

  • Requirement for a flash plugin to use this feature 
  • Lack of support for key features such as email notifications 
  • User challenges with feature discoverability 

Compared to Import PDF Comments (IPC), Share for Review reduces time by eliminating the need to create and share PDFs and collate the resulting feedback. We will be working to enhance the reviewing features and capabilities in Share for Review, which will soon help this tool surpass the experience of IPC, from end to end.   

 

Does Share for Review include text commenting capabilities? 

This first version of the feature allows you to provide feedback through the sticky note and pencil tools. We will continue to improve the experience, and we will soon incorporate more text commenting capabilities, including text highlight, text strikethrough, and the ability to accept text comments in a single click. 

 

Is this feature being introduced into InCopy?  

It is not. Instead, we’ll be making significant updates to InCopy by taking it to the Web to provide better collaboration capabilities. Stay tuned!    

 

What text capabilities do I have as a reviewer?  

As a reviewer, you will be able to highlight text, strikethrough text, and replace text corresponding to your comment. 

 

share-for-review-text-edit-tools-NFS.png

 

Let us know of any challenges, or questions you have for us around Share for Review and we’ll be happy to assist you. 

TOPICS
Feature request, How to, Import and export, Performance, Publish online, Sync and storage

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correct answers 1 Correct Answer

Adobe Employee , Nov 12, 2020 Nov 12, 2020
This has worked for others: Save any work and close all open Sign out of InDesign (Help > Sign out). This will cause indesign to quit. Launch InDesign again, at which point you should be prompted to sign in again.

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Community Beginner ,
Apr 25, 2021 Apr 25, 2021

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The fact it completely stops working at regular intervals (daily), and that you have to tell reviewers not to use basic built in features, makes it clear how poorly developed this tool currently is. It has the potential to be incredible, but first it has to work. It certainly seems like we're in a beta rollout. 

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Participant ,
Apr 25, 2021 Apr 25, 2021

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I should add to my comments above about when in Share for Review for a long document that already has a Share for Review and I only see the option to Create a new one. This just happened. I opened another small file that already has a Share for Review (in another tab). I then opened the Share for Review panel for the short document and closed it. I then went back to my long document's Share for Review and… ta-dah… I could click on the Update Link and update the Share for Review. This makes it even easier and quicker to work around this problem. Not saying it'll work every time, but it just worked for me. A lot faster than all that signing out and rebooting and the like. Faster even than having to click Update Link in the small document.

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Adobe Employee ,
Apr 26, 2021 Apr 26, 2021

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Hi All, 

 

The open issues related to the Share for Review feature have been fixed in the Pre-release build. Let us know if you've tried it to see the fix. 

 

Regards,

Sheena

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Participant ,
Apr 26, 2021 Apr 26, 2021

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Ummm… Sheena… how does one install the Pre-release build?

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Adobe Community Professional ,
Apr 26, 2021 Apr 26, 2021

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It should be listed in the Creative Cloud app. Look at the bottom of the Categories section for "Prerelease". 

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Adobe Employee ,
Apr 26, 2021 Apr 26, 2021

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You can find the pre-release build available in your Creative Cloud desktop app under the BETA apps list. 

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Adobe Community Professional ,
Apr 26, 2021 Apr 26, 2021

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Interesting... I have both Beta Apps and Prerelease listed. InDesign is under Prerelease on my system. 

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Adobe Community Professional ,
Apr 26, 2021 Apr 26, 2021

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Sheena,

sorry, no. One cannot find any prerelease build of InDesign under Beta in the CC Desktop App.

The only beta version available there is for Mac OS users to test the new Macs with M1 chips.

 

For Windows users currently there is no beta version of InDesign.

The Beta category is for all users, the Prerelease category can only be seen if someone is part of Prerelease; go to:

https://www.adobeprerelease.com/

and check "MY PROGRAMS" or "AVAILABLE PROGRAMS" if you are not part of it.

 

Regards,
Uwe Laubender

( ACP )

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Adobe Employee ,
Apr 26, 2021 Apr 26, 2021

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Thanks for clearing that. 🙂 

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New Here ,
May 02, 2021 May 02, 2021

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When using Share for Review, is there a way to export a PDF that includes the comments marked on the spreads? I'm exploring options to keep record of changes made to documents as they are udpated. 

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New Here ,
May 10, 2021 May 10, 2021

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Hi there - I produce a series of university publications. A feature which would be incredibly useful is to be able to share only selected text inside a document for review. If this is already possible and I just haven't discovered it, apologies! I cannot overstate how much of a timesaver this would be. 

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Adobe Community Professional ,
May 11, 2021 May 11, 2021

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"A feature which would be incredibly useful is to be able to share only selected text inside a document for review."

 

Hi Dave,

that was possible just after the introduction of the feature for a very short time with a hack.

Had no user interface at all. Turned out it was a bug and was fixed quickly.

 

Check at InDesign UserVoice. There should be a feature request for this, support it with your vote. Ah, this one:

 

Page range(s) and pages/spreads options in Share for Review
Laura Scott, June 18, 2020
https://indesign.uservoice.com/forums/601021-adobe-indesign-feature-requests/suggestions/40700314-pa...

 

"Export options for Share for Review

Ability to select page range(s), individual pages vs spreads, etc. directly in the export process, not buried in the last PDF export settings."

 

 

Regards,
Uwe Laubender

( ACP )

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New Here ,
May 11, 2021 May 11, 2021

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Thank you for this response - I've done as you suggest.

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Explorer ,
May 18, 2021 May 18, 2021

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Have you looked into work-flow with incopy or linked text documents  if you are primarily interested in the documents text?

Drawback of course is everyone editing needs incopy.

outside of books or small brochures ( anything using large blocks of text) incopy can also be incredibly cumbersome to manage assignments on small chunks of text and doesn't work for a large majority of my own uses but it's worth looking at.

 

if using large chunks of text you need to other contributors without incopy, Indesign does also have an option in preferences ( or did anyway) to create links when placing a text file. if my memory serves with this though you need to have character styles for any styling you do in indesign because when you update the file and relink there's a tendency to lose all the styling.  I have not used this in a while  so it may be more robust now but improving features hasn't really seemed to be on indesign's radar for awhile now.

 

Indesign's data merge function is also fairly useless and dated so without investing in a rater hefty 3rd party catalogue builder with better csv/database connection you wont be able to link to an outside document in a manner that's worth your time. This is what we have had to do to manage constantly changing variables that can go into a spreadsheet and be accessible to normal regular people who shouldn't have to have a design or programming degree or need to sign up for an account they don't want, have no other use for and that still makes the process confusing or broken.  

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Community Beginner ,
May 18, 2021 May 18, 2021

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I have googled and not found any mention of this feature- When you right-click on the document in Share For Review, "Download Document" is available and the client can download the PDF! This is NOT great because that means someone reviewing the document can start using it, printing it, etc, without allowing others to comment and then the designer to edit with those changes. I cannot find an option to disable downloading the PDF, but that is an option within Publish Online. So we could use that instead, but then they can't comment on it. We cannot trust Share For Review if it means well-meaning people within our large organization can disseminate documents mid-review without our knowledge! We used to put DRAFT huge across every page, and don't want to have to start doing that again!

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Adobe Community Professional ,
May 18, 2021 May 18, 2021

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Re-edited after I re-read the post...

 

Perhaps you could use certificate-based security and allow commenting. That way, only persons you authorize can open the PDF. You would have to bypass the "share for review" feature but not difficult to work with. You can add you own non-printing button to return the PDF.

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Community Beginner ,
May 18, 2021 May 18, 2021

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Do you mean to not use Share For Review at all, but send PDFs and have them comment through Acrobat? We have had issues with lots of people not having a program to properly view PDFs and were hoping Share For Review is more accessible for more people.

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Adobe Community Professional ,
May 19, 2021 May 19, 2021

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Why can't they use the free Adobe Acrobat Reader? It's even mentioned in the default Share for Review email. (Of course, if they have Acrobat Standard or Pro, they won't need Reader.)

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Community Beginner ,
May 19, 2021 May 19, 2021

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I hear what you are saying! But, even the next step of having to download a program is more than what some people are willing to do right in that moment and so they would rather email us with their feedback instead of commenting in the PDF / figuring out how to do that- the learning curve is steeper than what you may guess- So we were hoping Share For Review could be a super easy and accessible method for the many varied people who need to review a document really quick without logging in and doing all that. Just need them to not be able to download the file! Seems easy enough. Hope they can add that as an option! Thank you for the ideas!

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Community Beginner ,
May 19, 2021 May 19, 2021

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For this feature to be truly useful and successful, it needs to be utterly frictionless. I coordinate the editing and publishing of a university's marketing materials, including all the prospectus options. Many of the academics I have to collaborate with are deeply disinterested in tech and how to use it - and I don't blame them. It's rarely part of their job, or something they care about. I actually don't even think they should have to sign up for a free Adobe account to be able to comment on an InDesign file that has been shared with them for review. 

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Adobe Employee ,
May 19, 2021 May 19, 2021

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Hi David, you can set the review link access to public (so no adobe ID is required), and require a password if you want a bit more protection from the document being shared more widely. But if you want to restrict access, then it is true that Adobe IDs are required for all participants.

 

Thanks for the feedback below! Love to read it!

 

-nate

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Explorer ,
May 21, 2021 May 21, 2021

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@Nathan Marroquin 

You are talking about indesign's share for review feature and not acrobat pdf review correct?

I was not aware that was posssible. So far any share for review I have done ( when it works) has required an adobe id, even when set to public. 

I have not gotten the feature to work since the last update that came out within the past few weeks if that was ssometing that was added lately. If not Is there a setting i may be missing other than just setting it to public so the end user can bypass the adobe id step?

The last time i tried setting it to public they still were asked to sign in and the link didnt even go to the review but their adobe id home portal with the review nowhere to be found.

 

 

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Community Beginner ,
May 19, 2021 May 19, 2021

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I've currently got 71 people looking at a postgraduate prospectus via Share for Review, and so far, it's been incredibly successful. There are some bugs that need to be ironed out, but for me it's been really useful. 

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Adobe Employee ,
May 19, 2021 May 19, 2021

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Hi Kimberly, I've let the engineering team know of this. This is not expected for the Share for Review workflow, and I'm hopeful we'll have it resolved soon.

Thanks for sharing your feedback and experiences!

-nate

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Explorer ,
May 21, 2021 May 21, 2021

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My experience is the same as @KimberlyBriley 

I work with several notable ad agencies and I rarely ever get notes back on a pdf. Most of the time it's in chunks through email and texts and often screenshots of new copy additions, or ( my personal favorite) a pdf that has pages that are just one solid jpg of graphics and text info that needs be sorted. This makes share for review much needed and extremely vital for us using indesign which is difficult to collaborate with the typical client and has been bleeding features. I have been waiting for the feature for a long time and had even tried go proof as a 3rd party option years ago.

Most decks i get have been made in some sort of powerpoint program and I undrestand, it seems easy,its available they can drop whatever they want in and it seemingly has no issues.  Brand owners and producers that are tech literate still dont have patience for any learning curve on new software just to give feedback when it's faster for them to just email.  The time saved perception of the immidiate is stronger than the desire to learn something that may possibly save time on completing the project. Immediacy and familiarity wins until it's proven another way adds value.  I have even had clients frustrated they dont know how to see the pages or comment on the review. I like the UI myself and i find that absurd im just illustrating most on the review side want to do as little problem solving as possible because they have a million other things just as pressing if not more.

I really like share for when it works, it's truly a sanity saver.  However, it most often doesnt work orcauses frustration on both sides and so even internally my team just won't use it for now and i cant propose it as a reliable solution for serious projects.

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