How to use the Content Risk Reviews Add-in for Microsoft Word

The Content Risk Reviews Add-in for Microsoft Word brings automated compliance checking directly into your Word environment. This guide explains how to review content, manage risks, and submit documents to IntelligenceBank.

Opening the Add-in

1. Click the IntelligenceBank Content Risk Reviews Add-in icon in your Word ribbon to launch the tool
2. A task pane will open on the right side of your document

Authentication

1. When the Add-in opens, you'll see a sign-in screen
2. Click the Sign In button
3. Insert your IntelligenceBank platform URL and click Sign In
4. A new tab will open to complete the authentication process in your IntelligenceBank platform 

Document Review Process

The Two Review Flows

Local Review (Review without uploading)

Use this when you want to check your document for issues but don't need to save it to IntelligenceBank yet.

1. Select your database and filters
2. Click Review
3. Fix any issues found
4. Click Done when finished

Full Review (Review and send to IntelligenceBank)

Use this when you want to check your document and save it to IntelligenceBank.

1. Select your database and filters
2. Click Review
3. Fix any issues found
4. Click Send to IntelligenceBank
5. Your document will be uploaded to the selected location

Starting a New Review

When the default database is selected:

1. The database dropdown shows your default database (pre-selected)
2. You'll see empty filter dropdowns - you must select values for each filter
3. Select your filter values:
   • Example: Product Category → "Banking"
   • Example: Market → "Australia"
   • Example: Document Type → "Email"
4. Click Review to check your document
5. Review each risk:
   • Click on a risk to see where it appears in your document
   • Click the X to dismiss a risk
   • Click the comment icon to add it as a Word comment
   • Use Insert all comments to add all risks as comments at once
6. Fix issues in your document
7. Click Review Again to check for remaining issues
8. Click Send to IntelligenceBank to create a new record with your document

Other Database Flow (Adding to an Existing Record)

When you select a different database:

1. Click the database dropdown and choose a different database
2. The interface changes:
   
   • Select Record dropdown appears
   • Select Upload dropdown appears (if multiple upload fields exist)
   •  
3. Search and select the existing record you want to update
4. The filters from that record appear as read-only (you cannot change them)
5. Click Review to check your document using the record's filters
6. Fix any issues found
7. Click Send to IntelligenceBank to add your document to the existing record

Viewing and Managing Risks

After the review completes, risks will be displayed in the right panel:

1. Risks are shown in the order they appear in the document
2. Clicking on a risk will scroll your document and highlight the relevant text
3. For each risk, you can:
   • Dismiss the risk by clicking the dismiss icon if you don't believe it's an issue or after you've addressed it
   • Insert as Comment by clicking the comment icon to add the risk feedback as a Word comment. 

Re-Reviewing Your Document

After making changes to address identified risks:

1. Click the Review again button to scan your document with the latest changes
2. The system will analyze your document again and show updated risk results
3. Repeat the review and edit process as needed until all risks are addressed

History

To see risks you've dismissed:

1. Click the menu icon (⋮) in the add-in
2. Select History
3. View all risks you've dismissed in the current session
4. Click on any dismissed risk to restore it

After Uploading to IntelligenceBank

1. A success message will appear with links to view your document in IntelligenceBank
2. Click Go to Record to open the IntelligenceBank in a new tab and view your record.