FAQs: Reloading a Review in the Content Risk Reviews Add-in for Microsoft Word

This article addresses common questions about the Content Risk Reviews Add-in for Microsoft Word.

What's the difference between a local review and sending to IntelligenceBank?

• Local review only checks your document for issues - nothing is saved to IntelligenceBank
• Send to IntelligenceBank checks your document AND uploads it to create or update a record

Why can't I see certain databases?

You can only see databases that:

• Have Risk Review fields enabled
• You have permission to access
• Are configured for the add-in

Why can't I create a new record in some databases?

Only the default database allows you to create new records directly from the add-in. For other databases, you must select an existing record to update.

What types of risks does the add-in check for?

The add-in checks for:

• Compliance and legal risks
• Brand consistency issues
• Spelling and grammar errors
• High-risk phrases
• Specific risks dependent on your organization's configuration

Why are some filter values read-only?

When you select an existing record, the filters show the values already set for that record. These cannot be changed from the add-in to maintain data consistency.

What happens to dismissed risks?

Dismissed risks are hidden from your current view but are saved in the History tab. They remain dismissed if you save and reopen the document later.

Can multiple people review the same document?

Yes, but each person's dismissed risks are separate. Comments added to the document can be seen by everyone with access to the file.

What's the maximum file size I can upload?

• Word documents: Maximum 10MB

Do I need to be online to use the add-in?

Yes, you need an internet connection to:

• Log in to IntelligenceBank
• Run risk reviews
• Upload documents

How long does my login session last?

Your login session lasts as long as Word remains open. You'll need to log in again after closing and reopening the application.

Can I use the add-in with older versions of Office?

The add-in works with:

• Microsoft Office 2016 and later
• Microsoft 365

What should I do if the add-in isn't loading?

1. Check your internet connection
2. Try closing and reopening the add-in panel
3. Ensure you have the latest version of Office
4. Contact your Admin if issues persist