Track Changes and Document Review
Learn to collaborate on documents professionally using Track Changes, insert and respond to comments, compare document versions, and protect documents for controlled editing.
Video
Watch the lesson video, then complete the reading and challenge.
Presentation Slides
Review the slides below, then complete the reading and challenge.

Lesson Notes
Read through the key concepts before you try the challenge.
Real-World Scenario
How Track Changes Works
Track Changes is Word's collaborative editing system — it records every insertion, deletion, and formatting change made to a document, along with who made it and when. Rather than simply changing the document text, Word annotates each change in a way that the document owner can review and decide to accept or reject:
- To turn Track Changes on, press Ctrl+Shift+E or click Review > Track Changes > Track Changes from the Ribbon. A highlighted Track Changes button in the Ribbon confirms it is active. Every change you make from this point forward is recorded — insertions appear underlined in a color assigned to your username, deletions appear as strikethrough text (or in balloons in the margin), and moved text is marked with double underline/strikethrough.
- Each reviewer is assigned a different color automatically — when multiple people review the same document, Word assigns each person's tracked changes a unique color so the document owner can immediately see who made which change. The color assignments are automatic and consistent throughout the review session. Reviewer identity comes from the name set in File > Options > General > 'User name.'
- Markup display modes control what you see — the Review tab > Tracking group > 'Show Markup' dropdown lets you filter which types of changes are visible (insertions, deletions, formatting, comments). The display mode dropdown (All Markup, Simple Markup, No Markup, Original) controls the overall view: 'All Markup' shows all tracked changes with full annotation, 'Simple Markup' shows a clean version with change indicators in the margin, 'No Markup' shows the final accepted state, and 'Original' shows the document before any changes.
Accepting, Rejecting, and Managing Changes
After all reviewers have submitted their tracked changes, the document owner reviews each change and decides to accept it (incorporate it permanently) or reject it (discard it and restore the original text). This process is the core workflow of professional collaborative document editing:
- To accept or reject individual changes: right-click any tracked change in the document and choose 'Accept Change' or 'Reject Change.' Or use the Review tab > Changes group, where Accept and Reject buttons let you act on the current change and move to the next. This method is best when reviewing a document with a mix of changes you agree with and some you disagree with — you decide each one on its merits.
- To accept all changes at once: click the dropdown arrow under Review > Accept > 'Accept All Changes.' Use this only when you have reviewed every change and are confident they are all correct — once accepted, the changes are finalized and cannot be individually reversed. If you have not reviewed every change, accepting all is risky.
- To reject all changes at once: click Review > Reject > 'Reject All Changes.' This restores the document to its original state before any tracked changes were made — appropriate when a review draft has been superseded or when reviewer changes are being discarded in favor of a completely new revision.
- After accepting or rejecting all changes, turn off Track Changes (Ctrl+Shift+E) before making any further edits — if Track Changes remains on, your clean-up edits will also be marked as changes, which clutters the document and suggests ongoing review when you intend a final state.
Comments and Document Comparison
Comments allow reviewers to ask questions, suggest ideas, or flag concerns without directly editing the document text. Document comparison allows you to see the differences between two saved versions of a file — even when Track Changes was not active during editing:
- To insert a comment: select the text you are commenting on (or place your cursor at that point), then press Ctrl+Alt+M or click Review > New Comment. A comment balloon appears in the right margin linked to your selected text. Type your comment — be specific and actionable: 'Should we add a deadline here?' is more useful than 'Fix this.' Comments are attributed to your username and timestamp automatically.
- Replying to comments creates a threaded conversation within the document — click inside an existing comment balloon and click the Reply button that appears. The reply is indented below the original comment and attributed to the replier. This allows a dialogue between the document author and reviewers without anyone having to rewrite the document or send emails back and forth. When a comment issue is resolved, click the comment's Resolve button to collapse it — it remains visible (grayed out) but is clearly marked as handled.
- Comparing two document versions: if a colleague edited a document without using Track Changes, you can still see what changed by using Review > Compare > Compare. Select the original document and the revised document, and Word generates a new combined document showing all differences as tracked changes. This is an invaluable recovery tool when someone edits and saves over an important document without tracking their changes.
- Restricting editing: use Review > Restrict Editing to limit what reviewers can change — you can allow only tracked changes (no direct editing), allow only comments (no changes at all), or protect specific sections while leaving others editable. You can set a password so only authorized users can turn off restrictions. This is appropriate for Lakeside Medical Associates policy documents that must go through formal review — reviewers can comment or suggest changes, but cannot make direct edits without approval.
Quick Reference: Track Changes and Review

Track Changes Quick Reference — professional collaborative editing at Lakeside Medical Associates
Responsible Use
AI Assist
Knowledge Check
Before sharing a Lakeside Medical Associates policy document with an external regulatory agency, which step is essential to protect internal confidentiality?
Challenge
Apply what you've learned in this lesson.
Simulate a complete professional document review cycle for Lakeside Medical Associates, using Track Changes and comments to collaborate on a policy document draft — then finalize the document for external distribution.
- Open a Word document and write a 3-paragraph draft patient privacy notice for Lakeside Medical Associates (you may use ChatGPT to generate the content, then paste it in). Save it as 'Privacy Notice Draft – v1.docx.'
- Turn on Track Changes (Ctrl+Shift+E). Make at least 5 substantive edits to the document: insert two new sentences, delete one sentence, change at least 3 words, and reformat one heading. Confirm all changes appear as colored markup before turning Track Changes off.
- Add 3 comments in the document at different locations: one asking a clarifying question about the content, one suggesting a specific edit, and one flagging a compliance concern that needs supervisor review. Ensure each comment is specific and professional.
- Use Review > Compare to compare your edited v1 with a copy of the original (save a separate copy first to simulate a second reviewer's version). Review the comparison document to understand how the differences appear.
- Accept all tracked changes in the document, delete all resolved comments, then run Document Inspector (File > Info > Check for Issues > Inspect Document) and remove all remaining metadata. Save the clean final version as 'Privacy Notice – Final.docx' and export as PDF.