---
title: "Share a document for review"
slug: "share-a-document-for-review"
updated: 2025-09-09T10:13:51Z
published: 2025-09-09T10:13:51Z
canonical: "knowledge.lightico.com/share-a-document-for-review"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Share a document for review

This article describes how to share a document with your customer and review it together, in real time, during a Lightico session.

> [!NOTE]
> Note
> 
> This feature is enabled by a Lightico user with an administrative role, in the Admin Center system settings under **Session > Tools > Shared review**.

**To share a document for review:**

1. Before you begin, ensure that the customer is connected to the current session. The **Customer Status Indicator** at the top left corner of the screen should be green. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/customer_Status_review.png)
2. In the right pane of the agent console, click **Tools**to access the Lightico Apps.
3. Click **Shared review** to open the**Shared review** pane.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_a301ca5a.png)
4. Click **Select document to share** to upload a document for shared review.
5. Click **Start shared review** to begin the review. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_a3033034.png) The customer receives an invitation inside the session to accept the shared review. After the customer accepts the invitation, the document opens, displaying the Shared review toolbar at the top of the page.
6. Make the relevant markings on your document, using the buttons on the Shared review toolbar (see [below](/v1/docs/share-a-document-for-review#shared-review-toolbar)). The customer has the same toolbar on their end. Both you (the agent) and your customer can make markings on the document that are visible to both parties during the review.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_a3058688.png)

> [!NOTE]
> Note
> 
> If the document has multiple pages, only the agent can scroll between pages.
7. When you have completed the review, click **End Shared Review** on the top right corner of the page.

## Customer perspective

The customer sees the same toolbar and can add their own markings:

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_a306be2d.png)

## Shared review toolbar

Use the following tools to annotate the shared document.

| Button | Description |
| --- | --- |
| ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/draw.png) | Insert a marking on the document. The marking of the agent and the customer appear in different colors. |
| ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/delete.png) | Deletes the most recent marking that you inserted. |
| ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/delete_All.png) | Deletes all of your markings. |
| ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/pan.png) | Move the document around the screen. This is not visible to the customer. |

Area of the Lightico platform where you will find all settings, user management, and asset configuration pages. Access to this area is defined by a user's role and permissions.