
How to prepare a document for professional editing
Before sending a document for editing or proofreading, freeze the correct version, provide the guidelines, identify the audience, explain the deadline, clean unresolved tracked changes where appropriate, supply the reference style, remove duplicate files, and include source text for translation review when available.
Freeze the correct version
Choose the version you want reviewed and stop making parallel edits. If multiple people are still changing the document, assign one person to combine changes before submission.
Provide the rules the editor should follow
Attach university guidelines, journal instructions, publisher rules, company style guides, word limits, marking criteria, reference style, or client requirements. Specific rules are more useful than broad instructions such as 'make it better.'
Explain the audience, purpose, and deadline
Tell the editor who will read the document and what the document must do. A business proposal, PhD chapter, CV, translated report, and journal manuscript need different editorial judgment.
Clean tracked changes and comments carefully
If the document has unresolved Track Changes, decide whether the editor should review them, ignore them, or work from a clean version. Microsoft explains how to accept or reject tracked changes in Word; use that process only when you are ready to finalize those edits.Microsoft Track Changes support
Submit the document with the right service notes
Use editing services for clarity, tone, flow, and structure. Use proofreading services for final correction. For translated English, include the source text when available and choose translation review. Then upload the document securely.
Questions about this topic
Should I send a Word file or PDF for proofreading?
An editable file is usually best for corrections. A PDF can also be useful for final layout checks when presentation matters.
Should I remove comments before sending a document?
Remove comments only if they are resolved. If a comment affects editorial decisions, leave it in or summarize the issue in your notes.
What if I do not know whether I need editing or proofreading?
Send the document condition, deadline, audience, and goals. The desk can help identify whether editing, proofreading, formatting, or translation review is more appropriate.
