Add an annotation

The Viewer provides annotation tools in the top toolbar. Use these tools to draw and comment on your document.

• Annotation tools
• Add a comment on the document
• Add a general annotation
• Mark an annotation as mandatory
• Reply to an annotation
• Change comment color
• Mention another user in an annotation
• Add substantiation or supporting material
• Preview mode

 

Annotation tools

General Annotation Tool - Place an annotation anywhere on the document

Box tool - Draw a box around a section of content

Arrow tool - Draw an arrow to a section of content

Highlight tool - Highlight a selection of text

Strikethrough tool - Strikethrough a selection of text

Note: Certain document formats, such as .jpg files and other images, do not allow highlight or strikethrough of text.

 

Add a comment on the document

1. Open the document in the Viewer.
2. Select an annotation tool.
3. Mark the section you’d like to associate with a comment.
   
4. Type in your comment. When complete, click "Add annotation."
5. Repeat steps 1-4 as many times as needed.

 

Add a general annotation

Add a general annotation when you want to provide general feedback not at a specific point on the document or when reviewing a document that is not a supported file type for automatic rendition generation. Note the initiator can upload a viewable rendition for a unsupported file type. 

1. In the Annotations tab of the side panel, click "Add annotations" and select "Add general annotation."
   
2. In the annotation box that displays, enter your comment.
3. When you're done, click "Add annotation."

The comment will display in the Annotations tab alongside your other annotations. Unlike annotations with an associated annotation dot, general annotations have no small white triangle on the left side when active.

 

Mark an annotation as mandatory

The ability to mark an annotation as mandatory is a configurable option within Pepper Flow. If enabled, you will see this option when creating all comment annotations.

1. Create a comment annotation by clicking anywhere on the document or selecting an annotation tool.
2. If desired, mark your annotation as mandatory by selecting the checkbox. This will inform the Initiator or Content Owner that this feedback should be addressed prior to the next circulation. If you change your mind, the mandatory designation can be changed when editing an annotation.

Annotations that are marked as mandatory will show this designation in the audit trail and  job summary report with annotations. 

Please note that marking substantiation or supporting material annotations (annotations that include a  icon) as mandatory is not supported.

To enable the mandatory comment feature, please submit a configuration change request form.

 

Reply to an annotation

1. Click an annotation in the Annotations panel or an annotation dot.
   
2. Click "Reply."
3. In the text area that displays, enter your comment.
4. When you're done, click "Leave Reply."

 

Change comment color

1. When adding or editing a comment, click on the dot in the top right corner.
   
2. Select the color you'd like.
3. Click "Add annotation."

Your comment color will default to the last color used. 

Note: You can only change colors for non-substantiation or supporting material annotations. Annotations with substantiation or supporting material will always appear in white with a dark blue outline and text.

 

Mention another user in an annotation

1. When adding or editing an annotation, click into the text area.
2. Type in the @ symbol and the first few letters of a user’s name.
3. A user dropdown will appear below the text area. Only users with permission to see the document will display.
   
4. Select a user by clicking their name or pressing the tab key.
5. Click "Add annotation."

By default, users will get an in-app () and email notification each time they are mentioned in a comment. However, users can turn off these notifications in the Notification Preferences section of their user profile.

 

Add substantiation or supporting material to a document

See Add substantiation or supporting material to a promotional document.

 

Preview mode

To hide annotations on a document, click the "Preview" toggle in the Viewer’s top toolbar. You can also use keyboard shortcuts, ctrl ; (PC) or ⌘ ; (Mac).

Click the  double arrow icon in the top right to collapse the Annotations panel.

 

Related help topics

• Prepare a job for review
• Review a document
• Add substantiation or supporting material to a promotional document