Documents are the individual files that exist within the Library. Pepper Flow assists in the review and approval of these documents by putting them through a job. Each document is a file (ex. PDF, .PNG, .DOC, .MOV) and is assigned its own unique document ID number in Pepper Flow.
- Document ID
- Document status
- Add a new document
- View a document
- Download a document
- Document card information
Document ID
The document ID is a unique ID assigned to every document for auditing and tracking purposes. Pepper Flow generates an ID when you start a job. The ID format is configured based on your organization’s requirements.
Document IDs can be found in several areas including the Viewer and document card.
Document status
A document status lets you know if a document is approved and live. Document statuses appear in several places, including the document card, Viewer, History, and Audit Trail.
Note: Document status labels may vary depending on your organization's configuration.
| Document status | Status definition |
|
Draft |
Document has not been approved |
|
Draft (locked for review) |
Document is currently in a job for review |
|
Scheduled |
Document is approved and is scheduled to be live on the specified go live date |
|
Live |
Document is approved and is live |
|
Expired |
Document is no longer live |
|
Superseded |
Document is no longer live because a more recent document version has been approved and is live |
Add a new document
To add a new document in Pepper Flow and have it appear in the Library, you must start a job. You can upload any file type into Pepper Flow. However, only supported file formats can be viewed in the Viewer.
View a document
- Click "Library" in the navigation.
- Click the document card you’d like to view. The document will open in the Viewer.
Download a document
Download from Library
- Click "Library" in the navigation.
- Hover over the thumbnail of the document card you’d like to download.
- Click the ... icon.
- In the dropdown, select "Download".
Download from Viewer
- In the Viewer, click the
icon in the bottom toolbar. - In the dropdown, select "Download file".
Document card information
Document cards are found in the Library and provide general information about each document.
- Document type
- Document name
- Document ID, followed by version number
- Document status. If a previously approved version exists, you will see a green circle under the most recent version's status. Hover over it for more information.
- Geography. This lets you know which country/region/area the document was approved for.
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