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 ready to use. Document statuses appear in several places, including the document card, Viewer, History, and Audit Trail.
| Document status Note: Document status labels may vary depending on your company’s configuration. |
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 go live on the specified date of first use |
| Approved | Document is approved and ready to use |
| Expired | Document should no longer be used |
| Superseded | Document is no longer approved because a more recent document version has been approved |
FDA submissions and document statuses
If your company uses the FDA submissions feature, the statuses of documents that need to be submitted to the FDA will be affected by their submission statuses.
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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