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 card information
- Document ID
- Document status
- Expired documents
- Add a new document
- View a document
- Download a document
Document card information
Document cards in the Library provide general information about each document.
- Document type
- Document name
- Document ID, followed by the Pepper Flow version number in parenthases
- Document status. If a prior approved or expired version exists, a layered green or black status icon will appear. Hover over the icon and click to navigate directly to a prior version; else, clicking on the card by default will load the most recent version of the document.
- Geography
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 a few places, including the document card, history menu, and properties.
| Document status Note: Document status labels may vary depending on your company’s configuration. |
Status definition |
| Draft | Document has not been approved. Documents are in this status when:
|
| In Review | Document is currently in a job for review |
| Scheduled | Document is approved but has a future Effective Date/Date of First Use. When the date is reached, the document will transition to Approved |
| Approved | Document has completed the review stage and is approved for use. |
| Expired | Document should no longer be used. Documents reach this status when the Expiration Date is reached or it is withdrawn manually before this date. |
| Superseded | Document is no longer approved because a more recent document version is available. |
Where to find document status
You can find a document’s status in a few different ways:
- The document card displays the status of the latest version(s).
- The history menu displays a document status for every version:
- Depending on your company configuration, you may see document status in the properties section of the details modal:
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.
Expired documents
See find and view expired documents.
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
download icon in the bottom toolbar. - In the dropdown, select "Download file".
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