Set up a reference

Upload a reference into Pepper Flow by starting a job. Depending on your organization’s SOPs, the reference may go through a review before it is approved in the Library.

• Upload a reference
• Create reference points
• Where referenced

Upload a reference

1. In the Library, click "Start Job."
2. Select "Reference." This option may vary depending on your organization’s SOPs.
3. Complete the required fields on the Start Job screen.
4. Click "Save & Generate ID." Pepper Flow will generate a document ID.
5. Click "Continue."
6. To upload a file, drag the file into the Viewer upload area, or click within the dotted line.
7. Create reference points as needed. When you're done, click "Complete task" in the task panel.

Create reference points

Create reference points so you can later add reference points as annotations in your promotional document during the job preparation stage. 

1. Open your reference in the Viewer.
2. Click to add a new annotation, or select a tool in annotation toolbar. Mark the section you’d like to associate with the reference point. 
   • Tip: If you select the highlight tool, the text you highlight will automatically be used as the reference point.
3.  Add any supporting text needed for the reference point and click "Add Annotation."
   
   
4. Repeat steps 2-3 to add as many reference points as you need. When you're done, click "Complete task" in the task panel. You can add more reference points later if needed.

Where referenced

See all documents in the Library that link to a particular reference or reference point. This can help when you are reviewing a reference that is approaching expiration or uploading a new version of a reference.

Find all documents using a reference

1. Open the reference in the Viewer.
2. Click the "Where referenced" link in the Annotations panel.
   
   

Find all documents using a reference point

1. Open the reference in the Viewer.
2. In the Annotations panel, click a reference point.
3. Click the  ellipsis icon in the top right and select "Where referenced."
   

You will be taken to the Library. The documents that link to that reference or reference point will be displayed in the results.

Related help topics

• Add a supporting document to a promotional document
• Supporting documents
• Search and filter documents