Pepper Flow stores all versions of a document, including annotations associated with each version. View document versions by clicking "History" in the bottom toolbar of the Viewer.
Major versions are identified by whole numbers, such as 1.0, 2.0, 3.0.
A major version number advances when you start a new approval job on a document. For example, version 1.1 of a document is approved. Two weeks later, you start a new approval job on the document. That draft document is version 2.0.
Note: Canceling a job and starting a revision will increment the document's major version.
Create a new major version
- Open a document in the Viewer.
- Click “More Actions” in the bottom right.
- Select "Revision."
- Note: The terminology may differ slightly, depending on your organization’s configuration.
- Fill out the properties on the start job screen and click “Save & Generate ID.”
You will now have a new major version. Prepare the document and submit it for review.
Minor versions are identified by decimal numbers, such as 1.1, 1.2, 1.3.
A minor version number increments when a document starts a new circulation. New circulations begin either when a task receives an 'Amend and Resubmit' vote as the outcome or the Edit action is used.
For example, changes are required to version 1.1 of a document in review. In order to make those changes, the job initiator starts a new circulation and this action increments the version to 1.2.
Note: Replacing the file alone does NOT increment the document's minor version.
Create a new minor version
You can create a new minor version while a document has an approval job in progress.
- If the final vote in a review task is "Amend and Progress," "Amend and Return," or "Amend and Resubmit," your job will move to an incorporating feedback task. From there, select “Start new circulation” or “Continue” in the task panel, and Pepper Flow will create a new minor version.
- If you’re still waiting for all reviewers to cast their votes, but you’d like to start making edits, click “More Actions” in the bottom right and select “Edit.” Pepper Flow will create a new minor version.
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