Add a supporting document (i.e., link a reference)

Pepper Flow allows users to create relationships between content for review and other documents to aid in the review process. These relationships are created either as part of an annotation or more generally linked to the job, like an attachment.

As a best practice, claims made within content for review should be linked to Supporting documents that exist in Pepper Flow using an annotation. For this use case, the Supporting document may be an approved core claims document/matrix or the underlying source reference document (e.g., an article).

Other relationships may exist more generally such as a previously-approved promotional document that is related to the content under review, evidence of an approval captured outside the system, or evidence of translation accuracy by a vendor.

• Two ways to add supporting documents
• Add a supporting document from the library
• Upload a supporting document
• Add a URL as a supporting document

Two ways to add Supporting documents

Supporting documents can be added when preparing a job for review, during review, and after a job is completed. Supporting documents can be added in two ways:

1. To an annotation - Use this option to associate the Supporting document to a specific area of the content in review. Supporting documents added in this way will appear under both the "Annotations" tab and the "Supporting Documents" tab in the Annotations panel.
2. In the Supporting Documents tab: Use this option when a supporting document only relates to the content in review in general, not to a specific place on the promotional document. Supporting documents added in this way will appear only under the "Supporting Documents" tab in the Annotations panel.

How to associate a Supporting document to an annotation

1. Open the document being prepared for review in the Viewer.
2. Add an annotation by using one of the annotation tools.
   • As a best practice, use the highlighter tool to select text-based claims. Then link a reference from the Library. This will improve the smart reference tool, which uses previously highlighted claims to suggest references on future documents.
3. Click the  link icon in the bottom left.
4. From the dropdown, select whether you’d like to add a reference or promotional document from the Library, upload a file, or link to a URL.
   • Reminder: Selecting Upload or URL will associate only those supporting documents to this job and will be unusable for other jobs.

How to add a supporting document to the Supporting Documents tab

1. Open the document being prepared for review in the Viewer.
2. Click "Supporting Documents" in the Annotations panel on the right.
3. Click "Add supporting documents".
4. A dropdown will open. Select whether you’d like to use the Smart Reference tool, add a reference or promotional document from the Library, upload a file, or link to a URL.
   • Reminder: Selecting Upload or URL will associate only those supporting documents to this job and will be unusable for other jobs.

Add a supporting document from the Library

1. Select "From library" in the add annotation dropdown (see above).
2. The "Add supporting documents from library" modal will open (see below)

3. Select the checkbox next to the document or reference point you’d like to add. You can select several documents or points. Once you’re done, click "Add".

4. Your selected documents and reference points will appear in the Annotations panel and, if applicable, in the annotation.

   
   

a. Search. You can search by document name or by reference point text. Press enter or click the search button to execute the search.

b. Filters. Each filter displays in a separate menu.

c. Applied filter tags. View currently applied filters. Each time you open the modal, your previous filter selections will be applied.

d. Sortable columns. By default, the list is sorted using your previous sort selection.

e. Parent documents. Select the checkbox next to the document name if you’d like to add a whole document as a supporting document.

f. Reference points. For references with reference points, open this accordion to see the available points and add them.

g. New reference point. If you don’t see the reference point you need, click this link to open the reference and add a new point.

h. Add new document to library. If you would like to add a supporting document that belongs in the library, use this shortcut to start a new job.

Tips

• Upload reference documents into Pepper Flow by starting a job.
• You must set up a reference prior to adding a reference point to a document.
• Only approved documents are available to use as supporting documents. Documents that are not approved will not display in the "Add supporting documents from library" modal.

Upload a supporting document

1. To upload a supporting document to the Annotations panel or to an annotation, select "Upload" in the dropdown.
2. Click "Select files".
3. Add the files you want to upload from your computer.
4. After you’ve added your files, you will see a table with the files listed. By default, the file name will be used, but is editable. Choose a name that will make sense to your reviewers, and add helpful descriptions when needed.
   
5. Click "Add". Pepper Flow will upload all of your files.
6. After all of your files have been uploaded, click "Close".

Your uploaded documents will appear in the Annotations panel and, if applicable, in the annotation.

Add a URL as a supporting document

1. To add a URL as a supporting document to the Annotations panel or to an annotation, select "URL" in the dropdown.
2. In the modal, add a name and URL for each item you’d like to add.
   
   
3. Click "Add".

Your URLs will appear in the Annotations panel and, if applicable, in the annotation.

Related help topics

• Set up a reference
• Supporting documents
• Delete and edit annotations and reference points
• Why can’t I comment?