Add a supporting document to a promotional document

Pepper Flow supports general and specific supporting document relationships to aid in the review process.

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

Where 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 places:

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

Add a supporting document to the Annotations panel

1. Open the promotional document 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.

Add a supporting document to an annotation

1. Open the promotional document in the Viewer.
2. Add an annotation by using one of the annotation tools.
3. Click the  link icon in the bottom left.
4. A dropdown will open. Select whether you’d like to add a reference or promotional document from the Library, upload a file, or link to a URL.

Tip: Use the highlighter tool to highlight claims in your promotional document. 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.

Add a supporting document from the Library

1. To begin adding a supporting document from the library to the Annotations panel or to an annotation, select "From library" in the dropdown.
2. A dialog box will open. It contains the following:
   
   
   1. Search bar. You can search by document name or by reference point text. Press enter or click the search button to execute the search.
   2. Filters. Each filter displays in a separate menu.
   3. Applied filter tags. View currently applied filters. Each time you open the modal, your previous filter selections will be applied.
   4. Sortable columns. By default, the list is sorted using your previous sort selection.
   5. Parent documents. Select the checkbox next to the document name if you’d like to add a whole document as a supporting document.
   6. Reference points. For references with reference points, open this accordion to see the available points and add them.
   7. 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.
   8. Add new document to library. If you forgot to add a supporting document that belongs in the library, use this shortcut to start a new job.
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".

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

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 "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?