Submit a job for review

1. In the Library or Jobs screen, click "Start Job" in the upper right.
2. Select the approval job you need for your document. The jobs available in the menu are based on your permissions and company's configuration.
   
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. Your file will display in the Viewer. Instructions on how to prepare the document will appear in the task panel.
8. Click "Details" in the bottom toolbar and fill out the required fields.
9. Add annotations or supporting documents as needed.
10. Once complete, click "Save and close details."
11. Click "Continue" in the task panel to assign tasks to your team.
12. Fill out all required fields on the Manage Assignees screen.
13. Click "Start Review."

Your job will progress to the next task. Assignees will be notified that a task has been assigned to them.

See it in action:

Related help topics

• Jobs
• Documents
• Viewer