Modify a document

Depending on your document’s status and the current task, you will have to take different steps to modify a document.

Note: You cannot make edits (such as text updates) to the actual file using annotation tools. You must upload a new file.

• Modify a document after it’s approved
• Upload a new document while preparing a job

Modify a document after it’s approved

If you want to create a new version of an approved document, or you want to change properties on the Details screen, you must start a new approval job.

1. Open the document you want to edit in the Viewer.
2. Click More Actions in the bottom right corner of the toolbar.
   • Note: If you are using version 2019.01 or older, More Actions will be in the bottom left instead.
3. Click New Version. This option may vary slightly depending on your organization’s SOPs. 
   
4. Complete the required fields on the Start Job screen.
5. Click Save & Generate ID. Pepper Flow will generate a document ID.
6. Click Continue.
7. To upload a file, drag the file into the Viewer upload area, or click within the dotted line. If you only need to update properties, click carry over the existing file.
8. Your file will display in the Viewer. Instructions on how to prepare the document will appear in the task panel.
9. Add annotations or supporting documents as needed.
10. Click Details in the bottom toolbar and fill out the required fields.
11. Once complete, click Save and close details.
12. Click Continue in the task panel to assign tasks to your team.
    
    • Note: If you are using version 2019.01 or older, click Ready for review in the bottom right instead.
13. Fill out all of the required fields on the Manage Assignees screen.
14. Click Start Review.

Your job will progress to the next task. Assignee(s) will be notified that a task has been assigned to them.

Note: If an approval job is already in review, you cannot start a new approval job without canceling the in-progress job, or waiting until the in-progress job is complete.

Upload a new document while preparing a job

1. In the Viewer, click Upload in the bottom toolbar.
2. To upload a file, drag the file into the Viewer upload area, or click within the dotted line. Click Cancel to return to your current file.
3. Your new document will display in the Viewer.
4. Continue preparing the document for review.

Note: When using the upload feature, all annotations you made on the document you’re replacing will be removed. Supporting documents will persist in the Supporting Documents tab.

Related help topics

• Prepare a job for review
• Expire a document
• Cancel a job