Amend a document

When the final vote outcome for a circulation is Amend & Resubmit, Amend & Return, or Amend & Progress, the status will change to 'Incorporating Feedback' and a task is assigned to the initiator or content owner to make edits. Before the initiator or content owner can make any edits, they must click the "Start New Circulation" or "Continue" button in the task panel.  

1. Open the document in the Viewer.
   
   Note: If your organization requires reviewers to submit a vote reason along with their vote, this can be reviewed in the workflow progress modal by clicking on the hyperlink in the taskbar.
   
2. Click on each annotation number to activate its corresponding annotation dialog box and review its contents. 
   

3. Click "Start New Circulation" or "Continue" in the task panel.

4. Make amendments to the document outside of Pepper Flow, as required.

5. 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." If you don't yet have a revised file to upload but wish to update properties, click the "Details" button in the lower left. 

6. If you plan to import annotations, but you don't want to import a specific annotation, click "Resolve." The annotation number will change to gray and will be hidden by default on that version. You can see it again by applying a filter from the "Filters" dropdown in the Annotations panel.
7. Import annotations from the previous version, if appropriate. Add any new annotations to the document and update properties as needed.
8. Now the job is ready to advance based on the final vote outcome from the previous circulation.
   • If the final vote was Amend & Resubmit, click "Complete task" in the task panel. You will select reviewers on the next screen and the job will move to the review task.
   • If the final vote was Amend & Progress, click "Done" in the task panel. You will return to the Jobs board and the job will move to the following task.
   • If the final vote was Amend & Return, click "Complete task" in the task panel. The job will move to the review task and the reviewers who cast that vote will vote again.

Related help topics

• Notifications
• Add an annotation
• Voting