Here are some common issues you may encounter while using Pepper Flow Digital Review.
- Why do I see an error when I try logging in?
- How do I log in to my company’s staging site?
- I landed on a web page. What should I do?
- How Digital Review affects web content display
- I would like my team to review multiple web pages. What can I do?
- How do I add an annotation?
- Why does my annotation show an error message?
- URL issues
- Screenshot issues
- How do I do X in the Viewer?
- How do I access a previous version?
Why do I see an error when I try logging in?
Pepper Flow Digital Review gives you the option to log in through the extension, as shown below.
If you see an error when you log in using this method, try logging in to Pepper Flow the way you normally would instead. Then return to the web page, reopen the Chrome extension, and you should be automatically logged in.
Some authentication providers don’t allow logins through the Chrome extension, so logging in via Pepper Flow first is required in those cases.
How do I log in to my company’s staging site?
Frequently, companies have reviewers review a staging site to see upcoming website changes. This keeps the published, approved site intact until the new content is ready, and it prevents unauthorized people from seeing unapproved content.
If your staging site requires login information, contact the appropriate person at your company for instructions on how to access the site.
I landed on a web page. What should I do?
When you click a card for Digital Review content in the Library or Jobs, you are automatically taken to the web page that will be or has been submitted for review. From there, you will need to click the Pepper Flow Digital Review icon in the top right of your browser to open the extension.
If the Pepper Flow icon is not in view, you may need to click the puzzle piece icon (
) to find it in the list of Extensions. We recommend pinning the extension so it's always in view next to your avatar. This option is also available from the Extensions menu.
Please note we are unable to open Digital Review automatically due to Chrome extension limitations, so each time you navigate to a new URL, you'll need to repeat this step.
How Digital Review affects web content display
Because the Pepper Flow Digital Review side panel is part of a Chrome extension and not a regular part of your web page, you may see some unusual display behavior when the extension is open. This includes the following:
- Web content may look too narrow.
- Content may fall to a new line when it should be on one line.
- The side panel may overlap content, making it difficult to see what’s underneath.
These are issues that only exist when the extension is open. Any end users who view the page would not see these issues.
For the most accurate end user display of your page, click the Pepper logo to collapse the side panel.
I would like my team to review multiple web pages. What can I do?
By default, each unique URL gets its own job and there is no way to include multiple web pages in one job. Users can, however, navigate from one page to another and, provided the pages each have a job in progress, the reviewers can reopen the extension, annotate, and vote on all URLs that make up the website/digital asset.
If you would like your team to review multiple pages, we recommend you discuss internally and decide whether it makes sense to submit them as a single job via a set static screenshots (the same way you submit other documents for review in Pepper Flow) or start individual digital review jobs to represent all pages in the website. Best practices for the latter approach are to:
- document and share all URLs in scope for the review, and
- start jobs on all URLs.
By doing this, reviewers can navigate from between all URLs in the in-scope list and annotate and vote on each one. They will simply need to open the extension each time they navigate to a new URL to engage with the controls.
In summary, customers have provided feedback that they've found the most success capturing approvals for larger, multi-URL digital assets such as a new website as a single job via static screenshots and changes to existing websites or smaller websites (e.g., campaign pages) via Digital Review.
How do I add an annotation?
Open a web page
Open a web page that has a job in progress, then open the Chrome extension. You cannot add annotations in the Pepper Flow Viewer.
To open a web page in review,
- From Library or Jobs: Click a card for a Digital Review job, and you will automatically be taken to the web page. Once you are on the web page, open the extension.
- Tip: Each Digital Review job will appear with an
external link icon after the document name.
- Tip: Each Digital Review job will appear with an
- From the Viewer: Click “Open Webpage” in the task panel.
See find/view a Digital Review job for more information.
Confirm a job is in progress
Once you are on a web page, open the Chrome extension and check the “Task” tab to confirm a job is in progress. You cannot leave annotations on a job that is canceled or completed.
Add an annotation
You can add annotations on the web page, or you can add general annotations.
Add annotation on a web page
- Select the “Annotations” tab.
- In the bottom left, select “Add annotation to page.”
- This toggles on annotation mode. By default, this is off so that annotations don’t prevent you from interacting with the page.
- Click a spot on the page to leave an annotation.
- Note: As you hover, the tool will highlight the content the annotation will be tied to.
Add a general annotation
- Select the “Annotations” tab.
- Select “Add annotations” at the top, then select “Add general annotation.”
- Enter your text, then click “Add annotation.”
For more information, see annotate on web pages.
Why does my annotation show an error message?
We try our best to find every annotation and show it on the page, but sometimes we have trouble finding the appropriate placement. When this happens, you’ll see an error message when clicking on an annotation.
To learn why this happens and what you can do, see why can't Pepper Flow find my content for an annotation I left previously?
URL issues
- The URL being submitted for review cannot contain special characters like á, é, í, ó, ú, ü, ñ.
- The URL cannot contain URL parameters (also called “query strings”) - look for & and ?
To change the URL for a job you are preparing, including cases where you can no longer access the original URL, see edit URL.
If your website relies on parameters in URLs, we recommend you avoid using Digital Review and instead submit static screenshots the same way you submit other documents for review in Pepper Flow.
Screenshot issues
One common issue when taking full-page screenshots is that sticky elements appear multiple times within the screenshot. To avoid this issue, one option is to close or remove the sticky element, if possible, before taking the screenshot.
If it’s not possible, or if you run into any other screenshot issues, you can always upload your own screenshot by doing the following:
- Select the “Screenshots” tab.
- At the bottom of the extension, select “Take a screenshot.”
- Select “Upload a screenshot.”
- Click “Select files.”
- After you select file(s) to upload, press "Add".
- After the app finishes adding the screenshot, press "Okay".
- Any screenshots you upload will appear in the same place as screenshots you take via the screenshot tool.
For more information about screenshots, see the related articles.
How do I do X in the Viewer?
The usual Pepper Flow Viewer has limited actions available for Digital Review jobs. However, there are also a few things you can only access through the Pepper Flow Viewer.
You can do the following only in the extension:
- Add annotations
- Take screenshots
- Complete tasks, such as voting or preparing
You can do the following only in the Viewer:
- Access the history menu
- Reopen resolved annotations
- Filter annotations
How do I access a previous version?
See view previous versions of a web page.
Related help topics
Comments
0 comments
Article is closed for comments.