When you distribute a document from one region to another, Pepper Flow creates a parent/child relationship between the two documents. From then on, each time the parent document is updated, the child document can easily consume the updates. And if the parent document expires, the child document can also be expired.
- Indicator: Not up-to-date/Updates available
- Before you begin
- Update a child document
- Copied items
Pepper Flow sends a notification each time the parent of a document you own is updated or expired. These notifications are sent both in the app and in email.
Note: Unless someone creates a distribution job for you to accept or decline updates, Pepper Flow does not create a task for consuming parent updates. This means you will not see a corresponding card on your Jobs board. Instead, check your email or in-app notifications to see which documents need updates.
Indicator: Not up-to-date/Updates available
When a parent document has a new version or has expired, but the child document has not consumed the updates, an indicator displays on the right side of the details screen for both the parent and the child.
When you view the parent document, the warning looks like this:
When you view the child document, the warning looks like this:
Before you begin
Before you update a child document, make sure it does not have a job in progress. If it does, either wait for the job to complete, or cancel it.
If you do not complete or cancel the job, Pepper Flow will display a warning when you try to distribute updates from the parent:
Update a child document
To update a child document, follow the same steps you take to create a new child:
- Open the parent document in the Viewer.
- Click “More Actions” in the bottom right.
- Select the localization job. The name may vary depending on your company configuration. For example, the job may be called “localization,” “use locally,” or “translate.”
- On the start job screen, select the region of the child document you want to update. Update any other properties.
- Click “Save & Generate ID.”
Pepper Flow creates a new version of your existing child document with the updates from the parent. You can see the previous version of the child document by opening the history menu.
The following items are copied from a parent document to a new version of a child document:
- Substantiation and supporting materials
- Reference link annotations