PARSER GUIDES

Overview

Reviews & Approvals

Understand how Reviews & Approvals works

Reviews & Approvals lets you set up quality control workflows for your documents. When a document is processed, it can be automatically flagged for review by a team member based on rules you define (e.g. low confidence scores, missing fields, or specific values). The reviewer then approves or rejects the document before it's treated as final or sent to integrations.

Why use Reviews & Approvals?

• Quality control: Catch mistakes before data goes to your accounting system or spreadsheets
• Team collaboration: Assign documents to the right person for review
• Automatic flagging: Set rules so only documents that need review are flagged (e.g. invoices over $10,000, or any document with low confidence)
• Approval workflow: Ensure important documents are checked before export

How it works

1. Set up review stages in Settings -> Reviews & Approvals

2. Define rules that flag documents (e.g. "Total Amount > 5000" or "Confidence < 0.8")

3. Assign one reviewer to each stage

4. When a document is processed, if it matches your rules, it's automatically assigned to a reviewer

5. The reviewer sees it in their "Assigned to Me" filter, reviews it, and approves or rejects it

6. Approved documents continue to the next stage or flow to integrations

Review stages

You can create multiple review stages (e.g. "Initial Review", "Manager Approval", "Final Check"). Stages run in order from top to bottom: a document moves to the next stage only after the current stage is approved.

Each stage can have:

• Rules that flag documents (all rules must match for a document to be flagged)
• One assigned reviewer who can approve or reject at that stage
• Mandatory or conditional review (mandatory = every document goes through this stage; conditional = only if rules match)

Multi-stage example

A typical flow might be:

1. Stage 1 - Accountant: Mandatory. Every document is assigned to an accountant for initial review.

2. Stage 2 - Manager: Mandatory. After the accountant approves, the document is assigned to a manager.

3. Stage 3 - CEO (high value): Conditional. Only if "Total Amount > 5000". After the manager approves, rules are re-evaluated; if the amount is over the threshold, the document is assigned to the CEO for final approval.

Only when all required stages are approved is the document marked approved and sent to exports. Only the assigned reviewer for the current stage can approve or reject; others see "Waiting for \[name\]" in the document view.

What happens when a document is rejected?

• If the first stage rejects a document, its final status becomes Rejected and exports do not run.
• If a later stage rejects a document, it returns to the previous stage for another review.

This lets an earlier reviewer correct the document before sending it forward again.

When exports run

If a reviewer is assigned, exports wait until the document is approved (and, in multi-stage setups, until every required stage is approved). If no reviewer is assigned, exports run immediately after processing.

Next steps

• Setting Up Review Stages - Create review stages and rules
• Reviewing Documents - How to review, approve, and reject documents