PARSER GUIDES

Reviewing Documents

Reviews & Approvals

How to review, approve, and reject documents

Open your assigned documents, correct the extracted data, and approve or reject each one.

Open your review queue

Open the parser's Document Inbox and choose Assigned to Me in the status filter.

Compare the document and data

Open a document. Check the original on the left against the extracted fields and tables on the right.

Check important values such as names, dates, totals, and table rows.

Read the review instructions

If the stage has instructions, PARSER shows Review instructions -- \[stage name\] above the extracted data. Follow them before approving or rejecting the document.

Correct mistakes

Hover over an incorrect field or table cell, click the pencil, enter the correct value, and click Save.

Approve or reject

• Click Approve when the document is correct.
• Click Reject when it should not continue.

Approved documents continue to the next review stage or become Processed / Approved. Configured exports run after all required approvals are complete. Rejected documents do not export.

Only the assigned reviewer for the current stage can approve or reject. If the buttons are disabled, check who the document is waiting for.

If the first stage rejects a document, its status becomes Rejected. If a later stage rejects it, the document returns to the previous stage for another review.

To assign or reassign a document, use More (⋮) -> Assign document. To configure the workflow itself, see Setting Up Review Stages.