Documents can be reviewed and approved after processing. This process is useful for:
- Validating extracted data
- Performing additional validations specific to the document type (e.g., arithmetic checks on totals)
- Associating invoice data with external data (e.g., linking items on the invoice with product codes synchronized from an ERP product catalog)
To review a document, go to Files, find the document you wish to review, and click on it, or check it and select Review. Once a user enters review mode for a document, its status changes to “in review,” locking it from being edited by others.
Every change is saved automatically in a draft version, allowing the user to close the document and continue validation later.
To fully review a document, please follow the articles in this chapter in order (steps 1–5 for document review).