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)
Reviewing a single document #
To review a single 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.
Reviewing a collection of documents #
To review a collection of documents, go to Files, find the collection you wish to review, and click, or any document within in.
Once in Review mode, the document structure is displayed in the left-hand panel, where all individual documents are listed. To open a document, simply click on the corresponding item in the left-hand panel.
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).