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.

• 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

1. Set up review stages in Settings → Reviews & Approvals
2. Define rules that flag documents (e.g. "Total Amount > 5000" or "Confidence < 80%")
3. Assign reviewers to each stage (who can approve or reject)
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 can flow to integrations; rejected ones stay in review

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)
• Reviewers who can approve or reject at that stage
• Mandatory or conditional review (mandatory = every document goes through this stage; conditional = only if rules match)
• Approval requirement: Any one reviewer can approve (the first to act completes the stage) or All reviewers must approve (every selected reviewer must approve before the stage is complete)

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.

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.

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