# Overview

Source: https://www.digiparser.com/docs/guides/reviews-approvals/overview

Reviews & Approvals

# Overview

Understand how Reviews & Approvals works

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# [Reviews & Approvals Overview](#reviews--approvals-overview)

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**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?](#why-use-reviews--approvals)

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*   **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](#how-it-works)

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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](#review-stages)

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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.

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Each stage can have:

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*   **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](#multi-stage-example)

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A typical flow might be:

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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.

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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?](#what-happens-when-a-document-is-rejected)

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*   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.

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

## [When exports run](#when-exports-run)

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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](#next-steps)

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*   [Setting Up Review Stages](/docs/guides/reviews-approvals/setting-up-review-stages) - Create review stages and rules
*   [Reviewing Documents](/docs/guides/reviews-approvals/reviewing-documents) - How to review, approve, and reject documents

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Exporting Data

Export your extracted data

](/docs/guides/managing-data/exporting-data)[

Setting Up Review Stages

Create review stages and configure rules

](/docs/guides/reviews-approvals/setting-up-review-stages)