When a document is assigned to you for review (via Reviews & Approvals), you'll see it in your "Assigned to Me" filter. You can then review it, approve it, or reject it.

1. Open your parser and go to the Document Inbox.
2. Use the status filter and select Assigned to Me.
3. You'll see all documents assigned to you for review.

You can also see assigned documents in the data table by filtering by status.

1. Click a document from the list or data table to open it.
2. The split view opens: original file on the left, extracted data on the right.
3. Check the extracted values:
   • Are they correct?
   • Are any missing?
   • Do any look suspicious (e.g. wrong amounts, future dates)?
4. Edit any incorrect values by clicking the cell and typing a new value.

If the extracted data is correct:

1. Click Approve (or use the Approve button in the document view).
2. The document status changes to Processed / Approved.
3. Exports run (if configured) and data is sent to integrations.

Approved documents are treated as final and can flow to Google Sheets, Xero, webhooks, etc.

If the extracted data is wrong or incomplete:

1. Click Reject (or use the Reject button in the document view).
2. The document status changes to Rejected.
3. Exports do not run for rejected documents.

Rejected documents stay in the system so you can fix them and re-process or approve them later.

• Assign document: Use More (⋮) → Assign document to assign a document to a team member (if you have permission).
• Reassign: If a document is already assigned, you can reassign it to someone else.

• Approved: Document becomes Processed / Approved, exports run, data flows to integrations.
• Rejected: Document stays as Rejected, exports don't run, you can fix and re-process later.

• Check confidence scores: If enabled, use confidence scores to spot values that might be wrong.
• Edit before approving: Fix any mistakes before you approve so exports have correct data.
• Reject when unsure: If you're not sure about the data, reject it and ask the uploader or check the original document.
• Use filters: Filter by Assigned to Me to focus on your review queue.

• Setting Up Review Stages – Configure review workflows
• Reviewing Extracted Data – General review process
• Editing Extracted Data – Fix mistakes before approving