# Setting Up Review Stages Source: https://www.digiparser.com/docs/guides/reviews-approvals/setting-up-review-stages Reviews & Approvals # Setting Up Review Stages Create review stages and configure rules Copy MarkdownOpen # [Setting Up Review Stages](#setting-up-review-stages) Feedback You set up **review stages** in **Settings -> Reviews & Approvals**. Each stage defines when documents are flagged for review and who can review them. ## [Where to set it up](#where-to-set-it-up) Feedback 1. Open your parser and go to **Settings**. 2. Click the **Reviews & Approvals** tab. 3. Click **Create First Review Stage** (or **Add Another Stage** if you already have stages). app.digiparser.com![Reviews & Approvals tab with Create First Review Stage button](https://documents.digiparser.com/docs/screenshots/2026-07-23/review-stages-settings-seeded.png?sig=c0fff06cf3e169dc011489e90affb8faa649369c3a5101cdf6d4a505daf8b064) ## [Creating a review stage](#creating-a-review-stage) ### [Name your stage](#1-name-your-stage) Give the stage a clear name (e.g. "Initial Review", "Manager Approval", "High Value Check"). Click the name to edit it. ### [Choose review type](#2-choose-review-type) * **Mandatory review**: Every document goes through this stage (no rules needed) * **Conditional review**: Only documents that match your rules are flagged for this stage Use **mandatory** when you want every document reviewed. Use **conditional** when you only want certain documents reviewed (e.g. high-value invoices, low-confidence extractions). ### [Assign the reviewer](#3-assign-the-reviewer) Choose the **one team member** who should review documents at this stage. When a document reaches the stage, DigiParser assigns it to that person. Only the assigned reviewer can approve or reject it. app.digiparser.com![Review stage with assigned reviewer](https://documents.digiparser.com/docs/screenshots/2026-07-23/review-stage-editor-seeded.png?sig=338faef1a87db6baba516446722a7ac5b24ecd3cd99357355276e27ba0a2d9e8) ### [Add reviewer instructions (optional)](#4-add-reviewer-instructions-optional) Use **Reviewer instructions** to tell the assigned person what to check. Keep the instruction specific to this stage, for example: Confirm that the vendor, invoice number, and total match the document. Check for a possible duplicate before approving. The instruction appears in the assignment email and above the extracted data when the reviewer opens the document. app.digiparser.com![Review stage editor showing the Reviewer instructions field with a short example](https://documents.digiparser.com/docs/screenshots/2026-07-27/reviewer-instructions-stage-editor.png?sig=c8a2a6c46dd17bc569a170e65dc4d94c9329e167f494a02cc37c6c4c7f0f8f97) ### [Add flagging rules (for conditional review)](#5-add-flagging-rules-for-conditional-review) If you chose **conditional review**, add **rules** that flag documents. **All rules must match** for a document to be flagged. **Examples of rules:** * **Total Amount > 5000** - Flag invoices over $5,000 * **Confidence < 0.8** - Flag documents with confidence below 80% * **Vendor Name does not exist** - Flag documents missing vendor name * **Invoice Date is a future date** - Flag invoices with future dates (might be errors) **How to add a rule:** 1. Click **Add First Rule** (or **Add Another Rule**). 2. **Select a field** (e.g. "Total Amount", "Invoice Number", or a table column like "Line Items.Quantity"). 3. **Choose a condition**: * **Extracted value** - Check the field's value (e.g. amount, date, text) * **Confidence** - Check the confidence score for that field * **Exists** / **Does not exist** - Check if the field has a value * **Is valid date** / **Is future date** - Check date validity 4. **Choose an operator** (e.g. "is greater than", "equals", "contains"). 5. **Enter a value** to compare against (if needed). app.digiparser.com![Rule builder with field, condition, operator, value](https://documents.digiparser.com/docs/screenshots/2026-07-23/review-stage-expanded.png?sig=4220e7c8e3d64e4aa1addf3c7a54d22789c62491fe41f39ed2a0aa81744287a1) **Rule examples:** Rule Meaning Total Amount > 5000 Flag if total is greater than $5,000 Confidence < 0.8 Flag if confidence score is below 80% Vendor Name does not exist Flag if vendor name is missing Invoice Date is a future date Flag if invoice date is in the future ### [Save the stage](#6-save-the-stage) Click **Save Changes** to save your review stage. It will be active immediately. ## [Multiple stages](#multiple-stages) Feedback You can create **multiple stages** (e.g. "Initial Review" -> "Manager Approval" -> "Final Check"). Documents go through stages in order. If a stage is **mandatory**, every document goes through it. If it's **conditional**, only matching documents are flagged. Feedback If a reviewer rejects the first stage, the document becomes **Rejected**. If a reviewer rejects a later stage, the document returns to the previous stage for another review. ## [Tips](#tips) Feedback * **Start simple**: Create one stage with one rule to test, then add more. * **Use confidence rules**: Flag documents with low confidence scores to catch extraction errors. * **Use value rules**: Flag high-value documents or documents with unusual values. * **Assign the right reviewers**: Make sure reviewers have access to the parser and understand what to check. * **Give one clear instruction**: Tell the reviewer what outcome to confirm instead of repeating the entire workflow. ## [Editing or removing stages](#editing-or-removing-stages) Feedback * **Edit**: Click the stage to expand it, make changes, and click **Save**. * **Remove**: Click the **trash** icon on the stage to delete it. ## [Next steps](#next-steps) Feedback * [Reviewing Documents](/docs/guides/reviews-approvals/reviewing-documents) - How to review and approve documents * [Check and Correct Extracted Data](/docs/guides/managing-data/editing-extracted-data) - Correct values before approval How is this guide? GoodBad [ Overview Understand how Reviews & Approvals works ](/docs/guides/reviews-approvals/overview)[ Reviewing Documents How to review, approve, and reject documents ](/docs/guides/reviews-approvals/reviewing-documents)