Setting Up Review Stages
Create review stages and configure rules
Setting Up Review Stages
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
- Open your parser and go to Settings.
- Click the Reviews & Approvals tab.
- Click Create First Review Stage (or Add Another Stage if you already have stages).
Creating a review stage
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
- 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).
Select reviewers
Choose team members who can review documents at this stage. You can select one or more reviewers. When a document is flagged, it's assigned to one of the selected reviewers.
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 < 80% – Flag documents with low confidence scores
- 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:
- Click Add First Rule (or Add Another Rule).
- Select a field (e.g. "Total Amount", "Invoice Number", or a table column like "Line Items.Quantity").
- 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
- Choose an operator (e.g. "is greater than", "equals", "contains").
- Enter a value to compare against (if needed).
Rule examples:
| Rule | Meaning |
|---|---|
| Total Amount > 5000 | Flag if total is greater than $5,000 |
| Confidence < 80 | 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
Click Save to save your review stage. It will be active immediately.
Multiple stages
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.
Tips
- 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.
Editing or removing stages
- 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
- Reviewing Documents – How to review and approve documents
- Reviewing Extracted Data – General review workflow
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