Review and Approve Documents Before Export
Build a clear review flow for your team. Flag risky documents, assign the right reviewer, and approve in sequence before data is sent out.
How review flow works visually
A clean path from document intake to final approval and export.
Quality control before export
Catch mistakes before data reaches your accounting tools and reports.
Role-based collaboration
Send each document to the right person, like an operator, team lead, or manager.
Smart conditional reviews
Review only the files that need attention, based on simple rules you choose.
Multi-stage approval flow
Run approvals step by step, so nothing is sent out too early.
Review workflow from parse to approval
Configure once, then route documents automatically based on rules, ownership, and approval policies.
1Configure review stages
Create your stages in Settings -> Reviews & Approvals, from first check to final sign-off.
2Define stage rules
Add easy rules like amount over 5000, low confidence, or missing required fields.
3Assign reviewers
Choose who reviews each stage and whether one person or everyone must approve.
4Process and route automatically
When a file is processed, matching files are automatically assigned to the right reviewer.
5Approve or reject at each stage
Approved files move ahead. Rejected files stay in review until fixed.
6Export only after required approvals
Data is sent only after required approvals. If no review is needed, it is sent right away.
What each stage can enforce
Build strict approval gates for sensitive data, while keeping low-risk documents fast.
- Always-review or only-when-needed stages
- Simple rules to decide which files need review
- One person can approve or everyone can approve
- Step-by-step stage order
- Clear owner for each stage
- Auto-hold and auto-release for outgoing data
A practical approval chain
Example based on finance workflows with threshold-based escalation.
Stage 1 - Accountant
Mandatory. Every document gets initial review for field completeness and obvious mismatches.
Stage 2 - Manager
Mandatory. Manager checks policy compliance and approves operational readiness.
Stage 3 - High-value approval
Conditional. Apply only when Total Amount > 5000. Route to senior approver for final decision.
Less review time for operations teams
Weekly review time
Manual review vs smart review routing
Ops team example
Review stages help teams spend less time on routine files and focus on exceptions that actually need attention.
When exports run (and when they pause)
If a reviewer is assigned for the current stage, exports wait until the document is approved. In multi-stage workflows, exports are held until all required stages are approved.
If no reviewer is assigned for a stage, documents can continue through processing and exports can run immediately after extraction.
This keeps quality checks strict for critical documents while preserving speed for routine flows.
Frequently asked questions
What triggers a document review stage?
A stage can be mandatory for all documents or conditional based on rules. Conditional rules can reference values like confidence scores, missing fields, or business thresholds such as Total Amount > 5000.
Do exports run before approvals are complete?
No. When a reviewer is assigned, exports wait until required approvals are complete. In multi-stage setups, all required stages must be approved before exports are released.
Can multiple people approve the same stage?
Yes. You can configure any one reviewer can approve (first action completes stage) or all reviewers must approve (every assigned reviewer must approve).
What happens when a document is rejected?
Rejected documents stay in review. Teams can correct data and re-process, then move through the review pipeline again.
Set up review stages in minutes
Route documents to the right reviewers, prevent bad exports, and maintain a full approval trail.