# Review Stages & Approvals for Document Quality Control | DigiParser

Source: https://www.digiparser.com/features/review-stages

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Review Stages

Reviews & Approvals

# 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.

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## How review flow works visually

A clean path from document intake to final approval and export.

1\. Document arrivesEmail, upload,or API2\. Rule checkAmount, confidence,and missing fields3\. Assign reviewerRight owner getsthe task4\. Approve or rejectStep-by-stepsign-off5\. ExportSend approveddata onlyIf review is needed, export waits.If no review is needed, export runs right away.

### 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.

How it works

## 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.

Stage Design

### 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

Multi-stage example

### 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.

Team productivity

### Less review time for operations teams

Weekly review time

Manual review vs smart review routing

Ops team example

Manual review for allReview only flagged files18 hrs/week7 hrs/week

Review stages help teams spend less time on routine files and focus on exceptions that actually need attention.

Export behavior

### 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.

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