What are Approval workflows?
Our advanced approval module provides allows you to setup custom workflows for your business' complex needs. Create rules and automatically route approvals to one or more approvers, in any sequence, to match your requirements.
What is a rule?
A rule is a validation condition or criteria that can be applied to a field (data extracted) by your model.
For example: Content length for "phone_number" should be = 10. If the model extracts a phone number with 11 digits, the field will be Flagged.
What happens if the condition for the rule is not met?
If a field does NOT pass any of the rules you have specified, the field will be flagged, and the file will be assigned to any of the reviewers for that review stage.
How many rules should I add?
You can add multiple rules to be checked under the same stage. For example: Check if invoice_date is a valid date, check if Seller_phone = 10 digits, check if Invoice_ID matches in your database.
What is a review stage?
A stage contains multiple rules. Since rules are not checked in any particular order, you can add separate stages to maintain a specific flow of documents.
Why should I add multiple review stages?
If you need someone with higher authority to Approve a condition (eg: Invoice_amount <50000), you can add this rule to another stage.
Can I edit the review stage names?
Yes. Click on the edit icon next to the stage name to give the stages a custom name.
How do I delete a review stage?
Click on the 3-dot-menu icon on the top right corner of the review stage > Click on Delete stage.
How will I know which rules have failed?
The field with the error will be flagged as shown below. Hover over the red icon to see what the cause of the error is.
To view a summary of all the flags (failed rules) in that review stage, click on the red error bubble on the bottom left of the action bar.
You will be able to see the list of errors, and see who the file was assigned to for manual review.
How will I know if all rules in a stage have been passed?
You will see a blue icon in the bottom left of the action bar if all rules in a stage have passed. You can move it to the next stage by clicking on
How do I move the file to the next review stage?
Click on the green button on the bottom right corner of the action bar saying "Approve file". If there are no more review stages it will be marked as approved.