Add a Review Stage
New to this? Learn more about Rules and Stages.
Once on the Approval flow setup page, click on Add a review stage.
Customise your review stage
Add team members to assign files that do NOT meet rules set.
You can add multiple team members. Nanonets will auto-assign the file to any one of these members for manual review.
Add rules to be checked in this stage
Rules contain two parts to setup: Label and Condition
- Select the label that the rule should apply to
- Select the condition it should match in order to be auto-validated and not require review.
Eg: If for label seller_phone, condition Content length is = 10, the field will NOT be flagged for review and will be allowed to go ahead.
Add another rule to the same stage
Need the more fields to be checked under this stage? Click on Add a rule to this review stage.
Add another Review stage
Add multiple stages based on your organisation's structure. Learn more about Review stages here.
Eg: General review > Finance Review > Manager 1 > Manager 2 > CEO.
A file will be passed to another review stage only when all the rules in the previous stage were passed or reviewed manually.
Click on Done to go back to your main screen.