Document Review and Validation is the human-in-the-loop stage where AI-extracted data is examined, corrected, and approved or rejected by authorised users. This capability sits at the centre of the Docupath document lifecycle - between ingestion/extraction and export - and is accessed through the Document Queue and the Dual-Pane Review Screen.

The module provides status-based queue management, configurable column views, data enrichment indicators, confidence colour-coding, and a structured action bar for document disposition.

The Document Queue is the primary workspace for managing documents across their lifecycle. It presents all documents in a tabular queue organised by status tabs - Pending, Validated, Approved, and Rejected - with each tab reflecting a distinct stage of the document lifecycle.

The top of the Review Screen provides navigation and filtering controls. Users can redirect to the Upload Screen, search documents by name or content, and apply filters by region, urgency, document type, and organisation. Active filters are highlighted with a red bubble indicator for visibility.

Each tab contains sub-statuses that provide granular visibility into document state:

When a reviewer opens a document, the dual-pane layout presents AI-extracted data on the left and the original document on the right. This side-by-side design enables direct comparison between raw input and processed output.

Displays structured data in Docupath Internal Format (DIF), with a dynamic layout that adapts to the document type being processed. Fields are annotated with enrichment indicators showing whether values were verified from organisation data, AI-enriched, AI-standardised, or AI-transformed. Confidence colour-coding provides at-a-glance quality assessment.

The left panel also Includes expandable fields and layouts such as line-item tables, which can be expanded to view more information at a glance.

Shows the original uploaded document in its native format (PDF, image, XML, etc.) with page navigation, zoom, rotation, text extraction, and Select Mode for drawing bounding boxes to capture data directly from the document.

The right panel also includes a dropdown to view attachments if any are present.

Clicking an extracted field in the left panel highlights the corresponding section in the original document. Conversely, selecting text in the document copies it into the active field - enabling rapid correction without manual typing.

During processing, Docupath applies multiple enrichment types to extracted data:

The search bar on the Review Screen matches the document name, the extracted content, and the trading party values currently held against the document.

Trading party values are read from the assigned trading party record, so the value shown after enrichment is the one that is searchable. Searching for the value the AI originally extracted does not find the document once a trading party has replaced it.

Changes a reviewer makes on the review screen are searchable as well. Editing a party field, or using Switch back to detected value to restore what was originally extracted, makes that value findable. This covers every party field, including country, name, VAT number and GLN number.

The Regions filter follows the same rule. It matches the country on the assigned trading party, a country a reviewer changed on the document, and falls back to the document's own country when no trading party is assigned.

At the bottom of the Review Screen, the Footer Action Bar provides the primary disposition controls:

The footer also includes tab switching between the Input Tab (original document) and the Destination Tab (machine-readable output preview, e.g., XML).

Any role that can open documents sees the queue, open a document, reprocess it and download it. What differs is disposition and deletion:

Deleting documents is available to admins and managers only. Users with the Reviewer, Validator or Reviewer and Validator role can reprocess and download, but the delete action is greyed out for them with the tooltip "You don't have permission to perform this action".

Custom roles follow the same pattern: any action the role does not allow appears greyed out rather than hidden, so users can always see the full set of actions a document supports.

Approve and Validate are not unconditional. Before either takes effect, Docupath checks the document against two configurations:

If anything fails, the action is blocked and a Validations failed modal lists what did not pass under two headings, Critical fields and Custom validations, so the reviewer can correct the document and try again. A critical field inside a table is checked on every extracted row and the modal names the blank rows; a table with no extracted rows never blocks approval.

Save and Reject are never blocked by these checks. A reviewer can always save changes, or reject the document, while critical fields are empty or a validation is failing.

Documents already in Approved status are not re-checked. A later configuration change never reopens them or changes their status, so an approved document can legitimately hold an empty critical field.

For high-volume environments, the Document Queue supports bulk operations on selected documents: Delete, Download, Reprocess, and Review. Bulk review accelerates throughput for repetitive workflows. Bulk Delete follows the same rule as single-document deletion and is available to admins and managers only.