Organization specific rejection rules enable you to enforce validation and compliance standards for documents within a specific organization. These rules sit below trading party scope but above country and global scope in Docupath's precedence hierarchy.
How to Create an Organization Specific Rejection Rule
Step 1 - Open the Main Menu
Click the dropdown arrow (▾) next to your user avatar in the top-right corner of the screen. This opens the main navigation menu, which lists all settings and features.
Step 2 - Go to "Rejection Rules"
In the main menu, click "Rejection Rules". This navigates you to the Rejection Rules management page.
Step 3 - Switch to the "Organization Specific" Tab
Click the "Organization Specific" tab. This is where rejection rules scoped to a specific organization are managed.
Step 4 - Click "Add New"
Click the "+ Add New" button in the top-right of the Rejection Rules page. A form for creating a new organization specific rejection rule will open.
Step 5 - Add a Title
In the Title field, enter a descriptive name for your rejection rule. For example:
Reject Invoices Missing PO Number
Step 6 - Select a Document Type
Click the Document Type dropdown and select the document type this rejection rule applies to.
Step 7 - Select a Sub-Organization
Click the Organization dropdown. Click on your organization to expand it and reveal its sub-organizations. Select the relevant sub-organization.
Step 8 - Write the Rejection Rule
Click inside the Rules text area and type your rejection logic. For example:
If the purchase_order_number field is missing or empty, reject the document
Step 9 - Link a Supporting File (Optional)
If your rule references external data, click the "Link Supporting File" link. A popup will open allowing you to select a supporting file that has already been uploaded to your tenant instance.
Step 10 - Click "Refine with AI"
Click the "Refine with AI" button (pencil ✏️ icon). Docupath's AI will process your instruction and may surface feedback, errors, or suggestions to help improve the rule's clarity and specificity. Wait for the response before proceeding.
Step 11 - Click "Generate with AI"
Click the "Generate with AI" button (lightning ⚡ icon) to programmatically generate the rejection rule based on your written instruction. The button will show a loading spinner while the rule is being generated. Wait until the loading state completes before proceeding.
Step 12 - Click "Save"
Once generation is complete, click the "Save" button at the top of the screen to save the rejection rule. You will be returned to the Rejection Rules list, and a confirmation banner will indicate the rule was saved successfully.