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Document Rejection

How document rejection works in Docupath, including manual rejection by reviewers, automatic rejection via Rejection Rules, mandatory rejection reasons, and the global rejection notification workflow

Documents in Docupath can be rejected manually by reviewers or automatically through configured Rejection Rules. All rejections require a documented reason. Rejected documents are moved to the Rejected tab for tracking and audit purposes.

When to Use

  • A document fails validation checks.

  • A document violates business rules.

  • A document contains incorrect or incomplete data.

  • You need to automate rejection of documents matching specific criteria.

Prerequisites

  • Manual rejection: Reviewer or Reviewer+Validator role.

  • Automatic rejection: Admin or Manager role to configure Rejection Rules.

Steps

Manual Rejection

  1. Open the document in the Review Screen.

  2. Review the extracted data and identify the issue.

  3. Click Reject in the footer action bar.

  4. Enter a rejection reason (mandatory).

  5. Confirm the rejection.

Automatic Rejection via Rejection Rules

  1. Navigate to Settings > Rejection Rules.

  2. Configure rules that define the criteria for automatic rejection.

  3. Save the rules.

Documents matching the configured criteria will be automatically rejected with the rule-defined reason.

Expected Outcome

  • The rejected document moves to the Rejected tab with a logged rejection reason.

  • If global rejection notifications are configured, an email is sent to designated notification recipients.

Common Issues

Issue

Cause

Resolution

Unable to reject a document

User does not have the Reviewer or Reviewer+Validator role

Contact an administrator to assign the appropriate role.

No rejection notification email received

Rejection notification add-on is not enabled or no recipients are configured

Verify the add-on is active and that recipient email addresses are configured in notification settings.

Need to re-approve a previously rejected document

Rejection is a terminal state

The document must be reprocessed through the full document lifecycle. It cannot be directly re-approved from the Rejected tab.

Notes

  • Rejection is a terminal state - a rejected document cannot be re-approved without reprocessing it through the full document lifecycle.

  • All rejections, whether manual or automatic, require a documented reason for audit and compliance purposes.

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