Docupath detects duplicate documents by matching document numbers. When a duplicate is detected, the system can either reject the document outright or flag it for manual review, depending on your configured handling mode. This feature helps prevent double-processing of invoices and other documents.
When to Use
You need to prevent double-processing of invoices or other documents.
Your organisation processes high volumes of documents where duplicates are likely.
You want to enforce strict controls or allow manual review of potential duplicates.
Prerequisites
Duplicate Document Handling add-on enabled.
Feature configured in System Settings.
Steps
Navigate to Settings > System Settings.
Locate the Duplicate Document Handling section.
Select a handling mode:
Reject and Flag - automatically blocks the duplicate and applies a DUP label visible in the Review Screen.
Mark as Pending Review - queues the duplicate for manual decision by a reviewer.
Click Save.
Expected Outcome
Once configured, any document submitted with a document number that already exists in the system will be handled according to the selected mode:
Reject and Flag: the duplicate is blocked and displayed with a DUP label in the Review Screen.
Mark as Pending Review: the duplicate is queued for a reviewer to manually accept or reject.
Common Issues
Issue | Cause | Resolution |
False positives (legitimate documents flagged as duplicates) | Industries that reuse document numbers across different suppliers or periods | Switch to Mark as Pending Review mode to allow manual verification instead of automatic rejection. |
DUP label not showing in Review Screen | Duplicate Document Handling feature is not enabled | Confirm the add-on has been purchased and enabled in System Settings. |
Notes
Reject and Flag is best suited for strict compliance environments where duplicates should never be processed.
Mark as Pending Review is better for industries where document numbers may be legitimately reused.
Duplicate detection is based solely on document number matching.