This guide shows how a trading pair becomes trusted so its documents start approving themselves. It follows the natural flow of the first few documents from a new supplier: you approve the first one as usual, trust the pair on the second, and the third onward clears automatically. It assumes Auto Review is already switched on (see Setting Up Auto Review).
Prerequisites
Auto Review switched on for the sub-organization you are uploading to.
The Admin or Manager role, or a Custom role that includes the Auto Review module - only these can trust a pair.
Invoice or Purchase Order documents from the same trading pair to upload.
Steps
Document 1 - approve as normal
Upload the first document from the trading pair and let it finish processing.
Open it from the Pending tab and review the extracted data.
Click Approve. The document moves to the Approved tab. In the background, Docupath records the pair's key details as a starting point.
Document 2 - trust the pair
Upload a second document from the same trading pair. When it finishes processing, a green lightning icon appears in its Auto Review column, with the tooltip Enable Auto Review.
Click the green lightning icon.
Note: Only users with the Admin or Manager role, or a Custom role that includes the Auto Review module, see the green lightning icon and can trust a pair.
In the dialog, click Enable to trust the pair.
When the dialog confirms Auto Review is enabled, click Done. This document is approved automatically and the trading pair is now trusted.
Document 3 onward - automatic
Upload further documents from the same pair. They move straight from Processing to the Approved tab, with Auto Review shown in the Reviewed By column. No clicks needed.
Expected Outcome
The trading pair now appears on the Settings > Auto Review page, and every matching document from that pair is approved automatically. You are only interrupted when Docupath spots a genuine change, which shows up as a red lightning icon (see Reviewing Documents Flagged by Auto Review).
Common Issues
Issue | Cause | Resolution |
No green lightning icon on the second document | Your role cannot trust pairs (for example, Reviewer or Validator) | Ask an Admin, Manager, or a user with a Custom role that includes the Auto Review module to trust the pair. |
No green lightning icon at all | Auto Review is not enabled for that sub-organization, or the document is not an Invoice or Purchase Order | Check the sub-organization toggle and the document type. |
The pair already auto-approves without prompting | The pair was trusted previously and its learned values are still in place | This is expected - the pair is already trusted. |
Notes
Trust is remembered per document type, so a supplier trusted for Invoices is trusted for Invoices specifically.
Reviewers and Validators can still approve documents; their approvals just do not start or complete the trust-building process.