When Auto Review sees something different from what it learned for a trading pair, it does not approve the document. Instead it leaves it in your Pending queue with a red lightning icon, so a person can take a look. This guide shows how to review a flagged document and, when the change is genuine, teach Docupath the new value so future documents pass.
Prerequisites
A document flagged by Auto Review (a red lightning icon in the Auto Review column of the Pending tab).
A role that can open and approve documents.
To trust a new value, the Admin or Manager role, or a Custom role that includes the Auto Review module.
Steps
On the Pending tab, find the document with the red lightning icon and open it.
Open the Validation & Trust tab on the document.
Review the list of key fields. Each is marked Verified or Unverified, and the reason the document was held back is shown - a key detail that no longer matches, a business check that did not pass, an empty critical field, or a custom validation that failed. Where custom validations applied to the document, the tab lists the ones that passed as well as the ones that failed, so you can see everything that was checked.
Decide whether the flagged value is correct:
If it is genuinely correct (for example, the supplier has moved address), click Add on the Unverified row and confirm. The new value is added to the trust ledger for that pair.
If it is wrong, correct the field or reject the document as you normally would.
If an empty critical field or a failed custom validation is listed, fill in the field or correct the data the validation checks. Adding a value to the trust ledger does not clear these; they are checked again when you approve, and Approve stays blocked until they pass.
Note: Adding a value to the trust ledger requires the Admin or Manager role, or a Custom role that includes the Auto Review module.
Approve the document once you are satisfied with it.
Expected Outcome
If you added the value, the document is cleared and future documents carrying that value are approved automatically. If you corrected or rejected the document, it continues through the normal review flow. Either way, the document leaves the flagged state.
Common Issues
Issue | Cause | Resolution |
No Add button on the Validation & Trust tab | Your role cannot trust values (for example, Reviewer or Validator) | Ask an Admin, Manager, or a user with a Custom role that includes the Auto Review module, to add the trusted value. |
Similar documents are still flagged after adding a value | Another field or check also did not pass on those documents | Open each flagged document and review the remaining Unverified rows or reasons. |
Approve is blocked even though every value is now trusted | The document also has an empty critical field or a failed custom validation | Open the Validation & Trust tab, clear the remaining items, then approve. The Validations failed modal lists whatever is still outstanding. |
The document is not auto-approved again after you fixed it | A document Auto Review marked Failed stays on the manual approval path permanently | Approve it manually. Later documents from the same pair are still eligible for Auto Review. |
Notes
Adding a value trusts it from that point on; it does not change documents already approved.
Empty critical fields come from Customize captured fields and reflect the configuration as it stands now. Custom validations come from Instruction Builds and were fixed when the document was extracted, so a document has to be reprocessed to pick up a changed validation.