The Document Lifecycle
22 articles
Document Ingestion
How document ingestion happens in Docupath
- Document IngestionModes of document ingestion, processing times, and status changes during processing
- Configuring Document Ingestion via APIHow to configure and use Docupath's REST API to programmatically submit documents from external systems
- Configuring Document Ingestion via EmailHow to set up and use organization-specific email addresses to submit documents to Docupath
- Supported File Types and FormatsThe complete list of file formats Docupath accepts for upload, including document, image, spreadsheet, and structured data types
- The Upload QueueHow documents enter the Docupath processing queue after ingestion, including queue visibility, processing order, expected wait times, and how to identify and resolve documents stuck in processing
- Processing the Email Body as a DocumentHow Docupath processes the email body itself as a document when an email arrives with no valid business-document attachment
Document Review and Validation
How to Review and Validate Documents
- Document Review and ValidationUsing Docupath to review and validate information captured from documents
- Bulk Actions for High Volume Document ReviewUsing Docupath's bulk operations - delete, download, reprocess, and approve - to manage large document volumes efficiently
- Configuring Document Queue Columns, Tabs and FiltersHow to customise the columns, tab views, and status filters displayed in the Document Queue to match your team's workflow
- Document RejectionHow document rejection works in Docupath, including manual rejection by reviewers, automatic rejection via Rejection Rules, mandatory rejection reasons, and the global rejection notification workflow
- Managing the Document QueueNavigating the document review queue, understanding status transitions, filtering documents by status, and routing documents to the right reviewers
- Using the Dual Pane Review ScreenA full walkthrough of Docupath's side-by-side review interface
- Working with Duplicate DocumentsHow Docupath detects and handles duplicate document submissions, including the two handling modes and how to monitor duplicate rates
- Working with Urgent DocumentsHow to flag documents as urgent for prioritised processing and review, including configuration at the organization level and the URG label in the Document Queue
- Document Type Learning from Manual Corrections
Auto Review
Letting Docupath auto-approve trusted, repeat documents so reviewers only handle the ones that need attention.
- Auto ReviewLetting Docupath auto-approve trusted, repeat documents so reviewers only handle the ones that need attention.
- Trusting a Trading PairStep-by-step guide for turning on automatic approval for a supplier by trusting their trading pair over the first few documents.
- Setting Up Auto ReviewStep-by-step guide for switching on Auto Review for the sub-organizations that should use it.
- Reviewing Documents Flagged by Auto ReviewStep-by-step guide for handling a document that Auto Review flagged with a red lightning icon, including trusting a new value.
- Managing Trusted Pairs and the Trust LedgerStep-by-step guide for the Settings Auto Review page - viewing learned values, fine-tuning checks for a pair, and stopping trust.