Auto Review
Letting Docupath auto-approve trusted, repeat documents so reviewers only handle the ones that need attention.
5 articles
- 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.