When a document is ready for your review, it sits in 🟣 Pending status. You'll typically find it via the Awaiting my approval filter on the Documents page.
What you'll see
When you open a 🟣 Pending document, you'll see the extracted fields on one side and the original file on the other. At the top, an approval panel lists every required approver with their current status (🟣 Pending / 🟠 Approved / 🔴 Rejected).
Approving
Review the extracted fields against the original document
If everything looks right, click Approve (the green check)
Your approval is recorded immediately — no confirmation needed
Once all required approvers have approved, the document moves to 🟠 Approved and is ready to be processed into your ERP.
Rejecting
Click Reject
Enter a reason in the dialog that opens (required)
Click Confirm Rejection
A 🔴 rejected document is blocked until someone edits it or you undo the rejection. Editing a 🔴 rejected document automatically returns it to 🟣 Pending and resets everyone's approvals.
Other actions
Send Notification — remind the other pending approvers to act
Undo Rejection — if you're the approver who rejected, you can retract your rejection
Force Approve (admin only) — override pending approvals when urgent; a reason is required
Tip: Use the Awaiting my approval filter at the top of the Documents list to see only the documents you personally need to act on.