Review and approve a document
A document that is ready for review sits in Pending status. Find it on the Documents page using the Awaiting my approval filter, which shows only the documents you personally need to act on.
What you'll see
When you open a Pending document, the extracted fields appear 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, or Rejected.
Approve a document
Approve when the extracted fields match the original document. Your approval is recorded immediately, with no confirmation step.
Review the extracted fields against the original document.
If everything looks right, click Approve (the green check).
Once all required approvers have approved, the document moves to Approved and is ready to be processed into your ERP.
Reject a document
Reject when the extracted fields are wrong or incomplete. A reason is required.
Click Reject.
Enter a reason in the dialog that opens.
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
Three more actions are available on a document awaiting review:
Send Notification: remind the other pending approvers to act.
Undo Rejection: retract your own rejection.
Force Approve (admin only): override pending approvals when urgent. A reason is required.
Use the Awaiting my approval filter at the top of the Documents list to see only the documents you personally need to act on.