› Set up a new customer account › Additional settings › Edit extraction settings › Specify validation rules

Specify validation rules

Use validation rules to ensure data accuracy and compliance during document processing.

  1. Navigate to the Extraction service that corresponds to the account level you want to adjust.

    You cannot adjust validation rules at the buyer level.

  2. Select Edit and select the document type that you want to edit. The document type view appears.
  3. On the Rules tab, enable the validation rules that you want to use by selecting the checkboxes in the Verify and/or Workflow columns. These columns determine whether rules are performed during verification, an approval workflow, or both.

    You cannot override validation rules during a workflow step. If you receive a validation error while processing a document in a workflow, correct the error to proceed.

  4. Adjust the settings of each enabled rule according to the descriptions in the following sections.
  5. Select OK to return to the previous view, and select Save to save your changes.

    The system immediately applies your changes during verification and approval.