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Automatically approve documents with Complete status

Documents that receive Complete status in Interpret can be approved and sent to Transfer automatically. This is accomplished in one of two ways:

  • Manually specify auto approval for document definitions in Optimize.
  • Have Verify automatically suggest auto approval when a specified number of documents belonging to a single sender receives Complete status in Interpret.
Important: In both cases, once the option is set, documents for the document definition are automatically approved and sent to Transfer without showing up in Verify. Consequently, be sure to only do this for document definitions that have a long history of correct interpretation.

Also, note that if the DisableAutoApproveCounterWarning flag is enabled in the [Options] section of eiglobal.ini, the counter will not be accurate, and as a result, this functionality may not function properly.

Manually specify in Optimize that documents with Complete status are automatically approved and sent to Transfer

Do the following to manually set the automatic approval of documents that receive Complete status:

  1. Open the document definition in Optimize, and click Settings.
  2. Click Document in the navigation pane, select Automatically approve documents with Complete status, and click OK.

Specify how many consecutive documents need to receive Complete status before automatic approval is suggested in Verify

Use the following procedure to have Verify automatically suggest when automatic document approval may be appropriate. This then applies to all document definitions that belong to the document profile for which this is specified:

  1. In Manager, create a new document profile or open an existing one for which you want Verify to automatically suggest when automatic approval is appropriate.
  2. In the navigation pane of the dialog, click Document and specify an appropriate number for X under Automatically approve when X consecutive documents receive Complete status. Note that this number needs to be large enough for you to feel secure that these documents are processed correctly.
  3. Click OK to close the dialog, and then right-click the document profile and select Close.
Note: This functionality does not apply to documents that receive Complete status using the InvoiceRules plug-in.

When the number of consecutive documents specified in step two receives Complete status in Interpret, the Verify operator is prompted with three options to determine if subsequent documents for this document definition are automatically approved and sent to Transfer.

  • Yes - subsequent documents are auto approved and sent to Transfer without showing up in Verify. This dialog is not displayed again. However, additional documents for the same document definition that receive Complete status in Interpret before the user selects this option will still show up in Verify.
  • No - subsequent documents are not auto approved. This dialog is not displayed again.
  • Cancel - subsequent documents are not auto approved. The dialog displays again if the next document receives Complete status in Interpret. If the next document does not receive Complete status in this case, the counter starts over, and the dialog displays again when an additional X number of documents receive Complete status.

How to tell which documents with Complete status have been approved automatically

You can see if this has been enabled for a document definition in three ways:

  • In Optimize, Yes is found in the Auto approve column of the statistics about document definitions.
  • In Manager, Auto approved is displayed for documents in the Auto column of the Documents dialog. Note that if this column reads Auto completed for a document, the corresponding document definition may be a candidate to use this setting for.
  • In Manager, Auto approved is found for documents in the Auto column of the process log.