/ PROJECTS / ENVELOPE / CONFIGURE
Configure validation policy
Choose exactly two rules to enforce. Activating a third swaps out whichever rule has been active longest.
Rules (0/2 active)
Every field the document needs was found and isn't blank.
The line items add up to the stated totals (items = subtotal; subtotal + tax = total).
Amounts fall within an expected range and dates are real and not in the future.
The vendor or entity on the document exists in a known list.
Every extracted field was read with at least the confidence level you set.
Escalate to
Simulated only - no email is actually sent.