Document List
Docflo.ai provides a centralized document list, allowing users to upload, view, and validate documents efficiently within the platform.
Approval Settings
Docflo.ai supports advanced approval workflows, allowing you to define complex rules for document validation and approval directly within the platform.
Awaiting Approval
Docflo.ai provides a dedicated "Awaiting Approval" screen for approvers, making it easy to review, approve, or reject documents that require their attention.
Statuses
Every document in Docflo.ai carries a status that tells you where it is in its lifecycle. The status is shown as a colored badge in the document list and in the document form header, and it controls what you can do with the document.
Insights
Docflo.ai offers powerful insights through predefined checks and analysis templates that can be executed on the fly.
Document Viewer
The OCR Document Viewer is a powerful tool that allows you to interact with uploaded documents and their extracted OCR data. This comprehensive guide will walk you through all available features and functionality.