NEXAFILE PRODUCT GUIDE
Company Rules
A short guide to your workspace and document analysis.
DOCUMENT VALIDATION
Company Rules
Create rules for each document type. Extracted documents are checked against every applicable rule.
Document typeAll
Extracted fieldRequired
CheckEquals · Contains
SeverityWarning · Critical
Select nobody for a company-wide rule, or select employees to target their submissions.
Review the result
- Check the summary, fields, risks, dates, amounts and recommended actions against the original documents before making decisions.
- Owners and admins invite teammates. Each person receives access according to their assigned role and document permissions.
- Documents are private to their creator by default. Owners, admins and department managers do not automatically see their content. An authorized person explicitly assigns a document to a reviewer, who can approve it or request changes within their granted permissions.
