NEXAFILE PRODUCT GUIDE

Company Rules & Validation

A professional workflow guide with examples, checklists and visual references.

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YOUR POLICY, YOUR VALIDATION

Company Rules & Validation

Admins define internal standards; NexaFile validates extracted data against those standards.

Rules validation

Rule examples

  • Payment term ≤ 30 days
  • PO Number = required
  • Auto renewal = not allowed
  • Contract value > 500M → CFO approval
PASSWARNINGFAIL

Each result should include evidence so reviewers know why it was returned.

Before-you-use checklist

  • Identify document type and reviewer.
  • Set Company Rules when pass/warn/fail validation is required.
  • Keep human review for important legal, financial or operational decisions.
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