Custom Forms and Chats
Two ways to ingest data.
One workflow engine behind both.
New intake form
DRAFT
Document type
Invoice
Drag files here
Restrict to vendors
Build a form in minutes, and control who sees it.
Docxster Chat
LIVE
Send all shipping docs for PO 2208
BOL.pdf
Commercial invoice.pdf
Packing list.pdf
Attaching 3 files…
For when the input varies.
Share form
PUBLIC
docxster.com/f/intake-2208
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No account needed — open to vendors & partners
docxster.com/f/intake-2208
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No login, no friction.
Vendor onboarding
THEME
Company name
Acme Corporation
Submit
Professional out of the box.
Workflow run
AUTO
Form submitted
just now
Read documents
Extracts every field
Done
Validate data
Checks totals & rules
Running
Route approvals
Sends to the right team
Queued
Update systems
Syncs ERP & CRM
Queued
Submit is the trigger.
Document intake
IDP
Drag & drop — multi-page & multi-file
Routes straight into Docxster IDP
Documents go straight to work.
What's the difference between an approval, a review, and a validation?
An approval is a sign-off on a decision — someone saying yes or no to a transaction. A review is a check on a single document, making sure the AI extracted it correctly. A validation is a check across documents, making sure the data on one matches the data on another. Each process gets its own purpose-built view inside the Action Center.
How do reviewers know they have something to do?
Reviewers see their pending items in the Action Center, sorted by what’s assigned to them. If you want active notifications going to Slack, Teams, or email, those can be added as workflow steps so approvers get pinged where they already work.
Who decides what gets reviewed versus auto-processed?
You do. You can thresholds in the workflow based on confidence score, amount, vendor, document type, or any combination. The workflow handles everything from there.
Can we have different reviewers for different conditions?
Yes. Route by amount, vendor, region, document type, or any field in the workflow, with different conditions going to different reviewers or through different chains.
What if an approver isn't available?
Build a fallback into the workflow — a timeout, a backup approver, an escalation to a manager, or whatever matches your team’s policy. Workflows never get stuck waiting on someone on vacation.
Can we change a validation rule after the workflow is live?
Yes. Validation rules can be edited any time, and the next document that comes through uses the updated logic — no re-deployment, no IT involvement.
Is the audit trail enough for compliance?
Every action is logged automatically with full context — who, what, when, and what changed. Most teams find this enough for internal audit, and the logs export to whatever format your compliance team needs.
What happens to documents that fail validation?
They route to whoever you assigned in the workflow, usually a reviewer in the Action Center. The reviewer sees the failing rule, the two documents side by side, and the disputed fields highlighted — then overrides or rejects in one click.
