Configure validation actions
Use the Validation checks page to choose what Clerked does when a configurable check finds an issue.
Who can do this
You need the Manage validation checks permission, company:validation:manage.
Before you start
Decide which result should warn a reviewer, require review, or stop the catalog-defined operation. Not every check supports every action.
Configure a check
- Select Settings in the left navigation.
- Select Configurations.
- Select Validation checks.
- Find the check under Email ingestion, Attachment review, Email processing, or Document processing.
- Select the required choice under Action when found.
- Update any available values under Fine-tuning.
- Select Save in the action bar.
What you should see
The page keeps the saved choice for that check. Its action is one of the choices allowed by the catalog:
- Off does not route the result for review.
- Warn shows the result for a reviewer.
- Review requires a person to review the result.
- Block stops the operation defined by that check.
Block is not an email-only action. It can appear for an email, invoice, or export check when the catalog allows it. Some runtime-managed hard blocks are not configurable and do not appear as editable rows.
If something goes wrong
- If Validation checks is missing, ask an administrator to confirm that you have Manage validation checks.
- If an action is unavailable, the catalog does not allow that action for the check.
- If Save is unavailable, make a valid change or correct a fine-tuning value first.
- If a saved change does not appear, reload the page. If it is still missing, contact your Clerked contact or support.