Process Routing
At enterprise volume, the bottleneck is rarely reading a document, it is getting each document to the right person and the right system without a human sorting the pile. Process Routing is how Staple directs documents automatically once they have been captured, so exceptions reach a reviewer and clean documents flow straight through.
Queue Rules Applied After Scanning
Staple applies queue rules to a document after it is scanned and classified. A rule can validate a field, set a value onto a sidebar field, or route the document onward, and rules are assigned per queue, so each document type follows its own path. This builds on classification and splitting, which separates mixed document packs and preserves the relationship between related documents before routing begins.
Route By Content, Not By Filename
Documents are classified by what they contain, not by their filename, so an invoice, a delivery order, and a remittance in the same inbox are recognized and routed differently. Routing decisions can draw on extracted and enriched data, for example sending high-value invoices or a specific entity to a dedicated review queue.
Exceptions To People, Clean Documents Straight Through
A document that fails a business rule or anomaly check, or whose fields fall below the confidence threshold, is routed to a reviewer with the reason attached. Documents that pass are routed onward to delivery without a manual touch. Role-based access controls who can view and act on each queue.
Configured Without Code
Queue rules and routing are configured in no-code configuration, so an operations lead can change how a document type is handled without waiting on a developer. Routing can also be driven programmatically through the Connect and Operate API, documented in the API documentation.
What Process Routing Does Not Do
Staple routes documents and their data to the right destination. It does not manage your organization's approval hierarchy or act as a case-management system, and it does not make the approval decision. It puts the right document in front of the right approver with the evidence to act.
Evidence
Big 4 professional services firm
A Big 4 professional services firm processing around 10,000 documents per person per day for a global telecom client needed each document sorted, matched, and exceptions surfaced without a manual triage step. Staple classified and routed documents automatically and flagged discrepancies across documents for review.
10,000 documents per person per day routed automatically
Related Capabilities
• Classification and Splitting
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Related Topics
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