Automating emails
Automatic rejection based on condition
Rossum allows you to define a condition (trigger) and an email template to be sent when the condition is true. In case the template is of type "rejection", this also sets the annotation's status to be rejected. This can be used to inform your vendors (or anyone else you specify in the email template) about a problematic document:
First, go to queue settings where you want to set up automatic rejections, specifically into the "Emails" section:
Scroll down to "Document rejection":
Create a new rejection template. If you would like to send automated emails to your vendors, you can use the variable {{sender_email}} (assuming the vendor sent the email into Rossum).
Toggle the automatic sending based on a trigger:
And finally, select the condition you want from the list (for details):
For rejecting documents with missing fields, both the "required field missing" and "selected fields missing" triggers require a very high AI engine confidence (0.95) that the field is not on the document. However, you can also the following trigger that is checking for an empty value (by using a regex):
