# Use-Cases - Document AI - Custom Document Approval Workflows - GUC

> How CloudFiles checks completeness, signatures, and data accuracy on every Salesforce document before approval, with a person still making the final call.

*Document AI for Salesforce · Human-in-the-Loop Approvals*

## Custom document approval workflows

CloudFiles checks every incoming document against your rules, completeness, signatures, matching data, before it reaches a reviewer, so approvals move faster without taking the decision away from a person.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-custom-document-approval-workflows-hero)

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*What a CloudFiles approval workflow checks*

## The check runs before the reviewer opens the file

Every incoming document can be checked against your rules before anyone has to open it, and a person still makes the final call.

### Without an AI check first

- A reviewer opens every file to confirm it's the right type, complete, signed, and legible.
- A document that doesn't match the Salesforce record is caught only if the reviewer happens to notice.
- Blurry scans and missing signatures reach the review queue before anyone flags them.

### With CloudFiles checking first

- Document type, completeness, signatures, and legibility are confirmed the moment a file is uploaded.
- The document's data is checked against the Salesforce record it's attached to, and a mismatch is flagged with a reason.
- A person still makes the approval decision. CloudFiles narrows down what needs a second look.

*Where teams use it*

## Top human-in-the-loop AI approval use-cases

How teams already run AI-checked approvals through Salesforce documents.

- **Document Classification** — Automatically identify and categorize incoming documents - contracts, invoices, resumes, or KYC forms - the moment they’re uploaded in Salesforce.
- **Document Checklist** — Ensure every Salesforce record has all required documents before approval. AI cross-verifies files against your checklist automatically.
- **Form Completeness Checking** — Validate that every form submitted through Salesforce or Experience Cloud has all required sections filled in before routing it for review.
- **Form Answers Rating** — Score and rate form responses using AI to assist healthcare, insurance, or compliance workflows in Salesforce.
- **Signature Checking** — Detect missing or invalid signatures on contracts, applications, or consent forms before approval in Salesforce.
- **Blur Verification** — Automatically detect blurry or unreadable KYC or ID uploads in Salesforce and flag them for resubmission.
- **Data Validation** — Cross-check document content with Salesforce data to ensure every record is accurate and compliant before approval.
- **Reconciliation with Salesforce Data** — Match data across multiple documents and Salesforce records to confirm consistency and highlight mismatches instantly.
- **Document Rating** — Automatically score document quality and completeness to prioritize reviews and route files for approval based on their rating.
- **Auto Labeling of Documents** — Let AI label and tag documents by type and context to route them automatically through the correct Salesforce approval path.
- **Send-to-Review Queuing** — Pause a mapped record for a reviewer, who sees the extracted data next to the source document and can edit it in place before approving.
- **Parent + Child Record Approval** — Approve one document that writes to both the parent record and its related child records, like an invoice and its line items, in a single pass.

*How this fits with the rest of Document AI*

## Approval is the last mile. Here's what feeds it.

- **[AI-Powered OCR](/salesforce/document-ai/use-cases/ai-powered-ocr)** — Every completeness and signature check starts with actually reading the document, including a scan, a photo, or a handwritten form.
- **[Document Intelligence](/salesforce/document-ai/use-cases/document-intelligence)** — A rating, a summary, or a fuzzy match between two agreements is intelligence output that an approval rule can act on directly.
- **[Splitting & Comparison](/salesforce/document-ai/use-cases/splitting-and-comparison)** — A bundle of documents gets split into individual files first, so each one gets its own checklist and its own approval path instead of one mixed review.

*Why teams pick CloudFiles for approvals*

## Checks the document, keeps the decision human

- **A person still approves** — CloudFiles checks and flags. The approval decision itself stays with your reviewer, it isn't automated away.
- **Works on Experience Cloud too** — Form completeness checking runs on forms submitted through Experience Cloud portals, not just uploads from internal Salesforce users.
- **Checks against your own data** — A document isn't just checked against a generic template. Its content is cross-checked against the Salesforce record it's attached to.
- **Configurable per document type** — Checklists and validation rules are set per document type, so a KYC form and a vendor contract can go through different checks.

## How auto-approve and send-to-review are configured

You can test a sample document first: extraction results show up with confidence scores next to the source file before anything reaches Salesforce. From there, a mapping can auto-approve and write records immediately, or pause and send to a reviewer, who sees the extracted data next to the source document and can edit it in place before approving.

[Read the help doc](https://help.cloudfiles.io/salesforce/document-mapper)

## Stay compliant & secure.

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage, CloudFiles never re-hosts them, and are not used to train our AI models.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

## Your customers won't wait.

Book a demo and see a document get checked and routed to approval in real time.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-custom-document-approval-workflows-footer)

## Approval workflows, answered directly

**Q: Does AI make the approval decision, or does a person still approve?**
A person still approves. CloudFiles checks the document against your rules and surfaces what it found, missing pages, a bad signature, a data mismatch, but the approval itself stays a human decision.

**Q: What can CloudFiles check before a document reaches a reviewer?**
Document type, completeness against a checklist, signature presence, legibility, and whether the document's data matches the Salesforce record it's attached to.

**Q: What happens when a document fails a check?**
It's flagged with the specific reason (missing signature, blurry scan, mismatched data) and routed back or held for review. It isn't silently rejected or deleted.

**Q: Can approval rules differ by document type or business unit?**
Yes. Checklists and validation rules are configured per document type, so a KYC form and a vendor contract can go through different checks.

**Q: Does this work on Experience Cloud portals, not just internal Salesforce users?**
Yes. Form completeness checking, in particular, runs on forms submitted through Experience Cloud as well as inside Salesforce.

**Q: How is this different from a plain Salesforce approval process?**
A standard Salesforce approval process routes a record through steps a person defines. What CloudFiles adds is the AI check that runs before that: reading the document itself to confirm it's complete, signed, and consistent, so a reviewer isn't the one who has to open every file to find that out.