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When trying to match your file with an existing card, DocBoss takes:

  1. Each segment of your file name (based on your split parameter)
  2. The full file name

and compares it to:

  1. Each document number (internal, sub-supplier, customer, end user).
  2. Card Name (Auto) which is always “code_reference” (e.g. “D01_TT-101”)
  3. The reference field  **BUT – user MUST select the doc code in the match box (if more than one code uses the same reference).

For more on the bulk assignment process , see Bulk Processing for Incoming Documents or our article of the same name to learn more.

Here’s another related article that might interest you: Understanding the Split Parameter in Bulk Matching Process

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