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Folder Strategy for Clean Matching

In Blast Audit, matching quality usually improves before you change any rules. A clean folder setup in `Document Organizer` gives `Document Matching` a smaller, more relevant document set to search. You may still see `Copilot Audit` in a fe

Written by William Karkegi
Updated over 2 weeks ago

In Blast Audit, matching quality usually improves before you change any rules. A clean folder setup in Document Organizer gives Document Matching a smaller, more relevant document set to search. You may still see Copilot Audit in a few older labels.

Who this is for

  • Anyone preparing documents before running Document Matching

  • Teams that reuse the same workbook and document library across multiple checks

  • Users who already see too many weak matches or irrelevant hits

Before you begin

  • Import your files into the Excel add-in first

  • Let OCR finish for the documents you want to use

  • Open the Documents area and confirm you can see Document Organizer

How to do it

  1. Open Documents in the add-in. The page title is Document Organizer.

  2. Create folders with Add folder, or bring in a full source set with Import folder.

  3. Use one folder per evidence set that should be matched together. Good examples are one period, one entity, or one process.

  4. Select rows and use Move to folder to place documents in the right folder.

  5. Keep names and folder purpose consistent. For example, keep one folder for 2025 AP invoices and another for 2025 bank statements instead of mixing both.

  6. Leave temporary or unclear files in Uncategorized until you know where they belong.

  7. When you run Document Matching, choose Use document folders and include only the folders that belong to that check.

Expected result

  • Each folder contains one logical document set

  • Current-period and prior-period files are separated

  • Different source types are separated instead of mixed together

  • Uncategorized is small and temporary, not your main working area

  • When you choose folders during matching, the selected document count feels close to what you expected

Avoid this

  • Mixing invoices, statements, confirmations, and contracts in the same folder

  • Keeping old-year and current-year evidence together

  • Using folders as a dumping ground instead of a selection tool

  • Deleting a folder expecting the documents to be deleted too. In the add-in, deleting a folder moves those documents back to Uncategorized.

If it still doesn't work

  • If the document list does not refresh, use Retry

  • If documents still show Processing, wait for OCR to finish before organizing for a final run

  • If you already have folders but matching is still noisy, narrow the scope further and then read "Choose the Right Matching Mode"

Practice with sample files

  • Search for Practice Matching with Sample Documents in this collection.

  • Use the attached PDFs and CSVs there to test this workflow before you use live client files.

Read next

  • Upload First Documents

  • Run First Document Matching

  • Choose the Right Matching Mode

  • Fix No Matches or Low Confidence

  • Practice Matching with Sample Documents

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