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Choose the Right Matching Mode

Blast Audit gives you three ways to scope document matching: `All documents`, `Use document folders`, and `Choose specific documents`. Picking the right one matters more than most advanced settings. You may still see `Copilot Audit` in a fe

Written by William Karkegi
Updated over 2 weeks ago

Blast Audit gives you three ways to scope document matching: All documents, Use document folders, and Choose specific documents. Picking the right one matters more than most advanced settings. You may still see Copilot Audit in a few older labels.

Who this is for

  • Users starting a new Document Matching run

  • Teams deciding how broad or narrow the document search should be

  • Anyone trying to balance speed, control, and match quality

Before you begin

  • Open Document Matching

  • Complete step 1 so your Excel range is selected

  • Make sure the documents you need are already imported

How to do it

  1. Open Document Matching and click Start new document matching if you are starting from the overview page.

  2. In step 1, select the Excel range you want Blast Audit to use.

  3. Click Next to reach Select your documents.

  4. Choose All documents when you want a fast first pass and your library is already small and clean.

  5. Choose Use document folders when you have organized evidence by folder and want the best balance of speed and control.

  6. Choose Choose specific documents when you only want Blast Audit to use a short, known list of files.

  7. Review the selected document count before moving on to column mapping.

Expected result

  • All documents is used only when the library is already tight and relevant

  • Use document folders is your default for repeatable audit workflows

  • Choose specific documents is used for reruns, exceptions, or one-off checks

  • The selected documents count matches your expectation before you click through to mapping

Avoid this

  • Using All documents on a large mixed library and then blaming the matcher for noisy results

  • Choosing Choose specific documents and forgetting one key file

  • Using Use document folders before the folders are actually clean

  • Changing scope after bad results instead of first checking whether the wrong documents were included

If it still doesn't work

  • If you are unsure, start with Use document folders

  • If you have no folders yet, go back and organize them first with "Folder Strategy for Clean Matching"

  • If the document count still looks wrong, return to Documents and confirm the files were imported to the expected folder

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

  • Folder Strategy for Clean Matching

  • Map Columns Without Errors

  • Save and Reuse Matching Templates

  • Fix No Matches or Low Confidence

  • Practice Matching with Sample Documents

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