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Fix "No Matches" or Low Confidence

If `Run Matching` ends with `No matches found in the documents.` or the add-in says results look uncertain, the problem is usually document scope, OCR quality, or overly strict settings.

Written by William Karkegi
Updated over 2 weeks ago

If Run Matching ends with No matches found in the documents. or the add-in says results look uncertain, the problem is usually document scope, OCR quality, or overly strict settings.

Who this is for

  • Users running Document Matching

  • Reviewers working with folders or specific document sets

  • Anyone seeing low-confidence hints after a run

Before you begin

  • Open Document Matching

  • Confirm the source files were imported from Documents

  • Check that the files you need show OCR Status = Complete

How to do it

  1. Narrow the worksheet sample. In Select your sample data, include only the rows and columns that really matter.

  2. Narrow the document scope. In Select your documents, avoid All documents for problem runs. Try Use document folders or Choose specific documents.

  3. Check the sample values. Very generic values like Total or Revenue often produce weak matches.

  4. Confirm output mapping. In Finalize your document match, make sure at least one field has an Output Columns target.

  5. Simplify advanced rules. In Advanced Options, temporarily remove strict settings such as Required Field, Force match on page / row within table, or an aggressive Threshold.

  6. Rerun and read the message area.

  7. If needed, go back to Documents and re-run OCR on blurry, image-only, rotated, or stuck files.

  8. Retry on one clean folder or a small known-good file set before widening scope again.

Expected result

  • The run completes without No matches found in the documents.

  • Results land in the mapped columns

  • Low-confidence hints disappear or drop to a manageable level

Avoid this

  • Leaving the run on All documents when only one folder matters

  • Matching before OCR finishes

  • Reusing old advanced settings from another template

  • Using sample columns that are too generic

If it still doesn't work

  • Save the exact error text

  • Note which scope mode you used: All documents, Use document folders, or Choose specific documents

  • If you still cannot get a clean run, build a support escalation packet

Practice with sample files

  • Search for Practice Troubleshooting 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

  • Choose the Right Matching Mode

  • Use Advanced Matching Options

  • Run First Document Matching

  • Fix Engine and Mapping Errors

  • Handle Skipped Documents and OCR Risk

  • Practice Troubleshooting with Sample Documents

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