Blast Audit

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.…

Folder Strategy for Clean Matching

If your IT blocks users from connecting SharePoint and OneDrive to Blast Audit, a Microsoft Entra admin can approve the app once for the entire firm. Read-only permissions, one link,…

Approve Blast Audit for your whole organization (Microsoft admin consent)

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…

Choose the Right Matching Mode

The last step in `Document Matching` is where Blast Audit writes results back into Excel. Clean column mapping prevents avoidable errors like duplicate outputs, overwritten inputs, or a run that…

Map Columns Without Errors

Matching templates help Blast Audit keep the same mapping and rules across repeated jobs. In the add-in, a matching template stores your column mapping, header-row setting, document-selection mode, and matching…

Save and Reuse Matching Templates

Blast Audit can tune matching column by column. `Advanced Options` are useful when the default run is close but not quite right. They are not the first thing to reach…

Use Advanced Matching Options

`Form Extraction` in Blast Audit lets you capture repeatable fields from PDFs, preview them across multiple documents, and then `Export to Excel`. Depending on your Office host, the workflow may…

Run Form Extraction Workflow

`Version Comparison` in Blast Audit highlights text added to or removed from one document version compared with another. It is best for true version-to-version review, not for comparing unrelated files.…

Run Version Comparison Workflow

The `Agent` workspace in Blast Audit supports multiple parallel chats, so you do not need one giant thread for every question. Using tabs well makes follow-up easier and keeps workbook…

Use Agent Tabs Effectively

The `Exports` area in the dashboard lets admins queue export jobs and download the finished files later. It works like a job queue, not an instant download screen.

Use Dashboard Exports

Blast Audit groups identity setup under `Identity integrations` in the dashboard. From there, owners and admins can launch WorkOS for both `Single Sign-On` and `Directory sync`.

Configure SSO and Directory Sync

William Karkegi

Workflows

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