File Matching

The document matching feature automates the search and extraction of information from your PDFs.

3-Step Process

Range Selection:

• Select the Excel range containing your reference data.
• Ensure that your first row contains column headers.

Document Selection:

• Choose the PDF documents to analyze.
• Use category filters to easily locate your files.

Column Mapping:

• Map the input columns (reference data) to the output columns.
• Results will be automatically inserted into the specified columns.

Results

Matches are displayed with an intuitive color code:

• Green: exact match found.
• Orange: possible match, needs verification.
• Red: no match found.

The name of the source document is automatically added for easier traceability.

Updated on: 05/12/2025