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Auto Match

Use this Post From FTP option to use auto matching to identify and match files on your FTP based on criteria you set up.

With Auto Match, you can designate how account numbers appear in the file name. The system can then use the template to read and find the account number in each file name, and send the file to the document vault belonging to clients associated with that account number.

For more information on posting using auto match, see Post From FTP: Auto Match.

For more information on using Post From FTP, see Post From FTP (Auto-Post) to Client Portals.