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Standard Match

Use this Post From FTP option to automatically identify and match files on your FTP based on standard file naming criteria.

With Standard Match, you name your files to adhere to the standard match convention. The system can then read the file names, find the account number in each, and send the file to the document vault belonging to clients associated with that account number.

For more information on using a standard match to post from FTP, see Post From FTP: Standard Match.

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