What criteria must be met in order for documents to be able to match automatically to the Expected Document List (EDL) Item or Content Plan Item records in Vault through Continuous Matching?
For Continuous Matching to be able to occur on an EDL Item or Content Plan Item record, there must be Matching Criteria populated on the EDL or Content Plan record. In addition, the Matching Fields must be populated with a value on the EDL Item or Content Plan Item record.
The field Match Document must also be set to Yes. If both of these criteria are met, then documents that meet the Matching criteria are matched to the EDL Item or Content Plan Item record automatically.
- Vault EDL Documentation: EDL Item to Document Matching
- Vault Continuous Matching Documentation: Continuous Matching
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