Where Conferma Software has not automatically matched a document to a deployment, SNAP allows users to match them manually.
It’s possible this situation would occur if a document was sent in an unexpected format or is missing information that our OCR technology would usually pick up. You can easily match a document to a deployment by following the steps below.
- Search for the document as instructed in Section 9.3.
- Click on a document and view the information within it
- Select Options in the top corner and Link to a Deployment
The deployment search bar will open in the left tab. Use the information from the document, to find your deployment. Do this in the same way as the Deployment Search,
When you have found the matching deployment, click on it, then select Link to Deployment.
