How to delete groups from document matching

Removing a group from the document matching settings is easy

About Document Matching

Document Matching lets you automatically match Excel data with supporting documents, like invoices, bank statements, and contracts. This AI-powered feature will find the correct text, date and/or number in a source document, and then automatically creates a reference to your sample data.

Deleting groups

  1. Open the document matching panel
  2. Open the group setting by clicking on the pen icon at the group
  3. Select 'delete'