If receiving both primary and native files, the files can be assigned and processed in bulk using a "batching" method. Follow the steps below to get started:
1. Upload and match primary files
To start the process, upload the primary files to the appropriate drop zone (e.g., sub-supplier). Once the files are uploaded, run bulk matching to assign the files to their corresponding cards.
2. Process primary files
Once the files have been matched, accept the matches and navigate to the "Apply Status & Routing" tab to begin processing. Process these files as-needed (either individually or in bulk).
3. Upload and match native files
Return to the "To Match" tab and upload the native files to the same submittal (via the File Staging Area). Once the files are uploaded, run bulk matching again by selecting the "Run Matching" button. Once the files have been matched, select the option to "Assign as native files to matched cards".
