Linking folder setup

Vaibhav Jain

vaibhav_j@staple.io

Product updates

General settings

Theme

Linking set title *

Groups

Group name

Folder type

Data language

Select folders

TMC_list_2024 CI_TMC_list

Group name

Folder type

Data language

Select folders

Purchase_Order_782 Synergy_POs

Group name

Folder type

Data language

Select folders

GRN_098 G_3244_new GRN_2024

Group name

Folder type

Data language

Select folders

GR_2024 Synergy_GR

Group name

Folder type

Data language

Select folders

CN_Batch_01 Credit_Notes_2024

Group name

Folder type

Data language

Select folders

PL_5567 Packing_List_Q2 PKL_intl

Group name

Folder type

Data language

Select folders

SUP_INV_2024 Vendor_Inv_list

No linking rules yet

Linking rules tell us how documents in one folder should match documents in another. Start by adding a rule and pointing it at a target folder.

No comparison rules yet

Comparison rules define which fields are checked across your linked documents and how they must match. Start by adding a rule.

Configure how documents move and notify your team.

Actions

Notify your team or trigger external systems when documents reach a specific state.

Notify finance team on completion

Fires when primary doc → Completed · 3 recipients

Action name

Recipients (comma-separated emails)

When status changes to

Webhook on failed export

Fires when export fails · POST to monitoring endpoint

Custom Buttons

Add buttons that appear in the document table so reviewers can trigger external workflows.

Approve

Calls reconcileflow.com · Opens in new tab

Button label

Webhook URL

Automation

Rules that run silently when conditions match — auto-tag, auto-route, or auto-flag documents.

Auto-flag mismatched amounts

When Invoice_total ≠ PO_total → flag as "Needs review"

Rule name

Then assign label