With Snips you can cross-reference Excel with supporting evidence such as PDFs, images, MS Word, and Excel files. The references are stored directly in the workbook, which makes it very easy to review audit and finance procedures.
Video walkthrough
Watch this short video for an overview of the different Snip types and how to use each one in DataSnipper.
What the video covers
The walkthrough demonstrates the five core Snip types side-by-side in Excel. It shows how to capture data from a PDF into a cell, how each Snip type creates a visible link back to the source document, and how the linked references stay attached to the workbook so reviewers can re-open them at any time.
The five Snip types
Text Snip
With the Text Snip, you extract text from all sorts of documents (PDF, Word, images, scanned files) directly into a cell in Excel.
Learn more: How to add a Text Snip to a document.
Sum Snip
With the Sum Snip, you extract numbers from a document and sum them directly in a cell in Excel.
Learn more: How to add a Sum Snip to a document.
Validation Snip
With the Validation Snip, you indicate that data in a document is correct according to your professional judgment.
Exception Snip
With the Exception Snip, you indicate that data in a document is not validated by your professional judgment.
Table Snip
With the Table Snip, you extract tabular data from multiple pages. Useful for documents with multiple tables that share a similar structure.
Learn more: How to extract tabular data with the Table Snip.