Use DataSnipper to perform and document confirmation procedures, creating cross-references to a variety of source documents.

Import all relevant evidence into a workbook, add your sample listing, then use the Text Snip or Validation Snip to verify that each piece of evidence confirms the balances in your sample. Snips create cross-references between your workbook and the underlying documents, making review straightforward.

For multiple confirmations, use Document Matching to match and extract information automatically. Import the relevant document folders, bring your schedule into the workbook, and run Document Matching to extract the required information across all documents in your sample.

Form Extraction generates tabular data from your confirmations automatically. Import all documents, click Form Extraction from the Document Extraction menu, and snip the required information from the first document. DataSnipper extracts the equivalent data from all remaining documents in the set.