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How to perform inspection procedures using DataSnipper

Use Document Matching and Smart Search in DataSnipper to perform inspection procedures, regardless of the nature of the test or the documents being inspected.

Learn how to use DataSnipper to perform inspection procedures, regardless of the nature of the test or the type of documents being inspected.

Document Matching

Import your documents and create document folders for each type of document you are reconciling. Bring your schedule of information to be inspected into the workbook, then use the Document Matching menu to automatically extract the required information into your workbook.

Smart Search to find information in any document

DataSnipper also includes Smart Search, which lets you find specific words, phrases, unique references, and balances across all documents. Click in the cell that contains the information, or add it to the search bar, and you are presented with every occurrence across all of the documents you are inspecting.

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