Learn how to use DataSnipper to automate your sample testing procedures for an operational audit using Document Matching.

The walkthrough demonstrates an ESG readiness audit: arranging sample data in a table, importing letters of intent, running Document Matching to extract supplier details for GRI compliance, and inspecting judgemental aspects of the test with Validation and Exception Snips.

1. Arrange your sample data in a table format, ensuring you have all the relevant details you want to inspect. In this example, the test inspects supplier details to verify compliance with GRI requirements as part of an ESG readiness audit.

2. Import your supporting documents. In this example, the documents are letters of intent.

3. Click the Document Matching button in the DataSnipper toolbar.

4. Configure your test by clicking Start new document matching and selecting your sample data.

5. Select the documents you want to reconcile.

6. Select the output columns in which the snipped outputs should be included.

7. Click Match all rows. Once matching is complete, review the output by moving through the snipped cells.

8. Navigate through the snips and use the Validation or Exception Snip to inspect your samples for the judgemental aspects of your tests.

You can exclude all documents before saving the workbook in your audit file by using the include/exclude documents toggle. You can also delete specific documents if needed.