Use DataSnipper's Smart Search and Snips to perform a checklist-style test of control, verifying attributes across multiple documents for government audit procedures.
Video tutorial
What the video covers: importing a Grant Agreement and Final Project Report, using Smart Search and Text Snip to extract initial details, applying Validation and Exception Snips to verify control attributes, and using CTRL-click to link multiple Snips to the same cell.
Prerequisites
Grant Agreement
Final Report
Start procedure
Import your Grant Agreement and Final Project Report into DataSnipper.
Use Smart Search to find the initial details and Text Snip to extract that data into the worksheet.
Use Validation and Exception Snips to verify information across your files for each attribute of this Checklist Control.
Use Smart Search to quickly find keywords, and hold down the CTRL key to add several connected Snips to the same cell.
Review your test of control and ensure all misalignments are flagged for the reviewer.
