Datasnipper

DataSnipper features: Snipping, Document Management, Version Comparison, and more

DataSnipper for Excel

Watch a short video and read the breakdown of the five Snip types: Text, Sum, Validation, Exception, and Table.

Getting started with Snipping

Remove individual Snips or entire Snip sheets from your workbook

How to delete Snips

Use the Table Snip to extract tabular data from PDFs into Excel, including multi-page tables.

How to extract tabular data with the Table Snip

Common questions about creating, editing, and managing Snips

FAQs for Snipping

Tools and features for creating and managing Snips

Snipping

Overview of all file formats DataSnipper can import

What file types are supported?

Use Smart Search to find text across all imported documents

How to search through your documents

Delete imported documents from your workbook

How to remove documents from DataSnipper

Importing, searching, and managing documents in DataSnipper

Document Management

Identify differences between two versions of a document

How to compare documents using Version Comparison

Comparing document versions to identify changes

Version Comparison

Match Excel sample data with supporting documents automatically. Covers DataSnipper v5 and later. Useful for test of detail and test of control procedures.

How to automate your test with Document Matching

Increase test quality in Document Matching using Partial Matching, Fuzzy Text Matching, Required Field, Threshold, and Force Match. Covers V5 onwards; Partial Matching from V6.1.

How to use Advanced Options in Document Matching

Share saved Document Matching templates with everyone on your DataSnipper Dashboard. Requires DataSnipper Enterprise and the Owner role on the Dashboard.

How to create company templates in Document Matching

Document Matching

Create a custom design with text, images, and links

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