Datasnipper

How to use the Sum Snip, Text Snip, and Find All Sums to perform recalculation procedures over client documents in DataSnipper.

How to perform recalculation procedures using DataSnipper

How to use Snips, Document Matching, and Form Extraction to perform and document confirmation procedures in DataSnipper.

How to perform confirmation 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.

How to perform inspection procedures using DataSnipper

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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