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How to import documents from UpLink into DataSnipper

How to import PBC documents from UpLink directly into a DataSnipper workbook using the From UpLink import option.

Import documents from UpLink directly into DataSnipper to streamline the request, retrieval, and management of PBC documents within your audit workbook.

Prerequisites

  • DataSnipper v25.1 or later

  • UpLink add-on module

Video tutorial

What the video covers: a short walkthrough of importing UpLink documents into DataSnipper, from selecting From UpLink in the ribbon and signing in, to choosing a request and importing its documents into your workbook.

Steps

  1. Click the Import icon in the DataSnipper ribbon, then select From UpLink.

  2. A pop-up prompts you to log in with your UpLink email and password.

  3. Once logged in, all your UpLink engagements are visible in the panel.

  4. Select the request you want to import into DataSnipper, then click Import.

  5. All documents from the request are imported and ready for use. Open them in the Document Viewer and proceed with your audit work.

Note: file storage depends on your workbook settings. Ensure Embed PDF is enabled so imported files are stored within the workbook.

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