Use Document Organizer in DataSnipper Excel Online to import, sort, and manage your source documents for audit and finance procedures.
Prerequisites
Microsoft Excel Online
Microsoft email account
User-level licensing enabled in the Admin panel
Importing documents
There are three ways to import into Document Organizer:
Click Import Documents to import one or more individual documents.
Click Import Folders to import one or more folders at once.
Drag and drop documents or folders directly into Document Organizer.
Arranging folders
Click Add Folder to create a new folder.
Use the options button to rename or remove a folder.
Drag and drop documents into a folder, or use the Move button to move selected documents.
Viewing documents
Once imported, documents are accessible via the Document Viewer alongside your Excel workbook. Open the viewer in a separate window by clicking Show viewer in new window under Viewer in the Excel ribbon.
Removing documents
Select the documents you want to remove in Document Organizer and click Remove to reduce the workbook's file size.
Adding comments
Click Comment in the DataSnipper ribbon.
Draw a rectangle on the document and enter your comment.
To edit or delete a comment, right-click it in the document viewer.
Supported file types: PDF, BMP, JPG, JPEG, PNG, EMF, TIF, TIFF, JFIF, XPS, RTF, TXT, XML.