Use Snips on DataSnipper Excel Online to cross-reference your workbook with PDF evidence files, extract data, and document audit and finance procedures.
Prerequisites
Microsoft Excel Online
Microsoft email account
User-level licensing enabled in the Admin panel
How-to video
What the video covers: a walkthrough of using Snips on DataSnipper Excel Online, showing how to create Text, Validation, Exception, and Sum Snips to extract data from PDF evidence and cross-reference it with your Excel Online workbook.
Text Snip
Click Text Snip to activate it.
Select the cell you want to link to the document.
Draw a rectangle around the data on the document. The extracted data appears in the cell and is linked to that location.
Validation Snip
Click Validation Snip to activate it.
Select the cell you want to link to the document.
Draw a rectangle around the relevant location. A tickmark appears in the cell, linked to that location.
Exception Snip
Click Exception Snip to activate it.
Select the cell you want to link to the document.
Draw a rectangle around the relevant location. A cross mark appears in the cell, linked to that location.
Sum Snip
Click Sum Snip to activate it.
Select the cell you want to link to the document.
Draw a rectangle around the numbers you want to sum. All numbers in the rectangle are totalled into the selected cell, with a cross-reference stored in the workbook.
Deleting Snips
Select one or more snips in the Excel file and click Delete Snips in the DataSnipper toolbar. Alternatively, right-click a snip in the document viewer and select Delete Snip to remove a single snip.