Learn how to use Document Organizer to organise your folders and documents efficiently, so you can start your audit procedures quickly. Document Organizer is available in DataSnipper v5.0 or later.
Video walkthrough
What the video covers
The walkthrough shows importing documents and folders into Document Organizer, arranging them, removing documents, and running additional actions such as OCR and export.
Import documents and folders
In Document Organizer, there are several ways to import:
Click Import Documents to import one or more documents.
Click Import Folders to import one or more folders.
Drag and drop the documents or folders you want to import.
What the video covers: importing documents and folders using the Import Documents and Import Folders buttons, and by dragging and dropping files into Document Organizer.
Arranging folders
Add folders with the Add Folder button.
Use the options button to rename or remove a folder.
Move documents into a folder by dragging and dropping, or use the move button to move them into a new folder.
What the video covers: adding and renaming folders, and moving documents between folders by dragging and dropping or using the move button.
Removing documents
You can remove selected documents, pages without Snips, or pages without Exception Snips.
What the video covers: removing selected documents, as well as removing pages without Snips or without Exception Snips.
Additional options
Several DataSnipper functions are available directly in Document Organizer. You can manually run OCR on selected documents to enhance text quality, export your documents with or without snips and comments, and compress files to reduce the workbook file size.
What the video covers: manually running OCR on selected documents from within Document Organizer to enhance text quality.
