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How to add an Exception Snip to a document

Use the Exception Snip to indicate that data on a document is not validated by your professional judgement, and learn how the tickmark behaves.

With the Exception Snip, you can indicate that data on a document is not validated by your professional judgement.

About Snipping

With DataSnipper for Excel you can cross-reference Excel with supporting evidence, such as PDFs, images, MS Word, and Excel files. The references are stored in the workbook, which makes it very easy to review audit procedures.

Adding an Exception Snip

  1. Click the Exception Snip button to activate it.

  2. Select the cell that you want to link to the document.

  3. Drag a rectangle around the relevant location on the document.

  4. The cross mark that appears in the cell is now linked to the rectangle on the document.

Adding an Exception Snip and the red cross mark it creates in the linked cell

You can also right-click on the document to change a Validation Snip (green) into an Exception Snip (red).

FAQs

Can you edit the tickmark entered in Excel when you use the Exception Snip?

When you create an Exception Snip, a red X is entered in the Excel workbook by default. It is currently not possible to change the default tickmark. After you create the snip, you can change the content of the cell, its colour, font, and font size, and this does not affect the link between the cell and the snip on the linked document. Note that when you change a Text Snip to an Exception Snip, the cell content stays the same but the font colour and cell colour change. You can also use Excel's Find and Replace to replace all Exception Snip contents at once.

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