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How to open password-protected PDFs in Financial Statement Suite

In DataSnipper v6.1 or later, you can import and open password-protected PDFs directly in the Financial Statement Suite.

In DataSnipper v6.1 or later, you can import and open password-protected PDFs directly in the Financial Statement Suite (FSS). When you import your current or prior year financial statement, FSS prompts you to enter the password, so you can open it in a single step.

Please note that the ability to open password-protected PDFs is only supported by DataSnipper v6.1 or later.

About the Financial Statement Suite

Financial Statement Suite (FSS) is a separate paid DataSnipper add-on module. FSS analyzes your financial statements and helps you perform and document financial statement procedures quickly, while relying on your professional judgement to improve standardization and overall quality.

Prerequisites

  • DataSnipper v6.1 or later

  • Financial Statement Suite add-on module

Video tutorial

What the video covers

The video walks through starting a Tick & Tie project in FSS and importing password-protected financial statements by entering their passwords when prompted.

Step-by-step guide

  1. To get started, open an Excel workbook and click the Financial Statement Suite icon on the DataSnipper ribbon.

  2. The Financial Statement Suite opens in a new window.

  3. Click Start a Tick & Tie Project.

Start a Tick and Tie Project in FSS

  1. Import your current and/or prior year financial statement.

Import financial statement in FSS

  1. If these documents are password-protected, FSS prompts you to enter their passwords.

  2. Enter their respective passwords and click Submit.

Enter PDF password and submit in FSS

  1. You have successfully imported your documents into FSS and can start working on your Tick & Tie project.

Working on a Tick and Tie project after importing password-protected PDFs

You only need to provide the password once. Next time you import the same project, the password is removed from the PDF. If you want to protect the PDF with a password again, this must happen outside of FSS (for example, in Adobe).

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