With DataSnipper 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 easy to review audit procedures.
Prerequisites
A DataSnipper workbook opened with an imported document visible in the Document Viewer.
Many Snips to one cell
Use CTRL to snip the relevant elements in your PDF documents. You can also make Snips across multiple PDF documents. For example, use the Validation Snip to document a signature on a contract against the signature list you received from your client.
Select an empty cell.
Create any Snip by clicking and dragging.
Press and hold the CTRL key on your keyboard, then create a new Snip to the same cell by clicking and dragging.
One Snip to many cells
You can easily connect a single Snip to multiple cells.
Copy a Snip with CTRL + C and paste it with CTRL + V in the desired cell. You can create as many references to one Snip as necessary.
This creates an Excel reference to the original Snip, allowing multiple cells to reference the same Snip.
The above steps can be combined to connect many Snips to many cells.
Video explainer
What the video covers
The video demonstrates how to attach several Snips to a single cell using the CTRL key, and how to copy and paste a Snip so multiple cells reference the same source evidence.
Relevant to these features
Text Snip
Sum Snip
Validation Snip
Exception Snip