Datasnipper

Learn how to use DataSnipper's Advanced Document Management features to export, organize, and clean up your Excel workbook.

How to use Advanced Document Management

Disable Include PDFs to exclude imported documents from your Excel workbook, reduce file size, and see how document sharing behaves when it's off.

How to include or exclude PDFs in Excel

Connect SharePoint or OneDrive to DataSnipper for Excel to browse, search, and import files without leaving Excel. Covers connecting, manual import, Excel Agents import, and working with imported files.

How to use the integrations in DataSnipper for Excel

Use Document Organizer in DataSnipper to import, arrange, and remove documents and folders, and to run OCR, export, and compression. Available in v5.0 or later.

How to use Document Organizer

Move the DataSnipper document viewer to a second screen to free up workspace in your Excel file.

How to view documents on a second screen

Use Document Retention to manage how long documents stay linked to a workbook, set at the user and workbook level for consistency and compliance.

How to set Document Retention policies in Excel workbooks

Use Workbook Scanner to scan your desktop or drive for DataSnipper workbooks and apply Document Retention policies at scale across a folder.

How to manage retention policies at scale with Workbook Scanner

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

How to open password-protected PDFs in Financial Statement Suite

Overview of all file formats DataSnipper can import

What file types are supported?

Use Smart Search to find text across all imported documents

How to search through your documents

Delete imported documents from your workbook

How to remove documents from DataSnipper

How to redact sensitive text and data from documents in DataSnipper before sharing or exporting.

How to hide sensitive information in DataSnipper

How to transfer snips, comments, and markups to an updated version of a source document in DataSnipper v25.1 and later.

How to transfer work between versions of source documents within DataSnipper

Best practices for document retention and audit documentation when working with DataSnipper-enabled Excel workbooks.

How to document your audit procedures with DataSnipper

Add comments and markups (text, arrows, checkmarks, crossmarks) to documents inside the DataSnipper Document Viewer, and export documents with them. Requires v25.1 or later.

How to place Comments and Markups on documents

Reduce DataSnipper workbook size by compressing imported documents (up to 50% smaller on average) and removing unnecessary files.

How to compress the file size of workbooks

Frequently asked questions about DataSnipper's Document Management capabilities, covering file editing, password protection, import behaviour, offline use, performance, and duplicate filenames.

FAQs for Document Management

Importing, searching, and managing documents in DataSnipper

Document Management

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