Datasnipper

How to use Document Organizer on DataSnipper Excel Online to import, sort, view, remove, and annotate source documents for audit and finance work.

How to import and organize documents on DataSnipper Excel Online

How to use Text, Validation, Exception, and Sum Snips on DataSnipper Excel Online to extract data and cross-reference evidence with your workbook.

How to use Snips on DataSnipper Excel Online

Extract tabular data from source documents into Excel Online using Table Snip, including multi-page table extraction.

How to use Table Snip on DataSnipper Excel Online

Admin guide for granting and revoking DataSnipper Excel Online access via the User Management System in the DataSnipper Dashboard.

Adding and removing users on DataSnipper Excel Online with User Management

DataSnipper Excel Online

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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