Datasnipper

Steps to resolve the missing DataSnipper instance issue in the WebSnip Extension: confirm your organisation has the extension, restart Excel, and restart your browser.

How to resolve a missing DataSnipper instance in the WebSnip Extension

Learn how to use WebSnip's Sync-Off toggle to capture multiple Snips and export them into one or several target Excel workbooks.

How to use the Sync-Off option with WebSnip Extension

Learn how to set up keyboard shortcuts for quick access to DataSnipper's WebSnip Extension in Chrome or Edge.

How to setup keyboard shortcuts for WebSnip Extension

Use the WebSnip Extension to capture data and evidence from your client's ERP portal, with URL and timestamp, synced into Excel.

How to extract data from Enterprise Resource Planning (ERP) software with WebSnip

Use the WebSnip Extension to capture data and evidence from web pages, including the URL and timestamp, and sync it straight into Excel. Requires DataSnipper v6 or later.

How to use the WebSnip Extension

WebSnip Extension

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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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