Datasnipper

How to import PBC documents from UpLink directly into a DataSnipper workbook using the From UpLink import option.

How to import documents from UpLink into DataSnipper

How to use UpLink to manage PBC document requests, review AI-annotated responses, and export pre-validated workpapers into DataSnipper for financial audit procedures.

How to leverage UpLink for Financial Audits

How to use UpLink to manage SOC 2 audit document requests, review AI-annotated responses, and export pre-validated materials into DataSnipper.

How to leverage UpLink for SOC 2 Audits

Export AI-powered queries and document summaries from UpLink directly into your DataSnipper Excel workbook as Snips.

How to export AI Queries and Summaries as Snips from UpLink to DataSnipper

Create UpLink engagements that hold your client document requests, manually or in bulk with an Excel template, and update them later in Excel.

How to create a new engagement on UpLink

Add Custom Attributes to UpLink document requests to organize them by priority, department, control number, phase, and more, including in bulk via Excel.

How to set Custom Attributes to document requests

Create document requests inside an UpLink engagement and fill in the request panel: title, description, attachments, assignee, queries, and custom attributes.

How to create a manual document request on UpLink

Use AI queries in UpLink to ask questions of client documents, get answers with source references, and review, approve, or modify standard and ad-hoc queries.

How to generate and view AI queries on UpLink

Use UpLink's AI features: Magic Find search, AI Queries that run as documents arrive, and automatic document summaries for documents marked In Review.

How to use AI features in UpLink

A client guide to UpLink: receiving document requests, using secure links, uploading files, marking requests sensitive, asking questions, and delegating.

How to use UpLink as a client

An overview of UpLink, the AI-powered PBC portal that lets auditors create, track, and manage client document requests in one secure, centralized workspace.

Introducing the refreshed UpLink interface

FAQ articles for UpLink features and functionality

FAQs for UpLink

UpLink

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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.

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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.

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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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