How to add an Exception Snip to a document

With the exception snip, it's possible to indicate that data on a document is not validated by your personal judgment.

About Snipping

With DataSnipper you can cross-reference Excel with supporting evidence, like PDFs, images, MS Word and Excel files. The references are stored in the workbook. This makes it very easy to review audit procedures.

Adding an Exception Snip

  1. Click the Exception Snip into active mode
  2. Select the cell that you want to link to the PDF
  3. Drag a rectangle around the relevant location on the PDF
  4. The cross mark that appears in the cell is now linked to the rectangle on the PDF.

exception-snip

You can use your right mouse to click on the document to change a validation snip (green) into an exception snip (red)

FAQs

  1. Can you edit the tickmark entered in Excel when you use the Exception Snip?
    When creating an Exception Snip, by default a red X will be entered in the Excel workbook. It is currently not possible to change the default tick mark. After you created the snip you can change the content of the cell, its color, font, and font size and this should not impact the link between the cell and the snip on the linked document.

    Note that when you change a Text Snip to an Exception Snip the content of the cell remains the same but the font color and cell color will change.

    You can also use the “Find and Replace” functionality in Excel to automatically replace all Exception Snip contents at once.