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

Learn how you can export AI-powered queries and summaries of all source documents from UpLink as Snips in your Excel workbook.

What is UpLink?

UpLink is an AI-powered ‘Prepared by client’ (PBC) portal designed to empower auditors by transforming client document requests into real-time insights. Leveraging the secure portal, auditors can easily create, track, and manage PBC requests in a centralized workspace, and eliminate communication loops in audit engagements.

Pre-Requisite:

  • UpLink Add-on Module
  • DataSnipper Platform Version 6 or later

How-to Video:

Step-by-Step Guide:

  1. Once all the supporting documents within an engagement has been approved, click on the Options (…) on the right-hand corner of the panel within UpLink.
  2. Select ‘Export to DataSnipper’ from the drop-down menu.
  3. All annotations, responses to AI queries and document summaries are downloaded onto your device within an Excel workbook.
  4. In the Excel workbook, click on cells to view cross-references to source documents. 
  5. Queries involving multiple Snips are displayed alongside page numbers of its sources within the Document Viewer.
  6. You can also view the summaries of your source documents (in this case, Lease Agreements),  in the Excel workpaper tab titles ‘Summaries’.

Please note that UpLink is a separate paid module.