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:
- 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.
- Select ‘Export to DataSnipper’ from the drop-down menu.
- All annotations, responses to AI queries and document summaries are downloaded onto your device within an Excel workbook.
- In the Excel workbook, click on cells to view cross-references to source documents.
- Queries involving multiple Snips are displayed alongside page numbers of its sources within the Document Viewer.
- You can also view the summaries of your source documents (in this case, Lease Agreements), in the Excel workpaper tab titles ‘Summaries’.
If the answers are not approved before export = They are presented as Text Snips in the workbook.
Once approved, the answers appear as Validation Snips.
Please note that UpLink is a separate paid module.