How to import and organize documents in DataSnipper Excel Online

Learn how to use the Document Organizer in DataSnipper Excel Online to efficiently import and sort your PDF files for an organized collaboration.

About Document Organizer in Excel Online

Document Organizer is a one-stop shop for importing your source documents, renaming them, and even removing documents when necessary, helping you to quickly start your audit and finance procedures.

Prerequisites

• Microsoft Excel Online
• Microsoft E-mail Account
• Cloud Collaboration Suite add-on

How-to Video

Import documents and folders

You can easily organize and find what you need in an instant tailored to your work in Excel Online.

In Document Organizer, there are multiple ways to import documents and folders.

• You can click on the Import Documents button to import one or multiple documents.
• You can click on the Import Folders button to import one or multiple folders. 
• You can simply drag and drop the documents/folders you would like to import to Document Organizer.

Arranging Folders

• You can add folders by clicking on Add Folder button.
• The options button will allow you to rename or remove the folder. 
• If you would like to move documents into a folder, you can do so by dragging and dropping selected documents into the designated folder.
• Or you can click on the move button to move into a new folder.

View your documents

Once you have imported your documents, you can view them alongside your Excel workbook via the Document Viewer. You can also view your document on a second screen by clicking Show viewer in new window, which you can find under Viewer on the Excel ribbon. 

Removing Documents

You can also reduce the workbook’s file size by removing documents via the document organizer. All you need to do is select the documents you want to delete and click ‘Remove’.

Adding comments to documents

Add comments to place additional information in a document for yourself or your team.

1. Press the Comment button from the DataSnipper ribbon
2. Draw a rectangle on the document and insert a comment
3. After you have created the comment, you can edit or delete the comment after clicking right at the comment field.

Supported files:

"PDF", "BMP", "JPG", "JPEG", "PNG", "EMF",  "TIF", "TIFF", "JFIF", "XPS", "RTF",  "TXT", "XML"