Learn how to use DataSnipper to perform a quick and efficient review of a Grant Agreement using Smart Search and Snips
Here you can download the workbook shown in the video including all of the sample data and documents.
Here you can download a blank version of the workbook shown in the video to use or customize for your own procedures.
- Grant Agreement
- Start by importing the Grant Agreement into DataSnipper.
- Use Smart Search to search for keyword like "Grantee" or "Grant No." and use Text Snip to start extracting data into your Excel worksheet.
- Use Table Snip to extract structure data into the worksheet, i.e., lookup "Fiscal Data" and snip the info as a table.
- Review the extracted data to ensure all information was flagged correctly.