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How to remove documents from DataSnipper

Delete imported documents from your workbook

Overview

You can remove documents from a DataSnipper workbook at any stage of the preparation or review process, for example, after a test is complete or for compliance reasons.

How to Remove Documents

  1. Click the Remove button in the DataSnipper toolbar.

  2. A filterable list of imported documents will appear. Select the document(s) you want to remove.

  3. Confirm the removal.

When a document is removed, all pages of that document are deleted from the workbook. Removing documents is different from removing Snips: the existing Snips and their Excel cell values remain, including when you remove every imported document. The links to the removed source pages no longer work. A missing-document error refers to following an unavailable source link; removing the document does not replace the existing cell value with “Document not found” or clear that value.

Compliance and retention details

For a compliance review that requires exact hidden-sheet, OCR/index or audit-record retention, provide the DataSnipper version and the operation used so those details can be verified for that version. They are not established by the document-removal steps above. Removing imported documents is not a guarantee that every trace, backup or separately stored copy has been erased. Find the version in DataSnipper > Learn > About when accessible. If it is unavailable, share the operation and workbook details you do have so the next verification step can be coordinated; do not treat a version number alone as proof of retention behavior.

Explainer video

Watch this one-minute video for a quick walkthrough of removing documents.

What the video covers: a short walkthrough of removing documents from a DataSnipper for Excel workbook. It shows where the Remove button sits in the DataSnipper toolbar, how to select documents from the filterable list, and what happens to Snips linked to pages once their document is removed.

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