How to remove Documents from DataSnipper, for example, due to compliance regulations or just to clean up your Excel workbook.
Cleaning your workbook file
- Use the Remove button in your toolbar
- Choose one of the options that suit your needs
Removing documents that are embedded within the DataSnipper enabled excel workbook is a very straightforward and can be performed at any stage of the preparation or review process:
- Choose document to Remove: This allows the users to select from a filterable checkbox list the name of a document or a set of documents to remove from the DataSnipper enabled excel workbook. If a specific document is selected then all pages of that document will be removed. In the event that any of these pages had snips the data will remain within excel without a link to the document.
If you have the Enterprise Package, you can go to the "How to use Advanced Document Management" article to learn more on advanced removal features.