How to remove Documents from DataSnipper, for example, due to compliance regulations or just to clean up your Excel workbook.
Cleaning your workbook file
Cleaning your file is easy in DataSnipper. From a compliance perspective, it can be useful to remove documents after your test proceeds.
- Use the Remove button in your toolbar
- Choose one of the options that suit your needs
Removing documents
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.
Explainer video
Please watch this 1-minute video to learn everything you need to know.