Knowledge Base
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Platform
Getting Started with DataSnipper
Use cases
Test of Detail
Test of Control
Walkthrough
Financial Statement Procedure
General Procedures
Testing Methods
Platform
Snipping
Document Matching
Document Extraction
Find all sums
Document Management
Excel Workbook
Tips & Tricks
Add-on Modules
Financial Statement Suite
Analytics
Metrics Dashboard
Set-up
Installation
Integrations
Security
Troubleshooting
General
Text Recognition (OCR)
License
Onboarding
Onboard firm
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Knowledge Base
Platform
Getting Started with DataSnipper
Use cases
Test of Detail
Test of Control
Walkthrough
Financial Statement Procedure
General Procedures
Testing Methods
Platform
Snipping
Document Matching
Document Extraction
Find all sums
Document Management
Excel Workbook
Tips & Tricks
Add-on Modules
Financial Statement Suite
Analytics
Metrics Dashboard
Set-up
Installation
Integrations
Security
Troubleshooting
General
Text Recognition (OCR)
License
Onboarding
Onboard firm
Platform
Learn how to use the features of the platform.
Snipping
Getting started with Snipping 📹
How to use Text Recognition (OCR) to enhance the text quality
How to add a Text Snip to a document
How to add a Sum Snip to a document
How to add an Exception Snip to a document
How to add a Validation Snip to a document
How to extract tabular data from a document with the Table Snip
How to extract tables from multiple pages
How to overview all Snips in a document
How to delete Snips
See more
Document Matching
How to automate your test with Document Matching
How to use Document Matching with multiple document types
How to use advanced document matching options
How to delete groups from document matching
Document Extraction
How to create company templates in Form Extraction
How to extract data per page or line using Form Extraction
How to use Form Extraction
How to edit keys when using Form Extraction
How to use Invoice Extraction
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Find all sums
How to use Find all Sums
How to analyze a financial statement using Find all Sums
Document Management
How to use Advanced Document Management
How to use Document Organizer
What do the different colors of snip mean
What file types are supported by DataSnipper?
How to include or exclude PDFs in Excel
How to remove documents from DataSnipper
How to view documents on a second screen
How to search through your documents in DataSnipper
How to document your audit procedures with DataSnipper
How to hide sensitive information
How to compress the file size of workbooks
See more
Excel Workbook
How to use External Guest Access
How to configure user-level settings of DataSnipper
How to connect many snips to many cells
How to customize cell styles of snips
How to move downwards while snipping
How to edit the cell content of a Snip
How to not lose snip references by sorting
See more
Tips & Tricks
How to use keyboard Shortcuts with Datasnipper
How to Search & Snip using the smart search panel
How to add comments to documents
