Leverage this integration to streamline the audit process, specifically the request, retrieval, and management of documents. By facilitating these actions within one unified system, eliminate manual steps
Pre-requisites:
- DataSnipper v6.1 or later
- Suralink Account
For admins: Learn how to manage API keys within the DataSnipper Dashboard here
Disclaimer: User Management System is required to be enabled by the organization, and the user needs to log into DataSnipper with the same email ID used for Suralink.
Video Tutorial:
Step-by-Step guide
- Click on the Import icon on the DataSnipper Ribbon in your Excel workbook, and select the ‘From Suralink’ option.
- The pop-up will log you into Suralink with the same email ID as DataSnipper's User Management.
- Once logged in, you can view all your engagements from Suralink directly.
You are not required to re-login when you remain longed into DataSnipper with UMS.
- Select the engagements you would like to import into DataSnipper, and click on the Import button.
- You will see that the document is now imported and ready for use with DataSnipper. Access the document on the Document Viewer and conduct your audit processes seamlessly.
File storage is dependant on your workbook settings. Please ensure that 'Embed PDF' is toggled on in your workbook. This way, files get added to the workbook.