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
Disclaimer: This is an early-stage beta release. Please note that it may present challenges in functionality and stability during use.
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.
- Enter your Suralink login ID in the pop-up window.
- Once logged in, you can view all your engagements from Suralink directly.
You are not required to re-login for future sessions. If the file is shared with other users, the new user will be prompted to login again.
- 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.