Features
How OCR, snips, matching, extraction, the document viewer and the agent work.
- How OCR works and why every document needs it
Why each imported document goes through OCR, PDF text versus visual OCR, what the OCR Status column means, and how the OCR quota works.
- Create and edit snips, and see what a sum snip adds up
The five snip types and their shortcuts, how to create, copy, delete and restore snips, read a sum snip's formula, and export annotated PDFs.
- Copy a table from a document into Excel with a table snip
Snip a table into Excel, adjust its rows and columns, repeat it over several pages, and use detected table suggestions.
- Vouch a sample against your documents with document matching
Run a document match from a sample in Excel, read the green, amber and red results, set column options and save the setup as a template.
- Extract the same fields from many documents into Excel
Use AI Extraction for varied or multi-page documents and Form Extraction for a fixed layout: steps, field types, limits and review.
- Open, search and zoom documents in the document viewer
Open a document from the list or a snipped cell, switch documents, zoom, search across documents, and what to do about blurry pages.
- Work in your workbook with the agent
What the agent can do in Excel, how to approve or undo its changes, prebuilt agents, attachments, and how it uses AI credits.
- Supported file formats
Which files Blast Audit imports and how each is converted to PDF: .msg and .eml with attachments, XML as raw text, ZIP archives, and size limits.
Still stuck?
Email the team with what you tried and, if you can, a screenshot of what you see.