Blast Audit can read the DataSnipper data saved in a workbook and import its documents and snips. Your DataSnipper data is left as it is.
Before you start
- Sign in to Blast Audit. The import is not offered in read-only mode or before your firm is set up.
- Work on a copy of the workbook the first time, so you can compare the two.
- Keep Excel open until the import and the OCR that follows are finished.
Import a DataSnipper workbook
- Open the workbook in Excel.
- On the Blast Audit tab, click Documents.
- Blast Audit detects the DataSnipper data and asks what to do. Depending on your version, this is a window titled Import DataSnipper data? or a banner at the top of the pane.
- Click Import now (window) or Migrate (banner).
- When it is done, Blast Audit shows how many items were imported, and how many were skipped or need review. OCR then runs on the imported documents.
If you are not ready, click Later or Hide for now. Don't ask again or Don't offer again stops the question for this workbook.
What is imported
| DataSnipper content | Imported |
|---|---|
| Documents embedded in the workbook | Yes |
| Text, sum, table, validation and exception snips, with their cell links | Yes |
| Snips of a type Blast Audit does not know | Yes, as text snips |
| Indexes | No |
| Comments | No |
| Matching templates | No |
If you need indexes or comments, click Contact us in the import window and tell us what the workbook contains.
When the banner is used, Blast Audit also writes a DataSnipper migration report: the items Converted, those that Need review, and why. Click View report to read it, or Export CSV to keep a copy.
Snip shortcuts
Open a document in the Blast Audit viewer, select the target cell, then use:
| Snip | Windows | Mac |
|---|---|---|
| Text Snip | Ctrl + = | ⌘ + = |
| Sum Snip | Ctrl + [ | ⌘ + [ |
| Table Snip | Ctrl + M | ⌘ + M |
| Validation Snip | Ctrl + , | ⌘ + , |
| Exception Snip | Ctrl + . | ⌘ + . |
Press ? in the viewer to see every shortcut.
Where to find things
The Blast Audit tab groups the tools: Documents, the five snips, Find All Sums, Comments, Markup, Match for Document Matching, Compare, Form Extraction, Financial Statements, and Extraction, Probe and Agent for the AI tools.