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Use Document Viewer and Create Snips

Blast Audit lets you capture evidence from a document and write it back into Excel. The main manual tools are `Text Snip`, `Sum Snip`, and `Table Snip`. You may still see `Copilot Audit` in a few older labels.

Written by William Karkegi
Updated over 2 weeks ago

Blast Audit lets you capture evidence from a document and write it back into Excel. The main manual tools are Text Snip, Sum Snip, and Table Snip. You may still see Copilot Audit in a few older labels.

Who this is for

  • Auditors tying source evidence to workbook cells

  • Users whose documents have already finished OCR

Before you begin

  • The document should be OCR-complete

  • Select the target Excel cell before creating a snip

  • Snip creation is blocked in read-only mode

How to do it

  1. Open Documents and choose a file.

  2. If Blast Audit shows OCR Required or Processing, stop and return after OCR finishes.

  3. In Excel, select the destination cell.

  4. Choose Text Snip, Sum Snip, or Table Snip.

  5. In the viewer, drag over the evidence you want to capture.

  6. Blast Audit writes the result into Excel and stores the linked snip.

Expected result

  • The value lands in the correct Excel cell

  • The snip is tied to the right page area

  • You can reopen the document later and still see the evidence link

Avoid this

  • Forgetting to select a destination cell first

  • Snipping from a document that is still processing

  • Making a table selection much larger than needed

If it still doesn't work

  • Recheck OCR status in Documents

  • Try a smaller selection area

  • If support needs to help, send the document name, page number, snip type, and target cell

Practice with sample files

  • Search for Practice with Starter Documents in this collection.

  • Use the attached PDFs and CSVs there to test this workflow before you use live client files.

Read next

  • Upload First Documents

  • Run First Document Matching

  • Fix Snip, License, and Access Blocks

  • Practice with Starter Documents

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