10 results found
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Additional fields for Contract Extraction
Contract Extraction - fields that are important: Term and Notice period
5 votes -
template sharing user to user
sharing templates user to user on clients (document matching and form extractions) without putting them as company templates which we do not want to do as we have thousands of users that have specific needs to each of their clients and team members must have ability to have templates created by one user be transferrable to another instead of the big waste of time of having each user have to recreate the template from scratch when the work is reassigned on a client staff. This is important and we were told will be addressed in v5.1 in 2023 yet we…
9 votes -
Form extraction for specific pages
It'd be nice if I could designate which pages within a large PDF I want form extraction to be applied... let's say I have a 100 page PDF but I only want to perform some form of form extraction on 20 of those pages and they are dispersed throughout the 100 pages, it would be nice to set up the form extraction and then say, go apply this to pages 2-5, 7-11, 19-31, and so on and so. Thanks!
2 votes -
1 vote
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Featured templates not always working
The featured templates in form extraction are not always working accurately. I'd suggest we review them more thoroughly and make them accurate. Also I'd suggest to add a more specific instruction (for example which year the templates apply to).
6 votes -
Wildcard Keys
Currently, there is only an option to have a key exactly match the text character for character. There should be an option to have keys which follow a similar pattern. For example, a backslash followed by four numbers. So instead of the key being "/2023", it would be "/####" and would pick up all lines whether it says /2022, /2023, or /2024.
1 vote -
6 votes
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SORT
i WANT TO SORT INFORMATION IN FORM EXTRACTION
3 votes -
Dark view color scheme
Green color scheme within Invoice Extraction doesn't work well with the dark view of excel.
1 vote -
Add folder 'All' to FE featured templates
Add a folder in featured templates of FE: 'All', include the templates of confirmations.com in this folder. Make this the default folder when opening the FE window.
2 votes
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