- 1 February 2021: Preview release
- 1 Marchj 2021: SMB Release
- 1 June 2021: Enterprise Release
- Form Extraction
- Table Snip multiple Pages
- Improvements for Document Matching and Find all Sums
- Export with Snips and comments
- User metrics dashboard
- Text Recognition supports 73 languages
With Form Extraction, you can extract values from similarly structured documents. Snip all the values you want to extract if everything looks good in the preview table. After clicking the extract button a new sheet will be created with a snip for all values and documents.
Find all Sums
The "Find all Sums" now includes horizontal and totals in different columns. By simply importing the documents and clicking Find all sums, DataSnipper finds all the sums from different columns.
Options for Document Matching
With Matching options, you can add different options in your document matching by clicking the "..." button. You can set a column as required so if a field in that column is not found, the corresponding row will be left empty. You can also allow a difference up to a specified amount when matching a value.
Start by selecting the documents, the input columns, and the output columns. Then you can assign options to the desired columns.
Table snip on multiple pages
The "Table snip" feature allows you to extract tabular data from multiple pages. Draw a rectangle around the data (excluding headers) in the PDF, so your first Table snip is created. Then click the "...", you can choose on which pages it should create addition table snips for the same positions. This is especially useful for tabular data on PDFs and it can process up to 10.000 pages.
Document overview for export, remove, and groups
With “Document Overview” you can view all the imported documents in a single window where you can select or deselect the documents of your choice. This new overview window will automatically pop up when you want to export documents, remove documents or create groups.
Export with Snips and Comments
While exporting documents, you can now export all the snips and comments attached to the document. Start by clicking the export button in the ribbon panel, select the documents you want to export in the Export window, and then select the “Export with snips and comments” option.
Text Recognition now support 73 different languages
Text Recognition now supports hand written text for English and printed text for the following languages: Afrikaans, Albanian, Asturian, Basque, Bislama, Breton, Catalan, Cebuano, Cornish, Corsican,
English, Fijian, Filipino,
French, Friulian, Galician,
German, Gilbertese, Greenlandic, Haitian Creole, Hani, Hmong Daw,
Indonesian, Interlingua, Inuktitut, Irish,
Japanese, Javanese, Kabuverdianu, Kachin, Kara-Kalpak, Khasi,
Korean, K’iche’, Luxembourgish, Malay, Manx, Neapolitan,
Portuguese, Romansh, Scots, Scottish Gaelic,
Turkish, Uzbek, Volapük, Western Frisian, Yucatec Maya, Zhuang, and Zulu.
Audit Trail shows all embedded documents
The DataSnipper worksheet always shows a complete list of all embedded documents. This allows Regulators and clients without DataSnipper to reperform all work.
Import MSG, ZIP, and TXT
When importing files in DataSnipper, you can now select MSG files with attachments, ZIP, and any text-based format like HTML, XML, CAMT, RTF, and TXT. When choosing these files, they will be automatically converted to PDF and opened in your Document Viewer.
- Solves issues with ‘Waiting for OLE connection’ message caused in combination with certain other Excel Add-ins
- Removes 'Audited with DataSnipper' tag
- Improved speed and reliability
With the ‘Table Snip’ you can automatically extract tabular data from PDFs into Excel. Draw a rectangle around the data in the PDF and the table is pasted into Excel. If necessary, you can add or remove columns with the plus and minus buttons.
Find all Sums
With ‘Find all Sums’ you can automatically calculate all the sums in a document. This feature is particularly useful for calculating the mathematical accuracy of a financial statement. DataSnipper will create a new sheet and text snip the totals of a sum in column A and sum snip the parts of a sum in column B. You can now easily review the mathematical accuracy by clicking on the snips.
Document matching with multiple document groups
With Document Matching you can automatically match source documents (e.g. invoices, bank statements, contracts, delivery notes, etc) with Excel data. This feature enables you to prefill your tests of details. Please watch this video to learn more about
In version 2.1 Document Matching is improved with the possibility to match data to multiple document groups. For example, you can cross check Excel data with invoices and bank statements in one test. To achieve that you can segment the imported documents into invoices and bank statements with the ‘Add Group’’ button. Then you can assign the preferred columns to drop the snips and run the test.
Navigating between search results is improved with an easy to use dropdown with a list of all the search results. The results are organized by document name and page number. You can jump from one location to the other by hovering over a search result.
With One-click search you check if a date or amount also appears on a different page or PDF. When you click on the date or amount in the PDF you see a list of all the matches. Please watch this video to learn more about one-click search: Here
Multiple snips to one cell
Now you can link two or more snips to one cell. This enables you to reference two different locations on a PDF or different PDFs to one cell. You can link another snip to a cell by pressing CTRL while making a snip. You can create multiple snips to one cell with the sum, text, validation, and exception snip.
With the ‘Export’ button you can export the current PDF or all imported PDFs to a folder. This is useful if you want to store the PDFs separately and do not have access to the original PDFs anymore. After you click on one of the two buttons you can select the folder where you want to export.
Include PDFs enabled by default
In version 2.1 ‘Include PDFs’ is enabled by default. With ‘Include PDFs’ enabled all imported files are embedded into the Excel file. This is practical when you share a DataSnipper with a colleague or upload it into audit management system. Because they cannot reach the original PDF file. If you want to disable ‘Include PDFs’ by default for the whole organization send an e-mail to email@example.com .
Improvements Version 2.1
• Performance improvements Text Recognition and Document Matching
• Text Recognition has improved supports for English, Dutch, German, France, Spanish, and Portuguese
• DataSnipper Add-in is never disabled by Excel.
• Saving of snips and documents is completely resilient.