25 results found
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More Flexibility in Excel to PDF Import
When importing Excel workbooks, DataSnipper currently creates separate PDFs for each tab, saved in the original folder. This can lead to a cluttered and disorganized folder structure.
Requested Features:
Selective Export: Allow users to choose which tabs to export as PDFs.
Destination Folder Selection: Let users specify a folder for saving the exported PDFs.
Single PDF Export: Provide an option to export all tabs into a single PDF.Benefits:
Reduces clutter in the original folder.
Provides greater control over file management.
Simplifies document management and enhances user experience by allowing a single cohesive view of the entire workbook.21 votes -
More functionality in organizing imported documents for export
I'd like to be able to reorder pages within the imported documents for the purpose of exporting that doc with that new page order. It would be even more helpful to be able to combine imported documents to create a new document that can then be exported (i.e. combining 10 imported .pdf in the "Invoices" folder into one 10-page .pdf).
2 votes -
Export with folders
Offering the option to export documents incl. the folder structure created in the document organizer. This can be super helpful when working with counterparties that don't use DataSnipper yet and need to receive my documentation such as tax authorities or private individuals.
2 votes -
Remove option, of remove pages with snips
It would be nice to have a remove option of remove pages with snips, so I can bulk remove duplicate sample pages for a more accurate document match, like removing all the checks from a combined pdf, that also includes invoices.
5 votesThis has been deferred (not planned for the next 6 months).
The problem noted of removing duplicate sample pages for a more accurate document match is something we would like to consider solving. An option to remove documents with snips however introduces an option to essentially remove links for work performed with DataSnipper.
Please continue to share this idea, we will continue to monitor for votes and comments!
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Drag and drop from e-mail directly to the document organizer
Please add feature of drag & drop from email client directly into the document organizer.
Takes extra time to first save on the computer and then drag & dropping it.
5 votes -
Zooming in and zooming out feature on all imported documents
Minor wish list here, but it would be nice to be able to set a zoom % for all imported documents rather than having to do it on each individual document. And I am not certain about this, but I think when you zoom in or out on an imported document, that zoom setting that was previously selected does retain. In other words, I think you have to reset the zoom every time on an individual document.
2 votes -
OCR identifies potential PII (personal identifiable information)
I am not sure if this falls under another category, but I was thinking it would be a nice feature to identify anything in imported documents that could potentially be considered personal identifiable information (PII). For example, perhaps an option under the "Remove" drop down, you could click a button that scans all imported documents for account numbers or social security numbers, etc. Not necessarily a feature that will redact this for you, but just looks for some generic patterns that might suggest that this is PII that would need to be redacted from the imported files.
1 vote -
Quick/Mass Redact
Quick/Mass Redact - when needing to redact long documents for identifying information it'd be nice to be able to redact info you know appears through out i.e. company name / reg number quickly. Currently searching for these in the top right to find all instances and then manually redacting each so on long documents with a lot of identifying info this is quite laborious
4 votes -
DataSnipper imported documents checking feature
Before archiving workpapers in the audit file, the end-user might be required to remove any imported documents using DataSnipper. The necessity of removing documents is dependent on the firms documentation requirements.
Currently it is time-consuming to go through all the excel workbooks and remove imported documents. Can a feature be developed which
1. identifies workbooks in a selected folder that have Imported Documents
2. Provides an option for the end-user to bulk remove imported documents12 votes -
Organize folders in the organizer
When multiple folders are created, these can be hard to navigate through. Maybe add the function of sorting in alphabetical order or search for folder names
6 votes -
slepen
Bestanden slepen naar Excel om het in Datasnipper te krijgen. Om bestanden in Datasnipper te importen moeten bestanden nu eerst lokaal worden opgeslagen of worden gekopieerd.
1 voteDrag files to import is available in the Document Organizer. This is a drag functionality from local storage however the drag functionality from other locations would require further integrations to be built. Integrations are in research. If you have a specific platform that you would like to drag files into DataSnipper from, please let us know so that we can investigate further.
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Improve user interface for "include PDFs in excel"
Currently it is possible to store documents in sharepoint and not include them in the excel document however this process is not verry clear. It would be great if there was a better worflow to take users through the process of referancing sharepoint files.
1 vote -
Supporting ppt files
Working with ppt file is a popular medium for working papers in Thaiwan.
13 votes -
Better format for uploading emails into workbook
Client feedback: When uploading emails into DS, the format doesn’t look very good. It’s too plain. Would be great if there's better formatting.
1 vote -
Ability to remove unreadale/corrupt files
Client feedback: Sometimes we have corrupted files that cannot be opened or removed, but still stays in the document list. I would like to remove them.
1 vote -
PDF Splitter/Auto Group
Would like to have the ability to split a large pdf into several smaller ones, and also have a button in the document organiser which would automatically cluster similar documents into groups.
7 votes -
Filter for more than just document name
In the Document Organizer, I'd like to be able to use the Filter field on the file "Status" to select documents. For example: to apply OCR to all files that have "Status" of Contains Text or to select all files that imported corrupted to remove those files in bulk.
1 vote -
Importing sub-folders
allow for the ability to import subfolders when dragging & dropping files/folders into Document Organizer.
many times, firms/clients will organize an audit by having many subfolders within one folder. Currently, the subfolder formatting does not carry over.
4 votesThis has been deferred (not planned for the next 6 months).
The current implementation allows all documents within each folder to be imported (the highest level folder will be replicated within DataSnipper but all documents within subfolders will be imported into that 1 folder).
Please continue to share this idea, we will continue to monitor for votes and comments!
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Move or Copy - Allow the transfer of snips and documents.
Currently, when using the Move or Copy functionality in excel, it does not transfer the documents ans cross-references from one workbook to another.
For excel files with thousands of snips in multiple sheets it's very important that this is enabled.
Currently I have to manually copy each sheet individually7 votes -
transfer snips
Have the ability to (or publicize it more) - the ability to replace documents (keep snips/abandon snips) when importing. there are 2 workflows this prospect identified to accomplish this:
1) Make Edits within PDF
a. Export PDF within datasnipper to a separate folder than the original PDF is saved on your computer (I am not sure why it has to be a separate folder).
b. Unclick “include PDFs in Excel” within excel file.
c. Exit excel and save.
d. REPLACE PAGES of PDF (for different version) or make edits as need be. Save and close PDF.
e. Reopen excel –…6 votes
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