203 results found
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Disable Document Viewer on program start
Hi,
users reported that if they import PDFs into an Excel File using DataSnipper, the document viewer opens that file everytime you open the Excel document.
It would be nice to have an option to prevent DataSnipper Document Viewer from opening when opening an Excel File that contains imported PDFs.
Regards37 votes -
Indicate when there is no exact match
For document matching, when there is no exact match (f.e. when fuzzy text match or a threshold is enabled), it would be nice if the output would somehow indicate that there is no exact match. For example by giving the snips that do not have an exact match, a different colour.
20 votes -
Document Matching + Form Extraction (VLOOKUP)
It would be very helpful if DataSnipper could essentially perform a VLOOKUP based on snipped data. For example, if a text snip or form extraction scrapes an employee's name from the sample supporting documentation, the tool would then automatically pull in the job title of the approver (based on a separate HR Excel listing that we can also import into DataSnipper), and input it into the cell in the adjacent column. The idea would be that as employee names are populated from the supporting documentation, the associated job title would be pulled in automatically (basically a VLOOKUP but native to…
20 votes -
Redact text for multiple forms
Use form extraction to redact text fields over multiple of the same forms. An example could be redacting social security numbers on all payslips at once.
20 votes -
Sort snips in Excel
It would be great if it was possible to perform sort through Excel functionality on snips inserted into Excel without messing up the DataSnipper links to the documnet.
20 votes -
Bring back multiple tests for DM
Bring back the option to add multiple tests for document matching in one workbook.
20 votes -
16 votes
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Table Snip Templates
Ability to save Table Snip templates. Example: on a recurring basis investment reports are received, where only a subset of tables is to be extracted. Being able to save the specific table set as template would allow for efficiente extraction of tabular data upon receipt of the reports.
15 votes -
Option to undo the ''remove header'' option once applied
Would like to have an option to undo "remove header'' in the table snip or have an option to add that back if it's been removed by mistake.
14 votes -
Disable automatic datasnips search in documents
Recently, while using the program, I have noticed that it automatically searches for and retrieves snips of text from various documents. While this feature can be useful in most cases, it causes Excel crash very fast (even if imported documents are compresed). Therefore, I would greatly appreciate it if the automatic data snip search could be disabled by pressing an option button, similar to the calculation options in Excel.
14 votes -
Disable table snip suggestions by default
I would like to be able to disable table snip suggestions as a default setting, that way I don't have to disable that feature in every workbook I open. I don't utilize the suggestions much more often that I do use them, so they tend to get in the way.
12 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 documents11 votes -
Single PDF, multipage Invoice Extraction
Allow invoice extraction on single PDF with multiple invoices, without needing to split PDF into separate invoices
10 votes -
Better imports of Excel files
Cleaner imports of Excel files that capture formatting accurately and can import data from each tab as individual pages
10 votes -
Allow undo to retain expected functionality
When a snip is added, all prior work is "forgotten" so that undo can only undo the last snip. Any previous work can therefore not be undone.
I lose the ability to undo the last few adjustments made as soon as I apply a snip.
The suggestion is to allow the "undo" function to operate as standard so that all previous actions can be undone.
10 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 -
Change notification to 'File type not supported'
When importing a powerpoint file (which is a not supported file type by DS), user gets notification 'Document not imported. You have already imported these into DataSnipper'. This is misleading as it looks like the document is already imported (which is not the case). Instead of this notification, can we change the notification to 'File type not supported, try printing it to pdf before importing the document instead'. Or something similar :)
9 votes -
Interface with ERP to obtain documents from the ERP directly
Request coming from financial control departments: next to having document matching, I'd love to have a plug in that can also automatically extract the documents related to the selected samples from the ERP system
8 votes -
Consistency in decimal recognition
DS should make use of the standard method of decimal identification and apply that to all numbers within a document.
i.e. 8,930.15: ","is a thousand separator while "." is a decimal separator. If this is the standard for all numbers in a document, then a number presented as 45.118 should be read with "." as a decimal separator (not a thousand separator).
8 votes -
Enable annotation,and underlying
Enable annotation and underlying (framing, shapes, arrows, etc) on the imported documents.
8 votes
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