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Hello there,

We are constantly looking for ways to improve Datasnipper, and we believe that the best way to do this is by listening to our users. We would love to hear your ideas and suggestions for how we can make the product even better.

Whether you have a feature request or a general suggestion, we want to hear it all. Your feedback is valuable to us, and it will help us prioritize our roadmap and make sure that we are building the right things for our users.
If you want to report a bug, please use this link https://knowledge.datasnipper.com/kb-tickets/new to reach out to our support team. They will be able to help you troubleshoot the issue and ensure that it gets resolved quickly.

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267 results found

  1. Custom Extraction field options

    Allow more options within each extraction model as well as allowing custom extraction options.

    41 votes
    Planned  ·  18 comments  ·  AI Extraction  ·  Admin →
    How important is this to you?

  2. 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.

    35 votes
    Under Review  ·  4 comments  ·  Text Snip  ·  Admin →
    How important is this to you?

  3. 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…

    34 votes
    Under Review  ·  6 comments  ·  Document Matching  ·  Admin →
    How important is this to you?

  4. Single PDF, multipage Invoice Extraction

    Allow invoice extraction on single PDF with multiple invoices, without needing to split PDF into separate invoices

    31 votes
    1 comment  ·  Form Extraction  ·  Admin →
    How important is this to you?
    Deferred  ·  AdminJustin (Admin, DataSnipper) responded

    This has been deferred (not planned for the next 6 months).


    Please continue to share this idea, we will continue to monitor for votes and comments!

  5. 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.

    27 votes
    Under Review  ·  1 comment  ·  Form Extraction  ·  Admin →
    How important is this to you?

  6. 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.

    25 votes
    Under Review  ·  2 comments  ·  Document Matching  ·  Admin →
    How important is this to you?

  7. 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.

    25 votes
    Under Review  ·  4 comments  ·  Table Snip  ·  Admin →
    How important is this to you?

  8. 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.

    22 votes
    Under Review  ·  4 comments  ·  Document Management  ·  Admin →
    How important is this to you?

  9. Bring back multiple tests for DM

    Bring back the option to add multiple tests for document matching in one workbook.

    22 votes
    Planned  ·  3 comments  ·  Document Matching  ·  Admin →
    How important is this to you?

  10. Multi-language support on UI level

    Would be great if our tool supports languages besides English on a UI level. Getting push back from prospects in Taiwan & Korea (Crowe Taiwan, UHY Taiwan & UHY South Korea) as English is not their main language and they find it difficult to navigate a tool that does not support their local language.

    19 votes
    Deferred  ·  7 comments  ·  New Feature Request  ·  Admin →
    How important is this to you?

  11. 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.

    19 votes
    8 comments  ·  Document Viewer  ·  Admin →
    How important is this to you?
    Planned  ·  AdminJustin (Admin, DataSnipper) responded

    My apologies, the fix made was for the auto-enter into the search box.


    The ask of this ticket to not actually search the documents in the background to save on processing power has not as yet been addressed but is planned for resolution.

  12. 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.

    18 votes
    Under Review  ·  1 comment  ·  Comments & Markup  ·  Admin →
    How important is this to you?

  13. Enhance OCR accuracy to distinguish currency symbol and number

    Currently, in Document Matching, Form Extraction, etc., a currency symbol such as "￥" is recognized as a number"1" or "7" when extracting the amount of money, especially if it is handwritten.
    Ideally, improve the accuracy of OCR to distinguish between currency symbol and number.

    17 votes
    Under Review  ·  1 comment  ·  OCR (text recognition)  ·  Admin →
    How important is this to you?

  14. 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…

    17 votes
    Under Review  ·  4 comments  ·  Document Matching  ·  Admin →
    How important is this to you?

  15. 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.

    16 votes
    Under Review  ·  0 comments  ·  Table Snip  ·  Admin →
    How important is this to you?

  16. 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
    Under Review  ·  0 comments  ·  Table Snip  ·  Admin →
    How important is this to you?

  17. document matching

    Allow Document Matching to run the full input column selected even if there are empty rows between the sample data.

    14 votes
    Under Review  ·  0 comments  ·  Document Matching  ·  Admin →
    How important is this to you?

  18. Organize company templates

    Be able to organize company templates (group them in folders or other organization)

    14 votes
    Planned  ·  1 comment  ·  Document Matching  ·  Admin →
    How important is this to you?

  19. Allow configuration of 'embed PDFs in Excel'

    At the moment, there is a per-workbook setting to flick on or off 'Embed PDFs in Excel'. It would be useful to provide domain administrators with a method of applying this setting across their domain, and disabling the toggle for users.

    13 votes
    Under Review  ·  3 comments  ·  License & settings  ·  Admin →
    How important is this to you?

  20. 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).

    13 votes
    Started Work  ·  5 comments  ·  Text Snip  ·  Admin →
    How important is this to you?
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