103 results found
-
Custom Extraction field options
Allow more options within each extraction model as well as allowing custom extraction options.
33 votes -
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.20 votes -
Identification when a snip has been edited
If a snip is edited after the fact (i.e. change the numbers in a sum snip or change the text in a text snip). It would be great to have a clear indication of this.
6 votes -
11 votes
-
Search and snip from only selected files (instead of all of them)
Would like the ability to search and snip within certain files (not all files uploaded). When you filter for files, it will limit the files that appear but when using the search bar it will search through files outside of the filters.
6 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 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.
15 votes -
Formulae in sample for Template
Sometimes the input cell of a document matching setup contains a formula (it is based on other cells within the sheet). It would be nice to maintain this formula when saving the template.
7 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…
16 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…
33 votes -
Allow dynamic input columns when using document matching templates
Allow dynamic input columns when using document matching templates. i.e. column C is the input selected in the template. If a column is added before column C then that input column changes from column C to D to ensure that the input to output remains aligned.
3 votes -
Definition of output columns in form extraction
add the ability to define the output columns within your Excel workbook for document extraction according to document matching (3rd step of the setup).
11 votes -
Include page numbers in export to excel in Form Extraction (per page)
I want the ability to see the page numbers in Export to Excel as they are shown in the preview of Form Extraction, extract per page.
2 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.
25 votes -
Ability to recognise and extract small tables
When adding specific page numbers to snip tables from (in v6), certain tables which have less than 3 rows and columns are not extracted. Would like if all tables irrespective of the number of rows and columns are extracted.
4 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.
5 votes -
Updating signs within sum snip
It would be nice if the sum snip would retain the initial sign adjustments when an additional item is added in. Currently if you have a (500+400-100) and then add in a +200, the -100 reverts to a plus 100.
5 votes -
Preference setting to choose viewing option
I would like to suggest a setting that would allow a person to change their excel options for their viewer preference. Myself, I almost always work with the viewer in another window, since it can take up a lot of space in a large excel sheet. Having a spot where a person could set it to automatically go there every time I create or open a file would be a very nice option.
7 votes -
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.
2 votes -
Search should not cover snips
Search (yellow highlight) covers snip results. This makes it difficult to view snip results in some instances.
In addition, search shows entire rows and not the exact search match.
2 votes
- Don't see your idea?