20 results found
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Custom Extraction field options
Allow more options within each extraction model as well as allowing custom extraction options.
41 votes -
Template Search Bar
Under company templates, there should be an option of a search bar in order to search for specific templates, as in those cases where there a huge number of templates created under company templates section, it becomes a tedious task when looking for a specific template.
9 votes -
Extract checkmarks and tickmarks from forms
It would be useful if Form Extraction was able to extract checkmarks and tickmarks from form boxes. This is prevalent on many tax forms as well as some forms audit teams review during test of detail.
7 votes -
Intuitive Template Deletion
Can we implement a more intuitive method for deleting DM/FE templates, such as using a three dots menu? The current method, which requires a right-click, is not user-friendly. A more straightforward deletion process would simplify template management and reduce user frustration
3 votes -
Advanced extraction suite - other documents
Advanced Extraction Suite for paystubs and personnel action forms
4 votesPaystubs (along with others) planned to begin development within the next 6 months.
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Copy and repeat paste
Copy - paste works once but then I need to re-copy to re-paste (I cannot copy then paste x3) - this impacts general excel functionality.
2 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 -
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 votesMy 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.
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Bring back multiple tests for DM
Bring back the option to add multiple tests for document matching in one workbook.
20 votes -
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 -
Expand OCR capabilities within Form Extraction
Perhaps this already exists - I am not aware of it existing - but while I love the Form Extraction functionality, I find that there are often times where I am working in documents of similar format and presentation but with slightly different dimensions, meaning, Form Extraction works great on a standardized form (e.g., a tax standardized form), but let's say I am importing pay stubs for 100 employees and I want to use Form Extraction to add snips to those stubs and extract data, the moment that one of those pay stubs has an added line (i.e., a one…
5 votes -
Organize company templates
Be able to organize company templates (group them in folders or other organization)
11 votes -
Enhance comment text box visibility
When leaving comments on pages with a lot of text, the comment text box blends into the background, making it hard to read what I'm typing. It would be great if the text box could be improved for better visibility - perhaps by making the background solid or increasing the font size. This would help ensure comments are easy to write and read, even on busy pages.
3 votes -
6 votes
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Ability to reorder files for extraction
Ability to reorder files for extraction would be nice. Context of payroll summary reports which are named by calendar months. DataSnipper will extract based on the A-Z which doesnt match reality.
Currently, we are having to rename the files before uploading to enable accurate extraction as we want it
4 votes -
SORT
i WANT TO SORT INFORMATION IN FORM EXTRACTION
4 votes -
Paste Options
When pasting data in a column (for example trying to copy formatting) it overrides your previous data entirely, and you cannot undo the task, meaning all work has to be redone. Please can you allow either for an undo option or that paste special format does not override data
5 votes -
1 vote
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Ability to adjust font size in comments
The font size in the comment boxes is sometimes too large. The ability to adjust the size would be helpful.
2 votes -
Output columns on document matching
Consider if you have 5+ columns in your input data, when in Step 3 and 'finaliz[ing] your document match,' have the default fields for the output columns be "No Input" to save time matching. Could also consider using a short key (i.e. pressing "1" when you want no output). I currently will press "A" to get me back to the top of the listing and then scroll up to the "No Output" selection.
1 vote
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