22 results found
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Document folders
When choosing documents for form extraction, you should be able to choose from an existing folder - this feature is available in document matching already.
Thanks1 voteThis is available with Version 6 and onwards.
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Allow automatic OCR setting to be configured to only apply to file types where it is beneficial
Currently, enabling automatic OCR applies to all files. It would be great to have an option to have automatic OCR only apply to files that would otherwise trigger the 'Run OCR' option during file import. This would ensure we don't run OCR on files where it's not recommended, but also users wouldn't have to do the extra click for running OCR because we recognized a file type where OCR is recommended.
1 voteAutomatic OCR will only apply to documents with no text layer. If you import a document which contains text, this will retain that text layer (even if automatically apply OCR is set). As a user you would need to manually choose to apply OCR in that instance.
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Removing the ability of the search function to highlight search "hits" for any text that has been redacted
I noticed recently that when I redact text, that text can still show up as a "hit" when I search for something... I think there should be an option where redacted text should either be excluded from search "hits" or shouldn't be included any searching at all. Thanks!
1 voteThis is already in place. Please apply redactions, remove your initial search and then re-attempt to search.
If this is still finding the redacted data please reach our to support@datasnipper.com to assist.
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Adding an option / dongle: "allow partial matches" or "exact matches only"
It would be useful to add an option/dongle: "allow partial matches" or "exact matches only" in the document matching set-up. This would help to avoid false positives in case only exact matches are needed.
3 votesThis is in place with V6.1
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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.
Regards39 votesThis is a setting available in V6.1
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Form Extraction Folders
It would be useful to be able to use folders while importing docs in form extraction.
11 votesThis is included with the upcoming v6 release, reach out to your CSM to find out more details or to try out our new version
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can you make it so that the text snip is able to snip data into excel and keep the formatting of the cell that the data was snipped to?
can you make it so that the text snip is able to snip data into excel and keep the formatting of the cell that the data was snipped to?
13 votes -
ID (Driver's License, Passport, Social Security, etc.) Extraction
Extract relevant fields from identification. This is supported through Microsoft Azure's Document Intelligence (https://learn.microsoft.com/en-us/azure/ai-services/document-intelligence/concept-id-document?view=doc-intel-4.0.0)
1 voteImplemented and available with V6.1 AES.
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loading screen
When working with large files with thousands of lines of extractions, it would be great if there was a loading screen window that allowed the extractions to finish while you click out of the Excel window and can work on emails for example. Currently if you click out, it stops the extractions. (posted on behalf of pilot group feedback)
1 voteA loading screen is in place with V6.1 advanced extractions. Users can work with emails while they await the results of extractions.
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Change order of extraction fields
Add possibility to change the order of extraction fields in form extraction
19 votes -
Datasnipper "Popout" as reviewer
When I review workpaper with snips, it pops up the embedded documents with the snips. Sometimes I just wanted to review the data but not the documents, but everything i clicked the data, it pops up the documents, and i have to constantly click to close it.
Can we put an option to stop the popup after we close it 5 times in a row or something?1 vote2 mentions:
This is available by navigating to the viewer button and selecting to disable automatic opening.
This will also be an upcoming setting which you can toggle for all workbooks.
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PDF Comparison
Have datasnipper compare two different versions of a PDF in excel. I.e. V1 and V2 reports.
Datasnipper will then create a new tab with a list of exception snips that highlight any differences between the two pdfs.
1 voteThis is currently available as a feature called Version Compare (available under the Enterprise Package or with the purchase of the Financial Statement Suite add-on)
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Make DataSnipper available for MacBooks
Make DataSnipper available for MacBooks
2 votesIt can be used in Excel online version.
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Web snip
Use all manual snips directly from the web in the Datasnipper viewer (creating automatic screenshots).
6 votes -
Enable a Form Extraction feature based on a history of prior manual snips
Let's say I manually added snips to 10 PDF files but then a month later, I imported another ten PDF files with the intention of adding the same snips to those ten new files... it would be nice if I could use the Form Extraction feature to basically automate prior manual snips... i.e., I could instruct FE to say, perform the same form extraction snips on these ten new documents based on the manual snips of these prior imported PDF documents.
1 vote -
Add Table Snip functionality to Form Extraction
It would be useful if we could use table snip within form extraction to make it easier to extract tabular data from forms.
6 votes -
Dark view color scheme
Green color scheme within Invoice Extraction doesn't work well with the dark view of excel.
1 vote -
Slow Excel Load Time
Excel (Office 2019) opens slower when the DataSnipper add-in is enabled. Anything that could be done to speed this up would be appreciated. Additional details: v4.1.5 only 1 to 2 seconds slower, v5.0.7 3 to 5 seconds slower.
2 votes -
Fuzzy search
Would be great if the search function allowed a "fuzzy search" to return any similar items. For example, if searching for a person's name and existing item is "Smith, John", the fuzzy search would find items in the PDF with similar names (like Smith or John Smith).
1 vote -
Remove table snip suggestion
The table snip suggestion sometimes obscures values that I am trying to look at. This is really frustrating when I'm scanning through the document and trying to find values. I then have to zoom in 150% to be able to see the value.
1 vote
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