10 results found
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Template output from FE or DM
Currently any output from FE is named "Form Extraction" and the next is differeniated by "Form Extraction #". Instead, I would like the output of a Featured, Company or My Template to be i.e. "Form 5500 - Extract" instead of "Form Extraction" So, if you are using a template from FE or DM, the name of that template should be the name of the Excel tab when you export into Excel.
4 votes -
Recognition of alternative decimal / a thousand separators
There a many types of documents which use alternative decimal / a thousand separators such as in tax forms or payroll registers. These forms or system print-outs often use pre-set bars or grids to separates figures. It would be extremely helpful if DataSnipper could detect the logic behind these formats and extract information correctly.
4 votes -
Allow folders in Version Compare
If there is a large list of docs imported to a workbook it can be difficult to find the right docs in the version comparison set-up. It would be helpful to navigate via the folder structure to the relevant documents (similar to Form Extraction).
1 vote -
Export with folders
Offering the option to export documents incl. the folder structure created in the document organizer. This can be super helpful when working with counterparties that don't use DataSnipper yet and need to receive my documentation such as tax authorities or private individuals.
2 votes -
Full/Half-width Allowance
Document Match matches sample data and the data extracted from documents when both data matches perfectly. That is, it does not match when a sample data is written in half width while the data extracted is written in full width or vice versa. This is a typical case in Japanese documents, for example, ﾌｨﾙﾀｰ (half width) vs. フィルター (full width).
Ideally, Document Matching identifies words in half/full width and yet, matches both words as same key words.1 vote -
Improve Multiple Validation Snips Handling
Problem Statement
When using multiple validation snips in a single Excel cell, deleting one validation snip can result in unexpected behavior:
- Loss of important documentation text when removing validation snips
- Inability to selectively remove individual validation snips while preserving others in the same cell
- Inconsistent behavior when using "Remove snip but keep cell content" option with multiple validation snips
Impact:
This issue affects audit workflow efficiency and documentation quality in several ways:- Users lose valuable documented insights and testing notes
- Need to manually rewrite deleted content
- Risk of incomplete documentation if users forget details that were deleted
- Additional time spent…
1 vote -
Allow document match to force match to same paragraph.
Editing the force match same row (or adding a new option) to not be as dependent on the table snip identification.
1 vote -
Maintain document formatting
Specifically for table snip, allow formatting such as bold, italics etic. to be retained when snipping.
1 vote -
2 licenses
Have the ability to toggle between different licenses to allow easy testing of the latest insider release without compromising on the ability to quickly revert to the public release stable versions.
1 vote -
Ability to rotate and adjust the angle of the snips
It would be great if we can slightly rotate the snips for documents (especially handwritten) which are at an angle.
1 vote
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