Dynamic Snips
Idea: Allow users to choose between static and dynamic data extractions.
Problem: Currently, snipped data does not automatically update when source documents change, leading to outdated information and time-consuming manual updates. This is especially challenging for auditors handling multiple drafts, like at Prospect Capital, where updating each snip individually is inefficient.
Solution: Provide an option for snips to dynamically update when source documents are modified. This feature would offer more flexibility, cater to specialized auditing workflows, and integrate well with our cloud collaboration suite (CCS) package.
Benefits:
- Streamlines the process of updating snips across document versions.
- Maintains data integrity by offering user control over static or dynamic updates.
- Saves time by eliminating the need for manual resnipping.
Cyril
shared this idea
Are you able to provide some examples where updating the source document which contains snips is standard practice.