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'Dynamic Snips' has been merged into this idea

Core: Document Management

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transfer snips

Have the ability to (or publicize it more) - the ability to replace documents (keep snips/abandon snips) when importing. there are 2 workflows this prospect identified to accomplish this:

1) Make Edits within PDF
a. Export PDF within datasnipper to a separate folder than the original PDF is saved on your computer (I am not sure why it has to be a separate folder).
b. Unclick “include PDFs in Excel” within excel file.
c. Exit excel and save.
d. REPLACE PAGES of PDF (for different version) or make edits as need be. Save and close PDF.
e. Reopen excel – the updated PDF is now (somehow) embedded within the excel.
f. Click “include PDFs in excel.”

2) Replace PDF
a. Export PDF within datasnipper to a separate folder than the original PDF is saved on your computer (I am not sure why it has to be a separate folder).
b. Unclick “include PDFs in Excel” within excel file.
c. Exit excel and save.
d. Delete exported PDF
e. Datasnipper will prompt you with an error message as the PDF does not exist.
f. Click on prompt and select new PDF.
g. The snips will still be present to new PDF, assuming no drastic changes.
h. Click “Include PDFs in excel”

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Brian Malajian shared this idea  ·   ·  Report…  ·  Admin →
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  • Cyril commented  ·   ·  Report

    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    Problem: Currently, snipped data does not automatically update when source documents change, leading to outdated information and time-consuming manual updates.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:

    1. Streamlines the process of updating snips across document versions.
    2. Maintains data integrity by offering user control over static or dynamic updates.
    3. Saves time by eliminating the need for manual resnipping.