26 results found

1. 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”

   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 –… more

   7 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Under Review  ·  1 comment  ·  Document Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

2. Merge the separate documents into a single PDF file when exported.

   Clients often find it more convenient to share the work performed in a single, easily distributable PDF format when collaborating with colleagues or external reviewers who do not have DataSnipper installed, rather than dealing with multiple PDFs.

   3 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Document Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Deferred  ·  AdminJustin (Admin, DataSnipper) responded

   This has been deferred (not planned for the next 6 months).

   
   

   Please continue to share this idea, we will continue to monitor for votes and comments!

3. Drag & drop embedded documents in the document organizer

   When documents are embedded in word, it is possible to drag & drop them to file explorer. It is not yet possible to drag & drop documents to the organizer. This is very relevant in the transition from documenting in word to documenting in excel.

   3 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Under Review  ·  0 comments  ·  Document Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

4. copy the folders and/or specified contents of the folders into a new folder

   I wish that I could copy the folders and/or specified contents of the folders into a new folder within the Document Organizer so that I could compile one folder to follow ups for client. Using "Remove all pages without exception snip" is a great tool to consolidate only the pages that need follow ups.. but sometimes I dont want to delete the rest of the document. If you could copy files into a separate folder and then export that folder just to provide the client the exceptions, I could see alot more testing relying on DS ++ expanded functionality for the folder structure within the Document Organizer.

   I wish that I could copy the folders and/or specified contents of the folders into a new folder within the Document Organizer so that I could compile one folder to follow ups for client. Using "Remove all pages without exception snip" is a great tool to consolidate only the pages that need follow ups.. but sometimes I dont want to delete the rest of the document. If you could copy files into a separate folder and then export that folder just to provide the client the exceptions, I could see alot more testing relying on DS ++ expanded functionality for… more

   2 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Document Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Deferred  ·  AdminJustin (Admin, DataSnipper) responded

   This has been deferred (not planned for the next 6 months).

   
   

   Please continue to share this idea, we will continue to monitor for votes and comments!

5. Move imported documents into different folders from the Document Viewer screen

   I like the new functionality in folders and moving documents from one folder to the next, but it would be nice to have the ability to do this directly from the Document Viewer screen in addition to, say, the "Organize" folder. For example, if I am working in ten different PDF files and adding snips to one file at a time, it would be nice to move an imported document to, say, a "Done snipping" folder. And as far as I know, I cannot do that directly from the Document Viewer screen.

   2 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Under Review  ·  0 comments  ·  Document Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

6. Password Protection

   Imported documents with a password have the password input once but then the protection is lost.
   It would be nice to have an option (tickbox) to password protect the excel workbook if any document are imported with a password.

   4 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Document Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Deferred  ·  AdminJustin (Admin, DataSnipper) responded

   This has been deferred (not planned for the next 6 months).

   
   

   Please continue to share this idea, we will continue to monitor for votes and comments!