12 results found
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Formulae in sample for Template
Sometimes the input cell of a document matching setup contains a formula (it is based on other cells within the sheet). It would be nice to maintain this formula when saving the template.
7 votes -
template sharing user to user
sharing templates user to user on clients (document matching and form extractions) without putting them as company templates which we do not want to do as we have thousands of users that have specific needs to each of their clients and team members must have ability to have templates created by one user be transferrable to another instead of the big waste of time of having each user have to recreate the template from scratch when the work is reassigned on a client staff. This is important and we were told will be addressed in v5.1 in 2023 yet we…
16 votes -
Document Matching + Form Extraction (VLOOKUP)
It would be very helpful if DataSnipper could essentially perform a VLOOKUP based on snipped data. For example, if a text snip or form extraction scrapes an employee's name from the sample supporting documentation, the tool would then automatically pull in the job title of the approver (based on a separate HR Excel listing that we can also import into DataSnipper), and input it into the cell in the adjacent column. The idea would be that as employee names are populated from the supporting documentation, the associated job title would be pulled in automatically (basically a VLOOKUP but native to…
33 votes -
Allow dynamic input columns when using document matching templates
Allow dynamic input columns when using document matching templates. i.e. column C is the input selected in the template. If a column is added before column C then that input column changes from column C to D to ensure that the input to output remains aligned.
3 votes -
Indicate when there is no exact match
For document matching, when there is no exact match (f.e. when fuzzy text match or a threshold is enabled), it would be nice if the output would somehow indicate that there is no exact match. For example by giving the snips that do not have an exact match, a different colour.
25 votes -
Force Match to row in table
Document Matching has the option to force match to a row in a table. This is a great option to ensure accurate results but is overly reliant on DataSnippers table identification which often gets the rows incorrect.
To account for this maybe there can be a threshold to force match to a row within x row deviation.
2 votes -
Bring back multiple tests for DM
Bring back the option to add multiple tests for document matching in one workbook.
20 votes -
Multi-tab template
When creating a working paper it would be useful to be able to create a complex working with multiple document match tests spread across tabs (and within 1 tab).
Saving this template would then save the selected tabs so that, when the template is used, all of those tabs, formulae across tabs, and DM settings are auto created in the excel working paper.2 votes -
Document Match Showing Live Preview of Results "Snip Count = 50/75"
Add a count of snips/result a document match will return on step 3 of document matching. Could utilize the initial population to say "Snip Count = 25/75" then user would know to adjust/remove restriction such as removal of force match on same page of document and the count would live update to "Snip Count = 50/75". This would serve a similar purpose to the Form Extraction preview that live updates with changes in extractions.
1 vote -
document matching
Allow Document Matching to run the full input column selected even if there are empty rows between the sample data.
8 votes -
Organize company templates
Be able to organize company templates (group them in folders or other organization)
11 votes -
Output columns on document matching
Consider if you have 5+ columns in your input data, when in Step 3 and 'finaliz[ing] your document match,' have the default fields for the output columns be "No Input" to save time matching. Could also consider using a short key (i.e. pressing "1" when you want no output). I currently will press "A" to get me back to the top of the listing and then scroll up to the "No Output" selection.
1 vote
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