15 results found
-
Customization for document match templates
Having the ability to select which document types (folders) are present in a test from the document matching template allows the template to be customized by the user more easily.
So if the test needs both an invoice and delivery note, the user can select that they dont have a delivery note and the test will still work with just the invoice.
2 votes -
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 -
Document Matcing snip integrity check
I was document matching (DM) a large PDF file the other day and while I was reviewing the DM output, it occurred to me that it would be nice to have a feature where DataSnipper could quickly identify discrepancies (or better said, lack of consistency) across the uploaded PDF files and the DM that was performed... for example, let's say the uploaded documents are different (so, Form Extraction is not an option), but there are some consistent documents - i.e., invoices or bills of lading are included in the PDF import. It would be nice if DM had the ability…
1 voteAre you able to elaborate on this a little more.
Document Matching will currently leave the cells blank if it does not find a match. Taking a look on a row by row bases to see the rows which have any blank cells is therefore one way to achieve what you propose.
Does this capture the essence of the request?
-
Control featured templates available to team
it would be nice if I could control the Featured templates from my DataSnipper dashboard; it would be ideal if we could pick and choose which are relevant to us rather than it being an all or nothing from your side.
2 votesAre you able to let us know which featured templates are of use to the team? Would using these featured templates as a base for creating company templates be useful?
-
Document Matching flagging exceptions
Document Matching linking for exceptions. i.e. search for the date and, even if it finds the incorrect date, it should link to the date identified and flag this as either correct or incorrect. This is different to rounding but rather incorporating the Advanced Extraction idea to know which field to reconcile.
2 votes -
Document Match only find the correct sign of a value
I have noticed that document matching seems to match both positive and negative instances of a number. It would be nice if it prefers / requires an exact match taking into account the sign and only refers the the inverse sign as a secondary check.
1 vote -
Add "conditions" to Document Matching
I was using DM the other day to compare cash payments that were summarized in an Excel file to bank statements that were provided to me by the client. I didn't have any data in the Excel file other than (1) a hardcoded date and (2) the amount that I was told was paid. I was attempting to match the amount paid from the Excel file to the bank statement (which I was able to do with a very high success rate). But this also got me thinking, what if I could refine the document matching to look for certain…
4 votes -
Sample not used in Doc Match test
Rework UX for selecting sample data even if it is not directly used in a document matching test. If I select an input field not used in the test then get to step 3, I have to go back to step 1 to rework all the settings. Rather allow the selection of ‘no output’.
1 vote -
Dynamic sample sizes
Allow dynamic sample sizes in document matching templates.
1 vote -
Templates only for standardized output
Allow templates to be used on a current tab in excel so that only the output is templated (added).
That allows dynamic inputs to be built in the excel and then a template to be selected which will output a standard output section (headers and columns expected to test).
1 vote -
Working paper templates (not doc matching settings)
Allow templates to be created even without (access working papers from directly in excel).
1 vote -
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 -
Matching text with Linebreak
During a contract review we wanted to check, if specific T&Cs are included in the contract. The clause in the contract is shown in 4 rows. When I use document matching, only the first row is extracted. This leads to false positives as errors of course could be in row 2 or 3. Document matching therefore should also "read further" and extract the whole paragraph
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 -
Improving Errors
Dear Datasnipper team,
I am writing to you today to report 2 issues I am having with your platform and 1 recommendation.
Point 1:
When I upload PDFs and images, Excel becomes unresponsive and then crashes after some time. This has also happened to all other Excel files that have no data snipped. I love datasnipper but this bug is driving me crazy. I am an Auditor and usually i open at least 5 to 6 Excel files at a time.
Point 2:
When I sort data, all of the documents that I have snipped become scrambled and I am…
3 votes
- Don't see your idea?