30 results found
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Single PDF, multipage Invoice Extraction
Allow invoice extraction on single PDF with multiple invoices, without needing to split PDF into separate invoices
21 votesThis 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!
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Ability to select multiple keys for a single extraction
This could help with honing in on the proper extraction point. Could potentially help K-1 extractions if the system has multiple anchors to select the location on the page
3 votes -
Table Snip in Form Extraction should not be fixed
Under the current table snip in Form Extraction, the table as are fixed which will not account for table length variability. (also and issue with extractions as well). If the table would account for variability, like snip all tables, it would be more functional
2 votesAre you able to share some examples of documents where a repeating structured document would have dynamic length tables so that we can investigate the most ideal solution.
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Template Search Bar
Under company templates, there should be an option of a search bar in order to search for specific templates, as in those cases where there a huge number of templates created under company templates section, it becomes a tedious task when looking for a specific template.
9 votes -
Extract checkmarks and tickmarks from forms
It would be useful if Form Extraction was able to extract checkmarks and tickmarks from form boxes. This is prevalent on many tax forms as well as some forms audit teams review during test of detail.
7 votes -
Definition of output columns in form extraction
add the ability to define the output columns within your Excel workbook for document extraction according to document matching (3rd step of the setup).
11 votes -
Include page numbers in export to excel in Form Extraction (per page)
I want the ability to see the page numbers in Export to Excel as they are shown in the preview of Form Extraction, extract per page.
2 votes -
Wildcard Keys
Currently, there is only an option to have a key exactly match the text character for character. There should be an option to have keys which follow a similar pattern. For example, a backslash followed by four numbers. So instead of the key being "/2023", it would be "/####" and would pick up all lines whether it says /2022, /2023, or /2024.
5 votes -
Template Descriptions
Users are only able to see the first ~100 characters of a company template description. Is it possible to add a hover over feature that allows users to see the full detail?
2 votes -
Form extraction for specific pages
It'd be nice if I could designate which pages within a large PDF I want form extraction to be applied... let's say I have a 100 page PDF but I only want to perform some form of form extraction on 20 of those pages and they are dispersed throughout the 100 pages, it would be nice to set up the form extraction and then say, go apply this to pages 2-5, 7-11, 19-31, and so on and so. Thanks!
4 votes -
Redact text for multiple forms
Use form extraction to redact text fields over multiple of the same forms. An example could be redacting social security numbers on all payslips at once.
21 votes -
Auto name extraction by key / snip to name
Set key behaviour to help more accurately get it right automatically i.e. search left or above etc, a lot of forms the key wanted its directly left or above so if this could be set then when creating extractions with a lot of fields it would speed things up tremendously
2 votes -
Write to PDF
Allow inverse direction of work. So instead of extracting data from PDF to excel, populate a form with data from excel.
1 vote -
If formula in form extraction
Can you add an 'if.. then' functionality in Form extraction? This is especially useful for the extract multiple lines per row option, for example IF the bank transaction has a description, THEN extract the description and if not, don't extract the data. Currently you risk having other data in the description column even if it is actually not a description. (this could also be fixed by being able to extract multiple keys for the extract multiple lines per row option).
8 votesThis 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!
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Add the ability to shift the output format in Form Extraction
add the ability to decide which format the output for form extraction is (horizontal vs vertical).
10 votesThis 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!
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Sum Snip within Form extraction
It would be great if users could automatically sum certain parts of each document/page automatically.
For certain documents, users need to extract various amounts using FE and then sum them in Excel.
With Sum Snip inside of FE, we could automatically generate an extraction that is a sum of many. Saving time and saving on the number of extractions done.8 votes -
multiple keys for dynamic form sections
multiple keys for dynamic form sections
Lots of orders & invoices we'd like to use form extraction against fall down when the documents middle section can change sizes and the bottom part moves with it, so commonly where there's a breakdown of costs and then the total is summarised.
If we could set multiple keys to determine the start and end point to extract from that would alleviate this issue since the bottom bit is a fixed layout but moves with the section above and the start of the above section don't move then it should work nicely
2 votes -
Form Extraction: the output will shift to eliminate blank columns. Output columns need to be consistent for use in workpapers
In a client discussion, when using a form extraction template the extraction came up with an error that certain fields could not be found. I assume that is an issue with finding keys. However, then the output would be shifted to create an output without spaces which makes it inconsistent with the rest of the extraction outputs.
If a key/extraction isn't found, the output columns should remain fixed so as to create a consistent table that can be copied and pasted into workpapers.
1 vote -
Header and footer extractions
Have an option for "header" or "footer" in form extraction, so that it will autofill blank cells below or above with that value.
1 vote -
Multiple Form Extraction Keys
Users can define multiple extraction keys, which serve as specific identifiers or keywords to locate and extract relevant data from forms. By setting multiple keys, our system gains a deeper understanding of the form's structure, ensuring more accurate data extraction.
6 votes
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