8 results found
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Company Templates Access Control
It would be very useful to have the ability to share a Template within the organization, but limit access to specific users or groups. This would allow for better control over who can view or use certain Templates, especially in larger teams with different roles or responsibilities.
2 votes -
Automate import via VBA
I want the ability to automate the import of documents via VBA. I would like to be able to either make Datasnipper import documents I have on my clipboard or a filepath I give it. Not sure the technical implementation on Datasnipper side, but some way of calling a VBA function or something similar would be nice. This would allow us to automatically import documents for the auditors instead of them having to find the PDF and ctrl + c and ctrl + v
1 vote -
Workbook Scanner - Document Names
Workbook scanner: Would like the ability to expand or review document names within the excel documents so you can remotely review for accuracy rather than needing to open new windows.
1 vote -
Excel Slowness
DataSnipper makes Excel launch significantly slower than if we have the add-in disabled. There is also random freezes that occur which do not happen if the add-in is disabled. Is there something that can be done to improve this? We are running the latest version of the add-in 25.1.7.0
2 votes -
Export functionality -
In previous version adobe export created one file with an indexing functionality that has all pdf's in one file. For example when we imbed confirmations into an excel file, we want to export those confirmations into one pdf, versus individual pdfs.
3 votes -
Round Decimals to Whole Numbers
There should be a way in DataSnipper when you are making a snip to check a box that will round the snip to the nearest whole dollar.
4 votes -
Bank Statement extraction model
Similar to invoice/contract/receipt extraction models, if there could be something to more easily convert Bank statements into easy to work with excel data that would be ideal. Table Snip can be a pain to use on large multipage statements as the headers on page one can differ to page 2, the row sizes can vary a bunch by the description lengths of transactions so sometimes need to manually mess with rows, some bank statements don't have a column for Debit & Credit so just include cr/dr next to the balance.
Bank statements are one of the most viewed types of…
2 votes -
Enhancements to Improve DataSnipper Usability
I would like to suggest the following two enhancements to improve the usability of DataSnipper:
Focused Snippet Display: When a page contains multiple cells and numerous snippets referencing it, this can become overwhelming and difficult to read. It can also be challenging for the reviewer to determine which information is relevant to the selected cell. It would be helpful if, when the preparer and/or reviewer clicks on a cell, only the relevant snippets for that cell are displayed, while any unrelated information is hidden.
Editable Snippet Values: When a cell refers to multiple snippets and pages, the snipping pane at…
2 votes
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