203 results found
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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 -
Enable annotation,and underlying
Enable annotation and underlying (framing, shapes, arrows, etc) on the imported documents.
8 votes -
Enhancing the ability within Document Matching step 3 to limit the amount threshold
Enhancing the ability within Document Matching step 3 to limit the amount threshold in a certain direction. For example in Step 3, I would like to add an Amount threshold for an input of GL Date Recorded to look for values after +3 days of input date. This would be helpful in SURL and AP testing in TODs.
3 votes -
Datasnipper "Popout" as reviewer
When I review workpaper with snips, it pops up the embedded documents with the snips. Sometimes I just wanted to review the data but not the documents, but everything i clicked the data, it pops up the documents, and i have to constantly click to close it.
Can we put an option to stop the popup after we close it 5 times in a row or something?1 vote -
Merge PDFs within Document Organizer
I want to be able to take all my PDFs within Document Organizer and merge them into 1 PDF in a specific order.
1 vote -
Automatically adjusting row height and column width when table snipping
When people use table snip it snips all the tables into the cells but the user has to then manually adjust the rows and columns and even if its the Excel shortcuts that save time like (alt+h+o+a and alt+h+o+i) it still takes time.
What if when users use table snip we automatically adjust the rows and columns to the right size?
Would that be helpful for users and would it be possible on the product/development side?
1 vote -
Financial statements extraction model similar to invoice extraction or contract extraction already available.
Financial statements extraction model similar to invoice extraction or contract extraction already available.
If the model could be trained to pull out statutory information like who signed & the date i.e. for the audit report / strategic report / Balance sheet; other useful statutory information would be things like accounting standards prepared under and who the ultimate controlling party is etc.
As well as other standard numerical info such as turnover, debtors, creditors, bank, employee numbers, etc.
1 vote -
multi-snips not all highlighting
When creating multiple snips (using the control key) and then separately adding additional snips over that. Only the 1st of the multi-snips will be highlighted, limiting the review functionality.
7 votes -
Allow undo to retain expected functionality
When a snip is added, all prior work is "forgotten" so that undo can only undo the last snip. Any previous work can therefore not be undone.
I lose the ability to undo the last few adjustments made as soon as I apply a snip.
The suggestion is to allow the "undo" function to operate as standard so that all previous actions can be undone.
10 votes -
Form Extraction for ADP Master Control Reports
Form extraction does not extract well from ADP Master Control Reports which is relevant for EBP audits. The decimals also do not extract from these reports.
2 votes -
Redaction interacting with visible text
Redaction cut off portion of the word and therefore the rest of the word could not be snipped.
1 vote -
Copy and repeat paste
Copy - paste works once but then I need to re-copy to re-paste (I cannot copy then paste x3) - this impacts general excel functionality.
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 -
Sort snips in Excel
It would be great if it was possible to perform sort through Excel functionality on snips inserted into Excel without messing up the DataSnipper links to the documnet.
20 votes -
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).
6 votes -
1 vote
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Filter for more than just document name
In the Document Organizer, I'd like to be able to use the Filter field on the file "Status" to select documents. For example: to apply OCR to all files that have "Status" of Contains Text or to select all files that imported corrupted to remove those files in bulk.
1 vote -
Indicate changes to snips made
When manually adjusting the snip, the font of the cell should change to a darker/other shade to indicate that the value has been altered.
1 vote -
Compile pages with Exception Snips
Instead of removing all pages that do not have exception snips, I would like to be able to compile all pages that have exceptions without removing/losing all the other pages from my excel file.
1 vote -
Snip all tables - Adding rows in Excel / avoid overwriting
When applying snip all tables and then starting to adjust the number of rows in the document its likely that this will overwrite data in Excel from tables extracted below. Maybe DS can move consecutive tables in case of adjustment of previous tables (adding a row in excel).
1 vote
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