288 results found
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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.
8 votes -
Importing sub-folders
allow for the ability to import subfolders when dragging & dropping files/folders into Document Organizer.
many times, firms/clients will organize an audit by having many subfolders within one folder. Currently, the subfolder formatting does not carry over.
6 votesThis has been deferred (not planned for the next 6 months).
The current implementation allows all documents within each folder to be imported (the highest level folder will be replicated within DataSnipper but all documents within subfolders will be imported into that 1 folder).
Please continue to share this idea, we will continue to monitor for votes and comments!
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Request Snip
Users spend a lot of time building PBC request lists when a lot of this information is already contained in prior year workpapers, sometimes you have examples from proforma clients or other templates which you would want to share with your client.
The request snip could allow users to snip a document or a table of sample items in a workpaper and then automatically populate and send the request through the relevant PBC portal.
4 votes -
Toggle on the add-in
This is for those that have multiple add-ins on their Microsoft Excel program that may not use DataSnipper every time Excel is opened. The DataSnipper add-in is loaded 100% of the time - it would be helpful to have some convenient toggle to “turn on” or “turn off” some or all of the add-in features. This can be done using File > Options but it’s inconvenient.
2 votes -
Shortcut to search
I'd like to be able to click into a cell to populate the Excel formula bar + Document Viewer Search field and then use a shortcut / hot key to search, rather than clicking on the magnifying glass. This would allow faster querying of the files within and allow ease of navigating to the intended value.
2 votes -
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.
10 votes -
WebSnip - HTML Table Extraction
Within the websnip currently the table extraction works very well, however given that HTML Pages will have a table included in code it would be even better if you were able to auto-table snip the table based on code.
This would have multiple benefits such as making tabular extraction more accurate and improved UX in extracting tabular data.
2 votes -
sum function and delete snips
I hope this message finds you well.
I am writing to seek your assistance with an issue I've encountered in DataSnipper. Currently, the SUM function does not seem to work when trying to sum numbers across continuous pages - For example, if I have the numbers 10, 20, and 30 on page one and 30 on page two for a total sum of 90, the function does not compute the sum. It appears the app overlooks such items, impeding efficient data manipulation.
Alongside this, I am wondering if there's a way to exclusively apply the 'document matching' and delte snips…
2 votes -
Overview validation & exception snips
Feedback from internal audit client: it would be nice if DS could run an overview of the number of validation and exception snips in an excel worksheet. Since we normally replace the V or X in the cell with text, it is not possible to run an IF formula. Therefore we'd like to have DS summarize this for us.
4 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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Expand OCR capabilities within Form Extraction
Perhaps this already exists - I am not aware of it existing - but while I love the Form Extraction functionality, I find that there are often times where I am working in documents of similar format and presentation but with slightly different dimensions, meaning, Form Extraction works great on a standardized form (e.g., a tax standardized form), but let's say I am importing pay stubs for 100 employees and I want to use Form Extraction to add snips to those stubs and extract data, the moment that one of those pay stubs has an added line (i.e., a one…
6 votes -
Table Snip Templates
Ability to save Table Snip templates. Example: on a recurring basis investment reports are received, where only a subset of tables is to be extracted. Being able to save the specific table set as template would allow for efficiente extraction of tabular data upon receipt of the reports.
28 votes -
Move or Copy - Allow the transfer of snips and documents.
Currently, when using the Move or Copy functionality in excel, it does not transfer the documents ans cross-references from one workbook to another.
For excel files with thousands of snips in multiple sheets it's very important that this is enabled.
Currently I have to manually copy each sheet individually8 votes -
10 votes
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Excel reference to snipped cell
Relevant for all snips:
Currently if I direct reference to a cell that has snip, the reference will also link.
if I however indirect reference (i.e. using a VLOOKUP formula to return data or embedded a formula in an IFERROR formula), then the cell contents are transfered but reference is not linked.It would be nice if this was also linked.
4 votes -
Receipt Extraction Rotation
Problem Statement:
When using features like Receipt extraction quite often documentation is provided in various rotations, the tool is able to extract the information from these documents but it can be annoying to work with these documents or review the results as you are manually rotating pages a lot, some expense reports could include hundreds of receipts.
Solution Suggestion:
Once receipt extraction is completed it would be great to be able to automatically rotate the receipts through increments of 90 degrees so that the cross references are readable.
2 votes -
Featured templates not always working
The featured templates in form extraction are not always working accurately. I'd suggest we review them more thoroughly and make them accurate. Also I'd suggest to add a more specific instruction (for example which year the templates apply to).
6 votes -
De-select all the columns or rows automatically created.
When using table snip, there should be an option to de-select all the columns or rows automatically created.
5 votes -
Connecting snips from multiple cells into one in Excel
It would be nice if it was possible to connect snips from different cells into one, like when you press and hold ctrl and have multiple snips in a cell.
2 votes -
Switch between OCR
Add possibility to switch between different OCR servers. The reason for this request is for service delivery centers that work for different countries and therefore want to switch between OCR servers to stay compliant with data regulations.
7 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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Enhance comment text box visibility
When leaving comments on pages with a lot of text, the comment text box blends into the background, making it hard to read what I'm typing. It would be great if the text box could be improved for better visibility - perhaps by making the background solid or increasing the font size. This would help ensure comments are easy to write and read, even on busy pages.
5 votes
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