281 results found
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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 -
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 -
Organize company templates
Be able to organize company templates (group them in folders or other organization)
15 votes -
transfer snips
Have the ability to (or publicize it more) - the ability to replace documents (keep snips/abandon snips) when importing. there are 2 workflows this prospect identified to accomplish this:
1) Make Edits within PDF
a. Export PDF within datasnipper to a separate folder than the original PDF is saved on your computer (I am not sure why it has to be a separate folder).
b. Unclick “include PDFs in Excel” within excel file.
c. Exit excel and save.
d. REPLACE PAGES of PDF (for different version) or make edits as need be. Save and close PDF.
e. Reopen excel –…7 votes -
9 votes
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3 votes
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Merge the separate documents into a single PDF file when exported.
Clients often find it more convenient to share the work performed in a single, easily distributable PDF format when collaborating with colleagues or external reviewers who do not have DataSnipper installed, rather than dealing with multiple PDFs.
3 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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Need a spot to enter a "Date Mask"
Using form extraction with a specific document results in some unfortunate date reading errors. All dates in document are M/D/YYYY, but DataSnipper dates default to D/M/YYYY format until it hits a date that's impossible otherwise. The result is that dates when extracted are in a mixed D/M/Y and M/D/Y format based on what day of the month was read in. To explain another way, while the source document would show February 1, 2023 and February 25, 2023 as 2/1/2023 and 2/25/2023 respectively, DataSnipper will extract them as 1/2/2023 and 2/25/2023.
There are no controls for telling DataSnipper to use one…
3 votesDataSnipper does take into account others dates within the document to inform how to read dates (either D/M/Y or M/D/Y). This does however require a level of confidence to be applied.
Essentially, only if there are a sufficient number of dates of a clear format will DataSnipper apply that format to all unclear formats.
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Extract from multiple forms on the same page
For example, from a payroll register that may have 2 or 3 different sets of information on the same page, allow users to extract from each instance of the form on each page
3 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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Drag & drop embedded documents in the document organizer
When documents are embedded in word, it is possible to drag & drop them to file explorer. It is not yet possible to drag & drop documents to the organizer. This is very relevant in the transition from documenting in word to documenting in excel.
3 votes -
DataSnipper included in google sheets
We use google sheets to document our procedures. We would like to have DataSnipper available in google sheets.
5 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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