255 results found
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Move imported documents into different folders from the Document Viewer screen
I like the new functionality in folders and moving documents from one folder to the next, but it would be nice to have the ability to do this directly from the Document Viewer screen in addition to, say, the "Organize" folder. For example, if I am working in ten different PDF files and adding snips to one file at a time, it would be nice to move an imported document to, say, a "Done snipping" folder. And as far as I know, I cannot do that directly from the Document Viewer screen.
1 vote -
Paste Options
When pasting data in a column (for example trying to copy formatting) it overrides your previous data entirely, and you cannot undo the task, meaning all work has to be redone. Please can you allow either for an undo option or that paste special format does not override data
5 votes -
allow users to extract metadata from snips
allow users to extract metadata from the pages that were snipped so they can easily reference which document has the term/data and what page it was on
2 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 File Address bar to Export's "Browse for Folder" Window
Add a folder address entry field to allow direct entry of the "save as" location for the exported datasnipped files, rather than mouse-clicking through folder structure to locate save location. See attached for example.
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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Password Protection
Imported documents with a password have the password input once but then the protection is lost.
It would be nice to have an option (tickbox) to password protect the excel workbook if any document are imported with a password.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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Allows Snips to be Deleted in View-Only license
At the moment, it is not possible to delete snips if using a view-only license. This would be a useful feature for past clients/users
1 voteThis 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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Recognition of positive / negative balances
Accuracy of the Document Matching is not always satisfactory. If a bank statement has a figure which is appearing as both negative and positive (e.g: -10000 and 10000), the software sometimes picks up negative figure when we are vouching the positive figure and vice versa.
1 vote -
Extraction of rotated pages
Please have an option to lock pages that have been rotated so when using form extraction, comments on pages are oriented properly.
4 votes -
Text Snip
When using the text snip function I occassionally run into an issue whereby the text snip will go into two cells to the right of the cell that I want the text snip to go into.
1 vote -
Add folder 'All' to FE featured templates
Add a folder in featured templates of FE: 'All', include the templates of confirmations.com in this folder. Make this the default folder when opening the FE window.
2 votes -
Decimal points
I've notice that when snipping a table, for any lines where there a number is between one and zero it will move the decimal point two to the left. For example if a transaction was $0.13 datasnipper will put $13.00
1 vote -
1 vote
This has been deferred (not planned for the next 6 months).
A current workaround is to use the template with all extractions and simply delete the irrelevant extractions not needed from within either excel or the running of that extraction.
Please continue to share this idea, we will continue to monitor for votes and comments!
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Form extraction based on field borders
(I.e., all “cells” in a tax document)
1 vote -
1 vote
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1 vote
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DM: pulls the text from the input column rather than the imported document
DM: pulling the text from the input column rather than the imported document
Getting some very confusing results with Document Matching in v5.0.7 - The resulting snips appear to be pulling the text from the input column rather than the imported document and are matching to very partial items in the document (fuzzy matching not enabled)
1 vote -
Add pdf's etc directly from outlook
Would be nice to have the ability to drag a pdf directly from Outlook into an excel file for Datasnipper
2 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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Duplicate Figures Option
Add an option in Document Matching whereby you can select to ignore a figure once it has already been snipped. E.g. 1,234.56 appears in the bank statement 12 times throughout the year - currently DM will pull the first one 12 times. With this option, it would skip the first occurrence and snip the second and so on.
3 votes -
Ctrl + V bug
In 5.0.7, after turning on the Ctrl + V options in settings, it works only half of the time. The other half I get an error sound, and even if I try 'Import Documents' > 'From Clipboard' it will not work. It seems like sometimes DS does not find my Clipboard. I can't really work out when exactly because the error sometimes occurs with the same files where it worked with an hour earlier.
1 vote -
Sort imported pages
I would like to sort pages within an imported file, e.g. make page 2 page 1 or vice versa
2 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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