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Hello there,

We are constantly looking for ways to improve Datasnipper, and we believe that the best way to do this is by listening to our users. We would love to hear your ideas and suggestions for how we can make the product even better.

Whether you have a feature request or a general suggestion, we want to hear it all. Your feedback is valuable to us, and it will help us prioritize our roadmap and make sure that we are building the right things for our users.
If you want to report a bug, please use this link https://knowledge.datasnipper.com/kb-tickets/new to reach out to our support team. They will be able to help you troubleshoot the issue and ensure that it gets resolved quickly.

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  1. 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

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  2. 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

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    Planned  ·  0 comments  ·  Admin →
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  3. 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 votes

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    This 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!

  4. 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 votes

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    This 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!

  5. 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 votes

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    This 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!

  6. 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 vote

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    1 comment  ·  Admin →
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    This 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!

  7. 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

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  8. Please have an option to lock pages that have been rotated so when using form extraction, comments on pages are oriented properly.

    4 votes

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  9. 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

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    Deferred  ·  1 comment  ·  Admin →
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  10. 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

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  11. 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

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    Deferred  ·  1 comment  ·  Admin →
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  12. 1 vote

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    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.


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  13. (I.e., all “cells” in a tax document)

    1 vote

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  14. 1 vote

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    Deferred  ·  0 comments  ·  Form Extraction  ·  Admin →
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  15. 1 vote

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  16. 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

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  17. Would be nice to have the ability to drag a pdf directly from Outlook into an excel file for Datasnipper

    2 votes

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    This 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!

  18. 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

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  19. 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

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    Deferred  ·  1 comment  ·  Admin →
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  20. I would like to sort pages within an imported file, e.g. make page 2 page 1 or vice versa

    2 votes

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    This has been deferred (not planned for the next 6 months).


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