282 results found
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3 votes
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Selected Snips Flyout Menu Rework
When many snips are selected, the Flyout menu can become so large that it covers up values in the document that the user is trying to snip (by using CTRL + Snip)
2 votes -
Table Snip larger files (600 pages+)
Table Snip "times out" when trying to apply the table snip to all pages of a large document (ex 600 pages). After disabling "table snip suggestions," the initial document upload process moved a little quicker, but extracting the table took hours. Improving the speed of the "apply to all pages" function would be helpful.
3 votes -
Creating a "positive" and "negative" output for "Find all Sums"
I don't believe this exists, but if I am performing a "Find all Sums" on a large document - i.e., a 200-page Form 10-K PDF, it would be nice if there were two outputs: (1) one in which the output is all sums that reconciled and then (2) another output in which the sums did not reconcile.
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!
For now, this functionality exists specifically without the FSS add-on suite.
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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.
2 votes -
Case-sensitivity for Document Matching
Case-sensitivity for Document Matching. ie - searching for a word in all capitals to find a specific phrase/word in a contract
4 votesThis has been deferred (not planned for the next 6 months).
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Add possibility to move an extraction field to a different page
When using form extraction, it is at this moment not possible to edit an extraction field and then move that extraction field to a different page. Would be a nice to have if you can drag the extraction field to a different page.
4 votesThis has been deferred (not planned for the next 6 months).
With the implementation of V6.1 you are able to re-order extractions meaning you can easily delete an extraction and create a new one on the correct page, easily re-ordering this new extraction to the correct position in the list of extractions.
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Could we have DataSnipper in Microsoft Word?
Got a feedback/enhancement from Shanghai staff, DataSnipper sometimes is not that user friendly when snipping and extracting some of the data in Financial statements (especially when it is in a format of table, or long table, or PDF with different format), so in this case, need more manual work on checking or snipping/extracting again. It is able to have DataSnipper in Microsoft word as well? Thanks!
8 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
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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Copying and pasting into new workbook
Copying and pasting into new workbook with snipped documents carried over and embedded. So that auditors can boost efficiency by locating the relevant data quicker. Right now auditors cannot copy and paste this into the audit workbook with the documents showing.
6 votes -
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.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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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.
2 votes -
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 -
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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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).
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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.
5 votes -
2 votes
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)
2 votes -
2 votes
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2 votes
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