294 results found
-
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!
-
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!
-
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!
-
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!
-
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!
-
Form extraction based on field borders
(I.e., all “cells” in a tax document)
2 votes -
2 votes
-
2 votes
-
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)
2 votes -
Optimize PDF
Create a button with alert when a PDF document is uploaded to run or save your document as Optimized to eliminate the meta data on a PDF document that can cause issues. Similar to how you run OCR by selecting button
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!
-
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 -
Linkage Disappeared
When clicking one snip cell in excel, datasnipper is not taking me to that page. / Snip created earlier time disappeared, could not find the linkage between excel and supports anymore.
1 vote -
Document Drop Down Too Short
When in document viewer, the second drop down that shows document titles is to short. Can you make view of the titles longer instead of having to hover over each document to find the name?
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!
-
Output columns on document matching
Consider if you have 5+ columns in your input data, when in Step 3 and 'finaliz[ing] your document match,' have the default fields for the output columns be "No Input" to save time matching. Could also consider using a short key (i.e. pressing "1" when you want no output). I currently will press "A" to get me back to the top of the listing and then scroll up to the "No Output" selection.
2 votes
- Don't see your idea?