267 results found
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Ability to create excel sheet templates and store them within DataSnipper.
Ability to create excel sheet templates and store them within DataSnipper.
Problem: Currently external & internal auditors use templates for completing audit procedures. This requires ecxel templates to be created and maintained within a shared document storage such as Sharepoint. Users will then download the files to their local machine. This leads to templates becoming outdated and also having a lack of insights about the useage of the templates.
It would be valuable to have an option to create, upload and manage excel templates into DataSnipper. This would allow users to create excel file templates directly from DataSnipper. To ensure…
4 votes -
Zeros
There's got to be a way to disable searching for all zeros. I select a cell with "0" or "-" and it freezes like 10 seconds + because it is searching for all zeros in all my documents. I ain't no software engineer, but this seems to be an easy fix to a regular Excel user.
1 vote -
Recognize Japanese calendar
Currently, when a date written in the Japanese calendar (e.g. 30 August, Reiwa 6 is written as 6/8/30) is snipped, it is written as 2006/8/30.
It is ideal that text snip displays this as 30 August 2024.1 vote -
Two viewer windows
I want to compare two snipped documents. I can only have one window open of the document viewer. Please create an option to open the viewer in multiple windows.
1 vote -
Availability of Company templates
Make Company templates available for selection before documents are uploaded. This way user can understand which templates are required for this specific template.
1 vote -
Adding a Horizontal Scroll Bar
When switching PDFs in the Document Viewer, if the file name is long, only part of the title is visible on the window. As a result, it is necessary to hover over each item to check the file name or input it in the Filer, which is inconvenient. Therefore, it would be greatly appreciated if a horizontal scroll bar could be added to the window.
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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Allow folders in Version Compare
If there is a large list of docs imported to a workbook it can be difficult to find the right docs in the version comparison set-up. It would be helpful to navigate via the folder structure to the relevant documents (similar to Form Extraction).
1 vote -
Enhancements to Improve DataSnipper Usability
I would like to suggest the following two enhancements to improve the usability of DataSnipper:
Focused Snippet Display: When a page contains multiple cells and numerous snippets referencing it, this can become overwhelming and difficult to read. It can also be challenging for the reviewer to determine which information is relevant to the selected cell. It would be helpful if, when the preparer and/or reviewer clicks on a cell, only the relevant snippets for that cell are displayed, while any unrelated information is hidden.
Editable Snippet Values: When a cell refers to multiple snippets and pages, the snipping pane at…
1 vote -
Identification when a snip has been edited
If a snip is edited after the fact (i.e. change the numbers in a sum snip or change the text in a text snip). It would be great to have a clear indication of this.
6 votes -
11 votes
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Export with folders
Offering the option to export documents incl. the folder structure created in the document organizer. This can be super helpful when working with counterparties that don't use DataSnipper yet and need to receive my documentation such as tax authorities or private individuals.
2 votes -
Feature for Document References / IDs
When working with lots of documents it can be helpful to create document IDs that can be autogenerated and be put on documents as well. This would be super helpful when documents need to be exported to keep an overview which document belongs to what what cell/line in the excel spreadsheet.
This is super helpful if the counterpart doesn't use DataSnipper such as tax authorities or private individuals.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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Provide the DataSnipper ribbon and instructions in local languages
Currently the DataSnipper application is provided in English only. Excel itself supports local languages in its ribbon and content. It would be nice if DataSnipper also could follow the local language settings of the computer.
2 votes -
Maintain document formatting
Specifically for table snip, allow formatting such as bold, italics etic. to be retained when snipping.
2 votes -
Preserve Row and Columns When Repeating Table Snip
When repeating a Table Snip, the rows and columns the user sets in the first Table Snip are not preserved when repeating the Table Snip. The user ends up spending a significant amount of time adjusting the rows and columns for subsequent pages. If the rows/columns were preserved when repeating a table snip it would save users a lot of time doing clean up.
6 votes -
Determine/set cell for Form extraction and AES extraction
For Form extraction and AES extraction, we can set specific location/cell that the information goes to instead of copy & paste from new sheet.
1 vote -
OCR Health Score
Implement a confidence scoring system to provide users with insights into the accuracy of OCR-extracted text. I envision this feature offering both document-level and word/number-level confidence scores, empowering users to evaluate the reliability of the extracted data and make informed decisions.
Granular Confidence Levels: Clearly define confidence score ranges (e.g., high, medium, low) and provide corresponding probability values for better interpretability.
Visual Indicators: Incorporate visual cues (e.g., color-coding, icons) to quickly convey confidence levels, enhancing user experience.5 votes -
Full/Half-width Allowance
Document Match matches sample data and the data extracted from documents when both data matches perfectly. That is, it does not match when a sample data is written in half width while the data extracted is written in full width or vice versa. This is a typical case in Japanese documents, for example, ﾌｨﾙﾀｰ (half width) vs. フィルター (full width).
Ideally, Document Matching identifies words in half/full width and yet, matches both words as same key words.1 vote -
Option to undo the ''remove header'' option once applied
Would like to have an option to undo "remove header'' in the table snip or have an option to add that back if it's been removed by mistake.
14 votes -
Template Search Bar
Under company templates, there should be an option of a search bar in order to search for specific templates, as in those cases where there a huge number of templates created under company templates section, it becomes a tedious task when looking for a specific template.
11 votes
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