281 results found
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Table Snip in Form Extraction should not be fixed
Under the current table snip in Form Extraction, the table as are fixed which will not account for table length variability. (also and issue with extractions as well). If the table would account for variability, like snip all tables, it would be more functional
9 votes -
Form Extraction Output to align to page numbers in document
When importing a large .pdf of supporting documentation, its typical that each page is not the same structure on each page and you may want different extractions per page. Using Form Extraction, I can set multiple extractions across those pages, however it would be beneficial if the Excel Output included the pages so i could filter the order by page, to see page 1 and page 2 extracts together.
I can also see a world where FE is used to extract data like this, validate the completeness and accuracy of the whole extraction, and then the user sorts the information…
2 votes -
Linking snips via search bar to 1 cell
It's helpful to use the Search Bar to find phrases across documents uploaded to a workbook - In the Document Viewer, instead of snipping to the next available cell to the right, could there be an option to link the snips to the existing cell?
2 votes -
Select all Snips!
I would like the ability to select all snips on a tab with 1 click to delete snips and rerun the automation tool of choice DM/FE/VC/FAS or Table Snip across multiple pages. Specifically with Table Snip, I would like the "Select All Snips" to identify the identifying snips from each of the Table Groups on documents with hundreds of pages. It would help in the reformatting of tables.
2 votes -
Round Decimals to Whole Numbers
There should be a way in DataSnipper when you are making a snip to check a box that will round the snip to the nearest whole dollar.
3 votes -
see full folder name
When I have long names of folders, I can't see the full name of the folder I am selecting in the document viewer. This is an issue when you have longer folder names (e.g. for specific projects with a job number and a description).
2 votes -
Table Snip to Text Snip conversion
When one adds a Table Snip, only one Snip is created. For referencing and/or review purposes, it might be desirable to have individual Text Snips (so that these can than be reviewed using the Validation Snip). Hence, it might be handy to easily convert the Table Snip into individual Text Snips.
2 votes -
Date Recognition - dd/mm/yyyy or mm/dd/yyyy
Regarding date recognition, the date may be recognised as dd/mm/yyyy or mm/dd/yyyy. It is particularly complicated to determine whether the date is mm/dd/yyyyy or dd/mm/yyyyy if the date is earlier than 13 days.
For example, if 12/4/2025 is snipped on a cell, it is not possible to determine whether it is 12 April or 4 December, so it is necessary to check the source document, which is a double effort. It would be desirable to be able to snip the date in a consistent manner to a specific format.2 votes -
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 2024.2 votes -
More functionality in organizing imported documents for export
I'd like to be able to reorder pages within the imported documents for the purpose of exporting that doc with that new page order. It would be even more helpful to be able to combine imported documents to create a new document that can then be exported (i.e. combining 10 imported .pdf in the "Invoices" folder into one 10-page .pdf).
3 votes -
Renaming pasted screenshots
Since the last DS Update renaming pasted screenshots doesn't work anymore. You can click on "Rename document", enter a new file name, but after clicking "Ok" the screenshot is still named "Screenshot (0)", "Sceenshot (1)" etc. This makes document management or finding the right imported screenshot very difficult and inefficient. It would be grate if this feature (renameing pasted screenshots) would be possible again.
1 vote -
"Select ALL Tables"
After using "Snip all Tables", I'd like to be able to select all cells and add a filter over the entire extraction. Currently, if I started extraction in cell A1, CTRL+A (short cut to select all) can be limited to the extract of page 1. In an example, tables extracted from 114 pages took me 30 seconds to select all. This is important so (1) users can filter the columns and (2) check for completeness of the extraction (i.e. is there an extraction from every page?).
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.
2 votes -
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.
2 votes -
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…
2 votes -
Single PDF, multipage Invoice Extraction
Allow invoice extraction on single PDF with multiple invoices, without needing to split PDF into separate invoices
32 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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Client ID/Reference Code in DS Toolbar
Introducing a feature in the DataSnipper (DS) toolbar to add a client ID number or internal reference code could be a valuable enhancement for your clients. This would allow them to easily track which clients they have used DataSnipper on, and which they haven't, thereby improving their ability to manage and analyze their work across different clients.
10 votesPlease could you provide some user scenarios for how this would address specific problems that our clients are facing.
If there are any customers who have mentioned this as a desired feature please link them to the idea so that we can reach out and understand the problem they are trying to solve.
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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.
4 votes -
Document Highlight
Is it possible to highlight information in a document without creating a snip.
4 votes -
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.
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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