255 results found
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Extract checkmarks and tickmarks from forms
It would be useful if Form Extraction was able to extract checkmarks and tickmarks from form boxes. This is prevalent on many tax forms as well as some forms audit teams review during test of detail.
7 votes -
Intuitive Template Deletion
Can we implement a more intuitive method for deleting DM/FE templates, such as using a three dots menu? The current method, which requires a right-click, is not user-friendly. A more straightforward deletion process would simplify template management and reduce user frustration
3 votes -
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.3 votes -
Be able to snip within an excel workbook.
Typically we have our audit test papers in excel. The first tab is the lead schedule with all the line items being tested including some links to what we snip. Usually on subsequent numbered tabs we will paste screenshots of approvals/ snippets of calculations. It would be useful to be able to use the leadsheet to be able to snip data pasted as images or tables in the subsequent tabs of the same excel file.
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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Automatically apply OCR should automatically run OCR on all documents, not only those that have no text layer
The automatically Apply OCR run only when there is no text detected in the document. By default, if there is text detected, it wont run.
I would prefer an option to automatically run OCR on all imported documents, irrespective of their initial status.
6 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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Zooming in and zooming out feature on all imported documents
Minor wish list here, but it would be nice to be able to set a zoom % for all imported documents rather than having to do it on each individual document. And I am not certain about this, but I think when you zoom in or out on an imported document, that zoom setting that was previously selected does retain. In other words, I think you have to reset the zoom every time on an individual document.
2 votes -
Excel showing count, not sum and average
Selecting multiple cells with numbers will automatically show the count, average and sum in the lower brown bar by default.
If you use text snip, or table snip to extract those numbers, Excel only shows count, and not sum and average. Even when transforming the snipped numbers into an Accounting Number Format. Not a must-have but maybe nice-to-have to integrate in the future1 vote -
template sharing user to user
sharing templates user to user on clients (document matching and form extractions) without putting them as company templates which we do not want to do as we have thousands of users that have specific needs to each of their clients and team members must have ability to have templates created by one user be transferrable to another instead of the big waste of time of having each user have to recreate the template from scratch when the work is reassigned on a client staff. This is important and we were told will be addressed in v5.1 in 2023 yet we…
17 votes -
Customization for document match templates
Having the ability to select which document types (folders) are present in a test from the document matching template allows the template to be customized by the user more easily.
So if the test needs both an invoice and delivery note, the user can select that they dont have a delivery note and the test will still work with just the invoice.
2 votes -
Formulae in sample for Template
Sometimes the input cell of a document matching setup contains a formula (it is based on other cells within the sheet). It would be nice to maintain this formula when saving the template.
7 votes -
Document Matcing snip integrity check
I was document matching (DM) a large PDF file the other day and while I was reviewing the DM output, it occurred to me that it would be nice to have a feature where DataSnipper could quickly identify discrepancies (or better said, lack of consistency) across the uploaded PDF files and the DM that was performed... for example, let's say the uploaded documents are different (so, Form Extraction is not an option), but there are some consistent documents - i.e., invoices or bills of lading are included in the PDF import. It would be nice if DM had the ability…
1 vote -
Definition of output columns in form extraction
add the ability to define the output columns within your Excel workbook for document extraction according to document matching (3rd step of the setup).
12 votes -
Control featured templates available to team
it would be nice if I could control the Featured templates from my DataSnipper dashboard; it would be ideal if we could pick and choose which are relevant to us rather than it being an all or nothing from your side.
2 votes -
Document Matching + Form Extraction (VLOOKUP)
It would be very helpful if DataSnipper could essentially perform a VLOOKUP based on snipped data. For example, if a text snip or form extraction scrapes an employee's name from the sample supporting documentation, the tool would then automatically pull in the job title of the approver (based on a separate HR Excel listing that we can also import into DataSnipper), and input it into the cell in the adjacent column. The idea would be that as employee names are populated from the supporting documentation, the associated job title would be pulled in automatically (basically a VLOOKUP but native to…
34 votes -
Advanced extraction suite - other documents
Advanced Extraction Suite for paystubs and personnel action forms
4 votesPaystubs (along with others) planned to begin development within the next 6 months.
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Export OCR PDF file >> keep OCR
If I, after running OCR on a PDF, export the pdf to my computer, the text is unrecognized and I can't search it anymore using for example Acrobat. It would be nice and usefull if a PDF that was text recognised, stays that way after export.
1 vote -
Document Matching flagging exceptions
Document Matching linking for exceptions. i.e. search for the date and, even if it finds the incorrect date, it should link to the date identified and flag this as either correct or incorrect. This is different to rounding but rather incorporating the Advanced Extraction idea to know which field to reconcile.
2 votes -
Allow dynamic input columns when using document matching templates
Allow dynamic input columns when using document matching templates. i.e. column C is the input selected in the template. If a column is added before column C then that input column changes from column C to D to ensure that the input to output remains aligned.
3 votes -
File Size Bar
Can we consider adding a bar in the document viewer or organizer to monitor the total size of imported documents? It would display how close users are to the recommended 100MB limit, offering a visual guide to help them manage file size, even if they choose to exceed it.
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 further options for configuring private OCR endpoints
Currently, it is only possible to authenticate to the OCR endpoint using an API key. There are other (more secure) authentication methods available to be configured on these resources within Azure. It would be beneficial if DataSnipper would support changing the authentication method that DataSnipper uses
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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