288 results found
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Include page numbers in export to excel in Form Extraction (per page)
I want the ability to see the page numbers in Export to Excel as they are shown in the preview of Form Extraction, extract per page.
5 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
4 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.
3 votes -
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.
8 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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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…
2 votes -
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.
2 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.
3 votes -
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
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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Automatically resize columns with snipped data
Problem statement: Sometimes when DataSnipper places snips the text is longer than the column width is sized for, this results in lack of readability and excel displays ####, the user must then manually resize columns (using ALT + OCA or Double clicking the headers).
Solution Suggestion: Can DataSnipper programatically resize the column width to automatically show all data when its snipped?
5 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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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.
8 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.
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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View full name of documents
Now you can only see a few characters and not the full name of documents in the viewer. It would be nice to see the full name of documents or change the size of the window so that the full name is visible.
83 votes -
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.
3 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.
4 votes -
Mass delete folders
It would be nice to be able to mass delete folders. Let's say, for example, I have a template that I use and I have already deleted all prior imports into that template, it appears to me that the folders will remain. It would be nice to be able to remove all file imports and another option to be able to mass delete folders. Or be able to delete multiple folders at once.
2 votes -
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…
18 votes -
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).
13 votes -
Apply ''Snip All Tables'' again
Ability to ''Snip All Tables'' on the table again even if it has already been run in the worksheet.
3 votes -
Optionality to exclude columns/rows from a snipped table
Table snips is a great feature, but it would be nice if I could choose columns or rows that I want to exclude from a table snip - I know you can do this once the table snips is in Excel, but it would be nice if I could do this while working in the Table snip feature itself... for example, let's say I have a table with 7 columns, and I only want to bring over 3 of those seven columns into Excel. It would be nice if I could work within a Table snip and basically only bring…
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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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…
36 votes
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