297 results found
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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 -
reference
Quick way to insert workpaper reference in PDF
Request to implement a feature in DataSnipper where users can insert work paper references in PDF in easy and quick way (e.g. one-click of “ref insert” button).
To elaborate more on this use case:
For example, when conducting a balance confirmation as part of the audit procedures, all the information (amounts, etc.) stated in the confirmation letter (PDF) collected should be verified and linked to the relevant audit working papers. To keep a record of this linkage, it is required to include the workpaper reference near the applicable information (amounts, etc.) within…3 votesThis has been deferred (not planned for the next 6 months).
With DataSnippers baseline functionality the need to reference is bypassed. The supporting documents are embedded within the working paper directly and the snips create a direct link to the location on the supporting documents which is relevant for the work.
Please continue to share this idea, we will continue to monitor for votes and comments!
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Ability to recognise and extract small tables
When adding specific page numbers to snip tables from (in v6), certain tables which have less than 3 rows and columns are not extracted. Would like if all tables irrespective of the number of rows and columns are extracted.
5 votes -
Quick/Mass Redact
Quick/Mass Redact - when needing to redact long documents for identifying information it'd be nice to be able to redact info you know appears through out i.e. company name / reg number quickly. Currently searching for these in the top right to find all instances and then manually redacting each so on long documents with a lot of identifying info this is quite laborious
6 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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Wildcard Keys
Currently, there is only an option to have a key exactly match the text character for character. There should be an option to have keys which follow a similar pattern. For example, a backslash followed by four numbers. So instead of the key being "/2023", it would be "/####" and would pick up all lines whether it says /2022, /2023, or /2024.
6 votes -
Header and footer extractions
Have an option for "header" or "footer" in form extraction, so that it will autofill blank cells below or above with that value.
6 votes -
Export differences (Exporteer verschillen)
Eng: In the case of a detailed check where many errors (difference between A and B) occur, it would be useful if an export of the differences could be made at the push of a button. This could include the data source (checked) and the documents (e.g. invoice/price agreement from the customer) and make it clear what the difference is and what has been compared. This is to be shared with the customer and to ask for an explanation for this. One step further, it would be nice if datasnip automatically sends an email (or text) with what has been…
2 votes -
Dynamic sample sizes
Allow dynamic sample sizes in document matching templates.
3 votes -
Automatically Compressing Documents
Automatically compressing documents on import. Default or optional setting. Perhaps a pop up when threashold is reached giving you the option to compress then. Clients cannot easily find or even know that compressing is an option
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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Run OCR only for the portions of that document which do not contain computer generated text
OCR currently overwrites all computer generated text, sometimes with worse results. OCR may be required if a portion of the document contains computer generated text but a portion does not. In these instances it would be ideal to only run use the OCR to recognize the text that is not yet included in the text layer of the file.
4 votes -
Indicate when there is no exact match
For document matching, when there is no exact match (f.e. when fuzzy text match or a threshold is enabled), it would be nice if the output would somehow indicate that there is no exact match. For example by giving the snips that do not have an exact match, a different colour.
27 votes
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