288 results found
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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 -
Make Applying Redact Text More Intuitive
Applying redact text can be more intuitive. A pop up window should appear after creating the redacted box asking the user if they want to apply it. Right clicking isn't obvious.
2 votes -
Dash to Zero Conversion
Is it feasible to implement an automatic dash-to-zero conversion for numerical data extracted from tables? By identifying tables with primarily numerical values, the system could infer that dashes represent zeros and replace them accordingly. This feature would enhance user experience, especially when dealing with large datasets
2 votes -
Microsoft Teams/Sharepoint Issue
Hello,
Our company has experienced issues accessing DataSnipper files through Microsoft Teams/SharePoint/Office 365. Only when we sync the Team's channel to our individual computer we are able to access the files correctly. This was not an issue previously, so I am not sure if this is due to any new updates by Microsoft Teams, or any incompatibilities between DataSnipper and Microsoft.
Thank you
3 votes -
Snipping tool (including process capture)
Include a standard snipping tool (like Microsoft's snipping tool) which can be used to snip documents and import directly into excel. Ideally the snip can also be a visual placeholder (before importing) to allow visual review.
In addition, having the ability to record action steps on a computer with clear points of reference for process capturing.
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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Chop (stamp) recognition
Chops (stamps) are an important element of document authenticity which may be on top of other text within a document. It would be great if the text on the stamp could be differentiated from the underlying text.
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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Updating signs within sum snip
It would be nice if the sum snip would retain the initial sign adjustments when an additional item is added in. Currently if you have a (500+400-100) and then add in a +200, the -100 reverts to a plus 100.
6 votes -
Customizable learning options
Allow an implementation team lead the ability to amend the learning videos and track to tailor to their users needs.
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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Force Match to row in table
Document Matching has the option to force match to a row in a table. This is a great option to ensure accurate results but is overly reliant on DataSnippers table identification which often gets the rows incorrect.
To account for this maybe there can be a threshold to force match to a row within x row deviation.
3 votes -
Search should not cover snips
Search (yellow highlight) covers snip results. This makes it difficult to view snip results in some instances.
In addition, search shows entire rows and not the exact search match.
3 votes
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