288 results found
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Template Descriptions
Users are only able to see the first ~100 characters of a company template description. Is it possible to add a hover over feature that allows users to see the full detail?
3 votes -
Document Match only find the correct sign of a value
I have noticed that document matching seems to match both positive and negative instances of a number. It would be nice if it prefers / requires an exact match taking into account the sign and only refers the the inverse sign as a secondary check.
2 votes -
Validation Snip Not Impacting Formatting of Current Text in Cell
Validation snip should not impact the formatting of current text in the cell when validate snipping in that cell.
Example being a date in current cell is validated with support and then it changes the date to be "General" formatting instead of "Short Date" formatting. Time loss having to redo formatting.
4 votes -
Extraction of visual data
Ability to extract diagrams, charts in excel. Eg: Organisation structure, revenue/cost analysis
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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DataSnipper imported documents checking feature
Before archiving workpapers in the audit file, the end-user might be required to remove any imported documents using DataSnipper. The necessity of removing documents is dependent on the firms documentation requirements.
Currently it is time-consuming to go through all the excel workbooks and remove imported documents. Can a feature be developed which
1. identifies workbooks in a selected folder that have Imported Documents
2. Provides an option for the end-user to bulk remove imported documents13 votes -
Preference setting to choose viewing option
I would like to suggest a setting that would allow a person to change their excel options for their viewer preference. Myself, I almost always work with the viewer in another window, since it can take up a lot of space in a large excel sheet. Having a spot where a person could set it to automatically go there every time I create or open a file would be a very nice option.
8 votes -
Consistency in decimal recognition
DS should make use of the standard method of decimal identification and apply that to all numbers within a document.
i.e. 8,930.15: ","is a thousand separator while "." is a decimal separator. If this is the standard for all numbers in a document, then a number presented as 45.118 should be read with "." as a decimal separator (not a thousand separator).
14 votes -
Capture Checkbox Statuses as True/False Parameters in DataSnipper
Currently, DataSnipper lacks the functionality to automatically recognize and capture the status of checkboxes within documents. The proposed feature aims to enable DataSnipper to identify checkboxes and classify them as 'True' for checked boxes and 'False' for unchecked ones. This capability would significantly streamline the process of analyzing forms and checklists, reducing manual data entry and increasing accuracy. The addition of this feature would enhance DataSnipper's utility in processing a wider range of document types, particularly those commonly used in surveys, applications, and various compliance forms
9 votes -
Form extraction for specific pages
It'd be nice if I could designate which pages within a large PDF I want form extraction to be applied... let's say I have a 100 page PDF but I only want to perform some form of form extraction on 20 of those pages and they are dispersed throughout the 100 pages, it would be nice to set up the form extraction and then say, go apply this to pages 2-5, 7-11, 19-31, and so on and so. Thanks!
5 votes -
Copy and repeat paste
Copy - paste works once but then I need to re-copy to re-paste (I cannot copy then paste x3) - this impacts general excel functionality.
3 votes -
slepen
Bestanden slepen naar Excel om het in Datasnipper te krijgen. Om bestanden in Datasnipper te importen moeten bestanden nu eerst lokaal worden opgeslagen of worden gekopieerd.
2 votesDrag files to import is available in the Document Organizer. This is a drag functionality from local storage however the drag functionality from other locations would require further integrations to be built. Integrations are in research. If you have a specific platform that you would like to drag files into DataSnipper from, please let us know so that we can investigate further.
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Allow configuration of 'embed PDFs in Excel'
At the moment, there is a per-workbook setting to flick on or off 'Embed PDFs in Excel'. It would be useful to provide domain administrators with a method of applying this setting across their domain, and disabling the toggle for users.
14 votes -
Document Match the correct snip (understand documents)
Amend the DM algorithm to prioritize matches based on a logical understanding of the documents as opposed to simply limiting the distance between snips. i.e. DM should know to extract the value from the numbers in the document, not at the end of the tax identification number.
2 votes -
Sample not used in Doc Match test
Rework UX for selecting sample data even if it is not directly used in a document matching test. If I select an input field not used in the test then get to step 3, I have to go back to step 1 to rework all the settings. Rather allow the selection of ‘no output’.
2 votes -
Templates only for standardized output
Allow templates to be used on a current tab in excel so that only the output is templated (added).
That allows dynamic inputs to be built in the excel and then a template to be selected which will output a standard output section (headers and columns expected to test).
2 votes -
Working paper templates (not doc matching settings)
Allow templates to be created even without document matching configuration (access working papers from directly in excel).
2 votes -
multiple keys for dynamic form sections
multiple keys for dynamic form sections
Lots of orders & invoices we'd like to use form extraction against fall down when the documents middle section can change sizes and the bottom part moves with it, so commonly where there's a breakdown of costs and then the total is summarised.
If we could set multiple keys to determine the start and end point to extract from that would alleviate this issue since the bottom bit is a fixed layout but moves with the section above and the start of the above section don't move then it should work nicely
6 votes -
Improve user interface for "include PDFs in excel"
Currently it is possible to store documents in sharepoint and not include them in the excel document however this process is not verry clear. It would be great if there was a better worflow to take users through the process of referancing sharepoint files.
2 votes -
Consideration of exchange rates in document matching.
It would be helpful if you could enter which exchange rate Datasnipper should use and then convert and match the values yourself. For example, we receive reporting packages in foreign currencies and the exchange rates used in each case. If you want to check the conversion, you have to do this manually. Datasnipper could automate this.
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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Redact text for multiple forms
Use form extraction to redact text fields over multiple of the same forms. An example could be redacting social security numbers on all payslips at once.
29 votes
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