254 results found
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Redaction interacting with visible text
Redaction cut off portion of the word and therefore the rest of the word could not be snipped.
1 vote -
Matching text with Linebreak
During a contract review we wanted to check, if specific T&Cs are included in the contract. The clause in the contract is shown in 4 rows. When I use document matching, only the first row is extracted. This leads to false positives as errors of course could be in row 2 or 3. Document matching therefore should also "read further" and extract the whole paragraph
1 vote -
Filter for more than just document name
In the Document Organizer, I'd like to be able to use the Filter field on the file "Status" to select documents. For example: to apply OCR to all files that have "Status" of Contains Text or to select all files that imported corrupted to remove those files in bulk.
1 vote -
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.
5 votes -
Compile pages with Exception Snips
Instead of removing all pages that do not have exception snips, I would like to be able to compile all pages that have exceptions without removing/losing all the other pages from my excel file.
1 vote -
Snip all tables - Adding rows in Excel / avoid overwriting
When applying snip all tables and then starting to adjust the number of rows in the document its likely that this will overwrite data in Excel from tables extracted below. Maybe DS can move consecutive tables in case of adjustment of previous tables (adding a row in excel).
1 vote -
Request Snip
Users spend a lot of time building PBC request lists when a lot of this information is already contained in prior year workpapers, sometimes you have examples from proforma clients or other templates which you would want to share with your client.
The request snip could allow users to snip a document or a table of sample items in a workpaper and then automatically populate and send the request through the relevant PBC portal.
3 votes -
Form Extraction: the output will shift to eliminate blank columns. Output columns need to be consistent for use in workpapers
In a client discussion, when using a form extraction template the extraction came up with an error that certain fields could not be found. I assume that is an issue with finding keys. However, then the output would be shifted to create an output without spaces which makes it inconsistent with the rest of the extraction outputs.
If a key/extraction isn't found, the output columns should remain fixed so as to create a consistent table that can be copied and pasted into workpapers.
1 vote -
Featured templates not always working
The featured templates in form extraction are not always working accurately. I'd suggest we review them more thoroughly and make them accurate. Also I'd suggest to add a more specific instruction (for example which year the templates apply to).
6 votes -
Organize folders in the organizer
When multiple folders are created, these can be hard to navigate through. Maybe add the function of sorting in alphabetical order or search for folder names
3 votes -
Rotate imported image by small degrees
It would be nice if we had the ability to slightly rotate an image by a small degree. For example, if a PDF has a poor scan of an image and lets say that image is slightly skewed, it'd be nice to rotate that image to a degree less than 90 degrees... for example, let's say, I just want to rotate the image to the left, say, 2-3% degrees so that the columns are more up-and-down rather than slightly skewed.
2 votes -
Importing sub-folders
allow for the ability to import subfolders when dragging & dropping files/folders into Document Organizer.
many times, firms/clients will organize an audit by having many subfolders within one folder. Currently, the subfolder formatting does not carry over.
4 votesThis has been deferred (not planned for the next 6 months).
The current implementation allows all documents within each folder to be imported (the highest level folder will be replicated within DataSnipper but all documents within subfolders will be imported into that 1 folder).
Please continue to share this idea, we will continue to monitor for votes and comments!
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Move or Copy - Allow the transfer of snips and documents.
Currently, when using the Move or Copy functionality in excel, it does not transfer the documents ans cross-references from one workbook to another.
For excel files with thousands of snips in multiple sheets it's very important that this is enabled.
Currently I have to manually copy each sheet individually7 votes -
Enhance "Find All Sums" to capture table across pages
It would be nice that we enable "Find All Sums" to capture tables that are cut-up by page breaks.
1 vote -
Enhance "Find All Sums" algorithm to increase accuracy
Client reported that with some financial documents in Mandarin Chinese, Find All Sums cannot correctly identify items on the balance sheet, and excluding it from the sum result.
There could be further investigation on what's causing these issues, and whether we can fix them.
1 vote -
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.
1 vote -
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.
1 vote -
document matching
Allow Document Matching to run the full input column selected even if there are empty rows between the sample data.
8 votes -
'Key' column for Table Snip
In most cases where table snip is being used, rows have text split over multiple lines, which table snip incorrectly interprets as multiple rows. This issue is significant when dealing with large PDFs as each table snip has to be edited manually.
A simple way to solve this would be to have a 'key' column which the user selects, which tells table snip where to look to determine where the rows should be. For example, there might be a single date or value for each row (despite multiple text lines within the same row), and selecting this to be the…
5 votes -
PDF Splitter/Auto Group
Would like to have the ability to split a large pdf into several smaller ones, and also have a button in the document organiser which would automatically cluster similar documents into groups.
5 votes
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