281 results found
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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 -
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 -
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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Signature Snip
Working with signatures and verifying that a document is signed is always a key part of audit procedures however given that there is a mix of wet and e-signatures it can be complicated to actually understand if your document has been validated.
Signatures are never recognised by OCR given their "hieroglyphic" nature and therefore it is difficult for automated systems to recognise them.
With the signature snip, users could perform multiple actions:
- Apply an esignature to a document.
- Verify a wet signature for IPE purposes
- Check that an esignature is included.
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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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
7 votes -
Write to PDF
Allow inverse direction of work. So instead of extracting data from PDF to excel, populate a form with data from excel.
2 votes -
Allow undo to retain expected functionality
When a snip is added, all prior work is "forgotten" so that undo can only undo the last snip. Any previous work can therefore not be undone.
I lose the ability to undo the last few adjustments made as soon as I apply a snip.
The suggestion is to allow the "undo" function to operate as standard so that all previous actions can be undone.
20 votes -
Add "conditions" to Document Matching
I was using DM the other day to compare cash payments that were summarized in an Excel file to bank statements that were provided to me by the client. I didn't have any data in the Excel file other than (1) a hardcoded date and (2) the amount that I was told was paid. I was attempting to match the amount paid from the Excel file to the bank statement (which I was able to do with a very high success rate). But this also got me thinking, what if I could refine the document matching to look for certain…
5 votes -
Auto name extraction by key / snip to name
Set key behaviour to help more accurately get it right automatically i.e. search left or above etc, a lot of forms the key wanted its directly left or above so if this could be set then when creating extractions with a lot of fields it would speed things up tremendously
3 votes -
Better format for uploading emails into workbook
Client feedback: When uploading emails into DS, the format doesn’t look very good. It’s too plain. Would be great if there's better formatting.
2 votes -
Ability to remove unreadale/corrupt files
Client feedback: Sometimes we have corrupted files that cannot be opened or removed, but still stays in the document list. I would like to remove them.
2 votes -
better option for pasting screenshots
Internal audit client feedback: Sometimes when pasting screenshots into DS, there will be a conflict due to naming, or the previous screenshot will be replaced.
2 votes
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