241 results found
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WebSnip - HTML Table Extraction
Within the websnip currently the table extraction works very well, however given that HTML Pages will have a table included in code it would be even better if you were able to auto-table snip the table based on code.
This would have multiple benefits such as making tabular extraction more accurate and improved UX in extracting tabular data.
1 vote -
sum function and delete snips
I hope this message finds you well.
I am writing to seek your assistance with an issue I've encountered in DataSnipper. Currently, the SUM function does not seem to work when trying to sum numbers across continuous pages - For example, if I have the numbers 10, 20, and 30 on page one and 30 on page two for a total sum of 90, the function does not compute the sum. It appears the app overlooks such items, impeding efficient data manipulation.
Alongside this, I am wondering if there's a way to exclusively apply the 'document matching' and delte snips…
1 vote -
Multiple Form Extraction Keys
Users can define multiple extraction keys, which serve as specific identifiers or keywords to locate and extract relevant data from forms. By setting multiple keys, our system gains a deeper understanding of the form's structure, ensuring more accurate data extraction.
6 votes -
Expand OCR capabilities within Form Extraction
Perhaps this already exists - I am not aware of it existing - but while I love the Form Extraction functionality, I find that there are often times where I am working in documents of similar format and presentation but with slightly different dimensions, meaning, Form Extraction works great on a standardized form (e.g., a tax standardized form), but let's say I am importing pay stubs for 100 employees and I want to use Form Extraction to add snips to those stubs and extract data, the moment that one of those pay stubs has an added line (i.e., a one…
4 votes -
Table Snip Templates
Ability to save Table Snip templates. Example: on a recurring basis investment reports are received, where only a subset of tables is to be extracted. Being able to save the specific table set as template would allow for efficiente extraction of tabular data upon receipt of the reports.
17 votes -
DataSnipper included in google sheets
We use google sheets to document our procedures. We would like to have DataSnipper available in google sheets.
4 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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Receipt Extraction Rotation
Problem Statement:
When using features like Receipt extraction quite often documentation is provided in various rotations, the tool is able to extract the information from these documents but it can be annoying to work with these documents or review the results as you are manually rotating pages a lot, some expense reports could include hundreds of receipts.
Solution Suggestion:
Once receipt extraction is completed it would be great to be able to automatically rotate the receipts through increments of 90 degrees so that the cross references are readable.
1 vote -
Organize company templates
Be able to organize company templates (group them in folders or other organization)
11 votes -
Connecting snips from multiple cells into one in Excel
It would be nice if it was possible to connect snips from different cells into one, like when you press and hold ctrl and have multiple snips in a cell.
1 vote -
Merge the separate documents into a single PDF file when exported.
Clients often find it more convenient to share the work performed in a single, easily distributable PDF format when collaborating with colleagues or external reviewers who do not have DataSnipper installed, rather than dealing with multiple PDFs.
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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extract absolute vallues
It would be beneficial if there was a way to automatically abstract an absolute value (i.e., turning -5,000 into 5,000) utilizing a text snip or a sum snip.
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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Enhance comment text box visibility
When leaving comments on pages with a lot of text, the comment text box blends into the background, making it hard to read what I'm typing. It would be great if the text box could be improved for better visibility - perhaps by making the background solid or increasing the font size. This would help ensure comments are easy to write and read, even on busy pages.
3 votes -
Need a spot to enter a "Date Mask"
Using form extraction with a specific document results in some unfortunate date reading errors. All dates in document are M/D/YYYY, but DataSnipper dates default to D/M/YYYY format until it hits a date that's impossible otherwise. The result is that dates when extracted are in a mixed D/M/Y and M/D/Y format based on what day of the month was read in. To explain another way, while the source document would show February 1, 2023 and February 25, 2023 as 2/1/2023 and 2/25/2023 respectively, DataSnipper will extract them as 1/2/2023 and 2/25/2023.
There are no controls for telling DataSnipper to use one…
2 votesDataSnipper does take into account others dates within the document to inform how to read dates (either D/M/Y or M/D/Y). This does however require a level of confidence to be applied.
Essentially, only if there are a sufficient number of dates of a clear format will DataSnipper apply that format to all unclear formats.
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Drag & drop embedded documents in the document organizer
When documents are embedded in word, it is possible to drag & drop them to file explorer. It is not yet possible to drag & drop documents to the organizer. This is very relevant in the transition from documenting in word to documenting in excel.
2 votes -
6 votes
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Ability to reorder files for extraction
Ability to reorder files for extraction would be nice. Context of payroll summary reports which are named by calendar months. DataSnipper will extract based on the A-Z which doesnt match reality.
Currently, we are having to rename the files before uploading to enable accurate extraction as we want it
4 votes -
Advanced Smart Search
I'd appreciate some "advanced search" features that extend the existing Smart Search tool. There are two specific features that I'm thinking of, but there might be more tools that could also be implemented.
First, it would be nice to be able to search for generic data, such as "all dates" or "all numbers." If I want to iterate through all dates in a document, for example, I currently need to manually go through the document and find the dates. The ability to search for dates would allow me to go through that list and ensure that I don't miss any…
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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Fix issue with protecting unprotected cells when deleting Snips
When you use the 'Delete Snips' button, it resets cells to their default state. E.g. empty and locked.
When using our in house excel based tools, we set these spreadsheets up specifically with unlocked cells for text entry (as each sheet is protected to avoid accidental changes to formulae / model which has been signed off centrally). Therefore the above functionality results in cells becoming locked and un-editable in these workbooks for normal users.
We would therefore suggest that functionality is changed so that cell protection remains/is restored to as it was before any Data Snipper functions are called. This…
3 votes -
Document Classification
Recognize the documents imported. Recognize if they have the same layout. Classify the documents automatically.
4 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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Authenticity of documents
This idea is coming from a comment that was made by a (government audit) client: It would be great if DataSnipper would have software embedded in the tool to check the authenticity of documents.
Examples could be that DS could recognize if an image is pasted into a pdf document, or if for example, an IBAN number (should always be 34 characters), on an invoice has 33 characters instead. In this way we can help auditors identify potential fraud or misleading.
This feature would be super useful not only for government audits but also for external, internal audits, FC, tax…
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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