255 results found
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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 -
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 -
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.
8 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.
25 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 -
document matching
Allow Document Matching to run the full input column selected even if there are empty rows between the sample data.
8 votes -
Overview validation & exception snips
Feedback from internal audit client: it would be nice if DS could run an overview of the number of validation and exception snips in an excel worksheet. Since we normally replace the V or X in the cell with text, it is not possible to run an IF formula. Therefore we'd like to have DS summarize this for us.
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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'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 -
De-select all the columns or rows automatically created.
When using table snip, there should be an option to de-select all the columns or rows automatically created.
4 votes -
Switch between OCR
Add possibility to switch between different OCR servers. The reason for this request is for service delivery centers that work for different countries and therefore want to switch between OCR servers to stay compliant with data regulations.
6 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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Toggle on the add-in
This is for those that have multiple add-ins on their Microsoft Excel program that may not use DataSnipper every time Excel is opened. The DataSnipper add-in is loaded 100% of the time - it would be helpful to have some convenient toggle to “turn on” or “turn off” some or all of the add-in features. This can be done using File > Options but it’s inconvenient.
1 vote -
Shortcut to search
I'd like to be able to click into a cell to populate the Excel formula bar + Document Viewer Search field and then use a shortcut / hot key to search, rather than clicking on the magnifying glass. This would allow faster querying of the files within and allow ease of navigating to the intended value.
1 vote -
Excel reference to snipped cell
Relevant for all snips:
Currently if I direct reference to a cell that has snip, the reference will also link.
if I however indirect reference (i.e. using a VLOOKUP formula to return data or embedded a formula in an IFERROR formula), then the cell contents are transfered but reference is not linked.It would be nice if this was also linked.
3 votes -
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
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