2 results found

1. Add Swap Pages Ability Within Document Viewer

   It would be incredibly helpful to have the ability to swap individual pages within a PDF document in the document viewer. For example, I may upload a 150-page financial statement, perform various checks (such as using "find all sums" to ensure accuracy) and add comments of my reconciliation the financial statement to accounting records.

   Occasionally, I might find 1 or 2 pages that require corrections. Instead of re-uploading the entire PDF and repeating all the previous work, it would be much more efficient to simply replace those pages with the corrected ones. This feature would save significant time and effort, allowing us to preserve the completed tasks while updating only the necessary pages for a final, accurate document.

   It would be incredibly helpful to have the ability to swap individual pages within a PDF document in the document viewer. For example, I may upload a 150-page financial statement, perform various checks (such as using "find all sums" to ensure accuracy) and add comments of my reconciliation the financial statement to accounting records.

   Occasionally, I might find 1 or 2 pages that require corrections. Instead of re-uploading the entire PDF and repeating all the previous work, it would be much more efficient to simply replace those pages with the corrected ones. This feature would save significant time and effort,… more

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2. WebSnip Issue Identified - Suggested Improvement

   Question regarding the recently added WebSnip feature that allows you to add snips to excel workpapers directly from websites, rather than having to save a screenshot as a PDF, and then manually import into a Datasnipper folder.

   As I was utilizing the WebSnip extension the other day, I noticed that when I only have excel workpapers open from within our Engagement binder, I was able to use the WebSnip feature and add snips to my workpaper without any issues. However, I found that if I have other excel spreadsheets open that are outside of the Engagement binder, it then causes issues when trying to take WebSnips in the Engagement excel spreadsheets. It appears that when you have both Engagement excel sheets & excel sheets outside of the Engagement open at the same time, the WebSnip automatically defaults to the excel that is not housed in the Engagement Binder.

   I was just wondering if there is currently anything we can do to avoid this issue? And if not, maybe there is some type of update or something you guys could do on your end to help get this fixed.

   Thanks!

   Question regarding the recently added WebSnip feature that allows you to add snips to excel workpapers directly from websites, rather than having to save a screenshot as a PDF, and then manually import into a Datasnipper folder.

   As I was utilizing the WebSnip extension the other day, I noticed that when I only have excel workpapers open from within our Engagement binder, I was able to use the WebSnip feature and add snips to my workpaper without any issues. However, I found that if I have other excel spreadsheets open that are outside of the Engagement binder, it then causes… more

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