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  1. 3 votes

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    New  ·  1 comment  ·  Core » New Feature Request  ·  Admin →
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    AdminSam Brown (VP of Customer Success, DataSnipper) commented  · 

    1. This would go beyond DM & FE templates that we currently offer today.
    2. It could also go beyond excel to non-excel templates (there are a lot of word templates) should be made part of it, even if you can just access it through datasnipper.

    AdminSam Brown (VP of Customer Success, DataSnipper) shared this idea  · 
  2. 10 votes

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    AdminSam Brown (VP of Customer Success, DataSnipper) supported this idea  · 
  3. 8 votes

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    AdminSam Brown (VP of Customer Success, DataSnipper) supported this idea  · 
  4. 1 vote

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    AdminSam Brown (VP of Customer Success, DataSnipper) shared this idea  · 
  5. 6 votes

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    This 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!

    AdminSam Brown (VP of Customer Success, DataSnipper) supported this idea  · 
  6. 25 votes

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    AdminSam Brown (VP of Customer Success, DataSnipper) commented  · 

    The problem: It is difficult at a glance to understand which document matching snips are exact vs fuzzy text/threshold. In all cases it is shown as a blue and there is no indication that the match differs. This can lead to confirmation bias because there is a combination of exact and non-exact matches. In these cases people may not review the output correctly.

    In addition to the visibility issue there is also the challenge that if a Document Matching template is created including Fuzzy Text/Threshold the end user may not be aware that the template incudes this and this could lead to confusion.

    User type: Both prepares and reviews are affected by this in their workflows.

    Workaround: A validation column can be added to your sheet to compare the sample data to the snipped data and highlight where this differs. Excel has fuzzy text matching so in this case users already have access to this functionality and should be aware of the how to mitigate the risk when using this kind of functionality.

    AdminSam Brown (VP of Customer Success, DataSnipper) supported this idea  ·