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  1. 1 vote

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    Are you able to elaborate on this a little more.

    Document Matching will currently leave the cells blank if it does not find a match. Taking a look on a row by row bases to see the rows which have any blank cells is therefore one way to achieve what you propose.


    Does this capture the essence of the request?

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    Andy G. commented  · 

    I agree with your comments above... it does capture the essence. My comment was more from a holistic standpoint, rather than going row-by-row through the DM results, but yes, your comments does capture the essence. Thank you!

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  2. 1 vote

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  3. 1 vote

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  4. 1 vote

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  5. 1 vote

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  6. 1 vote

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    Andy G. commented  · 

    I noticed recently that when you create multiple folders for imported documents and you organize those documents into folders, when you're imbedding snips across multiple documents and multiple folders, then when you jump from one cell to the next and the snip changes from one document to the next, the folder drop down does NOT change... in other words, when I am jumping from one file to the next, the Folder drop down in the top left of the screen does not change to show me which folder this imported document is in... only the document changes but the folder stays the same. For example, let's say I have folder A and folder B. And within those folders, I have documents A1, A2, and B1, and B2. If I am reviewing the snips on A1 and then I jump to B2, the folder drop down in the top left of the screen does not change to show me that B2 is in the B folder. Clearly, I am oversimplifying this, but that would be nice for the folder to change along with the document changing.

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  7. 1 vote

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  8. 4 votes

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    Deferred  ·  1 comment  ·  Core » Form Extraction  ·  Admin →
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    Andy G. commented  · 

    It would be nice if there was AI that identified which pages of a PDF - typically a large PDF - that Form Extraction could be applied on... for example, let's say I have 100 page PDF, it would be nice if there was AI that could tell me, hey - it looks like these 68 pages of the 100 page PDF have the same format and presentation, consider using Form Extraction for these pages.

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  9. 4 votes

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    Deferred  ·  0 comments  ·  Core » Document Matching  ·  Admin →
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  10. 4 votes

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    Under Review  ·  1 comment  ·  Core » Table Snip  ·  Admin →
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    Andy G. commented  · 

    I use Table Snip all the time and while I like that the Table Snip feature "automatically' identifies the columns and rows, there are times where I would prefer that the tool not try to identify the rows - especially when there are several of them... for one, when you click on "edit rows", often times its very hard to decipher just where the rows have been identified if you haven't established the boundaries of the rows yourself... it'd be nice to have a click where you can easily delete the suggested rows - something like a "bulk delete suggested rows" or something along those lines. Something where I could click - hey, I'd rather identify the rows myself.

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  11. 2 votes

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    Under Review  ·  0 comments  ·  Core » Table Snip  ·  Admin →
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  12. 2 votes

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  13. 3 votes

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  14. 4 votes

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    Planned  ·  0 comments  ·  Core » Form Extraction  ·  Admin →
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  15. 3 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!

    Andy G. supported this idea  · 
  16. 20 votes

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  17. 4 votes

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    Planned  ·  0 comments  ·  Core  ·  Admin →
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  18. 6 votes

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  19. 1 vote

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    0 comments  ·  Core » Find All Sums  ·  Admin →
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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!


    For now, this functionality exists specifically without the FSS add-on suite.

    Andy G. shared this idea  · 
  20. 2 votes

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    Deferred  ·  0 comments  ·  Core » Find All Sums  ·  Admin →
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    Andy G. supported this idea  · 
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