Settings and activity

11 results found

1. Automatically unzip/extract .zip files as they are provided

   3 votes

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   New  ·  0 comments  ·  Uplink  ·  Delete…  ·  Admin →
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   AdminPatrick Uffels (Admin, DataSnipper) supported this idea  ·  Oct 24, 2024

2. Ability to create excel sheet templates and store them within DataSnipper.

   3 votes

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   Under Review  ·  1 comment  ·  Core » New Feature Request  ·  Delete…  ·  Admin →
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   AdminPatrick Uffels (Admin, DataSnipper) supported this idea  ·  Oct 14, 2024

3. Document Matching + Form Extraction (VLOOKUP)

   34 votes

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   Under Review  ·  6 comments  ·  Core » Document Matching  ·  Delete…  ·  Admin →
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   AdminPatrick Uffels (Admin, DataSnipper) supported this idea  ·  Aug 15, 2024

4. Client ID/Reference Code in DS Toolbar

   9 votes

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   0 comments  ·  Core » New Feature Request  ·  Delete…  ·  Admin →
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   Under Review  ·  AdminJustin (Admin, DataSnipper) responded

   Please could you provide some user scenarios for how this would address specific problems that our clients are facing.

   If there are any customers who have mentioned this as a desired feature please link them to the idea so that we can reach out and understand the problem they are trying to solve.

   AdminPatrick Uffels (Admin, DataSnipper) supported this idea  ·  Aug 15, 2024

5. Move or Copy - Allow the transfer of snips and documents.

   7 votes

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   Planned  ·  0 comments  ·  Core » Document Management  ·  Delete…  ·  Admin →
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   AdminPatrick Uffels (Admin, DataSnipper) supported this idea  ·  Jun 13, 2024

6. FSS Project Tracking in Dashboard

   2 votes

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   Planned  ·  0 comments  ·  Dashboard and Advanced Reporting » Dashboard  ·  Delete…  ·  Admin →
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   AdminPatrick Uffels (Admin, DataSnipper) supported this idea  ·  Jun 7, 2024

7. Version data in Advanced Reporting

   9 votes

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   1 comment  ·  Dashboard and Advanced Reporting » Advanced Reporting  ·  Delete…  ·  Admin →
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   Planned  ·  AdminFang Shao (Admin, DataSnipper) responded

   Core team is working on sending this data which we'll then be able to incorporate into both AR & Dashboard. (Regardless of which licensing method the company is on)

   AdminPatrick Uffels (Admin, DataSnipper) supported this idea  ·  Jun 1, 2024

8. Option to undo the ''remove header'' option once applied

   14 votes

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   Under Review  ·  0 comments  ·  Core » Table Snip  ·  Delete…  ·  Admin →
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   AdminPatrick Uffels (Admin, DataSnipper) supported this idea  ·  Mar 18, 2024

9. DataSnipper imported documents checking feature

   12 votes

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   Started Work  ·  2 comments  ·  Core » Document Management  ·  Delete…  ·  Admin →
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   AdminPatrick Uffels (Admin, DataSnipper) shared this idea  ·  Oct 31, 2023
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   AdminPatrick Uffels (Admin, DataSnipper) commented  ·  Oct 31, 2023  ·  Edit…  ·  Delete…

   Before archiving workpapers in the audit file, the end-user might be required to remove any imported documents using DataSnipper. The necessity of removing documents is dependent on the firms documentation requirements.

   Currently it is time-consuming to go through all the excel workbooks and remove imported documents. Can a feature be developed which
   1. identifies workbooks in a selected folder that have Imported Documents
   2. Provides an option for the end-user to bulk remove imported documents

   Save Submitting...

10. API Connection to the User Metrics data

    14 votes

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    Planned  ·  0 comments  ·  Dashboard and Advanced Reporting » Advanced Reporting  ·  Delete…  ·  Admin →
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    AdminPatrick Uffels (Admin, DataSnipper) supported this idea  ·  Oct 24, 2023

11. Indicate when there is no exact match

    25 votes

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    Under Review  ·  2 comments  ·  Core » Document Matching  ·  Delete…  ·  Admin →
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    AdminPatrick Uffels (Admin, DataSnipper) supported this idea  ·  Aug 18, 2023