DataSnipper Changelog

This page will be updated with the latest versions of DataSnipper we release and will clarify what we have changed in each version.

UpLink, AI-Powered PBC

Release Date: December 20, 2024

FULL RELEASE

Features & Updates 

• Query Suggestions have been added for “Invoices”.
• Query suggestions will now display for the term “Lease” rather than only showing when the term “Lease Agreement” appears in the request name.
• Engagement history can now be exported as part of the “export” menu.
• AI answers marked as “Yes” and “No” within UpLink will appear as “Yes” and “No” in Excel rather than TRUE and FALSE.
• The “Download Workpaper” option now only downloads AI answers with no snips so that requests with hundreds of documents can be exported quickly. Download to DataSnipper will still download the AI answers with snips and documents.

Bug Fixes

• Fixed an issue where certain characters could cause an issue in request names.
• Fixed an issue where removing someone from an organization resulted in difficulty adding them back.

DataSnipper v6.2.6

Release Date: December 4, 2024

BETA RELEASE

This is a Beta Release for selective testing clients. These features aren’t yet generally available but are provided for feedback and testing.

DocuMine Beta

• DocuMine is now available as part of Limited Availability 

• Ask questions to receive precise answers from your imported documents

• Review answers with the help of the Answer Card

• Command Bar is available to ask a single question on a single document

• Focus Mode is available to review questions without distractions in a dedicated window.

• An online DocuMine tutorial is available from the configuration page

DataSnipper v6.1.13

Release Date: November 26, 2024

FULL RELEASE

Today we announce DataSnipper v6.1.12 with improvements and new features on the DataSnipper Platform, Financial Statement Suite (FSS), and Advanced Extraction Suite (AES).

Platform

Bug Fixes

• Rolled back recent changes to the algorithm distinguishing thousand separators from decimals to address noted regressions.

• Fixed an issue where importing via copying snips prevented documents from being embedded, regardless of PDF embed settings. 

Financial Statement Suite (FSS)

Bug Fixes

• Fixed an issue on wrong comment placement in PDF export.

• Fixed an issue with Version Compare giving inaccurate results when documents had different number of pages.

• Fixed an issue with saving FSS projects in OneDrive.

DataSnipper v6.1.12

Release Date: November 19, 2024

PREVIEW RELEASE

This is a Preview Release for testing clients. These features aren’t yet generally available but are provided for feedback and testing.

Platform

Bug Fixes

• Resolved an issue where the search function did not highlight results across multiple documents.

• Fixed an issue with Document Viewer settings that prevented the Viewer from opening when copying snips between workbooks.

DataSnipper v6.1.11

Release Date: November 15, 2024

PREVIEW RELEASE

This is a Preview Release for testing clients. These features aren’t yet generally available but are provided for feedback and testing.

Platform

Bug Fixes (introduced during insider testing process):

• Resolved an incompatibility issue with the settings menu in co-authoring scenarios.

• Fixed an issue preventing the import of .msg extension documents.

• Fixed typed input not working for sample selection in Document Matching.

• Resolved an issue where no internet connection caused the full DataSnipper ribbon to become unavailable.

• Fixed the Document Matching templates pane not functioning without an internet connection. 

Enhancements:

• Integrated user management login to enable Suralink access control.

• Improved error messages to clarify when documents are missing or corrupted.

• Enhanced error state checks to ensure OCR functionality reliability.

• Updated messaging to improve clarity when converting workbooks from versions prior to V6.

DataSnipper v6.1.10

Release Date: October 22, 2024

PREVIEW RELEASE

This is a Preview Release for testing clients. These features aren’t yet generally available but are provided for feedback and testing.

Platform

• General Settings: Added an option to configure the Document Viewer startup behavior.

• Tracking Metrics: Implemented metrics for new advanced extraction suite models.

• Copy-Paste Snip Reference: Fixed issue where snip references were lost after pasting into a new workbook and reopening.

• User Management: Resolved issues with metrics tracking and template visibility.

• Document Matching: Enabled multi-string input matching with single-letter words.

• File Path Limit: Extended file path limit to 400 characters.

• Error Messaging: Enhanced messaging for missing documents to help users identify and resolve issues faster.

• UI Enhancements: Updated UI for Advanced Form Extraction, Document Viewer, and the Getting Started page.

• Decimal Number Recognition: Improved indexing algorithm to consistently recognize and standardize decimal numbers, regardless of format (e.g., varying decimal places, use of commas, and periods).

DataSnipper v6.1.9

Release Date: September 30, 2024

PREVIEW RELEASE

This is a Preview Release for testing clients. These features aren’t yet generally available but are provided for feedback and testing.

Platform

• OCR Error Handling Improvement: Improved OCR error messaging for easier diagnosis.

• Copy-Paste Snip Reference: Fixed an issue where Copy and Paste to a new workbook caused snip references to be lost after reopening the workbook.

• Document Matching: Addressed introduced bugs where partial matches were returned as defaults for specific documents and required fields were not functioning correctly.

• Freeze on Page Rotation: Corrected a bug that caused Excel to freeze when rotating pages during document handling.

• Excel Save Prompt: Resolved an issue where Excel prompted a save when no changes had been made, which occurred only when DataSnipper was enabled.

• Hidden Sheet Data: Fixed an issue where DS hidden sheet data became visible due to interactions with other Excel Add-Ins and Macros.

DataSnipper v6.1.8

Release Date: September 17, 2024

PREVIEW RELEASE

This is a Preview Release for testing clients. These features aren’t yet generally available but are provided for feedback and testing.

Platform

• Improved functionality in Form Extraction allows users to move and reorder extractions within the left-hand panel.

• A new table extraction feature in Form Extraction allows users to draw table extractions in forms.

• Improved Document Matching algorithm to match exact terms by default. Going forward system will match only exact terms and users need to use Fuzzy text matching or the new partial matching for close matches.

• Import Documents - Speed and Performance Improvements

  • Significant improvements in the indexing process include a thread-safe and streamlined approach, enhanced interaction with OCR, and prioritized indexing.

  • The system no longer preloads all documents at startup or reads document content twice, reducing startup time and enhancing overall efficiency.

  • Documents are indexed immediately at startup, and additional indexing occurs as users interact with different imported documents.

• Fixed an issue where metrics were not sent for expired licenses.

• Resolved inconsistencies in the structure of snipped tables between manual and automatic suggestions.

• Addressed an issue where the "Search" feature blocked users from viewing full results, particularly in Form Extraction.

• Fixed an issue with the visibility of extractions on the viewer in Form Extraction after a series of actions.

• Improved the conversion process for workbooks from older versions (v5 or earlier) to newer versions (v6+).

• Resolved loading issues for some clients caused by a block on logging metrics, and introduced a new setting to resolve this.

Suralink - Beta Release

Disclaimer: This is an early-stage beta release, serving as a proof of concept for the feature. Please note that it may present challenges in functionality and stability during use.

• Integration with Suralink allows users to log in, select their engagements, and automatically download files into DataSnipper.

• For the expected interaction with Suralink, the "Include PDFs" option must be toggled on in DataSnipper.

  • This streamlines workflows for users working with Suralink.

Advanced Extraction Suite (AES)

• Advanced Options in Form Extraction

  • The system now supports advanced AI models for a variety of documents, including US tax forms (W-2, 1098, 1098-E, 1098-T), health insurance cards, ID cards, business cards, invoices, contracts, and receipts.

  • Users can view confidence scores for extraction suggestions, allowing them to select the most accurate data.

  • Corrected misleading confidence percentage displays in US Tax W2 form extractions.

  • Fixed issues with renaming suggested extractions in the new advanced options in Form Extraction.

Financial Statement Suite (FSS)

• When FSS fails to capture all totals or identify parts of a sum correctly, you can now step in with the MA Suggestions Editor to create or adjust suggestions for improved accuracy.

• User Management is now integrated into FSS, allowing you to track user-level usage across your organization. Each user will need to log in to access their FSS account.

• You can now configure file storage locations when importing projects into FSS, making it easier to retrieve documents from your desktop or a shared online folder.

• Accessing password-protected PDFs is now simpler. FSS will prompt you to enter the password when importing protected documents, making it quick to access your files.

• All characters are now supported when naming FSS projects (e.g., symbols).

• The latest OCR technology is now available in FSS, bringing increased accuracy when extracting text, key-value pairs, tables, and document structures automatically.

• Internal consistency (IC) checks are now supported for Japanese financial statements by expanding language recognition and algorithm capabilities.

• FSS now supports Vietnamese, French, and Icelandic locales, broadening its language capabilities for users.

DataSnipper v6.0.21

Release Date: September 13, 2024

FULL RELEASE

Platform

• Addressed an error where specific older DataSnipper Excel files could not be converted to version 6.

• Addressed an interaction issue with other Excel tools (DataSnipper data written to the incorrect sheet)

DataSnipper v6.0.19

Release Date: August 23, 2024

FULL RELEASE

Platform

• Fixed an issue where pasted snips don't get enabled after reopening a workbook.

• Fixed a bug to allow users to continue using DataSnipper functionalities like importing, accessing the document viewer, and creating snips, provided there was a prior import with version 6 before worksheet structure protection.

• Added clearer guidance when the protected workbook structure restricts certain DataSnipper actions.

DataSnipper v6.0.5

Release Date: August 8, 2024

FULL RELEASE

DataSnipper Dashboard

• Advanced Extraction Suite Snips graph added in Advanced Reporting. The metrics added are the following:

  • Invoice Extraction Snip; Invoice Extraction Page

  • Receipt Extraction Snip; Receipt Extraction Page

  • Contract Extraction Snip; Contract Extraction Page

DataSnipper v6.1.2

Release Date: July 31, 2024

PREVIEW RELEASE

This is a Preview Release for testing clients. These features aren’t yet generally available but are provided for feedback and testing.

DataSnipper Dashboard

• Introduced User Management for effective control of user access to DataSnipper across your organization.

• Introduced log-in and single sign-on (SSO) capabilities, ensuring secure login and authentication within the DataSnipper Platform and Financial Statement Suite (FSS).

• Added a new “Users” tab on the DataSnipper Dashboard for features on User Management.

• Dashboard owners can now invite, remove, and monitor users’ last active date, offering improved oversight and control.

• SSO settings are available for configuration by customers on the Enterprise Package, simplifying the sign-in process.

DataSnipper v6.0.18

Release Date: July 25, 2024

FULL RELEASE

DataSnipper Dashboard

• Advanced Extraction Suite usage graph has replaced the "Invoice extraction usage" graph. Now it includes all three advanced extraction types: Invoice, Receipt, and Contract Extractions.

• Company Template visibility bug resolved - if a company does not have the Company Template feature, it will no longer see an empty graph.

DataSnipper v6.0.18

Release Date: July 22, 2024

FULL RELEASE

Financial Statement Suite (FSS)

• Fixed an issue with sending automated tickmark metrics

DataSnipper v6.0.17

Release Date: May 27, 2024

FULL RELEASE

Platform

• Improved document import process. A new prompt now guides users to select a different cell if they attempt to import while a cell is in edit mode.

• Resolved an issue where references were missing if the copy/paste operation was initiated before the previous operation had been completed.

• Updated error messaging for inaccessible documents. Users now receive a clearer message with a link for further assistance when documents are unavailable.

• Fixed reference and snip loss when removing documents without exception snips. This addresses cases where documents are deleted without saving associated snips or combinations.

• Resolved import issues with corrupted documents in HP printer folders named 'bromium', ensuring these files no longer overwrite existing content.

• Corrected display errors in snipped tables. Adjusted output from conditional formatting in Excel to prevent numbers from displaying in red unintentionally.

• Enhanced file conversion speed from version 5 to version 6, significantly reducing the time required.

Financial Statement Suite (FSS)

• Fixed a Version Compare bug where tickmarks were not being transferred - MA only

• Resolved an issue on Version Compare where the incorrect file is shown on the prior year window

• Corrected the Export legend to align with the tickmarks used in the document

• Resolved the issue of including the rounding errors comment in the Export summary page

• Fixed the text wrapping issue on the Export summary page

• Resolved a bug on tickmark orientation not being in line with the context items

• Fixed the % function in the calculator (including negative values)

• Resolved a bug where default comments are not populated for Declined items on Apply all tickmarks

• Resolved a bug where highlights re-appear when more PY tickmarks are placed as a group

• Fixed an issue with scrolling synchronicity in VC

• General performance and memory improvements

DataSnipper v6.0.16

Release Date: April 10, 2024

FULL RELEASE

Today, we announce Cloud Collaboration Suite, our newest add-on module that will bring DataSnipper essentials to your browser.

Cloud Collaboration Suite (CCS)

• DataSnipper Excel Online: OCR, Document Organizer, Document Viewer, Snipping, Comment, and Export documents with Snips option are now available on Excel Online.

  • Supported also on browsers on Mac devices.

  • Users need to have a Microsoft 365 account to have access to DataSnipper Excel Online.

• DataSnipper WebSnip Extension: A web browser extension that allows users to use Snipping features to extract data from web pages.

  • It captures the URL and the timestamp of the screenshot; and syncs them directly to the Excel workbook.

  • WebSnip Extension is supported on Chrome and Edge browsers.

DataSnipper v6.0.15

Release Date: March 22, 2024

FULL RELEASE

Platform

• Fixed compatibility issues between DataSnipper add-in and other Excel add-ins.

• Resolved a bug where multiple snips linked to the same Excel cell were not retained.

Financial Statement Suite (FSS)

• Fixed the OCR checkbox not being visible under certain conditions.

• Corrected an "index out of bounds" error during Year Detection.

DataSnipper v6.0.14

Release Date: March 6, 2024

FULL RELEASE

Platform

• Fixed an issue where snips on the viewer were not linked to Excel cells in specific cases after converting workbooks from an old version to a new one with prewritten snips.

• Improved data migration from old to new versions.

• Addressed a migration failure issue in certain cases when documents were converted from V5 to V6.

Financial Statement Suite (FSS)

• Resolved an issue where Universal OCR, in certain cases, had some items in incorrect index locations.

• Fixed an error that occurred when opening a specific type of project on the FSS project page.

DataSnipper v6.0.11

Release Date: February 22, 2024

FULL RELEASE

Today we announce DataSnipper v6.0.11 with improvements and new features on the DataSnipper Platform and Financial Statement Suite.

Platform

• Fixed an issue where table headers were removed upon reopening a document.

• Updated the welcome window and onboarding messaging.

• Fixed an issue where importing the same document from the same path did not produce an error message.

• Addressed an issue where renaming a document in the document viewer did not work in certain cases.

• Fixed an issue where pagination did not appear in the Document viewer if the imported document had fewer than 10 pages.

• Fixed an issue where renaming a form extraction by double-clicking on the tile was not working.

• Addressed an issue where field names in invoice extraction appeared without spaces in the Excel workbook.

• Addressed an issue where editing a cell value for exception and validation snip did not overwrite the cell content with the user's choice.

Financial Statement Suite (FSS)

• Addressed an issue related to exporting documents with long text spread across multiple pages, resulting in an error where the export did not work.

• Addressed an issue where an FSS project would not open properly due to an exception error.

• Addressed an issue where the flyout comment input box and "automated comment" text were cut off in some scaling scenarios.

• Addressed an issue where group tick marks in Mathematical Accuracy did not update rotation from the group flyout.

• Addressed an issue where the version compare statement box did not move after moving a grouped PY tickmark.

• Addressed an issue where exporting a project with an extension in the name was not saved as .dsfss.

DataSnipper v5.1.4

Release Date: January 19, 2024

FULL RELEASE

Platform

• Corrected an issue to ensure Invoice Extractions, Form Extraction, and Document Matching in Excel are accessible only with the appropriate license.

DataSnipper v6.0.5

Release Date: January 10, 2024

PREVIEW RELEASE

This is a Preview Release for testing clients. These features aren’t yet generally available but are provided for feedback and testing.

Platform

• Introducing contract and receipt extraction, similar to our invoice extraction feature, for more efficient document processing. Part of Advanced Extraction Suite. 

• New table header recognition capability allows for better accuracy and user-adjustable recognition in tables.

DataSnipper v5.1.3

Release Date: January 8, 2024

FULL RELEASE

Platform

• Addressed a bug that prevented advanced reporting from sending information in specific client environments, caused by license service restrictions in some scenarios.

DataSnipper v6.0.4

Release Date: December 14, 2023

PREVIEW RELEASE

This is a Preview Release for testing clients. These features aren’t yet generally available but are provided for feedback and testing.

Platform

• Issue with converting files included in the workbook from the old version to v6 is resolved

• Issue with formulas referencing multiple sheets was broken in the last version. It is now resolved.

DataSnipper v6.0

Release Date: November 17, 2023

PREVIEW RELEASE

This is a Preview Release for testing clients. These features aren’t yet generally available but are provided for feedback and testing.

Platform

• DataSnipper Co-authoring

  • With the newly updated data storage, DataSnipper now allows multiple users to create, update, and delete Snips on the same workbook in real-time.

  • For simultaneous editing and collaborative work, users need to import documents to the same SharePoint folder.

  • Workbooks can now be converted to be compatible with older versions (v5.1x or lower).

• Table Snip: New 'Snip All Tables' option allows users to extract all tables from a document with page numbers.

• Table Snip: User experience improved for adjusting the sizes of columns and rows in table snips.

• OCR recognition for Hebrew, Greek, and Arabic has been significantly improved for accuracy.

Financial Statement Suite (FSS):

• FSS is decoupled from Excel and can be launched separately.

• Added drag cursor to the built-in calculator and flyout.

• The document drop-down has been removed from the Version Comparison page. Now, the comparison is always done between the current and previous versions of the current year document.

• PDF export now includes custom tickmarks in the legend.

• The left click on the index does not apply the correct tickmark automatically and opens a flyout to allow users to define the tickmark.

• IC algorithm has been improved to produce better results when some notes missing in the document.

• Export and import project functionality has been added.

• Project list view has been added to make it easier to access previously created projects by individual users, only visible to them.

• The new built-in calculator is accessible across all test pages.

• FSS Document Viewer has been completely rewritten.

• All the FSS data is stored in the APPDATA/DataSnipper/FSS folder

DataSnipper v5.1.2

Release Date: September 7, 2023

ENTERPRISE RELEASE

• Resolved a bug related to date and time formatting in shared documents across multiple regions, ensuring consistent date formats.

• Fixed an issue where the document viewer in the view-only version was not opening properly after user license validation.

DataSnipper v5.1.1

Release Date: July 5, 2023

ENTERPRISE RELEASE

• Licensing for the version compare feature has been updated. It is now accessible when FSS is enabled.

• We have rectified a problem where users encountered issues when deleting and redoing multiple snips in the same cell.

• An issue with renaming extractions and information not displaying correctly in the popup window has been fixed. 

DataSnipper v5.1.0

• Updated the DataSnipper licensing to work with new packaging, each feature now has more granular feature flagging to show/hide the button.
• Fixed an issue whereby the document viewer would sometimes not show if "Include PDFs" was turned off.
• Fixed an issue whereby Table snipping was adding characters to negative values
• Updated the "Parts" column of the "Find All Sums" output to be accurate
• Removed the "Create Folder" option from the import menu

Planning:

• 1 August 2021: Preview Release
• 1 September 2021: SMB Release
• 1 December 2021: Enterprise Release

Reach out to start testing all functionalities of DataSnipper v4.0

 

DATASNIPPER PLATFORM

Search & Snip:

Search and Snip is a new feature speeding up your Snipping actions. This feature is very helpful to boost for example your walkthrough procedure. It is now possible to directly Snip from the search result pane, across different documents.

 

Undo snipping and deletion with CTRL Z:

It is now possible to undo your last Snip action with 'Control + Z'. You can only undo your most recent Snip. If your most recent Snip was copied from another Excel workbook, it will only undo the Snip, but the referenced document to the Snip will not be removed.

Edit rows in Table Snip:

It is now possible to edit the purple selection rows after Snipping a table. With this new feature, you are more flexible in the way your table data is extracted to your Excel workbook.

Extraction options in Form Extraction:

It is now possible to extract structured data across documents, pages and lines.

• Document: if you have e.g. 10 documents with the same structure you can extract different data across those 10 document with a single action.
• Pages: With 'page' extraction you can extract structured data across one document with multiple pages.
• Lines: With line extraction, you can extract structured data across different lines on the same page, e.g. a bank statement.

Paste snips into a different workbook with CTRL V:

It is now possible to copy Snips from one Excel workbook to another Excel workbook with 'Control + v'. DataSnipper will copy the Snip to the selected cell. The document referenced to the Snip will automatically be imported.

Paste screenshots and files into a workbook to import automatically:

It is now possible to import documents by copying files from your computer folder to DataSnipper with 'control v'.

Compress imported documents:

To improve document size management, it is now possible to compress imported files. When uploading files larger than 20mb, DataSnipper will ask to compress the file. It is also possible to compress files under the 'remove' icon in DataSnipper. On average, it will save up 40-60% in workbook size.

Learn Track:

Get value faster. The new DataSnipper Learn Track will help your organization to adopt DataSnipper. Users are able to sign-up for the learn track, on which they will receive - the most up to date - short product and use case video's directly in their mailbox. This new service is included in all current contracts.

Financial Statement Suite:

The Financial Statement Suite automatically analyzes the financial statement and helps to both perform and document all financial statement procedures extremely fast, while relying on the auditor's judgement – improving standardization and the overall quality of service. The Financial Statement Suite is a separate module and needs the DataSnipper Platform the run.

Mathematical Accuracy:

Verifying mathematical accuracy was never this easy. DataSnipper has analyzed the report for you and added suggestions of valid totals, exceptions and deviations. Simply mark them as validated or add comments.

Internal Consistency:

No need to scroll up and down to verify internal consistency. DataSnipper has automatically matched amounts to their occurrences within the financial statement.

Prior Year Consistency:

Forget about 'tabbing' between documents to verify prior year consistency. DataSnipper has automatically analysed corresponding amounts between two financial statements.

Export:

Simply export your tickmarks, findings and comments. Ready to include in your audit file. Optimized for easy client communication.

Version Comparison:

New version changes? No problem! DataSnipper has highlighted every single change between two financial statements for you.

Planning:

• 1 February 2021: Preview release
• 1 Marchj 2021: SMB Release
• 1 June 2021: Enterprise Release

Release Highlights:

• Form Extraction
• Table Snip multiple Pages
• Improvements for Document Matching and Find all Sums
• Export with Snips and comments
• User metrics dashboard
• Text Recognition supports 73 languages

Form Extraction:

With Form Extraction, you can extract values from similarly structured documents. Snip all the values you want to extract if everything looks good in the preview table. After clicking the extract button a new sheet will be created with a snip for all values and documents.

Find all Sums:

The "Find all Sums" now includes horizontal and totals in different columns. By simply importing the documents and clicking Find all sums, DataSnipper finds all the sums from different columns.

Options for Document Matching:

With Matching options, you can add different options in your document matching by clicking the "..." button. You can set a column as required so if a field in that column is not found, the corresponding row will be left empty. You can also allow a difference up to a specified amount when matching a value.

Start by selecting the documents, the input columns, and the output columns. Then you can assign options to the desired columns.

Table snip on multiple pages:

The "Table snip" feature allows you to extract tabular data from multiple pages. Draw a rectangle around the data (excluding headers) in the PDF, so your first Table snip is created. Then click the "...", you can choose on which pages it should create addition table snips for the same positions. This is especially useful for tabular data on PDFs and it can process up to 10.000 pages.

Document overview for export, remove, and groups:

With “Document Overview” you can view all the imported documents in a single window where you can select or deselect the documents of your choice. This new overview window will automatically pop up when you want to export documents, remove documents or create groups.

Export with Snips and Comments:

While exporting documents, you can now export all the snips and comments attached to the document. Start by clicking the export button in the ribbon panel, select the documents you want to export in the Export window, and then select the “Export with snips and comments” option.

Text Recognition now supports 73 different languages

Audit Trail shows all embedded documents:

The DataSnipper worksheet always shows a complete list of all embedded documents. This allows Regulators and clients without DataSnipper to reperform all work.

Import MSG, ZIP, and TXT:

When importing files in DataSnipper, you can now select MSG files with attachments, ZIP, and any text-based format like HTML, XML, CAMT, RTF, and TXT. When choosing these files, they will be automatically converted to PDF and opened in your Document Viewer.

Usage Metrics Dashboard:

With our usage metrics tool you will be able to register and login online to a usage dashboard. This will provide key aggregated insights over: how many of each kind of snip your team are preparing, the number of documents where text recognition was performed, workbooks prepared/reviewed,  and document matching tests completed. You can view the trending of these metrics over time and display them on a monthly, quarterly or yearly basis.

This will be available mainly for administrators or implementation managers within your organisation.