Every DataSnipper for Excel change from 2022, grouped by month, then by product area, newest first. Open a month, then a product, to see what changed. Changes are general availability unless marked Preview. Part of the full DataSnipper changelog, organized by year.
December
December
DataSnipper for Excel
DataSnipper for Excel
1 Dec (v5.0.2) Preview
Document Matching updated UI. Updated look and feel included automated output column selection and feedback on match configuration errors.
% threshold option. Added option for % threshold
Fuzzy text matching option. Added option for fuzzy text matching
Force match on same row/page. Added option to force match on same row/page
Save document match as template. New feature allowing for you to save your document match as a template.
Retain match and Excel sheet for later. Retain your match and the related excel sheet for later use.
Featured templates library. Access to a featured template library provided by DataSnipper with a range of common procedures.
Share company templates. Ability for authorized users to share company templates across the organization.
Document Organizer for management. New feature to enable document management in DataSnipper.
Drag and drop import. Drag and drop to import all recognized file types and folders
Folder creation for use across features. Create folders to use in other features
Filter and sort documents by metadata. Filter and sort your documents using metadata such as import data, file status, or size.
Search documents. Search your documents and easily find the correct groupings to add to folders.
Document Viewer updated UI. Updated UI
Snipping toolbar on second screen. New snipping toolbar for changing snip type on second screen
Page selector added.
Folder and document dropdown selectors. Which link to Document organizer.
Rotation reindexing for accuracy. Updated rotation so all rotation options now cause reindexing in new orientation for more accurate snipping.
Second screen viewer experience. Updated the "show viewer in second screen" experience with option to switch directly in the viewer and responsive UI.
User-level settings. Update user level settings in DataSnipper to tailor to your preferences.
General vs Workbook settings. Configure "General Settings" which apply whenever you work with DataSnipper or "Workbook settings" which are retained at the workbook level.
OCR notify vs auto-apply. Option to be notified vs. auto applying OCR.
Paste-to-import shortcut toggle. Option for enable/disable of paste to import using the CTRL + V keyboard shortcut.
Learning track invite toggle. Option to enable/disable showing the learning track invite on opening DataSnipper.
Workbook-level table snip suggestions toggle. Option to enable/disable table snip suggestions shown on the page for a specific workbook.
Include all PDFs in workbook control. New control for "Include all PDFs" in the workbook.
July
July
DataSnipper for Excel
DataSnipper for Excel
19 Jul (v4.1.5)
Table snip suggestions visible across snip types. Table snip suggestions now visible when any type of Snip is selected
Featured templates in Form Extraction. Featured templates are now accessible within Form Extraction
Backward compatibility bug fixes. Bug fixes for backward compatibility
Snip selection inside another. Fixed snip selection issue with one snip inside another.
Indexing accuracy improved. Improved indexing process accuracy
Concept text and table detection. Fixed a bug where concept text messes with table detection.
UI error bug fixes.
Financial Statement Suite
Financial Statement Suite
19 Jul (v4.1.5)
FSS speed and reliability. Improved speed and reliability of FSS
Tickmarks drawing over each other. Fixed snip selection issue with one snip inside another.
April
April
DataSnipper for Excel
DataSnipper for Excel
7 Apr (v4.0.12)
Grey screen document viewer. Issue now resolved
Financial Statement Suite
Financial Statement Suite
7 Apr (v4.0.12)
FSS speed improvement. Financial statement suite speed improvement
March
March
DataSnipper for Excel
DataSnipper for Excel
19 Mar (v4.1) Preview
Form Extraction UI updated. Updated look and feel
Editing keys: clicking → snipping. Changed editing keys from clicking to snipping
Updated layout of editing/view/preview. Updated layout of extractions editing, document view, and data preview
Document selector for Form Extraction. Document selector so you can choose which imported files to apply form extraction to.
Save form extractions as templates. So you can reuse them later if you receive more similarly structured documents
Templates stored locally with metadata. Templates are stored locally and only include metadata
Descriptions and tags for templates. Add descriptions and tags to track what exactly was extracted in the template.
Template landing page selection. Landing page updated to allow you to select specific templates.
Table Snip Suggestions in current documents. Suggestions over where tables exist in current documents
Single-click extract highlighted table. Extract highlighted table with a single-click
Improved column/row recognition algorithms. Improved column and row recognition algorithms
Multi-page table extraction editing. Multiple page table extraction and editing is also added within this feature
Enhanced Text Recognition default quality. Text Recognition will enhance the quality of the PDF text by default
Text Recognition all Latin/Cyrillic/CJK. Text Recognition supports all languages in Latin, Cyrillic, Chinese, Japanse, and Korean scripts
Handwritten Text Recognition. Supports English, Chinese Simplified, French, German, Italian, Portuguese, and Spanish
Lower memory/CPU footprint. Lower memory and CPU footprint
Caching indexes locally. Performance improvements by caching indexes locally
Gray/Blank PDF viewer fix. Gray / Blank PDF viewer issue is solved
Financial Statement Suite
Financial Statement Suite
29 Mar Preview
IC and PY consistency suggestions. Internal Consistency and Prior Year Consistency now give suggestions
Mathematical Accuracy algorithm accuracy. Mathematical Accuracy algorithm has been improved for more accuracy.
Automatic tickmark transfer. Algorithm has been added to move tickmarks between versions
FSS updated look and feel. Updated look and feel
Findings sidebar. Summarising all issues in the FS and providing a "to-do" list for your tick and tie.
Comment and Version sidebar.
Company-level default tickmark changes. Default tickmark changes possible at company level.
Custom tickmarks per user. Custom tickmarks can be added per user.
Flyout menus for tickmarks/comments/rotation. Flyout menus added for updating tickmarks/comments/rotation.
Auto tickmark application for all functions.
Enhanced review of placed tickmarks. Enhanced ability to review tickmarks placed
