DocuMine Limited Availability. DocuMine is now available as part of Limited Availability

Ask questions to get precise answers. Ask questions to receive precise answers from your imported documents

Answer Card review. Review answers with the help of the Answer Card

Command Bar - single doc question. Command Bar is available to ask a single question on a single document

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

Online DocuMine tutorial. An online DocuMine tutorial is available from the configuration page

Query Suggestions for Invoices. Query Suggestions have been added for "Invoices".

Lease query suggestions. 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 export. Engagement history can now be exported as part of the "export" menu.

AI answers Yes/No display in Excel. AI answers marked as "Yes" and "No" within UpLink will appear as "Yes" and "No" in Excel rather than TRUE and FALSE.

Download Workpaper without snips. 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.

Special characters in request names fix. Fixed an issue where certain characters could cause an issue in request names.

Re-adding removed users fix. Fixed an issue where removing someone from an organization resulted in difficulty adding them back.

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

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

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

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

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

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

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

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

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

Suralink user management login. Integrated user management login to enable Suralink access control.

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

Enhanced OCR error state checks. Enhanced error state checks to ensure OCR functionality reliability.

Pre-v6 conversion messaging. Updated messaging to improve clarity when converting workbooks from versions prior to v6.

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

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

FSS OneDrive save fix. Fixed an issue with saving FSS projects in OneDrive.

Download to DataSnipper-enabled Excel. Users can now download testing results into a DataSnipper enabled Excel workbook

Query ordering on export. The ordering of queries is no longer reversed on export

Minor bugfixes and performance. Improvements

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

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

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

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

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

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

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

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

Decimal number recognition. 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).

Document rotation in viewer. Documents can now be rotated in the UpLink Document Viewer

Intelligent notification batching. Intelligent batching of notifications

Performance improvements.

Minor bug fixes.

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

Copy-paste snip reference fix. 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 partial match defaults. Document Matching: Addressed introduced bugs where partial matches were returned as defaults for specific documents and required fields were not functioning correctly.

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

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

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

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

Document Matching exact terms default. 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.

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

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

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

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

Snipped table structure consistency. Resolved inconsistencies in the structure of snipped tables between manual and automatic suggestions.

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

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

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

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

Suralink integration (Beta). Integration with Suralink allows users to log in, select their engagements, and automatically download files into DataSnipper.

Suralink Include PDFs requirement. For the expected interaction with Suralink, the "Include PDFs" option must be toggled on in DataSnipper. This streamlines workflows for users working with Suralink.

AES AI Suggestions 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.

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

AES W2 confidence display fix. Corrected misleading confidence percentage displays in US Tax W2 form extractions.

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

Older DS Excel file conversion to v6. Addressed an error where specific older DataSnipper Excel files could not be converted to version 6.

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

FSS MA Suggestions Editor. 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.

FSS User Management integration. 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.

FSS file storage location config. 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.

FSS password-protected PDFs. 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.

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

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

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

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

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

Worksheet structure protection bypass. 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.

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

AES Snips graph in Advanced Reporting. 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

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

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

Users tab on Dashboard. Added a new "Users" tab on the DataSnipper Dashboard for features on User Management.

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

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

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

FSS automated tickmark metrics. Fixed an issue with sending automated tickmark metrics

Annotations in UpLink Viewer. New annotations can be generated within the UpLink Document Viewer

Document split into pages. Documents can now be split into discrete pages for more robust testing

AI and performance improvements.

Import while cell in edit mode prompt. 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.

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

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

Reference loss on doc removal fix. Fixed reference and snip loss when removing documents without exception snips. This addresses cases where documents are deleted without saving associated snips or combinations.

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

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

v5 to v6 conversion speed. Enhanced file conversion speed from version 5 to version 6, significantly reducing the time required.

FSS Version Compare tickmark transfer. Fixed a Version Compare bug where tickmarks were not being transferred - MA only

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

FSS export legend alignment. Corrected the Export legend to align with the tickmarks used in the document

FSS export rounding errors comment. Resolved the issue of including the rounding errors comment in the Export summary page

FSS export summary text wrap. Fixed the text wrapping issue on the Export summary page

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

FSS calculator percent function. Fixed the % function in the calculator (including negative values)

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

FSS PY tickmark highlight reappearance. Resolved a bug where highlights re-appear when more PY tickmarks are placed as a group

FSS VC scrolling synchronicity. Fixed an issue with scrolling synchronicity in VC

FSS performance and memory. General performance and memory improvements

Performance improvements.

Edit annotations in UpLink Viewer. Annotations can now be edited within the UpLink Document Viewer

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

Mac browser support. Supported also on browsers on Mac devices.

Microsoft 365 account requirement. 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.

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

WebSnip Chrome and Edge support. WebSnip Extension is supported on Chrome and Edge browsers.

Suggested common effective queries. UpLink will now suggest common effective queries based on the request created

AI Improvements.

Performance updates.

Minor bug fixes.

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

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

Snips not linked to Excel after conversion. 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.

Data migration old→new versions. Improved data migration from old to new versions.

v5 to v6 migration failure fix. Addressed a migration failure issue in certain cases when documents were converted from v5 to v6.

FSS OCR checkbox visibility. Fixed the OCR checkbox not being visible under certain conditions.

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

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

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

Table headers reopen fix. Fixed an issue where table headers were removed upon reopening a document.

Welcome window/onboarding update. Updated the welcome window and onboarding messaging.

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

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

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

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

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

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

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

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

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

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

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

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

Promote ad-hoc to standard queries. Users can not promote ad-hoc queries to the standard query list

All Tables tab in Table Extraction. An "All Tables" tab has been added to Table Extraction

Minor bug fixes.

UI Updates.

Bookmarkable UpLink for clients. Allow UpLink to be bookmarked for clients

Performance updates and minor bug fixes.

Full-screen document navigation.

AI accuracy improvements. Improvements to AI accuracy

Extract tables from documents. Users can now extract tables from documents

License-gated extraction features. Corrected an issue to ensure Invoice Extractions, Form Extraction, and Document Matching in Excel are accessible only with the appropriate license.

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

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

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

Minor bug fixes.

Auto-limit AI queries by page count. Automatically limiting AI queries when a file exceeds a certain page count