AI Extractions. Simplifies reviews by extracting data from all kinds of unstructured documents, directly in Excel. It leverages contextual AI to deliver accurate, traceable results across document types. Teams can scale reviews faster using prompts and reusable templates while maintaining full control over their extractions.

Add-In appearance fix. Resolved an issue where the Add-In wouldn't appear unless disabled/re-enabled.

Folder rename syncs with co-authors. Folder rename updates now sync correctly with co-authors.

Document Matching single result output. Fixed an issue where Document Matching didn't show snip content when outputting to a single result.

Copy or Move Sheet fix. Fixed broken Copy or Move Sheet functionality.

Manage Document button retention. Manage Document button now activates properly for retention.

Text rendering when zooming. Fixed missing text rendering when zooming in/out.

Comment button dropdown restored. Restored dropdown list for the Comment button in the ribbon.

Find All Sums frozen dialog and performance. Resolved an issue where Find All Sums showed a frozen progress dialog and slowed performance.

Version Compare Export to Sheet performance. Fixed Version Compare → Export to Sheet performance degradation.

FSS independent installer. The Add-in and FSS now have independent installers, enabling faster, independent release cycles for each product.

UMS required from v26.1. User Management System is now required for all customers starting with v26.1, replacing company-level licensing and providing better visibility, security, and user provisioning.

DocuMine: Question Bank. Introduced a Question Bank in DocuMine , select from pre-defined use-cases (DataSnipper-level or company-specific) and plug them straight into your workflow.

DocuMine: Transpose Answers. Added Transpose Answers , flip the layout of the generated sheet for better readability and review flow.

Welcome Window URLs updated. Welcome Window: Updated URLs for a more consistent experience.

Bulk Snip Creation performance. Bulk Snip Creation: Improved performance when creating large volumes of Snips.

Snip Sorting with references. Snip Sorting: Fixed incorrect ordering when Snips included references.

Merged Cells snip count. Merged Cells: Resolved inaccurate Snip count when pasting into merged cells.

Snip sorting stability. Sorting Stability: Fixed an issue where Snip sorting would unexpectedly reorder.

Document Matching sample data selection. Document Matching: Fixed an issue preventing proper selection of sample data.

Table Snips border data clearing. Table Snips: Resolved an issue where shrinking a Table Snip did not clear data outside the new borders.

DocuMine: Worksheet Generation performance. Worksheet Generation: Improved performance of the Generating Worksheet progress bar.

DocuMine: Focus Mode multi-run fix. Focus Mode: Fixed issues when running multiple improvement runs consecutively.

DocuMine: Cell Selection fix. Cell Selection: Resolved bugs related to inaccurate cell selection.

DocuMine: Command Answers removal. Command Answers: Fixed a bug where command answers were not properly removed from the Document Viewer.

DocuMine: Date Handling. Date Handling: Resolved inconsistent Snip text for date fields.

DocuMine: Excel Stability with answer edits. Excel Stability: Fixed an issue causing Excel to hang when a user edited an answer and performed another action simultaneously.

Document Matching date outputs. Document Matching: Date outputs now appear in the correct date format.

Welcome Window prompt frequency. Welcome Window: The "Welcome to DataSnipper" prompt now only displays after installing a new version, instead of each time Excel restarts.

Protected Worksheets snip text creation. Protected Worksheets: Snips now create text correctly within unlocked ranges on protected sheets.

Document Location Copy phrasing. Document Location Copy: Updated the phrasing when selecting a save location for documents added via copy/paste.

Merged Cells snipping support. Merged Cells Snipping: You can now create Text, Sum, and Table Snips directly on merged cells.

Table Snip performance for large documents. Table Snip Performance: Significantly improved reading performance for very large documents (from ~30s to ~1s).

Table Snip Suggestions setting relocated. Settings Update: The Table Snip Suggestions setting has been relocated from Workbook Settings to General Settings.

Copy & Paste: broken snip references fixed. Fixed broken snip references that could occur after copy/paste

Table snip edits retained after copy/paste. Ensured table snip edits are retained after copy/paste

Paste action via right-click. Fixed paste action when triggered via right-click

Pop-up when pasting many snips. Added pop-up notification when pasting a large number of snips for better clarity

Snip stability during copy & paste. Overall improvements to snip stability and consistency during copy & paste actions

Co-authoring: imported document search. Fixed a bug preventing co-authoring users from searching imported documents

Snip sorting pop-up messaging. Updated messaging in the snip sorting pop-up for clearer guidance

Disabled right-click in Getting Started pane. Disabled right-click in the Getting Started pane to prevent unintended actions

Diagnostic window health status fix. Fixed diagnostic window check to correctly report health status

FSS tickmark location retention. Improved tickmark experience , manually adjusted reference tickmarks now retain their location once the project is reopened

FSS workbook migration v5 to v25. Improved workbook migration from v5 to v25

FSS logging improvements. Improved logging for certain exceptions

WebSnip drawing fix. Fixed an issue ensuring snips are drawn correctly when creating a WebSnip

DocuMine Australia token check. Fixed token check for the Australia region

M&M: Device ID in Login. Pass Device ID in Login

Additional logs for UMS sign-in. Added additional logs for User Management sign-in

Retry for licensing methods check. Added retry mechanism for licensing methods check

Improved Arabic character recognition.

Citrix Ribbon availability. Fixed an issue where DataSnipper's Ribbon remained unavailable for Citrix users

Migration v6+ embedded documents. Resolved an issue where migrating older workbooks to v6+ with embedded documents could lead to missing documents

Arabic numbers recognition fix. Fixed bugs related to recognition of Arabic numbers

FSS v5 project migration with UMS. Improved migration process for v5 projects to the new version when using UMS and file storage is enabled

FSS legacy company license login fix. Fixed an issue where users with a company license in legacy format were prompted to log in

FSS application closing error. Fixed an issue where the application would produce an error when closing

FSS flyout opening fix. Fixed issues related to opening flyouts

FSS web control login fix. Fixed an issue with web control for logging in

WebSnip document deletion failure fix. Fixed an issue with WebSnip import failing with "Document deletion"

DocuMine websnip OCR fix. Insider release of DocuMine websnip OCR fix.

FSS migration for corrupted v5 projects. Improved migration process for v5 projects to the new version when project files are corrupted

FSS pop-up and flyout positioning. Enhanced positioning of pop-up windows and flyouts

FSS double-click project launch. Fixed an issue where double-clicking to open projects would not launch the application

FSS version compare spellcheck overwrite. Fixed an issue where version compare comments were sometimes overwritten by spellcheck comments

FSS login window shutdown. Fixed an issue where the application would occasionally shut down after closing the login window

FSS version compare duplicate tickmark. Fixed an issue in version compare where the same tickmark would appear multiple times

FSS tickmark selection improvement. Improved tickmark selection

FSS migration for corrupted v5 projects. Improved migration process for v5 projects to the new version when project files are corrupted

FSS popup and flyout positioning. Enhanced positioning of popup windows and flyouts

FSS double-click project launch. Fixed an issue where double-clicking to open projects would not launch the application

FSS version compare spellcheck overwrite. Fixed an issue where version compare comments were sometimes overwritten by spellcheck comments

FSS login window shutdown. Fixed an issue where the application would occasionally shut down after closing the login window

FSS version compare duplicate tickmark. Fixed an issue in version compare where the same tickmark would appear multiple times

FSS tickmark selection. Improved tickmark selection

WebSnip Extension OCR issue. Fixed WebSnip Extension OCR issue

v25.1.7 omnibus release announcement. Today, we announce DataSnipper v25.1.7 featuring improvements and new features on DataSnipper for Excel, Financial Statement Suite (FSS), and UpLink, AI-powered PBC.

Markup Size Adjustment. Refined min/max size limits for markups to improve precision.

Validation and Exception Snips: cell content preservation. Validation and Exception Snips: Fixed an issue where cell content was unintentionally overwritten, cell values now remain intact.

Authentication flow logging improvements. Resolved Japanese language documents internal consistency issues

DS ribbon blank on no internet with UMS. Resolved an issue where the DataSnipper ribbon appeared blank in cases where no internet connection was available and a User Management license was active without a locally stored fallback license.

Snip visibility in Document Viewer. Adjusted the UI layering and contrast for snips in the Document Viewer to ensure visibility, particularly when interacting with search results.

Table Snips auto-update header behavior. Corrected a behavior where Table Snips auto-updated incorrectly when header rows were removed from the source table.

Document rename and tab sync. Corrected a behavior where Table Snips auto-updated incorrectly when header rows were removed from the source table.

Document rename and tab sync. Fixed an issue where renaming documents within DataSnipper did not update the corresponding names in the DataSnipper-created tab.

Installer uninstall cleanup. Installers updated to completely remove all files during DataSnipper uninstallation

FSS: Japanese internal consistency. Resolved Japanese language documents internal consistency issues

FSS: Spellcheck UX improvements. Spellcheck functionality user experience improved to reduce the noise created by names, uncommon words, and abbreviations

FSS: Login endpoint updates. Endpoints updated to improve login flow

FSS: Data indexing improvement. Improved data indexing

FSS Mathematical accuracy sensitivity. Mathematical accuracy algorithm sensitivity updated for better accuracy

FSS Japanese internal consistency. Export improved to display Japanese and Chinese comments correctly

FSS export optimization. Export optimization for smaller document sizes

FSS rotated pages scrolling. Improved scrolling for rotated pages

FSS version comparison enhanced. Version comparison enhanced

FSS caching for analysis time. Caching implemented to reduce analysis time

View Only mode compatibility with UMS. Updates made to View Only mode to address a compatibility issue with User Management and ensure that the document viewer is accessible to users on a view-only license.

FSS installer logging. Added logging functionality to track and monitor installer type and version information, enabling better system diagnostics

Embed PDF setting retained on conversion. Fixed a bug where the Embedded PDF setting could be toggled off when converting workbooks from older formats to the most recent format. The setting's value will now be properly retained.

Insider response announcement. We are pleased to announce the insider release of DataSnipper v25.1.4, which delivers a stable and refined experience following internal and regression testing. This version incorporates key performance optimizations, usability enhancements, and important bug fixes, building on improvements from v25.1.2 (an internal-only release).

Document Retention - import triggers retention period. Importing a document now triggers the setting of a retention period, editable from the Doc Organizer.

Document Retention - settings configuration. Future document retention settings can be configured in Settings.

Document Retention - prompt on open. Opening an Excel file containing documents past their retention period will now trigger a retention prompt.

Workbook Scanner across mapped drives. Can now scan any mapped drive and display all Excel files.

Workbook Scanner filters. Filters allow users to refine the displayed Excel files.

Workbook Scanner temporary documents removal. Ability to remove temporary documents across all selected Excel files.

Duplicate import handling prompt. Importing the same document or same folder will prompt users to decide how to handle duplicates.

Comments on imported documents. Comments can now be added to imported documents.

Markups available for documents. , including text, arrow, rectangle, oval, tick, and cross.

Performance with long Excel files. Significant performance improvements when working with large Excel files, particularly those containing extensive tabular data.

Workbook Scanner scanning performance. Workbook Scanner optimized for faster and more responsive scanning across mapped drives.

Markup and Comment cosmetic updates. Minor updates to the Markup and Comment functionalities based on internal findings, mostly cosmetic, focused on clarity and consistency.

Transfer snips, comments, and markups to new document. Introduced the ability to transfer snips, comments, and markups to a new document with the same name, supporting more flexible workflows.

Document status indicators aligned. Updated and aligned document status indicators (e.g., missing, corrupted, conflict) across all areas of the application for improved clarity and consistency.

Document viewer guidance for unavailable docs. Enhanced the document viewer interface, including improved guidance and resolution steps for unavailable documents.

Cancellable document compression. The compression process for imported documents can now be cancelled mid-process when needed.

Document Matching partial match regression. Addressed a regression bug in Document Matching introduced in v25.1 that affected partial match functionality.

Table Snip behavior improvements. Multiple updates to Table Snip behavior, primarily resolving regression issues and improving consistency in row and column structure detection.

Co-authoring relative file paths. Improved handling of co-authored workbooks by calculating relative file paths, enabling better visibility of imported documents in shared environments.

Advanced Installer reliability. Enhancements made to the Advanced Installer to support more reliable deployments.

View Only mode under UMS fix. Resolved an issue where View Only mode was incorrectly applied to some users under User Management controls.

Embed PDF settings preserved during v5→v6 conversion. Fixed an issue where Embed PDF settings were unintentionally changed during conversions from v5 to v6.

QA regression bug fixes. Addressed various regression bugs identified during internal QA and validation efforts.

FSS data fields and input requirements for Advanced reporting. Added missing data fields and additional input requirements to enhance the functionality of Advanced reporting features and improve data collection capabilities

FSS project version files saved in two steps. Project version files in FSS are now saved in two steps, preventing projects from disappearing for some users.

Import directly from Uplink. Ability to import directly from Uplink.

DocuMine generally available. DocuMine is now generally available

Command Bar generally available. Command Bar is now generally available

Online onboarding from DocuMine config page. Online onboarding is available from the DocuMine configuration page

Report faulty answer button. Is available from the DocuMine configuration page

Usage Dashboard DocuMine metrics. Usage Dashboard features DocuMine metrics for DocuMine users

Code Signing Certificate renewal. An update was made to renew DataSnipper's Code Signing Certificate.

FSS log entry on project write start. Adds an entry when FSS starts writing project to disk

FSS log entry per created version file. Adds an entry for each created version file

FSS log entry per project file update. Adds an entry for every project file update

FSS log entry on save and return. Adds an entry when saving project and initializing start page upon return to project list

FSS log entry around garbage collection. Adds entries before and after garbage collection runs

FSS log entry for project list navigation exceptions. Adds an entry for any exceptions thrown during project list navigation

FSS two-step project version file saving. Project version file saving now occurs in two steps: first, a temporary file is created with .tmp extension in the same location; after all information is written to disk, the old version file is removed and the .tmp file is renamed to .XML.

MSI package configuration updated. The MSI package configuration has been updated to address an issue where downgraded libraries were not being installed correctly due to the MSI configuration settings in the .aip project. This update targets both FSS and core installation folders and its subfolders to ensure proper library installation.

Standalone and auto updater installer fix. This version contains the fix for standalone and auto updater installer.

WebView2Loader.dll included for UMS. User Management System: WebView2Loader.dll is now included in the installer to ensure UMS works for all clients upon installation.

OCR URL calls removed. OCR: Removed URL calls which limited OCR usage when not whitelisted.

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

Search functionality in saved excel docs. Search Functionality: Fixed an issue where DataSnipper search functionality stopped working within saved excel documents.