Each entry is tagged with its product, change type (new feature, improvement, bug fix, and so on) and release stage (GA or Preview), so you can scan the page or use your browser find (Ctrl+F) to locate a specific product or change. This page is part of the full DataSnipper changelog, which is organized by year.
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Releases in 2022
v5.0.2 (2022-12-01) Preview
Preview release. Planning: Insider Release 1 December 2022; Release 1 March 2023.
Document Matching updated UI
Platform Improvement Preview
Updated look and feel included automated output column selection and feedback on match configuration errors.
% threshold option
Platform New feature Preview
Added option for % threshold
Fuzzy text matching option
Platform New feature Preview
Added option for fuzzy text matching
Force match on same row/page
Platform New feature Preview
Added option to force match on same row/page
Save document match as template
Platform New feature Preview
New feature allowing for you to save your document match as a template.
Retain match and Excel sheet for later
Platform New feature Preview
Retain your match and the related excel sheet for later use.
Featured templates library
Platform New feature Preview
Access to a featured template library provided by DataSnipper with a range of common procedures.
Share company templates
Platform New feature Preview
Ability for authorized users to share company templates across the organization.
Document Organizer for management
Document Management New feature Preview
New feature to enable document management in DataSnipper.
Drag and drop import
Document Management New feature Preview
Drag and drop to import all recognized file types and folders
Folder creation for use across features
Document Management New feature Preview
Create folders to use in other features
Filter and sort documents by metadata
Document Management New feature Preview
Filter and sort your documents using metadata such as import data, file status, or size.
Search documents
Document Management New feature Preview
Search your documents and easily find the correct groupings to add to folders.
Document Viewer updated UI
Document Management Improvement Preview
Updated UI
Snipping toolbar on second screen
Snipping New feature Preview
New snipping toolbar for changing snip type on second screen
Page selector added
Document Management New feature Preview
Folder and document dropdown selectors
Document Management New feature Preview
which link to Document organizer.
Rotation reindexing for accuracy
Snipping Improvement Preview
Updated rotation so all rotation options now cause reindexing in new orientation for more accurate snipping.
Second screen viewer experience
Document Management Improvement Preview
Updated the "show viewer in second screen" experience with option to switch directly in the viewer and responsive UI.
User-level settings
Platform New feature Preview
Update user level settings in DataSnipper to tailor to your preferences.
General vs Workbook settings
Platform New feature Preview
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
OCR / Text Recognition New feature Preview
Option to be notified vs. auto applying OCR.
Paste-to-import shortcut toggle
Platform New feature Preview
Option for enable/disable of paste to import using the CTRL + V keyboard shortcut.
Learning track invite toggle
Platform New feature Preview
Option to enable/disable showing the learning track invite on opening DataSnipper.
Workbook-level table snip suggestions toggle
Snipping New feature Preview
Option to enable/disable table snip suggestions shown on the page for a specific workbook.
Include all PDFs in workbook control
Excel Workbook New feature Preview
New control for "Include all PDFs" in the workbook.
v4.1.5 (2022-07-19) GA
Enterprise release; minor patch update (changes from v4.1.1 to v4.1.5).
Table snip suggestions visible across snip types
Snipping Improvement GA
Table snip suggestions now visible when any type of Snip is selected
Featured templates in Form Extraction
Document Extraction New feature GA
Featured templates are now accessible within Form Extraction
Backward compatibility bug fixes
Excel Workbook Bug fix GA
Bug fixes for backward compatibility
FSS speed and reliability
Financial Statement Suite Improvement GA
Improved speed and reliability of FSS
Tickmarks drawing over each other
Financial Statement Suite Bug fix GA
Fixed snip selection issue with one snip inside another.
Snip selection inside another
Snipping Bug fix GA
Fixed snip selection issue with one snip inside another.
Indexing accuracy improved
OCR / Text Recognition Improvement GA
Improved indexing process accuracy
Concept text and table detection
Snipping Bug fix GA
Fixed a bug where concept text messes with table detection.
UI error bug fixes
Platform Bug fix GA
v4.0.12 (2022-04-07) GA
Update includes 2 fixes.
Grey screen document viewer
Document Management Bug fix GA
issue now resolved
FSS speed improvement
Financial Statement Suite Performance GA
Financial statement suite speed improvement
Financial Statement Suite release (2022-03-29) Preview
Preview release of Financial Statement Suite v4.1. Planning: 1 June 2022 Insider Release; 1 September 2022 Release.
IC and PY consistency suggestions
Financial Statement Suite New feature Preview
Internal Consistency and Prior Year Consistency now give suggestions
Mathematical Accuracy algorithm accuracy
Financial Statement Suite Improvement Preview
Mathematical Accuracy algorithm has been improved for more accuracy.
Automatic tickmark transfer
Financial Statement Suite New feature Preview
algorithm has been added to move tickmarks between versions
FSS updated look and feel
Financial Statement Suite Improvement Preview
Updated look and feel
Findings sidebar
Financial Statement Suite New feature Preview
summarising all issues in the FS and providing a "to-do" list for your tick and tie.
Comment and Version sidebar
Financial Statement Suite New feature Preview
Company-level default tickmark changes
Financial Statement Suite New feature Preview
Default tickmark changes possible at company level.
Custom tickmarks per user
Financial Statement Suite New feature Preview
Custom tickmarks can be added per user.
Flyout menus for tickmarks/comments/rotation
Financial Statement Suite New feature Preview
Flyout menus added for updating tickmarks/comments/rotation.
Auto tickmark application for all functions
Financial Statement Suite New feature Preview
Enhanced review of placed tickmarks
Financial Statement Suite Improvement Preview
Enhanced ability to review tickmarks placed
v4.1 (2022-03-19) Preview
Preview release of DataSnipper v4.1. Planning: 1 June 2022 Insider; 1 September 2022 Release.
Form Extraction UI updated
Document Extraction Improvement Preview
Updated look and feel
Editing keys: clicking → snipping
Document Extraction Improvement Preview
Changed editing keys from clicking to snipping
Updated layout of editing/view/preview
Document Extraction Improvement Preview
Updated layout of extractions editing, document view, and data preview
Document selector for Form Extraction
Document Extraction New feature Preview
Document selector so you can choose which imported files to apply form extraction to.
Save form extractions as templates
Document Extraction New feature Preview
so you can reuse them later if you receive more similarly structured documents
Templates stored locally with metadata
Document Extraction New feature Preview
Templates are stored locally and only include metadata
Descriptions and tags for templates
Document Extraction New feature Preview
Add descriptions and tags to track what exactly was extracted in the template.
Template landing page selection
Document Extraction Improvement Preview
Landing page updated to allow you to select specific templates.
Table Snip Suggestions in current documents
Snipping New feature Preview
Suggestions over where tables exist in current documents
Single-click extract highlighted table
Snipping New feature Preview
Extract highlighted table with a single-click
Improved column/row recognition algorithms
Snipping Improvement Preview
Improved column and row recognition algorithms
Multi-page table extraction editing
Snipping New feature Preview
Multiple page table extraction and editing is also added within this feature
Enhanced Text Recognition default quality
OCR / Text Recognition Improvement Preview
Text Recognition will enhance the quality of the PDF text by default
Text Recognition all Latin/Cyrillic/CJK
OCR / Text Recognition Improvement Preview
Text Recognition supports all languages in Latin, Cyrillic, Chinese, Japanse, and Korean scripts
Handwritten Text Recognition
OCR / Text Recognition New feature Preview
supports English, Chinese Simplified, French, German, Italian, Portuguese, and Spanish
Lower memory/CPU footprint
Performance Preview
Lower memory and CPU footprint
Caching indexes locally
Performance Preview
Performance improvements by caching indexes locally
Gray/Blank PDF viewer fix
Document Management Bug fix Preview
Gray / Blank PDF viewer issue is solved