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.

Tap a product to jump to its most recent release this year.

Suggest a schema for AI Extractions

Document Extraction New feature GA

Generate a draft AI Extractions template directly from a sample document. Review the suggested fields, adjust anything you don't need, and run extractions in fewer steps.

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Excel Agents usage now visible in Usage Dashboard and Advanced Data Export

Excel Agents New feature GA

Admins can now see a time-based breakdown of AI messages used by Excel Agents, making it easy to monitor team activity over time.

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New 'DocuMine Answers Requested' metric in Advanced Data Export

DocuMine New feature GA

Admins can now track DocuMine usage in greater detail via the Advanced Data Export.

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Field descriptions in AI Extractions template builder are now expandable

Document Extraction Improvement GA

Field descriptions can now be expanded and collapsed, making it easier to read and refine detailed guidance when building templates.

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Template builder now defaults to Text data type

Document Extraction Improvement GA

The data type in AI Extractions now defaults to Text, reducing setup steps. Extraction results and accuracy are unaffected.

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Faster Export to Excel in AI Extractions

Document Extraction Performance GA

Exporting extraction results to Excel is now significantly faster.

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Clearer messaging when extraction limits are exceeded

Document Extraction Improvement GA

AI Extractions now shows a clear message explaining what needs to be adjusted when a file or document limit is hit. The current limits are: Max documents per extraction run (task): 75 documents; Max pages per document: 300 pages; Max file size per document: 200 MB.

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Easier template type selection in AI Extractions

Document Extraction Improvement GA

The Type field now includes a tooltip that takes you directly to the relevant guidance to choose the right option for your extraction type.

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AI-suggested extractions capture nested field structures

Document Extraction Improvement GA

When AI Extractions suggests fields from a document, it now captures the full nested structure , for example, a list of technicians where each technician has their own jobs and details. Re-run extractions on previously processed documents to benefit.

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Excel Agents now handle long conversations without losing focus

Excel Agents Improvement GA

When a conversation grows very long, the chat is condensed automatically and an indicator is shown so the agent keeps working without interruption.

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Failed extractions now show clearly and can be retried

Document Extraction Bug fix GA

Extractions that fail mid-run now show a clear failed status and the Run button becomes available again, so you can retry without refreshing the page.

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Sign-in blank screen resolved

Platform Bug fix GA

Some users saw a blank screen after clicking sign in. This is now fixed; no action needed.

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Login prompt no longer appears for users without a DataSnipper license

Licensing / Admin Bug fix GA

Users without a DataSnipper license can now open Excel workbooks without being prompted to sign in.

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Multi-text snip now returns readable text

Snipping Bug fix GA

Fixed an issue where the multi-text snip returned garbled or code-like output. If existing snips were affected, re-run them to get the correct output.

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Copying a worksheet with snips now works correctly

Excel Workbook Bug fix GA

Copied sheets now have their own independent snips, rather than pointing back to the originals.

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Excel Agents no longer fail when reopening a workbook

Excel Agents Bug fix GA

Agents can now continue working seamlessly in workbooks that have been closed and reopened within the same Excel session.

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Financial Statements Suite: Tickmark alignment in PDF exports restored

Financial Statement Suite Bug fix GA

Tickmarks that appeared misaligned in PDF exports after upgrading to v26.1 now display correctly.

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Financial Statements Suite: Citrix compatibility restored

Financial Statement Suite Bug fix GA

Fixed an issue that caused the Financial Statements Suite to malfunction in Citrix environments. No action needed.

Trust Center launch and FSS fixes.

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Trust Center is live

Security New feature GA

https://trust.datasnipper.com. This is a public-facing hub for DataSnipper's security and compliance information. Access our compliance posture and certifications, review key policies and legal docs, and request access to confidential security documentation (e.g., SOC 2 report and penetration test reports).

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FSS interface scaling fix

Financial Statement Suite Bug fix GA

The FSS interface scales correctly across common screen resolutions and display settings. All controls (including the Export Project button) remain fully visible and accessible regardless of the device.

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Internal Consistency suggestions handle repeating page headers

Financial Statement Suite Improvement GA

Internal Consistency suggestions in FSS now work more reliably on documents that contain repeating page headers. These headers are correctly filtered out, ensuring that Internal Consistency suggestions are generated effectively and that users get the full benefit of automated cross-referencing across their financial documents.

AI Extractions Japanese language support and platform fixes.

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AI Extractions interface now available in Japanese

Document Extraction New feature GA

The AI Extractions interface is now available in Japanese. The language switches automatically based on your locale, extraction results are not affected.

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Loading saved template field order fix

Document Extraction Bug fix GA

Fixed an issue where loading a saved template could rearrange field order. If your templates were affected, simply reorder the fields and save once to restore your preferred layout.

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Bulk operations recovery fix

Platform Bug fix GA

Fixed a bug where snipping and other bulk operations could fail unexpectedly after an error. Affected operations now recover and continue as expected.

Preview features for AI Extractions and Excel Agents alongside GA fixes.

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Unicode support for AI Extractions field names

Document Extraction New feature Preview

You can now use non-Latin characters, including Japanese, Arabic, and Cyrillic, when naming fields in your AI Extractions templates, making it easier for multilingual teams to work in their own language. Existing templates are unaffected.

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Chat history in Excel Agents

Excel Agents New feature Preview

You can now access, reopen, and switch between past conversations directly within Excel Agents, keeping all your work context in one place.

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Document sync in chat sessions

Excel Agents Improvement Preview

Chat sessions now stay in sync with your workbook when documents are added or removed, so the agent always works with the latest set of documents without needing to restart the conversation.

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Date extraction accuracy

Document Extraction Improvement Preview

Document Extraction now handles a wider range of date formats more consistently, so extracted dates better match the source document and require fewer manual corrections.

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Agent progress visibility

Excel Agents Improvement Preview

Excel Agents now shows how many steps have been completed and how many remain, so you can track progress at a glance.

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DataSnipper tab disappearance fix

Platform Bug fix GA

Fixed an issue where the DataSnipper tab would disappear after signing in or out.

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Excel Agents stability with Excel interactions

Excel Agents Bug fix GA

Resolved stability issues with Excel Agents' Excel interactions.

AI Extractions template builder improvements.

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Expandable descriptions in AI Extractions template builder

Document Extraction Improvement GA

Descriptions in the AI Extractions template builder can now be expanded and collapsed. This improves readability for longer instructions, supports more detailed templates, and helps enhance extraction accuracy.

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Default data type set to Text

Document Extraction Improvement GA

For AI Extractions, the default data type is now set to Text. This reduces setup steps and helps users get started faster.

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Improved reliability when running multiple AI Extractions

Document Extraction Improvement GA

If a sign-in session expires during processing, the extraction now shows a clear failed status and the Run button becomes available again, allowing users to retry without refreshing the page.

Financial Statement Suite and Excel Agents improvements.

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Bulk convert tickmarks to custom tickmarks

Financial Statement Suite New feature GA

Users can now bulk convert existing tickmarks into custom tickmarks.

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Tickmarks and comments link more reliably to source PDF

Financial Statement Suite Improvement GA

Tickmarks and comments now link more reliably to their exact location within the source PDF.

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Server-side processing platform updates

Financial Statement Suite Improvement GA

Implemented key platform updates to support running Financial Statement Suite (FSS) processing server-side (SSP). This enables the transition toward server-side analyzers and more scalable processing, allowing for faster accuracy improvements.

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Enhanced year detection logic

Financial Statement Suite Improvement GA

Years appearing in table headers are no longer suggested as the detected reporting year.

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Internal Consistency improvements with LLM-based approach

Financial Statement Suite Improvement GA

Configured to meet client-specific needs and deployed on request. Released improvements to Internal Consistency (IC) using an LLM-based approach. Enhancements include better handling of cases where note sections were not detected or were split across multiple rows due to table formatting.

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FSS dedicated installer

Installation / Setup Improvement GA

Financial Statement Suite (FSS) now has a dedicated installer separate from the Excel Add-in installer.

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Prior Year Consistency accuracy improvements

Financial Statement Suite Improvement GA

Accuracy improvements have been implemented for Prior Year Consistency (PY) checks.

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Auto logout when authentication tokens expire

Security Improvement GA

Users are now automatically logged out when authentication tokens expire.

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Removed Overview page tickmarks fix

Financial Statement Suite Bug fix GA

Fixed an issue where tickmarks removed from the Overview page still appeared on test pages.

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Reference tickmarks in exported PDFs

Financial Statement Suite Bug fix GA

Fixed an issue where reference tickmarks were missing from exported PDFs.

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IC tickmark enumeration on export

Financial Statement Suite Bug fix GA

Fixed an issue where IC tickmarks changed enumeration when exporting a project.

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Excel Agents processing visibility UX

Excel Agents Improvement GA

Introduced UX improvements that display the number of documents and Snips currently being processed by the agent, providing clearer visibility into processing progress.

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Clearer Excel Agents error messages

Excel Agents Improvement GA

Updated error messages to provide clearer information when issues occur, helping users better understand and resolve problems.

DocuMine tags in Question Bank.

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DocuMine: Question Bank tags

DocuMine Improvement GA

DocuMine (Available from v25.2). Admins can now organize use cases in the Question Bank using tags. Tags are displayed in a dedicated column and within the use case overview. They can be added or removed when creating or editing a use case, enabling faster filtering, improved visibility, and easier management of linked articles.

Preview of Excel Agents AI feature plus GA platform/UpLink improvements and bug fixes.

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Excel Agents

Excel Agents New feature Preview

Bring AI directly into your Excel files and supporting documentation. Our agents understand your templates, interpret your asks, and collaborate with you like a teammate, helping you work faster, smarter, and with confidence.

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Proxy and network improvements

Platform Improvement GA

Proxy and network: Improved proxy support with default proxy credentials

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UMS stability

Licensing / Admin Improvement GA

Users do not have to sign in multiple times a day

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Window lifecycle handling

Platform Improvement GA

Improved window management

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Embedded file parsing optimization

Performance Improvement GA

Performance improvements

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Document Matching UI responsiveness

Performance Improvement GA

Performance improvements

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Opening large workbooks 41% quicker

Performance Improvement GA

Opening (large) workbooks is 41% quicker than v25.2

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Importing large amount of documents 58% quicker

Performance Improvement GA

Importing a large amount of documents is 58% quicker than v25.2

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Find All Sums frozen progress dialogue fix

Cross-references / Find all sums Bug fix GA

Fixed frozen progress dialogue for Find All Sums

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Version compare Export to Sheet performance

Version Comparison Bug fix GA

Version compare performance issue with Export to Sheet

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Folder rename visible to co-authors

Co-authoring Bug fix GA

Folder rename is now visible to co-authors

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UMS Skip button removed

Licensing / Admin Deprecation GA

UMS "Skip" button removed

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Document matching single output shows content in Excel

Platform Bug fix GA

Document matching on a single output now shows content in Excel

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Ribbon and Sign-In State inconsistency fix

Platform Bug fix GA

Fixed the inconsistent Ribbon and Sign-In State after user sign-out

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Copy or Move sheet fix

Excel Workbook Bug fix GA

"Copy or Move" sheet functionality fixed

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Manage document button active for retention

Document Management Bug fix GA

Manage document button is now active for retention

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Text rendering in Zoom

Platform Bug fix GA

Text rendering now works in Zoom (in/out)

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Document Organizer snip count refresh

Document Management Bug fix GA

Document Organizer: Fixed snip count refresh issue

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Large data operations Excel unresponsive fix

Performance Bug fix GA

Large data operations: Fixed Excel becoming unresponsive during large data operations

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Co-authoring rename folder exception

Co-authoring Bug fix GA

Co-authoring: Resolved exception when renaming folders while co-authoring

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File compatibility conversion fix

Excel Workbook Bug fix GA

File compatibility: Converting files to an older version no longer blocks DataSnipper usage

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Keyboard undo and sorting fix

Snipping Bug fix GA

Keyboard undo and sorting: Fixed issues where keyboard undo caused snips or settings to force "values only" sorting

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Logout closes all DataSnipper windows

Security Bug fix GA

Logout behavior: All DataSnipper windows now close correctly on logout

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Core Export includes all files

Platform Bug fix GA

Core Export now includes all files when snips, comments, and markups are selected

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Remove Snip preserves cell contents

Snipping Bug fix GA

Remove Snip now preserves existing cell contents without unintended updates

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Re-Import button opens file selection

Document Management Bug fix GA

Re-Import button now opens file selection when a linked document is missing

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Close Version Compare and Document Viewer on sign-out

Security Bug fix GA

Close Version Compare and Document Viewer windows on sign-out to prevent access after logout

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Preserve intermediate cell data with non-adjacent snips

Snipping Bug fix GA

Preserve intermediate cell data when writing non-adjacent snips; only target cells are updated

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Hover tooltip for truncated folder names

Document Management Improvement GA

Show hover tooltip for truncated long folder names in Organize view

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Sync table-snipping separator edits across co-authors

Co-authoring Bug fix GA

in Document Viewer

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Preserve snip references when copying 1,000+ snips

Snipping Bug fix GA

Preserve snip references when copying/pasting 1,000+ snips across workbooks and re-opening

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Copy/paste in Czech locale

Platform Bug fix GA

Copy/paste functionality in the Czech locale

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Document Matching text recognition accuracy

OCR / Text Recognition Improvement GA

Improved text recognition accuracy in Document Matching.

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Security: Windows and side panels close on sign-out

Security Improvement GA

All windows and side panels are closed on sign-out to prevent access after logout

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UpLink import dropdown fix

UpLink Improvement GA

UpLink imports: The import dropdown no longer remains disabled after UpLink document import

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