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.

UpLink, AI-Powered PBC full release.

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Query Suggestions for Invoices

UpLink New feature GA

Query Suggestions have been added for "Invoices".

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Lease query suggestions

UpLink Improvement GA

Query suggestions will now display for the term "Lease" rather than only showing when the term "Lease Agreement" appears in the request name.

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Engagement history export

UpLink New feature GA

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

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AI answers Yes/No display in Excel

UpLink Improvement GA

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

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Download Workpaper without snips

UpLink Improvement GA

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.

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Special characters in request names fix

UpLink Bug fix GA

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

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Re-adding removed users fix

UpLink Bug fix GA

Fixed an issue where removing someone from an organization resulted in difficulty adding them back.

Beta Release for selective testing clients. DocuMine Beta.

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DocuMine Limited Availability

DocuMine New feature Preview

DocuMine is now available as part of Limited Availability

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Ask questions to get precise answers

DocuMine New feature Preview

Ask questions to receive precise answers from your imported documents

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Answer Card review

DocuMine New feature Preview

Review answers with the help of the Answer Card

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Command Bar - single doc question

DocuMine New feature Preview

Command Bar is available to ask a single question on a single document

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Focus Mode dedicated window

DocuMine New feature Preview

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

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Online DocuMine tutorial

DocuMine New feature Preview

An online DocuMine tutorial is available from the configuration page

Full release of DataSnipper v6.1.12 with improvements and new features on DataSnipper for Excel, FSS, and Advanced Extraction Suite (AES).

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Thousand separator algorithm rollback

OCR / Text Recognition Bug fix GA

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

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Importing via copying snips embed fix

Document Management Bug fix GA

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

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FSS PDF export wrong comment placement

Financial Statement Suite Bug fix GA

Fixed an issue on wrong comment placement in PDF export.

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FSS Version Compare different page count

Financial Statement Suite Bug fix GA

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

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FSS OneDrive save fix

Financial Statement Suite Bug fix GA

Fixed an issue with saving FSS projects in OneDrive.

UpLink, AI-Powered PBC full release.

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Download to DataSnipper-enabled Excel

UpLink New feature GA

Users can now download testing results into a DataSnipper enabled Excel workbook

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Query ordering on export

UpLink Bug fix GA

The ordering of queries is no longer reversed on export

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Minor bugfixes and performance

UpLink Improvement GA

improvements

Preview Release for testing clients.

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Search highlight across multiple documents

Platform Bug fix Preview

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

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Document Viewer settings on copy snips

Platform Bug fix Preview

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

Preview Release for testing clients.

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Settings menu in co-authoring

Co-authoring Bug fix Preview

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

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.msg document import

Document Management Bug fix Preview

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

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Document Matching sample selection typed input

Platform Bug fix Preview

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

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No-internet ribbon availability

Platform Bug fix Preview

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

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Document Matching templates pane offline

Platform Bug fix Preview

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

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Suralink user management login

Integrations Improvement Preview

Integrated user management login to enable Suralink access control.

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Improved missing/corrupted doc error messages

Document Management Improvement Preview

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

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Enhanced OCR error state checks

OCR / Text Recognition Improvement Preview

Enhanced error state checks to ensure OCR functionality reliability.

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Pre-v6 conversion messaging

Excel Workbook Improvement Preview

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

Preview Release for testing clients.

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Document Viewer startup configuration

Platform New feature Preview

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

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AES tracking metrics

Document Extraction Improvement Preview

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

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Copy-Paste snip reference workbook fix

Snipping Bug fix Preview

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

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User Management metrics and template visibility

Licensing / Admin Bug fix Preview

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

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Document Matching single-letter words

Platform Improvement Preview

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

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File path 400-char limit

Platform Improvement Preview

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

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Missing document messaging

Document Management Improvement Preview

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

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UI enhancements

Document Extraction Improvement Preview

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

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Decimal number recognition

OCR / Text Recognition Improvement Preview

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).

UpLink, AI-Powered PBC full release.

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Document rotation in viewer

UpLink New feature GA

Documents can now be rotated in the UpLink Document Viewer

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Intelligent notification batching

UpLink Improvement GA

Intelligent batching of notifications

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Performance improvements

UpLink Performance GA

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Minor bug fixes

UpLink Bug fix GA

Preview Release.

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OCR error messaging

OCR / Text Recognition Improvement Preview

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

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Copy-paste snip reference fix

Snipping Bug fix Preview

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.

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Document Matching partial match defaults

Platform Bug fix Preview

Document Matching: Addressed introduced bugs where partial matches were returned as defaults for specific documents and required fields were not functioning correctly.

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Page rotation Excel freeze fix

Platform Bug fix Preview

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

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Excel false save prompt fix

Excel Workbook Bug fix Preview

Excel Save Prompt: Resolved an issue where Excel prompted a save when no changes had been made, which occurred only when DataSnipper was enabled.

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Hidden sheet data visibility fix

Excel Workbook Bug fix Preview

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

Preview Release for testing clients with Suralink Beta and AES improvements.

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Form Extraction reorder

Document Extraction Improvement Preview

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

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Form Extraction table extraction

Document Extraction New feature Preview

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

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Document Matching exact terms default

Platform Improvement Preview

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.

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Indexing thread-safe

Performance Preview

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

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No preload of all documents at startup

Performance Preview

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

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Documents indexed immediately at startup

Performance Preview

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

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Metrics sent for expired licenses fix

Licensing / Admin Bug fix Preview

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

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Snipped table structure consistency

Snipping Bug fix Preview

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

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Search feature visibility in Form Extraction

Document Extraction Bug fix Preview

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

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Form Extraction visibility after actions

Document Extraction Bug fix Preview

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

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v5/earlier to v6+ conversion

Excel Workbook Improvement Preview

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

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Metrics logging block resolved

Platform Bug fix Preview

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

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Suralink integration (Beta)

Integrations New feature Preview

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

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Suralink Include PDFs requirement

Integrations Improvement Preview

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

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AES AI Suggestions in Form Extraction

Document Extraction New feature Preview

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.

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AES confidence scores

Document Extraction New feature Preview

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

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AES W2 confidence display fix

Document Extraction Bug fix Preview

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

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AES suggested extraction renaming

Document Extraction Bug fix Preview

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

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FSS MA Suggestions Editor

Financial Statement Suite New feature Preview

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.

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FSS User Management integration

Financial Statement Suite New feature Preview

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.

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FSS file storage location config

Financial Statement Suite New feature Preview

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.

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FSS password-protected PDFs

Financial Statement Suite New feature Preview

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.

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FSS project name characters

Financial Statement Suite Improvement Preview

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

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FSS latest OCR technology

Financial Statement Suite Improvement Preview

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

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FSS Japanese internal consistency

Financial Statement Suite New feature Preview

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

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FSS locale support: Vietnamese, French, Icelandic

Financial Statement Suite Improvement Preview

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

Full release with conversion and Excel interaction fixes.

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Older DS Excel file conversion to v6

Excel Workbook Bug fix GA

Addressed an error where specific older DataSnipper Excel files could not be converted to version 6.

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Other Excel tools interaction fix

Excel Workbook Bug fix GA

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

Full release with paste and protected workbook fixes.

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Pasted snips enabled on reopen

Snipping Bug fix GA

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

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Worksheet structure protection bypass

Excel Workbook Bug fix GA

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.

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Protected workbook guidance

Excel Workbook Improvement GA

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

DataSnipper Dashboard AES metrics.

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AES Snips graph in Advanced Reporting

Document Extraction New feature GA

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

Preview release introducing User Management and SSO.

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User Management introduced

Licensing / Admin New feature Preview

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

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SSO and login capabilities

Security New feature Preview

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

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Users tab on Dashboard

Licensing / Admin New feature Preview

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

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Invite, remove, monitor users

Licensing / Admin New feature Preview

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

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SSO Enterprise package config

Security New feature Preview

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

DataSnipper Dashboard AES usage graph.

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AES usage graph replaces Invoice

Document Extraction Improvement GA

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.

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Company Template empty graph fix

Licensing / Admin Bug fix GA

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 fix.

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FSS automated tickmark metrics

Financial Statement Suite Bug fix GA

Fixed an issue with sending automated tickmark metrics

UpLink, AI-Powered PBC full release.

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Annotations in UpLink Viewer

UpLink New feature GA

New annotations can be generated within the UpLink Document Viewer

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Document split into pages

UpLink New feature GA

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

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AI and performance improvements

UpLink Improvement GA

Full release with platform and FSS improvements.

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Import while cell in edit mode prompt

Document Management Improvement GA

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.

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Copy/paste references during prior operation fix

Snipping Bug fix GA

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

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Inaccessible documents error messaging

Document Management Improvement GA

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

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Reference loss on doc removal fix

Document Management Bug fix GA

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

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HP bromium folder corrupted import

Document Management Bug fix GA

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

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Snipped table conditional formatting

Snipping Bug fix GA

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

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v5 to v6 conversion speed

Performance GA

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

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FSS Version Compare tickmark transfer

Financial Statement Suite Bug fix GA

Fixed a Version Compare bug where tickmarks were not being transferred - MA only

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FSS Version Compare prior year window file

Financial Statement Suite Bug fix GA

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

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FSS export legend alignment

Financial Statement Suite Bug fix GA

Corrected the Export legend to align with the tickmarks used in the document

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FSS export rounding errors comment

Financial Statement Suite Bug fix GA

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

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FSS export summary text wrap

Financial Statement Suite Bug fix GA

Fixed the text wrapping issue on the Export summary page

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FSS tickmark orientation

Financial Statement Suite Bug fix GA

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

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FSS calculator percent function

Financial Statement Suite Bug fix GA

Fixed the % function in the calculator (including negative values)

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FSS default comments Declined items

Financial Statement Suite Bug fix GA

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

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FSS PY tickmark highlight reappearance

Financial Statement Suite Bug fix GA

Resolved a bug where highlights re-appear when more PY tickmarks are placed as a group

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FSS VC scrolling synchronicity

Financial Statement Suite Bug fix GA

Fixed an issue with scrolling synchronicity in VC

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FSS performance and memory

Financial Statement Suite Performance GA

General performance and memory improvements

UpLink, AI-Powered PBC full release.

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Performance improvements

UpLink Performance GA

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Edit annotations in UpLink Viewer

UpLink New feature GA

Annotations can now be edited within the UpLink Document Viewer

Today we announce Cloud Collaboration Suite, our newest add-on module that will bring DataSnipper essentials to your browser.

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DataSnipper Excel Online

DataSnipper for Excel Online New feature GA

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

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Mac browser support

DataSnipper for Excel Online New feature GA

Supported also on browsers on Mac devices.

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Microsoft 365 account requirement

DataSnipper for Excel Online New feature GA

Users need to have a Microsoft 365 account to have access to DataSnipper Excel Online.

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DataSnipper WebSnip Extension

WebSnip New feature GA

A web browser extension that allows users to use Snipping features to extract data from web pages.

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WebSnip URL and timestamp capture

WebSnip New feature GA

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

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WebSnip Chrome and Edge support

WebSnip New feature GA

WebSnip Extension is supported on Chrome and Edge browsers.

UpLink, AI-Powered PBC full release.

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Suggested common effective queries

UpLink New feature GA

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

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AI Improvements

UpLink Improvement GA

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Performance updates

UpLink Performance GA

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Minor bug fixes

UpLink Bug fix GA

Full release with platform and FSS fixes.

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DS add-in Excel compat

Excel Workbook Bug fix GA

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

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Multiple snips per Excel cell retention

Snipping Bug fix GA

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

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FSS OCR checkbox visibility

Financial Statement Suite Bug fix GA

Fixed the OCR checkbox not being visible under certain conditions.

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FSS Year Detection index out of bounds

Financial Statement Suite Bug fix GA

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

Full release with conversion and FSS fixes.

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Snips not linked to Excel after conversion

Excel Workbook Bug fix GA

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.

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Data migration old→new versions

Excel Workbook Improvement GA

Improved data migration from old to new versions.

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v5 to v6 migration failure fix

Excel Workbook Bug fix GA

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

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FSS Universal OCR index location

Financial Statement Suite Bug fix GA

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

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FSS project page open error

Financial Statement Suite Bug fix GA

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

UpLink, AI-Powered PBC full release.

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Promote ad-hoc to standard queries

UpLink New feature GA

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

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All Tables tab in Table Extraction

UpLink New feature GA

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

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Minor bug fixes

UpLink Bug fix GA

Full release announcing v6.0.11 with platform and FSS improvements.

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Table headers reopen fix

Snipping Bug fix GA

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

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Welcome window/onboarding update

Platform Improvement GA

Updated the welcome window and onboarding messaging.

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Same-path import error

Document Management Bug fix GA

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

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Rename doc in viewer

Document Management Bug fix GA

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

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Pagination for documents under 10 pages

Document Management Bug fix GA

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

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Rename form extraction by double-click

Document Extraction Bug fix GA

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

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Invoice extraction field name spaces

Document Extraction Bug fix GA

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

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Validation/exception cell overwrite

Snipping Bug fix GA

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

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FSS long text export error

Financial Statement Suite Bug fix GA

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

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FSS project open exception error

Financial Statement Suite Bug fix GA

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

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FSS flyout comment box scaling

Financial Statement Suite Bug fix GA

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

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FSS MA group tickmark rotation

Financial Statement Suite Bug fix GA

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

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FSS PY tickmark move statement box

Financial Statement Suite Bug fix GA

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

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FSS export extension name

Financial Statement Suite Bug fix GA

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

UpLink, AI-Powered PBC full release.

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UI Updates

UpLink Improvement GA

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Bookmarkable UpLink for clients

UpLink New feature GA

Allow UpLink to be bookmarked for clients

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Performance updates and minor bug fixes

UpLink Improvement GA

UpLink, AI-Powered PBC full release.

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Full-screen document navigation

UpLink New feature GA

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AI accuracy improvements

UpLink Improvement GA

Improvements to AI accuracy

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Extract tables from documents

UpLink New feature GA

Users can now extract tables from documents

UpLink, AI-Powered PBC full release.

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Minor bug fixes

UpLink Bug fix GA

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Auto-limit AI queries by page count

UpLink New feature GA

Automatically limiting AI queries when a file exceeds a certain page count

Full release with licensing fix.

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License-gated extraction features

Licensing / Admin Bug fix GA

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

Preview release for testing clients.

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Contract and receipt extraction

Document Extraction New feature Preview

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

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Table header recognition

Snipping New feature Preview

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

Full release with reporting fix.

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Advanced reporting license fix

Licensing / Admin Bug fix GA

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

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