Introducing the latest version of the DataSnipper Platform, delivering new features and improvements guaranteed to boost your productivity and quality.

Below we’ll walk you through the latest updates to show you exactly what new updates and new features you can expect from DataSnipper Platform

In case you're new to DataSnipper:

Maximize efficiency with DataSnipper’s Intelligent Automation Platform, automating repetitive tasks at scale while maintaining control. Foster collaboration through a single source of truth, connecting data in one workspace. Boost productivity by standardizing procedures across teams, ensuring high-quality results.

What's new in DataSnipper Platform

Manage compliance effortlessly with Document Retention

With the new Document Retention feature, you can now manage sensitive documents within workbooks to ensure compliance at every step.

Easily configure archival dates, apply retention settings, and unlink source documents—all within Excel. This eliminates the need to manually remove source documents from workbooks, supports regulatory compliance, and helps reduce the risk of data breaches.

You can also manage Document Retention at scale - Meet Workbook Scanner, a powerful way to gain visibility of workbooks in your environment. Scan your mapped drives—whether local or cloud-based—for Excel workbooks containing DataSnipper usage. Quickly identify and manage the linkage of source documents, and remove temporary files in bulk to support your organization’s security and compliance needs.

Place Comments and Markup directly in Document Viewer

Say goodbye to context switching, and draw attention to findings within DataSnipper. With the new Comments and Markup feature, you can now annotate documents directly in the Document Viewer in your Excel workbook.

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Add comments for quick reviews, provide clarifications and keep discussions tied to specific document sections, all without leaving yout Excel workbook.

With Markup, you can  highlight areas of focus with text boxes, arrows and shapes for visual clarity - within the same workflow. This centralized approach helps teams complete entire procedures without relying on external platforms, improving efficiency across the board.

Fine-tune AI-generated Snips with Answer Refiner in DocuMine

Easily polish AI-generated content without starting from scratch. With Answer Refiner in DocuMine, you can fine-tune partially correct answers by editing AI-generated Snips or adding more context. Easily add, remove or rearrange Snips and regenerate improved responses in seconds. This flexible approach helps increase the quality and approval rate of DocuMine answers, saving time while delivering better results.

Detect, extract and format data from 12 new document types

By leveraging AI, Advanced Document Extraction replaces manual typing with AI-powered automation, freeing you from repetitive data extraction tasks and allowing you to focus on high-impact, critical findings. Automatically detect data fields across 12 new document types including:

• Bank check (US)
• Bank statement (US)
• Closing Disclosure form
• Pay stubs
• US Mortgage 1003
• US Mortgage 1004
• US Mortgage 1005
• US Mortgage 1008
• US Tax 1095-A
• US Tax 1095-C
• US Tax W-4
• Credit cards

Here are improvements we bring to you for UpLink, our AI-Powered PBC

Flow documents directly from UpLink

Working with client-requested documents just got easier. With Document Import from UpLink, you can now flow documents from UpLink-AI-powered PBC, straight into DataSnipper.

This seamless integration reduces platform switching, automates manual steps, and frees your time to focus on high-value work.

Available to you with UpLink add-on module

Here are also some new algorithmic improvements in DataSnipper for an enhanced experience:

Improve accuracy with smarter indexing

We’ve made improvements to how DataSnipper understands document context. With the latest indexing enhancements, decimal recognition is more accurate, including better differentiation between decimals, currency separators, and similar formatting.

Paste Snips with automatic data replacement

Simplify your data workflows with Copy & Paste Improvements. When pasting a Snip into a cell, the previous content is automatically replaced—no extra steps needed. This helps keep your workbooks clean and organized, even when working at speed.

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👉 Do you want to get DataSnipper Platform for your organizational needs? Get in touch here.

👉 Curious about what’s new in our add-on modules? Check out the latest innovations in Financial Statement Suite and UpLink here.

👉 Already using DataSnipper? Contact us or your DataSnipper representative to upgrade to the latest version!

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Happy Snipping!

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