PARSER GUIDES

Choosing a Document Type

Pick the best document processing type when you create a parser

Choose the Document Processing Type that most closely matches the documents this parser will receive. This gives PARSER a better starting point for fields, tables, and extraction.

Make the choice in three steps

Start with the document you receive

Choose the closest available type:

Your documents

Choose

Supplier or customer invoices

Invoice

Purchase orders

Purchase order

Bank transactions and balances

Bank statement

Salary slips

Payslip

CVs and job applications

Resume

No listed type is a close match

Custom document

The setup screen contains additional types for finance, logistics, HR, identity, healthcare, real estate, investment, and classification workflows. Search using the name people normally use for the document.

Keep different document types separate

Use one parser for one extraction setup. For example, create separate parsers for invoices and bank statements.

If the same inbox or upload contains mixed documents, use a Document Classifier to send each file to the correct parser.

Test one representative document

Choose a real example that contains the fields and tables you normally need. Review the first result before processing a large batch.

If the result is poor across several documents, try a more suitable type or create a Custom document parser with fields written specifically for your workflow.

Where to choose it

1. Click Create Document Parser.

2. Enter a Parser Name.

3. Search or browse under Document Processing Type.

4. Select the closest match and continue.

Can you change it later?

The document type is selected when the parser is created. To use another type, create a new parser and test it with the same sample documents before moving your workflow.

Next steps

• Parser Templates - Understand the available template groups
• Creating Parsers - Finish the parser setup
• How to Increase Extraction Accuracy - Improve fields and test results