PARSER GUIDES

Collect, Review, and Export Client Documents

Give clients an upload link, check their documents, and export the approved data

Give clients an upload link, check their documents, and export the finished data.

Client upload page -> Document Inbox -> Review -> Export

Prepare the parser

Open the parser that should receive the documents. Process one sample and check that its fields and tables are correct.

Create the upload link

Open Integrations -> Upload Page, turn on Enable Upload Page, add short instructions, and click Copy URL.

Test and share

Open the link in a private browser window and upload one sample. After it reaches the correct parser, send the link to the client with the document list and deadline.

Review incoming documents

Open the Document Inbox, filter by the client or In Review, and open each document. Correct important values and approve or reject when required.

Export

Click Export Data for the filtered client documents, or let a configured integration deliver approved data automatically.

The client does not need a PARSER account at any point.

Use one folder per client when several clients share the parser. Turn off the upload page when the collection period ends.

For branding, fields before upload, redirects, and link controls, see Standalone Upload Pages.