PARSER GUIDES
Bring Documents In
Ways to Add Documents
Choose the easiest way to add documents to PARSER
Every document starts by entering a parser or document classifier. Choose the method that matches how your team already receives files.
Upload from your computerDrag and drop PDFs, images, spreadsheets, and other supported filesOpen guide → Send documents by emailForward attachments to a parser, folder, or classifier inbox addressOpen guide → Connect GmailAutomatically import new Gmail messages into a parserOpen guide → Connect OutlookAutomatically import new Outlook messages into a parserOpen guide → Forward from GmailForward a Gmail message and keep its document attachmentsOpen guide → Automate Gmail forwardingCreate a Gmail filter for recurring document emailsOpen guide → Forward from OutlookForward a message from Outlook to PARSEROpen guide → Collect documents from clientsShare an upload page so clients can send files without an accountOpen guide → Import from a URLAdd a document that is available through a direct file linkOpen guide →Which destination should you choose?
- Use a parser when every document is the same type and should use the same fields.
- Use a folder email address when documents should enter a particular client or project folder.
- Use a document classifier when one batch may contain invoices, receipts, bank statements, or other different document types.
For examples, see Choose a parser, folder, or classifier email address.