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PARSER GUIDES

Collect Documents from Clients

Ways to Add Documents

Share an upload page so clients can send documents without a PARSER account

Share an upload link so clients can send documents without creating a PARSER account.

Open Upload Page

Open the parser, go to Integrations, and select Upload Page under Import sources.

Screenshot placeholderguide-guides-document-processing-collecting-documents-from-clients-01-live-integrations-overview.webpRequired PARSER view: Integrations page showing Upload Page under Import sourcesFuture alt text: Integrations page showing Upload Page under Import sources

Enable and customize it

Turn on Enable Upload Page. Add a clear title and short instructions telling clients which documents to submit.

Screenshot placeholderguide-guides-document-processing-collecting-documents-from-clients-02-live-upload-page-settings.webpRequired PARSER view: Upload Page settings showing Enable Upload Page, title, and instructionsFuture alt text: Upload Page settings showing Enable Upload Page, title, and instructions

Click Copy URL, open the link in a private browser window, and upload one sample document.

Screenshot placeholderguide-guides-document-processing-collecting-documents-from-clients-03-live-client-upload-page.webpRequired PARSER view: Upload Page URL with Copy URL and a separate client upload pageFuture alt text: Upload Page URL with Copy URL and a separate client upload page

Confirm that the document appears in the correct parser's Document Inbox.

Share it

Send the link with the document list and deadline. Clients only need the link; they do not need an account.

Screenshot placeholderguide-guides-document-processing-collecting-documents-from-clients-04-live-client-upload-request-email.webpRequired PARSER view: Example client message containing an Upload Page URL and a short document requestFuture alt text: Example client message containing an Upload Page URL and a short document request

Anyone with the link can open the page. Use Regenerate Token if it reaches the wrong person, or turn off Enable Upload Page to stop submissions.

For logos, colors, fields before upload, multiple uploads, redirects, and token details, see Standalone Upload Pages.

Processing from URLsProcess documents from URLs via the APIOpen guide → Embed an Upload Form on Your WebsiteLet clients upload documents without leaving your website or portalOpen guide →