PARSER GUIDES

Embed an Upload Form on Your Website

Ways to Add Documents

Let clients upload documents without leaving your website or portal

Use the Embed Widget when your business already has a website or client portal and you want the PARSER upload form to appear inside it.

If you only need a link to share by email, use an Upload Page instead.

Before you start

Adding the widget requires access to edit your website. If someone else manages the website, you can copy the embed code and send it to them.

Set up the widget

1. Open the parser that should receive the documents.

2. Go to Integrations.

3. Find Embed Widget in the import section.

4. Turn on Enable Embed Widget.

5. Copy the embed code.

6. Add the code to the page where the upload form should appear.

7. Open that page and submit a test document.

8. Confirm that it appears in the parser's Document Inbox.

Customize the experience

Depending on the options available in your account, you can customize:

• The main color
• The success message
• Whether uploaders can preview extracted data
• Which website domains are allowed to show the widget

Use an allowed-domain restriction when the widget should work only on your own website.

Test before sharing

Check the complete experience as if you were a client:

1. Open the website page in a private browser window.

2. Upload a supported test document.

3. Wait for the success message.

4. Confirm that the document entered the correct parser.

5. Check the extracted fields.

Next steps

• Supported Files and Processing Limits - Tell clients which files they can upload
• Check and Correct Extracted Data - Review the incoming documents
• Organize Documents by Client - Keep client submissions separated