PARSER GUIDES

Add/Edit Fields

Fields & TablesField Setup

Add and edit fields in your parser

Fields are the pieces of information you want to pull from each document (e.g. "Invoice Number", "Total Amount", "Vendor Name"). You add and edit them in Fields & Tables.

Where to add or edit fields

1. Open your parser and go to Settings -> Fields & Tables (or Fields & Tables in the parser sidebar).

2. You'll see your current fields and tables. You can add new ones, change names or types, reorder them, or remove them.

Adding a field

1. Click Add new field or table.

2. Enter a name (e.g. "Invoice Number", "Total Amount", "Vendor Name"). Use clear names that match your documents.

3. Choose a type:

• Plain text - Names, addresses, descriptions, IDs, emails, phone numbers, URLs.
• Number - Amounts, quantities, totals, prices.
• Date - Dates (e.g. invoice date, due date).
• Boolean - True/false values.
• Multiple Choice - One value from a list of options you provide.
• List - Multiple values of the same kind.
• Table - For repeating rows like line items. See Setting Up Tables.

4. If you chose Multiple Choice, add the allowed options (for example, Paid, Unpaid, and Partially Paid).

5. Optionally add an AI Description to help the system understand what to extract (e.g. "The unique invoice number printed at the top").

6. Use Enable AI extraction to turn extraction on or off for this field. When off, the field won't be extracted from the document and must be filled manually or via Post Processing. See Disable AI Extraction.

7. For a difficult field, optionally turn on Enable advanced reasoning and add Reasoning logic (optional).

8. Click Save Fields when done.

New uploads use the updated fields. For existing documents, use Re-process document if you want them to match.

Using advanced reasoning

Use advanced reasoning when PARSER must compare similar values, follow a decision rule, or calculate the value before returning it. It is available for regular fields and table columns that use AI extraction.

1. Expand the field or table column.

2. Turn on Enable advanced reasoning.

3. In Reasoning logic (optional), describe the decision PARSER should make.

4. Click Save Fields.

For example:

Choose the amount explicitly labelled Balance Due. If Balance Due is missing, use Total. Do not use Subtotal or Amount Paid.

Keep the instruction focused on one field. Use the AI Description to explain what the field represents and Reasoning logic to explain how PARSER should choose or calculate the answer.

New documents use the reasoning instruction. Reprocess an existing document if you want to apply it there.

Adding a table

Use a table for repeating rows (e.g. invoice line items):

1. Click Add new field or table.

2. Enter a name (e.g. "Line Items") and set the type to Table.

3. Click Add table column to add columns (e.g. Description, Quantity, Unit Price, Total) with names and types.

4. Click Save Fields when done.

See Setting Up Tables for more detail.

Editing a field

1. Click the field in the list to expand it.

2. Change the name, type, AI Description, or Enable AI extraction as needed.

3. Click Save Fields.

You can rename fields at any time by changing the name. This is useful if you want to update field names to match your business needs or make them clearer for your team.

You can reorder fields by dragging them. The order in the list is the order used during extraction and in the data table.

Tips

• Use clear, friendly names (e.g. "Vendor Name", "Invoice Number", "Total Amount") that match what appears in your documents. You can use regular names with spaces--no need for technical formatting like underscores or special characters.
• Rename fields anytime: If you realize a field name isn't clear, just edit it. The new name will be used for future extractions.
• Group related fields together (e.g. invoice info, vendor info) by reordering.
• Use the AI Description when a field name alone might be unclear (e.g. "The total including tax, usually at the bottom right").
• Use Enable advanced reasoning only when the field needs a decision, comparison, or calculation. A clear field name and AI Description are usually enough for straightforward values.

Next steps

• Field Types Explained - Plain text, Number, Date, and more.
• Disable AI Extraction - When to turn off extraction for a field.
• Setting Up Tables - Add tables for line items and repeating data.