PARSER GUIDES
Your Daily PARSER Workflow
Follow documents from arrival through review, organization, and export
Most daily work happens in the Document Inbox:
Receive document -> Check status -> Review data -> Organize -> ExportAdd or receive documents
Upload files, forward an email, or let a client use your upload page. New documents appear in the Document Inbox.
guide-guides-how-to-use-digiparser-01-live-document-inbox.webpRequired PARSER view: Document Inbox showing Upload Documents and the parser email addressFuture alt text: Document Inbox showing Upload Documents and the parser email addressChoose an intake method from Bring Documents In.
Find documents that need attention
Use the status filter to show In Review, Failed, Skipped, or Assigned to Me documents.
guide-guides-how-to-use-digiparser-02-document-list-filters-seeded-clean.webpRequired PARSER view: Document Inbox status filter showing In Review, Failed, Skipped, and Assigned to MeFuture alt text: Document Inbox status filter showing In Review, Failed, Skipped, and Assigned to MeSee Understand Document Statuses.
Check and correct the data
Open a document. Compare the original on the left with the extracted values on the right, then correct anything important.
guide-guides-how-to-use-digiparser-03-live-invoice-review.webpRequired PARSER view: Document view showing the original file beside editable extracted fieldsFuture alt text: Document view showing the original file beside editable extracted fieldsApprove or reject the document if your team uses reviews.
Organize and export
Move documents into a folder when needed. Then click Export Data, or let a configured integration send the result automatically.
guide-guides-how-to-use-digiparser-04-live-client-folder-filtered.webpRequired PARSER view: Document Inbox showing a client folder and the Export Data buttonFuture alt text: Document Inbox showing a client folder and the Export Data buttonA useful daily routine
1. Complete documents under Assigned to Me or In Review.
2. Check Failed and Skipped.
3. Correct important values.
4. Confirm that the expected export or integration ran.
Process Your First DocumentCreate a parser, choose what to extract, and check your first resultOpen guide → Bring Documents InChoose the easiest way to add documents to PARSEROpen guide →