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PARSER GUIDES

Editing Extracted Data

Work With Documents

Edit and correct extracted data

Compare the extracted data with the original document and correct anything important before export.

Open a document

Open the parser's Document Inbox and click a document or its table row.

Screenshot placeholderguide-guides-managing-data-editing-extracted-data-01-document-detail-extracted-fields.webpRequired PARSER view: Split view with original document and extracted fields/tablesFuture alt text: Split view with original document and extracted fields/tables

The original file appears on the left and its extracted data appears on the right.

Check reasoning when available

When PARSER returns reasoning for a field or table value, a lightbulb appears beside it. Click the lightbulb to see why PARSER chose or calculated that value.

Reasoning is supporting information, not a replacement for checking important data against the original document.

Correct a value

Hover over a field or table cell, click the pencil, enter the correct value, and click Save.

Screenshot placeholderguide-guides-managing-data-editing-extracted-data-02-live-edit-extracted-field.webpRequired PARSER view: Extracted field in edit mode showing the pencil, input, Save, and CancelFuture alt text: Extracted field in edit mode showing the pencil, input, Save, and Cancel

To remove an incorrect table row, hover over the row, click the delete icon, and confirm.

Finish the review

If Reviews & Approvals are enabled, click Approve or Reject after checking the document.

Screenshot placeholderguide-guides-managing-data-editing-extracted-data-03-live-review-approve-reject.webpRequired PARSER view: Reviewed document showing Approve and Reject actionsFuture alt text: Reviewed document showing Approve and Reject actions

Your saved corrections are used in manual exports and integrations.

Edit or reprocess?

  • Correct one wrong value by editing it.
  • Use Reprocess Documents after changing fields, tables, or parser settings.

To add or change a field's reasoning instructions, see Add and Edit Fields.

For JSON, XML, and History views, see Document View Tabs.

Understand Document StatusesKnow what each Document Inbox status means and what to do nextOpen guide → Organizing with FoldersOrganize documents with foldersOpen guide →