PARSER GUIDES

Creating Parsers

Parsers

Learn how to create parsers for your documents

A parser is a setup that tells PARSER what type of documents to process and what information to extract. You create a parser once, then use it for all similar documents.

If you need to upload mixed document batches and send each file to a different parser, create the parsers first, then create a Document Classifier.

How to create a parser

From the sidebar

1. In your team, click Create Document Parser in the sidebar.

2. You'll see this setup flow:

• Create document parser
• What to extract

• Start free trial (only when required for the team)

• Upload document
• View extracted data

From the Parsers page

1. Go to the Parsers page (e.g. from your team dashboard or app navigation).

2. Click Add Parser.

3. You'll go through the same setup flow.

Step 1: Create your document parser

In the first step, you:

1. Enter a Parser Name: Give it a clear name (e.g. "My Invoices", "Client Receipts", "Q1 Bank Statements"). This name appears in your parser list and helps you find it later.

2. Choose a Document Processing Type: Pick the type that best matches your documents. You can:

• Search for a type using the search box
• Browse the list of available types

Common types include:

• Custom document - PARSER detects fields automatically
• Invoice - For invoices and receipts
• Purchase order - For purchase orders
• Bank statement - For bank statements and transaction tables
• Resume - For CVs and resumes
• Payslip - For salary slips
• Expense report - For expense reports
• And more...

3. Continue to What to extract.

Tip: Choose the document type that best matches your documents. This helps PARSER use the right extraction mode and improves accuracy. See Choosing Document Type for more details.

Step 2: Choose what to extract

Review the suggested fields and tables for the document type.

• Remove fields your team does not need.
• Add missing fields.
• Rename fields so they are clear to the people who review and export the data.
• Use a table for repeating rows such as invoice line items or bank transactions.

You can change these fields later, but setting up a useful first version before the test upload makes the result easier to evaluate.

Optional: Start free trial

Some teams see Start free trial before the upload step. Complete the trial step when shown. Other teams continue directly to Upload document.

Step 3: Upload document

In the second step, you upload a document to test your parser:

1. Click the upload area or drag and drop a file.

2. For some document types, a sample document is offered--you can use it to test instead of uploading your own.

3. Wait for processing to finish (usually a few seconds per page).

Step 4: View extracted data

When processing finishes, you'll be taken to your Document Inbox for the new parser. You'll see:

• Left: Your uploaded document in the document list
• Right: The extracted data in a table

What happens after creation

Once your parser is created:

• It appears under Document Parsers in the sidebar (as well as on the Parsers page)
• You can upload more documents to it anytime
• You can configure Fields & Tables to control what gets extracted
• You can set up Integrations to export data automatically
• You can adjust Parser Settings (email processing, splitting documents, etc.)
• You can use it as a target parser in a Document Classifier for mixed batches

Next steps

• Parser Templates - Learn about predefined document types
• Document Classifiers - Route mixed document batches to parsers
• Working with Parsers - Add fields and configure your parser
• Uploading Documents - Upload and process documents