PARSER GUIDES

Parser Templates

Parsers

Understand the ready-made document types available when creating a parser

Parser templates are the Document Processing Type options shown when you create a parser. A template gives you a useful starting set of fields and extraction settings for a particular kind of document.

This page explains what the template groups contain. For help deciding which one to select, see Choosing a Document Type.

Template groups

The exact list can grow over time. Search the setup screen for the document name you use in your business.

Group

Examples

Finance

Invoice, purchase order, bank statement, payslip, expense report, balance sheet

Logistics

Air waybill, bill of lading, packing list, warehouse receipt, trucking invoice

HR

Resume, cover letter, reference list

Identity

Identity proof, US driver's license, US passport, W-2 form

Real estate

Rent roll, lease agreement, management report, inspection report

Healthcare

Lab report, medical record

Investment

Pitch deck, Form S-1, 10-Q, 10-K

Classification

Sentiment analysis, ticket triage, article classification

Custom document

Choose Custom document when:

• No specific template closely matches your documents
• Your organization uses a unique document layout
• You want to define the fields and tables from scratch

Custom document is flexible, but you should describe the fields clearly and test several representative files.

What a template gives you

After you choose a template, PARSER suggests fields and tables commonly found in that document type. For example:

• Invoice can start with vendor, invoice number, dates, totals, and line items.
• Bank statement can start with account details and a transaction table.
• Resume can start with contact details, work experience, education, and skills.

These are starting points. In the next setup step, remove fields you do not need and add fields that matter to your workflow.

Where to browse templates

1. Click Create Document Parser.

2. Enter a Parser Name.

3. Browse or search under Document Processing Type.

4. Select a template to continue to What to extract.

Next steps

• Choosing a Document Type - Decide which template fits your documents
• Creating Parsers - Create and test the parser
• Add and Edit Fields - Adjust the suggested extraction fields