PARSER GUIDES

Process Your First Document

Create a parser, choose what to extract, and check your first result

Create a parser and check your first extracted result. Start with one typical document; you can improve the setup before adding the rest.

Create your parser

Open your team and click Create Document Parser. Enter a clear Parser Name, choose the closest Document Processing Type, and continue.

Choose what to extract

On What to extract, keep the fields and tables you need. Add, rename, or remove anything before continuing.

Upload one document

On Upload document, drop one typical file into the upload area. You can use the sample document when one is available.

If you see Start free trial first, complete that step and continue to the upload.

Check the result

When processing finishes, PARSER opens the Document Inbox. Click the document to compare the original file with its extracted fields and tables.

If an important value is wrong, click it, correct it, and save.

Choose how future documents will arrive

Return to the Document Inbox and choose the easiest method for your normal work:

• Upload files from your computer
• Forward documents from email
• Share an upload page with clients
• Route mixed document types

Download a test export

Click Export Data, choose XLSX or CSV, and click Download.

Open the downloaded file and check that the field names and columns are useful. Your parser is now ready for more documents.

Need to change fields or tables? See Set Up Extraction.