# 2026 Product Updates

Source: https://www.digiparser.com/docs/changelog/2026

# 2026 Product Updates

All product updates and improvements released in 2026

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# [2026 Product Updates](#2026-product-updates)

Feedback

Stay up to date with all the latest features and improvements released in 2026.

## [August 2026](#august-2026)

### [New Features](#new-features)

Feedback

*   **Cloud Storage Exports**: Send processed files and extracted results to Google Drive or Dropbox automatically, so completed documents can land in the folders your team already uses.
*   **Bring Your Own AI Key**: Team Owners and Admins can now use their own Gemini or OpenAI API key for supported AI-powered work such as extraction, classification, AI splitting, and AI lookups.
*   **Bring Your Own Storage**: Store new document files in storage owned by your organization by connecting Cloudflare R2, Amazon S3, or Google Cloud Storage.
*   **Custom Code Exports**: Create export steps with AI-generated starter code, so you can send processed document data to tools and workflows that do not have a built-in DigiParser export yet.

### [Improvements](#improvements)

Feedback

*   **Advanced Extraction Accuracy**: Improved advanced table extraction and confidence scoring so results stay more consistent across supported AI providers.
*   **Email Import Flexibility**: Gmail and Outlook imports can now process supported files linked in the email body, not only traditional file attachments.
*   **Email Attachment Handling**: Improved extraction for emails that include multiple related files, so bundled attachments are processed more reliably together.
*   **Make Integration for EU Teams**: Make connections can now target DigiParser accounts in either the United States or the European Union by choosing the correct data location during setup.

## [July 2026](#july-2026)

### [New Features](#new-features-1)

Feedback

*   **XML Export**: Export extracted data as XML when you need a structured format for other systems, and view that XML directly from a document's details panel.
*   **Nested Folders and Folder Management**: Create subfolders, manage folders and subfolders from Parser Settings, and keep larger document inboxes organized with a clearer folder structure.
*   **Password-Protected PDF Support**: Set password rules for each parser so DigiParser can unlock protected PDFs automatically during upload and processing.
*   **Automatic Document Naming**: Rename documents automatically using extracted values, folder details, and other document data so filenames stay consistent without manual cleanup.
*   **Email Sender Access Rules**: Choose which email senders a parser or classifier should accept or block by adding specific email addresses or domains.
*   **Custom Roles and Parser Access**: Create custom team roles and limit access to specific parsers or classifiers, so each teammate only sees the work and settings they should manage.
*   **Parser Data Lookups**: Build lookup rules from completed documents that are already in DigiParser, so you can match against earlier parser data without uploading and maintaining separate CSV files.
*   **Make Integration**: Send documents into DigiParser from Make and trigger downstream Make scenarios after processing, making it easier to connect DigiParser with the rest of your workflow.
*   **Pabbly Connect Integration**: Import files or file URLs from Pabbly Connect and send processed document data back into your Pabbly workflows after extraction finishes.
*   **Microsoft Excel Export**: Send extracted data straight into Microsoft Excel workbooks, so your team can keep reports and spreadsheets updated without copying values by hand.
*   **QuickBooks Export**: Export extracted data to QuickBooks and create records such as invoices, bills, expenses, and journal entries as documents are processed.
*   **Zoho Books Export**: Send processed document data into Zoho Books and create accounting records automatically from your parser results.
*   **Two-Factor Authentication**: Add an extra sign-in step with an authenticator app to better protect your DigiParser account, with recovery codes available if you lose access to your device.
*   **Gmail and Outlook Imports**: Connect Gmail or Outlook to a parser so matching emails, attachments, or both can be imported and processed automatically.
*   **Cloud Storage Imports**: Connect Google Drive, Dropbox, OneDrive, or Box so new files from your cloud folders can flow directly into DigiParser without manual uploads.

### [Improvements](#improvements-1)

Feedback

*   **Smart Folder Setup**: Creating and managing Smart Folders is now easier, with a smoother setup flow and better support for organizing documents into the right folders automatically.
*   **Upload Page Field Validation**: Standalone Upload Pages can now check manual field values before submission, helping catch formatting mistakes earlier when you collect details alongside uploaded files.
*   **Trial Status Clarity**: Free trial timing and expired states now appear more accurately across the app and billing prompts, helping teams understand when access will change.
*   **Parser Field Editing**: Parser field instructions now support longer guidance, and saved schema changes no longer keep showing as unsaved right after you save them.
*   **Workflow Email Export Reliability**: Fixed workflow email exports so they send more reliably and report delivery problems more clearly when something goes wrong.
*   **Integrations Workspace Improvements**: The Integrations tab now gives a clearer split between import and export options, making it easier to find and set up the workflow you need.
*   **Zapier Integration Compatibility**: Improved Zapier support so processed document data works more reliably in Zaps and is easier to map into the next steps of your automation.
*   **Document Viewer Reliability**: Fixed an issue where some processed documents could not open correctly after upload, so document previews and reprocessing work more consistently.
*   **Onboarding and Trial Reliability**: Fixed redirect and trial-flow issues so new teams can reach the right workspace and start using DigiParser with fewer setup interruptions.
*   **Profile and Team Settings Refresh**: Updated account, team, member, invitation, and API key screens to make everyday admin tasks easier to navigate.
*   **Lifecycle Email Updates**: Expanded the email sequences DigiParser sends across onboarding, trial, and billing moments so customers get clearer, better-timed guidance as they use the product.
*   **Help Center Refresh**: Reworked the help center with clearer guides, updated screenshots, and improved integration setup instructions so it is easier to find accurate setup steps.
*   **Document Type Rule Options**: Choose whether a parser should process only selected document types or skip selected types while processing everything else, making it easier to exclude a small set such as W-2 and 1099 forms.
*   **Review Assignment Details**: Review assignment emails and document review screens can now include stage-specific instructions, so reviewers know what to check before approving a document.
*   **Email Intake Controls and Reliability**: Added more flexible email processing rules and improved thread handling, attachment imports, and mailbox reconnection behavior so email-based intake works more reliably.
*   **Review and Export Reliability**: Review stages now stay aligned with the latest extraction, PDF previews return more consistently after security checks, and Microsoft Excel exports work more reliably after document approval.

## [June 2026](#june-2026)

### [New Features](#new-features-2)

Feedback

*   **Guided Onboarding**: New teams now get a guided setup flow to create a parser, start a trial, review fields, upload a first document, and reach processed results faster.
*   **Ask AI to Update Fields**: Update parser fields by uploading one sample document or describing the changes you want. DigiParser can adjust fields and tables without requiring manual schema edits.
*   **Upload Page Fields**: Standalone Upload Pages can now collect extra details like student IDs, customer codes, or email addresses before a document is uploaded, so you can capture information that does not come directly from the file.
*   **Expanded Public API**: API users can now do more through DigiParser, including managing parsers, documents, folders, fields, review stages, webhooks, exports, and review approvals.
*   **Document Classifiers**: Create classifiers that sort mixed document batches and route each file to the right parser. Classifiers support app uploads, email intake, API uploads, Zapier imports, MCP operations, split-before-routing, and classifier-specific routing results.
*   **MCP Server for AI Assistants**: Connect supported AI assistants to DigiParser using the remote MCP server, so agents can find parsers, process documents, search extracted data, manage folders, review documents, and export data with your approval.
*   **AI Split Documents**: Split large PDFs with AI when document lengths vary. DigiParser can split when a new document starts or when a selected value changes, such as customer, date, invoice number, or policy number.
*   **Document Type Rules**: Choose which document types a parser should process, such as invoices or receipts. Non-matching files are marked as skipped, stay visible for review, and can be processed manually if needed.

### [Improvements](#improvements-2)

Feedback

*   **Onboarding Flow Improvements**: Added clearer loading states, fixed stuck trial activation steps, reset scroll position between steps, and improved first-document success detection.
*   **Flexible Trial Start During Onboarding**: Teams can now leave onboarding after setting up a parser and come back later to start the free trial when they are ready.
*   **Billing and Credit Messages**: Improved trial gating, billing prompts, and credit messages so teams better understand what is needed before processing continues.
*   **Digest Email Preferences**: Added a clearer manage-preferences link to digest emails so users can update notification settings more easily.
*   **Integration Settings Saves**: Fixed save behavior for upload page and embed customization settings so changes are preserved more reliably.
*   **Data Table Tab Fixes**: Fixed an issue where extracted data table tabs could carry over after switching parsers.
*   **PDF Page Counting Reliability**: Made PDF page counting more robust for malformed or difficult PDFs.
*   **MCP Upload Reliability**: Improved MCP file upload validation so incomplete or corrupted files are rejected before they create documents.
*   **Google Sheets Connection Fixes**: Improved Google Sheets connection and export setting behavior for more reliable integration setup.
*   **Parser Settings Navigation**: Reorganized parser settings into clearer sections for document processing, email handling, retention, and advanced options so it is easier to find the controls you need.
*   **Skipped Document Status Accuracy**: Improved how skipped documents are labeled across the app and integrations, so files that do not match your document type rules are easier to understand and review correctly.
*   **Lower One-Time Credit Pack Prices**: Reduced the price of one-time credit packs, making it more affordable to add extra credits when you need them.

## [May 2026](#may-2026)

### [New Features](#new-features-3)

Feedback

*   **Advanced Reasoning for Fields**: Add optional reasoning instructions to fields and table fields, then view reasoning details in extracted results when available. This helps reviewers understand why DigiParser chose a value.
*   **Plan Comparison Table**: Compare plan features directly on the billing page before choosing or upgrading a plan.
*   **Large File Upload Support**: Improved upload handling for larger document files so documents can be accepted more reliably before processing.

### [Improvements](#improvements-3)

Feedback

*   **Parser and Document Deletion Fixes**: Improved deletion behavior so removed parsers, documents, and related files are cleaned up more reliably.
*   **Billing Page Improvements**: Made billing screens easier to scan with clearer monthly and yearly plan selection and simpler selected-plan actions.
*   **Document Processing Reliability**: Improved handling for long-running extraction jobs so documents are less likely to remain stuck in processing.
*   **Extraction Service Reliability**: Improved the way documents are sent for extraction, especially for larger files and external processing services.
*   **Confidence Score Visibility**: Made confidence score availability clearer in the app so teams can understand which plans include advanced review signals.

## [April 2026](#april-2026)

### [New Features](#new-features-4)

Feedback

*   **Billing and Plan Selection Refresh**: Updated billing screens with clearer plan options to make plan selection and upgrades easier.
*   **Improved Digest Email Experience**: Daily and weekly digest emails now provide clearer summaries and a better reading experience.
*   **Digest Email Unsubscribe Links**: Users can now unsubscribe from digest emails directly from the email footer.
*   **Assignment Email Preference Controls**: Assignment emails now include unsubscribe and preference-management options for better notification control.
*   **Automatic Timezone Detection**: New accounts now detect timezone automatically so reminders and notifications are better aligned to local time.

### [Improvements](#improvements-4)

Feedback

*   **Assignment Email UX Improvements**: Updated assignment email layout and review actions to help teams move faster from notification to review.
*   **Boolean Value Handling Fixes**: Improved boolean value support across processing and exports to reduce incorrect true/false outputs.
*   **Past-Due Billing Recovery Improvements**: Improved billing flows to make it easier for teams to resolve payment issues and continue processing.
*   **Billing State Accuracy Fixes**: Additional billing fixes improve status accuracy and reduce confusion around account state.
*   **Plan Upgrade Clarity**: Improved plan-change screens so teams can better understand upgrade details before confirming a subscription change.
*   **Checkout Reliability**: Improved checkout behavior for plan changes and one-time credit purchases.
*   **PDF Page Counting Improvements**: Improved page counting for difficult PDFs so credit checks and processing estimates are more accurate.
*   **Processing Error Clarity**: Improved document failure messages and reduced unnecessary retries when a document cannot continue because of account limits.
*   **Document Download Reliability**: Improved document download handling so selected documents and folders download more consistently.

## [March 2026](#march-2026)

### [New Features](#new-features-5)

Feedback

*   **Daily and Weekly Digest Emails**: Receive scheduled summary emails to stay updated on document activity and processing outcomes.
*   **Document Links in Exports**: Exports now include direct document links so you can quickly jump from reports to source documents.
*   **API External ID and Custom Data Support**: API uploads now support external IDs and custom metadata, making it easier to map documents to your internal systems.
*   **API Folder Routing**: Send API uploads directly to specific folders to keep automated intake organized by client or workflow.
*   **Saved Export Preferences**: DigiParser now remembers your export settings so repeat exports are faster and more consistent.
*   **Data Retention Controls**: Added parser-level retention settings so you can control how long processed data is kept.

### [Improvements](#improvements-5)

Feedback

*   **Review Workflow Improvements**: Improved multi-stage review flows so assignments, handoffs, and approvals work more reliably.
*   **Expanded Lookup Output Options**: Lookup rules now support additional output types like totals and averages, helping teams build richer post-processing logic.
*   **Lookup Input Handling Fixes**: Fixed lookup input and matching edge cases for more predictable results.
*   **Table Extraction Quality Updates**: Improved handling for table edge cases, including better support for difficult table structures.
*   **Export Labeling Improvements**: Improved export headers and table column naming for clearer reports and spreadsheet outputs.
*   **Billing Experience Updates**: Improved billing and plan-management flows to make subscription changes clearer and easier.

## [February 2026](#february-2026)

### [New Features](#new-features-6)

Feedback

*   **Page Selection for Parsing**: Choose exactly which pages DigiParser should read from multi-page PDFs, so you can skip cover pages and focus on relevant content.
*   **Advanced Table Extraction**: Better support for complex tables helps you capture line-item data more reliably from challenging documents.
*   **Guided Onboarding Experience**: New onboarding guidance helps first-time users open processed documents faster and understand extracted results sooner.
*   **In-App Help Links**: Important screens now include direct help links, making it easier to find guidance while setting up parsers and workflows.
*   **Confidence Score Enhancements**: Confidence scores are now clearer and more consistent, helping teams review extracted data with less guesswork.
*   **Demo Call and Chat Options**: Added in-app options to request a demo call or start a chat when you need setup help.

### [Improvements](#improvements-6)

Feedback

*   **Reprocessing Notifications After Field Updates**: Documents now more clearly show when reprocessing is needed after parser field changes, so teams can keep data up to date.
*   **Lookup Matching Improvements**: Improved lookup matching behavior, including better support for table rows and more accurate fuzzy matching.
*   **Email Export Reliability**: Improved email export behavior so scheduled and workflow-based exports are delivered more reliably.
*   **Webhook Workflow Reliability**: Better webhook handling improves delivery consistency for connected systems and automations.
*   **Multi-Document Processing Stability**: Improved support for processing multiple documents in a single workflow run for smoother batch operations.

## [January 2026](#january-2026)

### [New Features](#new-features-7)

Feedback

*   **Standalone Upload Pages**: Create custom upload pages that your clients can use to upload documents directly. Perfect for collecting invoices, receipts, or other documents without requiring clients to have a DigiParser account.
*   **Purchase Orders Template**: New ready-to-use template for processing purchase orders, making it faster to set up purchase order processing.
*   **Friendly Field Names**: Use regular names like "Full Name" or "Invoice Number" instead of technical names. Makes it much easier for non-technical users to understand what each field represents.
*   **Automatic Table Extraction**: Tables are now automatically detected and extracted from your documents without any special setup. This makes it easier to capture table data from invoices, bank statements, and other documents.
*   **Lookup Tables**: Use lookup tables in Post Processing to match and enrich your extracted data with reference information. For example, you can match vendor names to vendor IDs or add additional details based on extracted values.
*   **Google Sheets Integration**: Automatically send your extracted data to Google Sheets. Set it up once in your Integrations, and your documents will flow directly into your spreadsheets with improved error handling and reliability.
*   **Embed Widget**: Add a document upload form to your website or client portal. Your clients can upload documents directly without needing a DigiParser account. Perfect for collecting invoices, receipts, or other documents from clients. Includes redirect support after submission.
*   **Folders Enhancement**: Organize your documents with folders that support email addresses, color coding, and automatic assignment rules. You can now set up folders that automatically sort documents by client, project, or type based on your rules.
*   **Manage Parsers Page**: View and manage all your parsers from a single page, with quick access to key actions like editing settings, reviewing documents, and managing workflows.
*   **Export Column Customization**: Choose which columns to include when exporting data so your downloads contain only the information you need for your reports and spreadsheets.
*   **XML Document Support**: DigiParser can now process XML documents. Upload XML files and extract data from them, just like PDFs or images.
*   **Email Export**: Send your processed data via email directly from your workflows. Set up email export in your Integrations to automatically email extracted data to yourself or your team after documents are processed.
*   **Bulk Actions from Document List**: Select documents in the document list (left panel) and perform bulk actions--move to folder, delete, reprocess, or approve--without switching to the data table.
*   **Download Documents and Folders**: Download selected documents or an entire folder as a ZIP file. Select documents in the document list and click **Download as ZIP**, or use the folder's More (⋮) menu to **Download folder** and get all documents in that folder.

### [Improvements](#improvements-7)

Feedback

*   **Credit Bug Fix**: Fixed a bug where reprocessing documents was incorrectly charging credits. Reprocessing now works as expected.
*   **Credit Deduction Fix**: Fixed issues with credit deduction to ensure accurate billing.
*   **Embed Widget Improvements**: Enhanced the embed widget with better field ordering, improved page counter, and various bug fixes for a smoother experience.
*   **Webhook Reliability**: Added transaction retry support for webhooks to ensure your integrations receive notifications even if there are temporary network issues.
*   **Post Processing Improvements**: Enhanced post processing handling to ensure workflows and post processing complete correctly before marking documents as processed.
*   **Review Stages Fix**: Fixed issues with review and approval stages to ensure documents move through the review process correctly.
*   **Folder Improvements**: Improved folder functionality and added support for viewing documents without folders.
*   **Document List Pagination**: Improved document list pagination and defaults so large lists (including views with 100 documents per page) are faster to load and easier to navigate.
*   **Export Improvements**: Better export options with improved validation, handling of invalid file names, and a scrollable export dialog for easier use when exporting large amounts of data.
*   **Single Export Fixes**: Fixed issues with single document exports to ensure data exports correctly.
*   **Workflow Improvements**: Improved workflow processing to ensure documents are handled correctly throughout the processing pipeline.
*   **Higher Upload Limits and Queuing**: Increased the upload limit to handle up to 500 documents at once, with background queuing so large batches are processed more reliably.
*   **Google Sheets Reliability**: Improved Google Sheets exports, including better handling of sheet tabs and more reliable connections so your data lands in the right place.
*   **Export Reliability Fixes**: Additional fixes to make exports more reliable, especially when handling failed uploads or edge cases in large datasets.

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Product updates and release notes

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2025 Product Updates

All product updates and improvements released in 2025

](/docs/changelog/2025)