# Collect, Review, and Export Client Documents

Source: https://www.digiparser.com/docs/guides/client-upload-review-export

# Collect, Review, and Export Client Documents

Give clients an upload link, check their documents, and export the approved data

Copy MarkdownOpen

# [Collect, Review, and Export Client Documents](#collect-review-and-export-client-documents)

Feedback

Give clients an upload link, check their documents, and export the finished data.

```
Client upload page -> Document Inbox -> Review -> Export
```

## [Prepare the parser](#1-prepare-the-parser)

Open the parser that should receive the documents. Process one sample and check that its fields and tables are correct.

app.digiparser.com![Sample client document open beside correctly extracted fields](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-invoice-review.png?sig=85fcaaf6b6f91b963dc2b57870fd163ce2be63c7d932046c39d858556511c15b)

## [Create the upload link](#2-create-the-upload-link)

Open **Integrations -> Upload Page**, turn on **Enable Upload Page**, add short instructions, and click **Copy URL**.

app.digiparser.com![Upload Page enabled with client instructions and Copy URL](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-upload-page-settings.png?sig=0af72988213dd57016a696341722127aeea9d88812c0e90126784e2a4464dcf1)

## [Test and share](#3-test-and-share)

Open the link in a private browser window and upload one sample. After it reaches the correct parser, send the link to the client with the document list and deadline.

app.digiparser.com![Client-facing upload page with a sample file ready to submit](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-client-upload-page.png?sig=2a1cd1c6543bf90430bc632087a07a30401101b1d8f6fe88f526d803c2bc34df)

## [Review incoming documents](#4-review-incoming-documents)

Open the **Document Inbox**, filter by the client or **In Review**, and open each document. Correct important values and approve or reject when required.

app.digiparser.com![Client document open in review with editable fields and approval actions](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-review-approve-reject.png?sig=b3f275ef762a72847c1277ae019be1b9a5dbcd56a43c5027753c7e6356c86a71)

## [Export](#5-export)

Click **Export Data** for the filtered client documents, or let a configured integration deliver approved data automatically.

app.digiparser.com![Client folder filtered in the Document Inbox with Export Data open](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-client-folder-filtered.png?sig=a665a0b0c999ffe6bd888693f00f0a50d9ff22d1ef0414f55be0bde5c655f8ff)

The client does not need a DigiParser account at any point.

Use [one folder per client](/docs/guides/organize-documents-by-client) when several clients share the parser. Turn off the upload page when the collection period ends.

For branding, fields before upload, redirects, and link controls, see [Standalone Upload Pages](/docs/guides/parsers/parser-settings/standalone-upload-pages).

How is this guide?

GoodBad

[

Route a Mixed Email Inbox

Send different document types from one mailbox to the correct parsers

](/docs/guides/route-a-mixed-email-inbox)[

Account and Team

Manage team settings, access, notifications, account security, billing, and credits

](/docs/guides/advanced-features)