Fields are the pieces of information you want to pull from each document (e.g. "Invoice Number", "Total Amount", "Vendor Name"). You add and edit them in Fields & Tables.

1. Open your parser and go to Settings → Fields & Tables (or Fields & Tables in the parser sidebar).
2. You'll see your current fields and tables. You can add new ones, change names or types, reorder them, or remove them.

1. Click Add new field or table.
2. Enter a name (e.g. "Invoice Number", "Total Amount", "Vendor Name"). Use clear names that match your documents.
3. Choose a type:
   • Plain text – Names, addresses, descriptions, IDs, emails, phone numbers, URLs.
   • Number – Amounts, quantities, totals, prices.
   • Date – Dates (e.g. invoice date, due date).
   • Boolean – True/false values.
   • List – Multiple values of the same kind.
   • Table – For repeating rows like line items. See Setting Up Tables.
4. Optionally add an AI Description to help the system understand what to extract (e.g. "The unique invoice number printed at the top").
5. Use Enable AI extraction to turn extraction on or off for this field. When off, the field won't be extracted from the document and must be filled manually or via Post Processing. See Disable AI Extraction.
6. Click Save Fields when done.

New uploads use the updated fields. For existing documents, use Re-process document if you want them to match.

Use a table for repeating rows (e.g. invoice line items):

1. Click Add new field or table.
2. Enter a name (e.g. "Line Items") and set the type to Table.
3. Click Add table column to add columns (e.g. Description, Quantity, Unit Price, Total) with names and types.
4. Click Save Fields when done.

See Setting Up Tables for more detail.

1. Click the field in the list to expand it.
2. Change the name, type, AI Description, or Enable AI extraction as needed.
3. Click Save Fields.

You can rename fields at any time by changing the name. This is useful if you want to update field names to match your business needs or make them clearer for your team.

You can reorder fields by dragging them. The order in the list is the order used during extraction and in the data table.

• Use clear, friendly names (e.g. "Vendor Name", "Invoice Number", "Total Amount") that match what appears in your documents. You can use regular names with spaces—no need for technical formatting like underscores or special characters.
• Rename fields anytime: If you realize a field name isn't clear, just edit it. The new name will be used for future extractions.
• Group related fields together (e.g. invoice info, vendor info) by reordering.
• Use the AI Description when a field name alone might be unclear (e.g. "The total including tax, usually at the bottom right").

• Field Types Explained – Plain text, Number, Date, and more.
• Disable AI Extraction – When to turn off extraction for a field.
• Setting Up Tables – Add tables for line items and repeating data.