When you add a field, you choose a type. The type tells DigiParser what kind of data to extract and how to store it. Picking the right type improves accuracy and makes your data easier to use.

In Fields & Tables, when you add a new field or table, you’ll see a Type dropdown. The options are:

• Plain text
• Number
• Date
• Boolean
• List
• Table

Use for: Names, addresses, descriptions, IDs, emails, phone numbers, URLs, or any text.

Examples:

• Invoice Number, Vendor Name, Bill To Address
• Email, Phone, Website
• Description, Notes

Tips:

• Use for anything that isn’t purely a number, date, or true/false.
• Clear names (e.g. “Vendor Name”) help the system find the right text.

Use for: Amounts, quantities, totals, prices, counts.

Examples:

• Total Amount, Subtotal, Tax
• Quantity, Unit Price
• Page Count, Order Number (if numeric)

Tips:

• Use for values you’ll add up, compare, or use in calculations.
• Currency and percentages are stored as numbers; you can format them in export or Post Processing.

Use for: Dates such as invoice date, due date, or transaction date.

Examples:

• Invoice Date, Due Date
• Transaction Date, Payment Date
• Start Date, End Date

Tips:

• Dates are stored in a standard format (e.g. YYYY-MM-DD). You can change how they appear when you export.
• Use Date when the value is clearly a date; use Plain text only if you need to keep an unusual format exactly as written.

Use for: Yes/no or true/false values.

Examples:

• Is Paid, Is Approved
• Has Attachments, Is Recurring

Tips:

• Use when the answer is always one of two options (e.g. yes/no, true/false).

Use for: Multiple values of the same kind (e.g. a list of tags or categories).

Examples:

• Tags, Categories
• Multiple phone numbers or email addresses

Tips:

• Each item in the list has the same type (e.g. all plain text or all numbers).
• For rows and columns (e.g. line items), use a Table instead of a List.

Use for: Repeating rows of data, like line items on an invoice.

Examples:

• Line Items (Description, Quantity, Unit Price, Total)
• Transactions (Date, Description, Amount)
• Expense lines (Category, Amount, Notes)

How it works:

• You add a Table field and give it a name (e.g. “Line Items”).
• You then add columns (e.g. Description, Quantity, Unit Price, Total) with Add table column.
• Each row in the document becomes a row in the table.

Tips:

• Use Table when you have multiple rows with the same columns.
• See Setting Up Tables and Table Extraction Tips for more.

Using the correct type helps extraction accuracy and keeps your data consistent when you export or connect to other tools.

• Add/Edit Fields – Add fields and set their types.
• Setting Up Tables – Configure tables for line items and similar data.