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 its Document Inbox.
2. Click Settings (top right), or use the parser sidebar and select Fields & Tables.

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”). 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.
4. Optionally add a description.
5. You can mark a field as required so extraction aims to always fill it.
6. Disable AI extraction if you want to leave that field blank and fill it yourself (or via Post Processing).

Click Save Fields when done. New uploads will 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.

You can reorder fields and table columns by dragging. Tables have one level of columns only; the app does not support tables inside other tables.

• Edit: Click the field, change the name, type, or other options, then click Save Fields.
• Delete: Remove the field or table from the schema. Existing extracted data for that field won’t be deleted, but it may no longer appear in the default view or export. Use with care.

• Use friendly names (e.g. “Vendor Name”) rather than technical ones.
• Group related fields (e.g. invoice info, vendor info) so the list is easier to scan.
• Keep tables simple at first; add more columns as needed.

For detailed instructions on adding, editing, and configuring fields, see:

• Add/Edit Fields – Complete guide to adding and editing fields
• Field Types Explained – Understand each field type
• Setting Up Tables – Add tables for line items
• Editing Extracted Data – Edit extracted values in documents