This page walks you through the main parts of DigiParser and how you’ll use them every day.

When you’re in a team, the sidebar shows Create Document Parser and, below it, Document Parsers – a list of your parsers. Click a parser to open it.

The main view is the Document Inbox. Here you:

• Upload documents (button or drag and drop).
• See all documents for this parser in a list on the left.
• View extracted data in a table on the right. Each row is a document; each column is a field.

You can hide or show the folder sidebar with the toggle if your parser uses folders.

1. Click Upload Documents (top right).
2. Choose files from your computer or drag them into the upload area.
3. Supported formats include PDF, images (e.g. JPEG, PNG), Word (.docx), Excel (.xlsx), Markdown, and CSV.
4. Processing usually finishes within a few seconds per page. The list and table update automatically.

You can also send documents by email to your parser’s inbox address (see Integrations) or use the Embed Widget on your website.

• Document list (left): Shows name, status (e.g. Processing, Processed / Approved, In Review, Rejected, Failed), and date. Click Filters to filter by status, date range, folder, or name.
• Data table (right): Shows extracted fields. You can sort by column, use Search all columns..., and add Filters by field. Use the Export button to download CSV, Excel, or JSON.

Click a row to open that document in a split view: original file on the left, extracted data on the right.

When a document is open:

• Right panel: You can edit the extracted values directly. Changes are saved as you go.
• Approval: If you use Reviews & Approvals, you can mark the document as Approved or Rejected.
• Re-process: Use Re-process document in the “More” (⋮) menu if you’ve changed fields or settings and want to re-extract.

From the Document Inbox, click Settings (top right), or use the parser sidebar:

• Fields & Tables: Add or edit fields and tables that define what to extract.
• Integrations: Set up import (e.g. email) and export (e.g. Google Sheets, Xero, Zapier, webhooks, email).
• Post Processing: Add transforms, lookups, or custom logic to clean or enrich data before export.
• Reviews & Approvals: Configure review steps and who approves.
• Parser Settings: Document type, Email Processing, Split Documents, and options like Calculate confidence scores for extracted fields.

Processing uses credits. Your plan includes a certain amount each month. If you run low, you’ll see a message in the app. You can upgrade or buy extra credits from Billing & Usage in team settings (e.g. Settings → Parser Settings → Team Settings → Billing & Usage).

• Exporting Data – Download or send data to other tools
• How to Filter Data – Find documents and rows quickly
• Editing Extracted Data – Use the document view and fix extraction mistakes