In Parser Settings → General Settings, you can edit basic information about your parser.

1. Open your parser and go to Settings → Parser Settings.
2. Scroll to the General Settings section.

The name of your parser (e.g. "Invoice Processing", "Purchase Orders"). This appears in:

• The sidebar
• Parser lists
• Email inbox addresses (part of the email)

To change: Edit the Parser Name field and click Save Parser.

An optional description of what the parser is for (e.g. "Processes invoices from vendors", "Extracts data from bank statements"). This helps team members understand what each parser does.

To change: Edit the Parser Description field and click Save Parser.

The Parser ID is a unique identifier used by the API when sending documents programmatically. You cannot edit this—it's set when the parser is created.

When you need it: If you're using the Process API to send documents, you'll use the Parser ID (or parser slug) in your API calls.

• Use clear names: Name parsers so it's obvious what they're for (e.g. "Client Invoices", "Vendor Bills")
• Add descriptions: Descriptions help team members know which parser to use
• Keep Parser ID handy: If you use the API, save the Parser ID somewhere safe

• Parsing Configuration – Configure how documents are parsed
• Pages to be parsed – Limit which PDF pages are extracted
• Email Processing – Set up email processing
• Split Documents – Configure PDF splitting