Parser Templates
Use ready-to-use templates for common document types
Parser Templates
When you create a parser, you choose a Document Processing Type. These types are like templates—they’re pre-configured to work well with specific kinds of documents.
What are parser templates?
Parser templates are predefined document types that DigiParser knows how to handle. Each template is optimized for that kind of document, so you get better extraction accuracy.
For example, the Invoice template knows to look for invoice numbers, dates, vendor names, amounts, and line items. The Bank statement template is better at extracting transaction tables.
Available templates
When you create a parser, you’ll see these document types:
Custom document
- Best for: Any document type, or when you’re not sure which template to use
- How it works: DigiParser automatically detects fields from your documents
- Use when: Your documents don’t match a specific template, or you want full control over field detection
Invoice
- Best for: Invoices and receipts
- Extracts: Invoice number, date, vendor name, amounts, line items, tax, totals
- Use when: Processing supplier invoices, customer invoices, or receipts
Purchase order
- Best for: Purchase orders
- Extracts: PO number, date, vendor, items ordered, quantities, prices
- Use when: Processing purchase orders from vendors
Bank statement
- Best for: Bank statements and transaction lists
- Extracts: Transaction dates, descriptions, amounts, balances, account information
- Use when: Processing monthly bank statements or transaction reports
Resume
- Best for: CVs and resumes
- Extracts: Name, contact information, work experience, education, skills
- Use when: Processing job applications or candidate resumes
Payslip
- Best for: Salary slips and pay stubs
- Extracts: Employee name, pay period, gross pay, deductions, net pay
- Use when: Processing payroll documents
Expense report
- Best for: Expense reports and reimbursement forms
- Extracts: Expense dates, categories, amounts, receipts, totals
- Use when: Processing employee expense reports
Contract
- Best for: Legal contracts and agreements
- Extracts: Parties, dates, terms, key clauses, signatures
- Use when: Processing contracts or legal documents
Identity proof
- Best for: Various identity documents
- Extracts: Name, date of birth, ID number, address
- Use when: Processing identity verification documents
US driver's license
- Best for: US driver’s licenses
- Extracts: Name, license number, date of birth, address, expiration date
- Use when: Processing US driver’s license documents
US passport
- Best for: US passports
- Extracts: Name, passport number, date of birth, nationality, expiration date
- Use when: Processing US passport documents
W2 form
- Best for: W-2 wage and tax statements
- Extracts: Employee information, wages, taxes withheld, employer details
- Use when: Processing W-2 forms for tax purposes
How to choose a template
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Match your document type: Pick the template that best matches what you’re processing. For example, use Invoice for invoices, not Custom document.
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When in doubt, use Custom: If you don’t see a good match, use Custom document. DigiParser will still extract data, just with automatic field detection.
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One parser per document type: If you process several kinds of documents (e.g. invoices and receipts), create separate parsers for each. Each parser can use the right template.
Can you change the template later?
No. The document type is set when you create the parser. If you need a different type, create a new parser with that type and move your workflow there.
Tips
- Use specific templates when possible: Templates like Invoice or Bank statement usually give better results than Custom document.
- Test with a sample: Many templates offer sample documents you can try during setup.
- Check your results: After processing a few documents, review the extracted data. If accuracy is low, you might need a different template or to adjust your fields.
Next steps
- Creating Parsers – Step-by-step guide to creating a parser
- Choosing Document Type – More on picking the right type
- Working with Parsers – Configure fields and settings
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