A parser is a setup that tells DigiParser what type of documents to process and what information to extract. You create a parser once, then reuse it for all similar documents. This page covers the basics; see Creating Parsers for the full setup process.

A parser defines:

• Document type – e.g. Invoice, Purchase order, Bank statement, Custom.
• Fields – The individual pieces of data to extract (e.g. “Invoice Number”, “Total Amount”, “Vendor Name”).
• Tables (optional) – For repeating rows like invoice line items.

Think of it as a template: you configure it once, then every document you add is processed the same way.

1. Open your team and click Create Document Parser in the sidebar, or go to Parsers and click Add Parser.
2. In the setup flow:
   • Parser Name: Give it a name (e.g. “My Invoices”, “Client Receipts”).
   • Document Processing Type: Choose the type that matches your documents (Invoice, Purchase order, Bank statement, Custom, etc.). You can search the list.
3. Click Next, then upload a document (or use a sample). When processing finishes, you’ll land in the Document Inbox for that parser.

For detailed steps, see Creating Parsers and Choosing Document Type.

Fields are the bits of information you want from each document.

1. Open your parser and go to Settings → Fields & Tables (or Fields & Tables in the parser sidebar).
2. Click Add new field or table, then:
   • Name: e.g. “Invoice Number”, “Total Amount”, “Vendor Name”.
   • Type: Plain text, Number, Date, Boolean, List, or Table (for repeating rows).
   • Optionally add a description, mark as required, or disable AI extraction (and fill it yourself or via Post Processing).
3. Click Save Fields. New documents use the updated fields. Use Re-process document on existing ones if you want them to match.

• Plain text – Names, addresses, descriptions, IDs, emails, phone numbers, URLs.
• Number – Amounts, quantities, totals, prices.
• Date – Invoice date, due date, etc.
• Boolean – True/false values.
• List – Multiple values of the same kind.
• Table – Rows and columns (e.g. line items). Use Add table column to define columns.

Use clear names that match your documents (e.g. “Vendor Name” instead of “Field 1”).

For repeating rows (e.g. invoice line items):

1. In Fields & Tables, click Add new field or table, set the type to Table, and name it (e.g. “Line Items”).
2. Click Add table column to add columns (Description, Quantity, Unit Price, Total, etc.) with names and types.
3. You can reorder fields and columns by dragging. Tables have one level of columns; tables inside other tables are not supported.

Product Guides → Working with Tables has more detail.

• Match document type – Use the Document Processing Type that fits your documents.
• Use clear field names – e.g. “Invoice Number”, “Vendor Name”.
• Group related fields – e.g. invoice info, vendor info, amounts.
• Good document quality – Clear, readable scans or PDFs improve results.

• Fields not extracting – Check names and types; try Custom vs a specific type; review confidence (if enabled) and fix low-confidence values.
• Tables wrong or missing – Check table and column names; ensure the document has clear structure; improve scan quality.
• Missing data – Improve document quality; check that the info is visible; use a parser per document “type” when formats differ.

• Uploading Documents – Upload and process documents
• Integrations – Export to Google Sheets, Xero, Zapier, and more
• Post Processing – Clean and transform data before export