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Template Library

Created by Kevin Strasser

Last updated: just a moment ago

4 min read

Accessing the Template Library

Eventually this will be the norm for all customers, but initially this Template Library will only be available to customers with this feature enabled (please contact customer support if you want this enabled on your account). 

Template Library homepage view when creating a new parser

For those enabled customers, when you go to Create a Parser, you will see the Template Library. Below is an overview…

Left Navigation Area

Blank Template

On top is an important feature to note. Clicking on the Start with a Blank Template allows you to create a custom parser that has no rules automatically created — it will be a blank slate.

Just click on the button then name your parser.

Field to enter parser name after selecting Blank Template

This allows you to find parser templates associated to certain industries. 

 

This allows you to find parser templates associated to certain categories. 

 

These are parser templates that are of special interest.

 

Pagination

If your results find more than 20 templates, you will need to use pagination on the bottom of the page to navigate to the next page.

Pagination controls at the bottom of the template list

  • You can click on the Page Number or
  • Use the Previous & Next links
     

Using a Template

To use a template is a very simple process:

  1. Click on the template you want to use.
  2. You will see a popup box and click on the Use Template button.
  3. Your parser will have a default name, but feel free to change the name and click Continue.
    1. Or you can click Cancel to go back to the Template Library.

Pop-up modal for using a selected parser template

Renaming parser and confirmation to continue or cancel

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