Skip to main content

Template Library

Docparser
Updated

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).

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.

This allows you to find parser templates associated to certain industries. To use this feature:

  1. Pick your industries by using the checkboxes.
  2. Click on the Show Results button on the bottom of the left navigation area.

This allows you to find parser templates associated to certain categories. To use this feature:

  1. Pick your categories by using the checkboxes.
    • Click on the Show Results button on the bottom of the left navigation area.

Note you can COMBINE both Industries & Categories together in one search if you prefer.

Main Section

These are parser templates that are of special interest.

You can navigate through Featured Templates in two ways:

  1. By using the group of dots on the left bottom of the image. Just click on a dot to move to a different feature.
  2. Move forward or backward using arrows on left (go back) or right (go forward).

Search & Filter Templates

You can use the Search Box and Filter By pulldown independently or you can use them together.

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.

  • 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.

Related articles