Docparser AI is now available for customers as a beta release on Docparser. A quick step-by-step guide is provided below to help you get started on this exciting new feature.
Core features of Docparser AI are:
- Automated rule creation based on your document
- Automated table data parsing
- Automated form data parsing
- Handwriting recognition
Please reach out to support@docparser.com or use the in-app chat bubble if you are interested in testing out this feature.
Setting up Docparser AI
Step 1: Creating a Docparser AI Template
To begin visit your main parsers page, the templates page or click the parser drop-down in the top left and select “Create a New Parser”.
Step 2: Selecting the AI-Enhanced Template
From the template library you're met with several template categories. Look for the "AI Enhanced" category and select it. Within this category, you’ll find the "Docparser AI" template. Click on "Docparser AI," and then hit the "Use Template" button to create a new parser.
Step 3: Uploading Your Document
Do you need rules created based on all pages of your document or only certain pages? Adjust these settings to ensure you only create the rules you need. Setting this properly avoids creating unnecessary rules.
Now it's time to upload the document you wish to extract data from. Select your document file and upload it. Make sure your document is clear and all the information you wish to extract is legible to maximize the efficiency of the Docparser AI template.
Step 4: Processing the Document
With your document uploaded and the parser configured, the AI now takes over. The processing time will vary depending on the document's size and complexity. During this phase, the template automatically creates parsing rules tailored to your document.
Step 5: Reviewing and Adjusting Created Rules
Once processing is complete, you’ll have the opportunity to review the parsing rules created by the Docparser AI template. This crucial step allows you to ensure the accuracy and relevance of the extracted data. You can adjust or refine these rules as needed, granting you control over the final output.
Additional Tips
Docparser AI (while still in beta) can provide a quick and effective way of setting up a template for your documents. Below are some helpful tips for resolving some common issues. Feel free to reach out to our support team with any feedback you have on the Docparser AI (good or bad).
- Avoid drawing a cropping area over an existing cropped area.
- Documents with certain spacing layouts may cause the system to not effectively differentiate between the field and value. For these documents, please select the value only.