What is a Merge Parsing Rule?
A Merge Fields parsing rule allows you to combine the content of multiple rules into a single rule. This can be useful for consolidating data from different parts of a document or when you want to create a unified output from multiple parsing rules.
Steps to Create a Merge Fields Parsing Rule
1. Create the Parsing Rules to Merge
Navigate to the "Parsing Rules" section. This is where you’ll manage and create parsing rules for your document parser. Create the parsing rules you require to merge.
2. Queue the Documents through the Data Parsing Queue
This can be done when saving a parsing rule by selecting "Prepare for Export" when saving a parsing rule, or by selecting the Documents on the Documents tab and choosing Perform Action > Move to Parse Queue
* If this step is not completed you will not see the fields available to merge in the next step
4. Create a New Parsing Rule
Click on “Add Parsing Rule” to create a new parsing rule. Under the Advanced section choose the “Merge Fields” option from the available rule types.
5. Configure the Merge Rule
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Name Your Rule: Give your merge fields rule a descriptive name to easily identify it later.
- Select How You Want the Data Merged: Choose if you want to Append Table Data Vertically, Append Table Data Horizontally or Merge Text Fields
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Select Fields to Merge: Choose the fields you want to combine. You can select multiple fields from the checkboxes of available fields.
6. Save the Rule
After configuring the rule, click “Save Parsing Rule"
Troubleshooting
- Fields Not Appearing: Ensure that the fields you want to merge are correctly extracted and have been queued for parsing.
- Fields to merge are not visible at the same time: Double-check that the format of the data being extracted is the same in all fields. If you are appending table data ensure the extracted data is a table, and if you want to merge text ensure the final result of those fields is in a text format.