Smart Tables in Docparser help you extract rows of data from tables in your PDFs, such as line items from invoices or product lists on orders.
It’s important to know that the “smart” part only applies when you first set up the rule, not when it runs on future documents.
What Does "Smart" Mean?
When creating a Smart Table rule, Docparser uses intelligent detection to identify the location of the rows and columns
Important: Once you save the rule, it becomes a fixed layout. Docparser will apply it exactly as configured to future documents - it won’t continue adjusting or adapting to changes in layout.
How to Set Up a Smart Table
-
Upload a Sample PDF
Choose a file that shows the kind of table you want to extract. Smart tables at this time can only locate a table on Page 1 of the document. -
Create the Smart Table Rule
Go to your parser, click “Add Parsing Rule”, and select under General “Smart Tables” -
View the Selected Table Area and Adjust Columns
In the next step you will see where the Smart rule has identified the location of the table on the file, you can adjust the selected area on the page, and also move or adjust the column boundaries if necessary. -
Refine the Filters
If needed, adjust filters (like “keep rows where” or add filters such as “Group and Merge Rows”) to capture the right rows. You can also clean up or format column data. -
Save Your Rule
Once everything looks correct, save the rule. It will now apply to all future documents in this parser.