How to Create a Parser

1. Log in and Access Your Dashboard 

From the dashboard, click “Create Document Parser”.
 

2. Choose a Document Type

When you create a new parser, you’ll be asked to pick a Template. You can select one of our pre-made templates or start from scratch using a Blank Template.

Here are a few examples of the categories offered:

• Invoices & Accounts Payable

• Bank Statements

• Purchase and Sales Orders

• Shipping & Delivery Orders

• Blank Template

• AI Enhanced

💡 Tip Templates Our generic templates only provide suggested parsing rules — you can always add, edit, or remove rules later.

3. Name Your Parser

Give your parser a descriptive name (e.g., “Chase Statements – 2025”).


 

✔ Next Up Upload your First Documents In the next phase, we'll upload a few sample documents so Docparser can extract the information you need. 👉Click to Proceed