Getting started guide · Step 2 of 5
A parser is the container that processes one type of document. Create one for each document layout you have: click Create Document Parser, pick a template, and give it a name.
1. Open your dashboard
Log in to Docparser. From the dashboard, click Create Document Parser.
2. Choose a template
Next, pick a template. Use one of our ready-made templates, or start from scratch with a blank template. The categories include:
- Invoices & Accounts Payable
- Bank Statements
- Purchase and Sales Orders
- Shipping & Delivery Orders
- Blank Template
- AI Enhanced
Tip
Templates are a starting point
Our generic templates only suggest parsing rules. You can add, edit or remove rules at any time.
3. Name your parser
Give your parser a name that says what it processes, for example Chase Statements 2025.