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How to Create a Parser

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.

The Docparser dashboard with the Create Document Parser button

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.

Choosing a template from the template library

3. Name your parser

Give your parser a name that says what it processes, for example Chase Statements 2025.

Entering a name for the new parser

Next up · Step 3 of 5 Upload your first documents Add a few sample documents so Docparser can extract the information you need.
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