Automate Document Management with Document Parser Template Editor

PDF.co Document Parser Template Editor is a powerful tool for extracting data from PDF documents. It allows users to create custom templates that define the structure and format of the data to be extracted, and then use those templates to automatically extract data from similar documents.

In this article, we will explore the features of the PDF.co Document Parser Template Editor, provide a few screenshots, outline some use cases, and sample workflows.

  1. Document Parser Editor Features
  2. Document Parser Editor Use Cases
  3. Document Parser Editor Workflows

Document Parser Editor Features

  1. Drag-and-drop Template Editor

 The PDF.co Document Parser Template Editor has a simple, intuitive interface that allows users to extract data using a drag-and-drop template editor.

  1. Predefined Templates

 The Document Parser Template Editor comes with a library of predefined templates that cover a wide range of document types, including invoices, records, statements, and forms.

  1. OCR Support

The tool supports OCR (Optical Character Recognition) technology, which enables users to extract text from scanned documents and images.

  1. Smart Data Extraction

The tool uses advanced algorithms to extract data from PDF documents automatically. Users can extract data fields such as names, addresses, phone numbers, and email addresses.

  1. Custom Expressions

The PDF.co Document Parser Template Editor allows users to use expressions to extract data. Users can define their own operators, functions, and variables, and apply them to the document for data extraction.

  1. Integration

 The tool can be integrated with other third-party apps such as Zapier, Make, Google Sheets, Dropbox, Google Drive, and more, enabling users to automate their workflows.

Document Parser Editor Use Cases

  1. Invoice Extraction

The PDF.co Document Parser Template Editor can extract data from invoices, such as the company name, invoice number, date, etc.

  1. Drag and Drop Template Editor

The template editor allows users to extract data from PDF documents with a simple drag-and-drop interface.

  1. Editing Raw Template

Users can also edit a raw template for the PDF.co Document Parser Template Editor. This can be useful if the user has a pre-existing template that they want to use.

  1. Auto Detect Objects

The PDF.co Document Parser Template Editor can also auto-detect and extract data from specific objects within a PDF document like tables.

  1. Form Data Extraction

The Document Parser Template Editor can extract data from forms, such as pieces of information. This can be useful for businesses that need to collect data from customers and employees.

Document Parser Editor Sample Workflows

  1. Invoice Extraction Workflow

  • To begin extracting data from a sample invoice document, first log in to your PDF.co account.
  • Next, navigate to the Extract menu and select the Document Parser Template option to create a new template.
  • Upload the sample invoice document that you want to extract data.
  • Once the document is uploaded, click on the Add Object button and select the type of object that you want to use to extract data. For example, you may want to extract data such as the company name, invoice number, and date issued.
  • After selecting the objects to extract, run the template to initiate the invoice extraction process.
  • You can choose the format for your output, such as JSON, XML, and CSV, depending on your preferences.
  • Once the invoice extraction is complete and you have extracted the desired data, save the template for future use.

PDF.co Template Editor

  1. Editing Raw Template Workflow

  • To create a new template for extracting data, first, log in to your PDF.co account.
  • Then, navigate to the Extract menu and select the Document Parser Template option.
  • Upload the source file document that you want to extract data from, which can either be a PDF or an image.
  • Once uploaded, click on the "Edit Raw Template" button.
  • Add your raw template, which contains the extracted data from your source file, to the editor.
  • Run the template to see the result and verify that it returns your desired output.
  • If everything looks good, save the template for future use.

PDF.co Document Parser Template Editor

  1. Auto Detect Objects Workflow

  • To create a new template for auto table detection, start by logging in to your PDF.co account.
  • Next, navigate to the Extract menu and select the Document Parser Template option.
  • Upload the source file document that contains the table you want to extract data from. This file can be either a PDF or an image.
  • Next, click on the "Add Object" button and select the "Table Auto Detection" option.
  • Run the template to see the result and ensure that the extracted data is accurate and complete.
  • If the template runs successfully and returns the desired table values, save the template for future use.

PDF.co Document Parser

  1. Forms Workflow

  • To create a new template for extracting data from a PDF form, start by logging in to your PDF.co account.
  • Next, navigate to the Extract menu and select the Document Parser Template option.
  • Upload the PDF form that you want to extract data from.
  • Next, click on the "Add Object" button and select the "Add Rectangle" option. Drag and drop the rectangle onto the form fields from which you want to extract data. You can add multiple rectangles for different form fields.
  • Run the template to initiate data extraction. The system will extract the data from the rectangles you added to the form fields.
  • Once the template runs successfully and extracts the desired data, save the template for future use.

PDF.co Template Editor to Edit PDF

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