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Extract metadata from emails and documents with Metadata fields
Extract metadata from emails and documents with Metadata fields

How to use Metadata Fields to automatically add document metadata to your parsed result

Updated over 2 months ago

Metadata fields extract information about the document (e.g., sender, received time), while Custom fields extract specific data from within the document’s content.

Adding Metadata Fields in Parseur

  • Metadata fields apply globally for all documents in that mailbox.

  • Changes to metadata fields will only apply to newly parsed documents. To update existing documents, reprocess them from the document queue.

  • You can reprocess documents one by one or in bulk.

You can add Metadata fields in 2 ways:

Option 1: in the Fields Menu Section

  1. Open your Parseur mailbox

  2. On the left-hand side menu, click on Fields.

  3. You will see a list of available metadata fields and your custom fields.

  4. Click the metadata fields you want to extract.

Option 2: in the Template Editor

  1. Open your Parseur mailbox

  2. Edit a template you want to use.

  3. On the right side of the document, click the Metadata tab.

  4. Select the metadata fields you want to extract.

List of Available Metadata Fields in Parseur

Date and Time Metadata:

  • Received: Date and time when Parseur received the document.

  • ReceivedDate: Only the date part of the received timestamp.

  • ReceivedTime: Only the time of day when Parseur received the document.

Note: These fields follow your date and time formatting preferences. You can adjust these preferences in Account Settings

Email Address Metadata:

  • Sender: Email address of the person who sent the document. Usually the same address as the OriginalRecipient address, unless your mailbox receives emails from different aliases or is a catch-all.

  • SenderName: Name associated with the sender (extracted from the email’s “From” field).

  • Recipient: Parseur’s receiving mailbox email address (e.g., [email protected]).

  • To: Recipients listed in the “To” field of the email.

  • CC: Recipients listed in the “CC” field of the email.

  • BCC: Visible only if your Parseur mailbox was BCCed.

  • ReplyTo: Address to reply to (if set in the email).

  • RecipientSuffix: The part of the recipient email after the + symbol (e.g., in [email protected], the suffix is alias). This is particularly useful if you forward emails from different sources and want to know which source sent what email.

  • OriginalRecipient: The original recipient before any forwarding to Parseur. Note: this will only work after you set up automatic forwarding of your emails (it will be equal to Recipient otherwise)

Document Content Metadata:

  • Subject: Subject of the email or filename of the document.

  • Content: The best-available content of the document (HTML if present, otherwise text)

  • HtmlDocument: HTML content of the email or document (might be empty if TextDocument is present).

  • TextDocument: Text-only content of the document (might be empty if HtmlDocument is present).

  • OriginalDocument: An object containing the filename, content type, size, and download URL.

  • LastReply: Content of the last reply in the email chain (plain text only). Note: This field is limited to English text replies without forward headers. If you don't get the result you want, try using AI with instructions instead.

  • Attachments: List of attached files with URLs for downloading them.

  • Headers: an object containing the raw email headers with technical details (e.g., Message-ID).

Parseur-specific metadata

  • DocumentID: A unique identifier for the document.

  • ParentID: The ID of the parent document (e.g., attachments’ parent would be the email’s DocumentID).

  • DocumentURL: A direct link to view the document in the Parseur app (requires authentication).

  • PublicDocumentURL: A public link to share the document (no authentication required - make sure to keep the link private).

  • Template: The name of the template used to parse the document.

Frequently Asked Questions (FAQ)

How can I extract the file name of a document?

  • Option 1: If you only need the file name, enable the Subject metadata field.

  • Option 2: If you want the file name along with the document’s URL, use the OriginalDocument metadata field.

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