In this article, we'll look at how to stop Parseur from parsing some documents. We'll learn how to create document filtering that allows you to only parse the documents you want without getting "New Template Needed" notifications from others.
There are several options to prevent documents from being parsed.
Solution 1: Prevent documents from being forwarded to Parseur
This is often the best solution. The idea here is to restrict document forwarding to only those from whom we want to extract data.
Most email providers, such as Gmail, Microsoft Exchange, and Outlook, allow setting custom filters when creating auto-forwarding rules. You can restrict email forwarding by sender email, subject, content, or a combination of all of these using those filters. Refer to this page to learn more about creating filters depending on your email provider.
Unfortunately, not all email providers allow creating custom forward filters (Yahoo doesn't, for instance). And when they do, sometimes forward rules are just too complex to manage with your email provider.
For those cases, you can prevent some documents from being parsed directly in Parseur, either manually or automatically.
Solution 2: Prevent some documents from being parsed in Parseur
Manually skip documents
If you only have a few documents that have slipped through the cracks, you can filter them out of the processing queue with a single click.
To manually prevent documents from being parsed in Parseur:
Open your Parseur mailbox and go to your Document queue
Locate the document(s) you want to filter out, and then either:
Click the Eject icon to skip a document, but keep it in the queue for auditing purposes. The document will get the Skipped (manual) status.
Click on the Trash icon to permanently delete the document from the queue. Clicking on the icon will open a confirmation window.
Automatically skip documents
Parseur allows you to create specific templates that will automatically skip or delete documents. See our Advanced Template Actions article for more information.
Use Post-Processing for more advanced skipping options
You can also use the Post Processing module to write your own business rules to decide which emails to skip or not. During Post Processing, returning
None will mark the document as skipped.
One common use case for this is to have a blacklist (or whitelist) of email addresses sent by the sender you want to reject or accept.