The dreaded "New Template Needed" status means that Parseur could not find any matching template to extract data from the document.
Before we see how to fix parsing failures, we'll look at some best practices to ensure smooth and reliable parsing.
Tips to improve TEXT templates parsing reliability (emails, HTML and text documents)
If you're parsing emails and text documents, they can sometimes be finicky to work with. Here are some best practices to reduce parsing failure when using text templates:
TEXT tip #1: Send emails directly to Parseur or set up auto-forward
Manually forwarding emails to your Parseur email address can reduce parsing reliability because email clients tend to change email contents during forwards.
If possible, set up your systems to send emails straight to Parseur.
If not possible, we recommend you set up auto-forward rules to your Parseur mailbox. Check out this article for more information on how to set it up.
TEXT tip #2: Make sure you don't have changing text right before and after a field
Parseur uses what is immediately before and after each field to locate them in the document. If you have to change the text surrounding a field, Parseur may not be able to locate that field and will trigger a "New Template Needed" error.
For example, if your template has
Date: 1/2/2020 12:34 and you create a field to capture just
1/2/2020 as the date, you may have a problem as the timestamp
12:34 that follows the date is likely to be different when the next document comes in. In this example, you could either create another field to capture the timestamp or create a field to capture the full date and time and use Parseur field formats to format the date as you need.
Check out our Understand how Parseur works article to learn more about this and how to fix it.
TEXT tip #3: Ensure that all fields are present in your template
Parseur requires that all fields match for a TEXT template to be used.
If a document wasn't parsed because one field wasn't present, create a new template based on this document. When you have more than one template, Parseur will automatically pick the best one every time.
Tips to improve OCR templates parsing reliability (PDFs)
Parsing PDF is generally more straightforward than emails thanks to our new OCR parsing engine. Here are a few things to keep in mind.
OCR tip #1: Use labels whenever possible
If some of your fields move vertically or horizontally from one document to the next, use labels to help Parseur find them.
Read more about using labels to dynamically position fields (Dynamic OCR).
OCR tip #2: Uncheck "field presence is required" for optional fields.
Fields are mandatory by default. You can set a field as optional by toggling the "Field presence is required" button off.
How to fix "New Template Needed"?
If you have implemented all the best practices above, and still encounter issues, here are the various ways you can fix failed document processing.
Solution #1: Create a new template
This is often the easiest and best solution. If your document layout is different from the previous one, create a new template to tell Parseur where to find the fields in this document.
To create a new template, either:
Click on the
+button in the document action list
Click on the document and then, click Create Template in the right column
When you have more than one template, Parseur will automatically pick the best one every time a new document comes in.
Solution #2: Use the template debugger
If you are having trouble with an existing template not matching the document you want to parse, you can use the template debugger to identify the specific parts of the document that Parseur failed to match.
To access the template debugger, either:
Click on the bug icon in the document action list
Click on the document and then click Launch Debugger in the right column
In the debugger, you will see the source content of the current template compared to the document:
The matched parts of the template will be displayed in green,
The parts of the template that did not match will be displayed in red.
The ignored parts of the template will be displayed in grey (text templates only).
You can hover parts of the text with your mouse and see the corresponding parts matched in the document.
You need to have a 100% green for a template to match a document and extract its data. which means there should be no red pieces. To fix a template error, you can either add a new template or edit an existing one. If you are using text templates, you can read more about understanding how Parseur text engine works for additional information.
Solution #3: If using a predefined mailbox, ask us to create a template
If you are using one of Parseur's managed mailboxes (for example for food ordering, search alerts, real estate etc.), you can parse documents without creating templates for a set list of supported platforms.
However, if you receive a "New Template Needed" error on a document that you think should already be supported by one of Parseur's ready-made templates, you can contact Parseur's support team to request support for this layout. You can contact Parseur's support team by using the chat box at the bottom right of the screen. When contacting the support team, be sure to include a link to the document that could not be parsed.