Working with predefined mailboxes

How to use Parseur ready-made mailboxes to quick start extracting data from documents form a specific domain or industry

Updated over a week ago

When you create a mailbox, Parseur asks which type of mailbox you want.

You can choose between:

  • creating a mailbox based on a predefined model that will already include some fields and templates

  • creating a custom mailbox where you will control every aspect of the data extraction process. You can do so by clicking on the "Other" card in the screenshot below.

What is in a predefined mailbox?

A predefined mailbox includes:

  • a predefined set of field names and formats

  • access to a set of templates for the most common providers. Those templates are maintained by the Parseur support team, so you don't have to.

Having a predefined set of fields spares you from deciding the structure of the data to extract. We try our best to make the field names easy to understand and relevant for that specific domain.

You can rename, remove, and add fields as you see fit if the default field list is not in line with your requirements. Note, however, that if you do so, in some cases some managed templates using post-processing may start producing lower quality results.

When a document is parsed using a ready-made template, you will see the "managed by Parseur" mention under the template name.

What ready-made templates are available in your predefined mailbox?

Check articles from the list at the end of this page.

Can I add my own templates to a predefined mailbox?

Yes, you can create your own templates while using a predefined mailbox.

When you have local templates in a predefined mailbox, Parseur will try to use them first. If it fails, it will try to use one of the ready-made templates.

What to do when Parseur is unable to process a document in a pre-defined mailbox?

For best results, we strongly recommend that you set up your system to send documents directly to Parseur or that you set up automatic email forwarding.

If you still have documents failing to process, you can create your own template (see here for more information).

How quickly can you add or fix supported templates?

If you notice that a provider marked as supported in one of the articles below is not working for you, you can contact us on the chat to fix the problem.

Although we can't commit to a particular deadline, we try our best to be responsive in creating and updating templates. We usually respond to most requests for template creation within one business day.

Can I change the name or format of a field?

If you can. For example, if you don't need Parseur to geolocate addresses, you can change the format back to Text.

To change the name or format of a field:

  • Open your Parseur mailbox

  • Click on the Fields section in the left menu

  • Click on the Edit button next to the field you want to change

  • Change to the name or output format

  • Click Update

Note: you will need to either reprocess the existing documents or send a new one to see the changes.

Can I add other fields to data extracted from a "managed by Parseur" template?

No, you cannot access templates managed by Parseur and hence can't make changes.

However, you can create your own custom templates. Parseur's managed templates are created using the same editor you have access to.

Also, if you think we may have missed any pieces of information in a document, please contact us in the chat and we'll see how we can add them for you.

Can I disable the use of ready-made templates?

Yes. To disable access to ready-made templates, switch to your mailbox to the custom type:

  • Open your mailbox

  • Click on the Settings section on the left menu

  • Under Mailbox type, choose Custom mailbox

  • Click Save

Can I have my own predefined mailbox and centralize all of my templates?

Yes, if you're on an Enterprise plan, you can get your own predefined mailbox.

This can be useful, for example, if you extract data from the same documents but want to have a separate mailbox for each of your customers, office locations, or branches.

Instead of copying templates from one mailbox to another, you can manage all your templates in your custom predefined mailbox and then "link" all your individual mailboxes to it.

Contact us via the chat or on this page for more information about our Enterprise plans.

List of available predefined mailboxes

For some of those predefined mailboxes, we have created a separate article listing all supported platforms and extracted fields. Click on the links for more information.

We also have more detailed articles about the other types of mailboxes:

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