How can I use a template to automatically Skip or Delete a document?
If you keep getting documents in the queue that you don't want to parse, you don't have to keep managing them manually. Parseur allows you to create specific templates that will automatically skip or delete documents.
To automatically prevent documents from being parsed in Parseur:
Open your mailbox and go to your Document queue
Create a new template based on the document you want to filter out
Click on the Settings tab on the right menu
Under "action on matching documents", select:
"Skip" to keep the document but not process it. Matching documents will get the Skipped (auto) status.
"Delete" to delete the document. Matching documents won't appear in the document queue anymore. Parseur will delete them immediately after matching them with the template. Select the action to be performed by the template
Then:
If you're working on a PDF / OCR template, create labels that will identify the document
If you're working on an email / text templates, create fields that will identify this document (see below)
Note for text templates: When creating Skip or Delete templates, the fields you create work in the opposite way as with normal templates:
For normal data extraction templates, you normally create fields on top of the pieces of text you want to extract. This data usually changes from one document to another.
For skipping (and deleting) templates, you have to create fields on top of pieces of text that are the same from one email to the next. This allows Parseur to confirm that the document has to be skipped (or deleted) during the template matching process.
How can I pause or disable a template?
You can use the Disable button on the template list page to temporarily stop using a template. This can be useful if you want to test a new template but also be able to easily revert to the old template if needed.
Once the template is disabled, click the Enable button to re-enable it.
You can also use the toggle in the Settings tab of the template editor to achieve the same effect:
Disabling (or deleting) templates can also help with performances. If you have hundreds or thousands of templates, Parseur can start to get slow at picking the right template. Consider deleting or disabling templates that haven't been used in a very long time to get better performances.
How can I copy a template across mailboxes?
You can use the Copy button to copy a template either to the same mailbox or to another one.
After clicking on the button, pick the mailbox you want to copy the template to. If that mailbox doesn't have all the fields used in the template, Parseur will also create the missing fields.