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 use a template in Parseur to automatically skip or delete a document:
Navigate to your mailbox and open your Document queue
Create a new template using the document you intend to filter out.
Click on the 'Settings' tab located in the right menu.
Under "Action on matching documents," you have several choices. Apply the appropriate action based on your needs:
Choose "Process" to extract data from matching documents (this is the default)
Choose "Skip" if you want the system to recognize and keep the document without processing it. Documents that match will be marked as Skipped (auto).
Choose "Delete" if you prefer the system to completely remove the document from the queue. Documents that match will be deleted immediately after the system identifies them with the template.
Choose "Process then delete" to extract data, trigger automated exports and then automatically delete the document. Note that you won't see any logs in Parseur related to that document since it will be deleted after successful processing.
Additionally:
For PDF/OCR templates: Create labels that uniquely identify the document.
For email/text templates: Create fields that will help in identifying this specific type of document.
Note for text templates: When creating Skip or Delete templates, the approach for creating fields differs from that in regular data extraction templates:
In standard templates, you create fields for extracting varying pieces of text from different documents.
In Skip or Delete templates, instead, you should create fields on text that remains consistent across documents. This uniformity helps Parseur recognize and confirm that the document should be skipped or deleted during the matching process.
How can I rename a template?
To rename a template, follow these steps:
Click on the template name. This action will take you into the template editor.
At the top of the template editor, you'll find the current template name. Click into this area and change the name to your desired title.
Save the changes to update the template with the new name.
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.