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Overview

Templates are the foundation of document processing in Parselyze. They define the structure and fields that should be extracted from your documents, enabling consistent and accurate data extraction through our API.

What are Templates?​

A template is a configuration that tells Parselyze:

  • What data to extract from documents (field names and types)
  • How to structure the extracted data
  • Which category of documents it applies to
  • Validation rules for the extracted information

Template Types​

Personal Templates​

  • Private templates created and owned by you
  • Full control over editing, testing, and deletion
  • API access using your template ID
  • Perfect for custom business workflows

Marketplace Templates​

  • Public templates shared by the community
  • Ready-to-use for common document types
  • Fork and customize to create your own version
  • Discover popular templates for various use cases

How Templates Work​

1. Template Creation​

Templates are created through the web interface using our visual editor:

  • Define basic information (name, category, description)
  • Configure extraction fields with appropriate data types
  • Test with sample documents to validate accuracy
  • Publish to marketplace (optional) to share with others

2. API Usage​

Once created, templates are used via API calls for document processing.

3. Data Extraction​

Parselyze processes your document(s) using the template structure and returns the extracted data exactly as defined in your template configuration.

Template Structure​

Basic Information​

  • Name: Descriptive identifier for your template
  • Category: Document type (Invoice, Receipt, Contract, etc.)
  • Description: Usage instructions and context

Field Configuration​

Each field defines:

  • Field name: Unique identifier for the data
  • Data type: Text, Number, Date, Boolean, etc.
  • Nested structures: Objects and arrays for complex data

Advanced Features​

  • Hierarchical fields: Objects containing sub-fields
  • Array fields: Lists of items (like invoice line items)
  • Validation rules: Required fields and data type constraints
  • Sample data generation: Preview expected output structure

Template Categories​

Invoice​

For invoices and billing documents containing:

  • Customer information
  • Line items and quantities
  • Tax calculations and totals

Receipt​

For receipts and payment confirmations with:

  • Merchant details
  • Purchase items
  • Payment methods and amounts

ID Document​

For identity documents including:

  • Personal information
  • Document numbers and expiry dates
  • Verification details

Contract​

For contracts and agreements containing:

  • Party information
  • Terms and conditions
  • Dates and signatures

Medical Record​

For medical documents with:

  • Patient information
  • Diagnoses and treatments
  • Prescription details

Resume​

For CV and resume processing including:

  • Personal details
  • Work experience
  • Skills and education

Custom​

For specialized document types with:

  • Custom field structures
  • Industry-specific requirements
  • Unique data extraction needs

Getting Started​

  1. Create your first template using our visual editor
  2. Test with sample documents to ensure accuracy
  3. Get your template ID for API integration
  4. Start processing documents through our API

Templates are required for all document processing operations. The visual editor makes it easy to create and test templates without any coding knowledge.