Identifying Table Subsections

To include information that is located on your document but is not a column in the line items or table data you are looking to parse, use the filter to Identify Subsections

A common use-case for this scenario is to include the Invoice Number beside each line item:

To do this first select either the Line Items or the Table Data parsing rule:

Then adjust your column boundaries in respect to your items (Ensure that you do not have a crop selection at this point)

Choose the filter Remove & Merge Rows > Identify Subsections

Identify the column and keyword of the information you would like to be added to your item data

Often other data in this same row will be included in the new subsection. Using the Search & Replace filter this data can be removed, as shown above.

The next step will be to identify which rows should be kept, in this case, Column #4 always contains an amount.

And that is it! If you have any questions or run into trouble setting this up, please feel free to reach out to

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