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How to transfer Document Parser template to another account?

We don’t have an export or auto-transfer feature at the moment. However, you can copy the Document Parser template code and share it to the other account.

Steps to get the Document Parser Template Code:

  1. Please open the Document Parser page https://app.pdf.co/document-parser
  2. Click on the Manage Template button
  3. Locate the template and click on Edit Raw Code button
  4. Copy and paste the template code in a notepad or your preferred editor
  5. You may save it in JSON or text format

Steps to save the Document Parser Template Code to the other account:

  1. Kindly go to the Document Parser and create new template https://app.pdf.co/document-parser/templates/new
  2. Click on the Edit Raw Template button and paste the template code
  3. And click on the Save Template and Return button to save the template