FAQs
Organize Documents by Client
Strategies for organising documents across multiple clients in LumiParser.
One parser per client
The simplest approach is to create a separate parser for each client — for example, “Acme Corp — Invoices”. Each client gets their own Document Inbox and export history. This works well when clients have different document formats or field requirements.
Shared parser with a client field
If all your clients send the same document type in a consistent format, use a single parser and add a Client Name field (Plain text or Classification). The AI extracts the client name from each document, and you can filter or export by client in the inbox.
Using teams for isolation
If you need strict data isolation between clients (e.g. for compliance), create a separate workspace team for each client. Each team has its own parsers, documents, and API keys. Members only see data for their team.
Exporting by client
Use the search or filter in the Document Inbox to filter by client name, then export the filtered view to CSV. If you use the API, pass the client name as a query parameter when listing documents to retrieve only that client's records.
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