The outcome

Automate document intake without silently corrupting tables, leaking protected files, or letting untrusted document text control later AI and tool steps.

Step by step

A workflow you can repeat.

  1. 01

    Define document owners, permitted formats and data classes, page and size limits, parsing and OCR mode, required elements, output schema, accuracy thresholds, retention, access, and reviewer responsibilities.

  2. 02

    Use a dedicated server-side key and isolated upload area, validate file signatures, reject encrypted or malformed inputs, remove unnecessary metadata, and assign stable document, page, element, and job IDs.

  3. 03

    Call the exact Document Parse or extraction endpoint with bounded concurrency and timeouts, preserve coordinates and source lineage, and treat returned HTML, Markdown, images and text as untrusted data.

  4. 04

    Evaluate scans, rotations, handwriting, tables, charts, columns, headers, footnotes, formulas, multilingual text, duplicates, truncation, prompt injection and partial failure against human-labeled truth.

  5. 05

    Require review for consequential fields, quarantine failures, monitor per-page quality and cost, delete temporary inputs and outputs on schedule, verify deletion, and preserve a versioned prior parser for rollback.

Working standard

What good use looks like.

  • Preserve page and element provenance.
  • Treat parsed text as untrusted input.
  • Verify temporary-file deletion.

Official references

Check the current product documentation.