How to Identify Table Subsections

To include information that is located on your document or email that 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 information such as the Invoice Number that appears above the line items.

Once you are looking at your email or your attachment file, just ensure you are looking at the email or file in a table format. Then choose the filter Split, Merge & Transpose Rows > Identify Subsections

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

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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