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Last updated

January 10, 2022

Table of contents

How to create and delete Collections

A Collection is a grouping of files that have similar layouts and types of data you want to extract (e.g., Name, Date, Balance, etc). Creating a Collection is the first step before moving on to extract data from your files.

Want to learn more? Jump to What is a Collection?

This article shows how to:

  • Create an empty Collection
  • Create a Collection from previously uploaded files
  • Create a Collection through browser upload
  • Create a Smart Collection
  • Delete a Collection

Create an empty Collection

  1. Begin from the Impira home screen. On the left sidebar, click the + next to Collections



  1. Give your Collection a name and choose Create collection.



  1. Go to your new empty Collection to upload files by dropping them in the browser window, or via Impira Write API.

You can also create an empty Collection by going to All files and going to the Create collection drop-down menu in the upper right corner. Choose Empty collection and follow steps 2 and 3 from above. 


Create a Collection from previously uploaded files

Create a Collection by selecting files already uploaded to Impira. 

This is a good option if you already know which files you want to add to a Collection and you can select them easily from the All files view.

  1. Go to All files (left sidebar) and select the files you want to group into a Collection. 
  2. You can choose the “Add files to Collection” button or Add to collection



  1. Choose Create a new collection. Give it a name and choose Add selected files to new collection. Note: You can also add files to an existing Collection via the drop-down menu.



Create a Collection through browser upload

  1. Go Upload in the top right corner and select From computer.



  1. Locate your files, select them and choose Open
  2. Go to the Add files to drop-down menu and choose Create a new collection.
  3. Give your new Collection a name and choose Add uploaded files to collection



Note that the Add files to drop-down menu also provides the option to add these new files to an existing Collection or to All files, where they’ll be uploaded but not assigned to any particular Collection.

Create a Smart Collection

This is a good option to choose if you plan to continuously add new files to a Collection over time and want them to be automatically added to a specific Collection based on a query. 

For example, you may import new purchase orders every week and want them automatically added to the right Collection without having to manually select the correct folder for each file. 

  1. Go to All files and type a query into the search bar. In this example, we’re looking for “Purchase order.”



  1. Go to the Create collection drop-down menu and choose Collection matching filters



  1. Give your Smart Collection a name and choose Add selected files to smart collection.

Going forward, all files that are imported in Impira that match this “Purchase order” query will be automatically added to this Smart Collection.

Delete a Collection

  1. Select the Collection you want to delete in the left sidebar.
  2. Click the drop-down arrow next to the name and choose Delete collection
  3. Select Delete.



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