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Last updated

September 14, 2021

Table of contents

How to use smart collections

Setting up a smart collection allows you to automatically filter new files into a group of similar files, just like you can with email filters. With smart collections, newly uploaded files will automatically be routed to a collection that has been set up and trained to extract the fields you want.

Create a smart collection in three steps:

Step 1: Upload files matching your desired filter

Go to All files in the left sidebar. Upload at least one file that meets the filter rules you’d like to set up. Files can be automatically filtered by any searchable result, like name, file type, and extracted fields. 

Step 2: Search or filter for the file(s)

Search for the files you just uploaded by using the search bar or with the table filters. For this demonstration, we're filtering for files with the term “Demo” in the file name. 

Step 3: Create your smart collection

Once the file(s) appear, click Create collection and select Collection matching filters. Name your smart collection and click Add selected files to smart collection

Using your smart collection

Step 1: Train Impira

Go into your new smart collection and train Impira by choosing fields to extract. For this demonstration, we’ve extracted the “Customer name,” “Total Amt due,” and “Due date” fields for each file. Learn more about how to train Impira here.

Step 2: Test it out by uploading a new file

Upload a new similar file into All files. Impira sends this new file directly into the smart collection, Demo Invoices, and immediately gets to work extracting the “Customer name,” “Total Amt due,” and “Due date” fields from the new incoming file. 

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