A collection is the main feature within Impira for organizing and grouping together files for which you share the same intent. This intent may vary depending on your use case but could include: a group of files from which you want to extract a common set of data, files that you need to keep organized together for easy retrieval and sharing, or files that you wish to combine with other files or data. Each Record within a Collection corresponds to exactly one file. A Record is the equivalent of a row in a table.
All Records in a collection have a fixed schema, meaning that all Records within a collection share the same Fields. A Field is the equivalent of the column in a table. For example, you may create a Collection of forms and then create several Fields, such as “total”, “sales tax”, and “date” which will be shared by all Records within the Collection.
All data extraction algorithms that you use operate within a specific collection and will run on each Record in that collection. In the above example, if the “sales tax” Field in the collection of forms was a text extraction Field type, the algorithm would attempt to find the “sales tax” in each of the Records in that collection.
Creating a collection allows you to unlock many powerful features within Impira! Collections allow you powerfully and flexibly work with and organize your files. With a Collection, you can automate the extraction of fields from your documents, organize your files so that you can easily find them in the future, or join your files with those in other Collections.
Types of collections
Collections represent groups of files for which you share the same intent. Impira allows users to assign Records to different Collections either manually or by creating rules.
For example, you can create Manual collections which allow you to curate which files belong together by hand.
You can also create Smart collections that contain all files that match a query that you define. This can be useful for cases where a query can define the group of files that should be organized together and when you want to automatically assign new files to the correct collections.
All files belong to a special collection called All Files. By default all files that you have uploaded, from any source, will be visible in the All Files tab.
For each record within All Files, the collections field shows all collections of which a file is a member. Each file can belong to more than one collection. However, the Fields are unique to a collection and they cannot be carried over from one collection to another.
Note: You cannot create new Fields within the All Files special collection.