Collection allows you to quickly upload files, have the system organize and structure the information automatically, and surface key insights without manual sorting or review. As you add more documents, the Collection continuously builds a clearer, more structured understanding of the knowledge inside.
The same data can then be explored through multiple views: a high-level summary of patterns and risks across all documents, a page-level view that places the original document alongside its AI insights for verification, and a tabular view that lines everything up in a single schema. The content is the same; the view changes to fit the task.
In short, a Collection is where raw documents are turned into structured information and insights you can work with.
Example
Upload 50 retail leases into a Collection. The system extracts tenant name, rent amount, lease term, renewal options, and risk flags for every lease. Review the results as a summary, open any single lease for detail, or compare terms side by side—all from the same Collection.
How does it work?
Upload documents to the Collection (drag and drop, or via chat).
The system processes each file—reading content, extracting structure, and generating AI insights.
Explore the results through multiple views, all built from the same underlying data.
👉 See What views does a Collection provide? for details on each view.
How do I create a Collection?
Option 1: Via Chat
Open the left sidebar and click New Chat.
Tell the Agent what kind of Collection you want to create and what you plan to use it for.
The Agent will confirm the Collection details with you.
Click Accept, and the new Collection will appear in the left sidebar.
The Agent may ask follow-up questions about how to structure the results—for example which fields to extract, what categories to track, or what format the output should take. This makes the Collection more useful from the start.
Example
If you want to create a Collection to manage your active retail leases, you can say:
“Please help me create a Collection for our active retail leases.
I want to track tenant name, rent amount, lease term, renewal options, escalation clauses, and any risk flags.”
The Agent will then confirm the structured data format for the Collection, including fields such as:
Retail lease (doc)
Tenant name (string)
Property or shop identifier (string)
Rent amount (number)
Lease start and end dates (string)
Renewal options (single-selection)
Escalation clauses (string)
Risk flags (single-selection)
This helps structure the Collection in a way that makes lease management, risk review, and future analysis much more efficient.
Option 2: Create a Collection from My Workspace
Click My Workspace in the left sidebar.
In the top-right corner, click + New.
Select a From Template, such as Retail Lease Management, or start with a Blank Collection.
Option 3: Create a Collection inside a Project
Click any Project in the left sidebar.
In the top-right corner, click + New.
Choose Blank Collection or From Template from the dropdown.
Tips for effective Collections
To get the most accurate structure and insights, it helps to organize a Collection with a clear focus:
Group documents by a similar topic or purpose
For example, upload documents that are all real estate lease agreements, employment contracts, or financial reports.
This allows the system to apply consistent dimensions and extract information in a more meaningful way.
Center a Collection around the same subject or entity
For example, all contracts related to a specific location, property, client, or project.
This helps the Agent answer questions more precisely, since all relevant context is contained in one place.
In general, a well-focused Collection leads to clearer structure, more relevant insights, and more accurate answers.