As part of the groundwork process, we opened the IQ Bot and went to the initial screen to create the learning instance. Go back to that page and pick up from where we left off:

1. On the Create screen, under General information, choose a name for the instance. Next, we have to provide a Document Type. We use this to tell the IQ Bot what type of documents we will be processing. Let's choose Invoices as we want IQ Bot to process invoices. 
2. Under the Upload your documents section, we have to upload a few sample invoices for IQ Bot to learn from. Click on Browse and upload the invoices we put in the Train folder previously. 
3. Finally, under Fields to extract, you can leave the default selected fields for the invoice as is. Click on Create instance and analyze:

It will take IQ Bot a few minutes to analyze the documents and create the learning instance. After doing this, it will present us with a screen where we can review these changes and make any updates to the training process.