Learn about batch editing data. A variety of batch actions can be performed on Documents and Highlights, either from the global search or from the Data or Analysis sections of a given project. |
On this page:
Batch selecting Documents or Highlights
- Hover over the document or highlight.
- Select the checkbox that appears.
- Choose the batch option from the toolbar that appears. Batch actions can be applied to either selected items or to all results of a given search or project.
select them via the checkboxes that w when hovering over them and a toolbar with batch actions become available. These b
Available batch actions
- The following batch options are available:
- Add selected items to a project
- Add a tags
- Add properties
- Assign sentiment
- Assign multiple Documents to a team member
- Mark group of Documents as read or unread
- Delete selected items
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Additionally, when in a project's Data section, you can:
- Remove all selected items from the project's Data section
- Add them to themes on the Analysis board
- Mark Documents as processed or unprocessed
- Batch actions can also be performed on data on a project's Analysis board.
- Batch editing can be combined with EnjoyHQ's search capabilities.
For example, filter all NPS survey responses from Delighted with the words "buggy" or "crash" and batch assign a "Bug" tag to the search results.
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