Batch editing data

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

  1. Hover over the document or highlight.
  2. Select the checkbox that appears.
  3. 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
  • Additionally, when in a project's Data section, you can:
  • 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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