Bulk-edit metadata across many documents
Change labels, collections, dates, descriptions and index categories on many documents at once.
In the
tab, tick the checkbox on each row you want to change (or use the header checkbox to select every visible row).In the toolbar above the table, select
to apply labels to the selected documents, or 
to add them to a collection. Both are icon buttons — hover to confirm ("Apply labels to selected files" and "Manage collections for selected files").
Bulk-edit dates, descriptions and index categories in a spreadsheet
To change many documents' dates, descriptions or index categories at once:
In the
tab toolbar, open the Tools menu and select Bulk Edit Dates & Descriptions.BriefTech downloads the current metadata as an Excel file. Edit it offline.
Import the file back to apply your changes.
You can edit three columns:
Document Date
Document Description
Index Category
Leave the file-id column untouched so each row still maps back to its document.
Index Category is a category you set yourself to group documents in your index; see Document metadata fields.
Other bulk description actions
With rows selected in the Review tab, the toolbar (and its Tools menu) offers more actions that change many descriptions at once:
— translate the selected descriptions into another language; see Translate document descriptions.
— set each selected document's description to its file name. This replaces the current description and unlocks any manual edit.
— have the AI re-extract the description and date for the selected documents.
To rewrite descriptions in your own wording from a few examples, see Refine descriptions from examples.
What you can change in bulk
You can now update metadata across many documents in one pass — apply labels and collections from the Review-tab toolbar, and change dates, descriptions and index categories together by exporting the metadata spreadsheet, editing it offline, and importing it back.
Related
Last updated
Was this helpful?