> For the complete documentation index, see [llms.txt](https://help.brieftech.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.brieftech.ai/how-to-guides/review/bulk-edit-metadata.md).

# Bulk-edit metadata across many documents

Change labels, collections, dates, descriptions and index categories on many documents at once.

1. In the <img src="https://2262431129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlnHu06wl3NH457iwjBmr%2Fuploads%2Fgit-blob-8f18f06a78c4d0bf6e51eac54ec7d3e5d2cdb8a2%2Ftab-review.svg?alt=media" alt="Review tab" data-size="line"> tab, tick the checkbox on each row you want to change (or use the header checkbox to select every visible row).
2. In the toolbar above the table, select <img src="https://2262431129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlnHu06wl3NH457iwjBmr%2Fuploads%2Fgit-blob-4630e5f670063ccc041d3526128ac3a57b214876%2Ficon-label.svg?alt=media" alt="Apply labels" data-size="line"> to apply labels to the selected documents, or <img src="https://2262431129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlnHu06wl3NH457iwjBmr%2Fuploads%2Fgit-blob-1eaec3f82ef44c0803b583e3902c107b2468a79c%2Ficon-add-to-collection.svg?alt=media" alt="Manage collections" data-size="line"> 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:

1. In the <img src="https://2262431129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlnHu06wl3NH457iwjBmr%2Fuploads%2Fgit-blob-8f18f06a78c4d0bf6e51eac54ec7d3e5d2cdb8a2%2Ftab-review.svg?alt=media" alt="Review tab" data-size="line"> tab toolbar, open the **Tools** menu and select **Bulk Edit Dates & Descriptions**.
2. BriefTech downloads the current metadata as an Excel file. Edit it offline.
3. 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.

{% hint style="info" %}
**Downloading this spreadsheet can cost index credits.** It's billed like [exporting a Document Index](/how-to-guides/export/export-index-word-pdf-excel.md): BriefTech charges index credits for any documents that aren't already part of a paid index, and shows a **Confirm Export** dialog before charging. Documents you've already paid to index cost nothing to download again.
{% endhint %}

**Index Category** is a category you set yourself to group documents in your index; see [Document metadata fields](/reference/document-metadata-fields.md).

## 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:

* <img src="https://2262431129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlnHu06wl3NH457iwjBmr%2Fuploads%2Fgit-blob-20cca8ba1ddb37b74ff6547b14b9cf50d7e7cb95%2Fbtn-translate-description.svg?alt=media" alt="Translate description…" data-size="line"> — translate the selected descriptions into another language; see [Translate document descriptions](/how-to-guides/review/translate-document-descriptions.md).
* <img src="https://2262431129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlnHu06wl3NH457iwjBmr%2Fuploads%2Fgit-blob-a23ba3c3cf3b8904c67137563291fac7395f3893%2Fbtn-use-filename-as-description.svg?alt=media" alt="Use filename as description" data-size="line"> — set each selected document's description to its file name. This replaces the current description and unlocks any manual edit.
* <img src="https://2262431129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlnHu06wl3NH457iwjBmr%2Fuploads%2Fgit-blob-5801b5a18cacf0b98098fb21259c49a5f8d8f5ac%2Fbtn-regenerate-description-date.svg?alt=media" alt="Regenerate Description &#x26; Date" data-size="line"> — 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](/how-to-guides/review/refine-descriptions-from-examples.md).

## 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

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How AI analysis works: agents and playbooks</strong></td><td>What agents and playbooks are, and what they extract.</td><td><a href="/concepts/how-ai-analysis-works.md">How AI analysis works: agents and playbooks</a></td></tr><tr><td><strong>Refine descriptions using your own edits as examples</strong></td><td>Edit a few descriptions the way you want them, then have BriefTech rewrite the rest to match.</td><td><a href="/how-to-guides/review/refine-descriptions-from-examples.md">Refine descriptions using your own edits as examples</a></td></tr><tr><td><strong>Document metadata fields</strong></td><td>The document fields you can edit in the Review tab and their accepted values.</td><td><a href="/reference/document-metadata-fields.md">Document metadata fields</a></td></tr><tr><td><strong>Review an AI-Analysed Matter</strong></td><td>A guided run through the Review stage — take a matter the AI has already analysed and confirm, correct, and refine its details until it's ready to index.</td><td><a href="/get-started/review-an-ai-analysed-matter.md">Review an AI-Analysed Matter</a></td></tr><tr><td><strong>Translate document descriptions</strong></td><td>Translate document descriptions into Bahasa Malaysia, Chinese (Simplified), French, or English.</td><td><a href="/how-to-guides/review/translate-document-descriptions.md">Translate document descriptions</a></td></tr></tbody></table>


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