tab; corrections take effect immediately and flow through to your Document Index and court bundle.
| Field | Type | Description |
| -------------- | ------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Date | Date | The document's date. Used for sorting and for the date column in the Document Index. Documents with no date are treated as undated. |
| Description | Free text | A short description or summary of the document. Supports Markdown formatting, which is on by default. In the Review and Index tabs, a line that starts with a number and a full stop followed by a space (for example `117. Letter`) is shown as typed rather than turned into a numbered list. |
| Index Category | Free text | A category you set yourself to group documents in your index. It is not a column in the Review tab — set it with **Bulk Edit Dates & Descriptions** in the **Tools** menu; see [Bulk-edit metadata across many documents](/how-to-guides/review/bulk-edit-metadata.md). Choose **Group by LOD category** while building an index to generate its headings from these values, and use a forward slash to nest them (for example `Pleadings/Statements of Case`). |
| Document Class | AI-extracted (read-only) | The document's type or class, extracted automatically during processing. Not a Review column and not editable — see below. The classes are listed in [Document classes](/reference/document-classes.md). |
| # (Identifier) | Read-only | A per-document identifier shown in the on-screen file list (Files and Review tabs), for example BT-000001. BriefTech assigns it automatically; it cannot be edited and is not one of the columns in the exported Document Index. Show or hide it from the column picker like any other column — it appears in that list as the "#" column. |
## Editing fields
Three fields are editable inline in the tab. Double-click a Document Date or Document Description cell to open its editor; click a Labels cell to open the label picker. No other column in the tab can be edited.
* **Date** — double-click the cell to edit the date inline. This opens a text date editor, not a calendar; if the document has more than one detected date, a list of candidate dates appears for you to pick from. Type a full date, a date and time, a month and year written as numbers (for example `2001-01`), a date range, or `Undated`. Text BriefTech can't read as a date is not saved: the cell shows **Invalid date format** with examples of the formats it accepts until you correct it or press Esc.
* **Description** — double-click the cell to open an inline text editor; click outside to save. Hover the cell to reveal its action buttons:
* 
**Translate** — translates the description into another language. Available whether or not the field is locked.
* 
**Regenerate** — regenerates the AI description (see below). Shown only when the field is unlocked.
* 
**Use file name** — replaces the description with the document's file name (without its file extension). Shown only when the field is unlocked.
* 
**Lock / unlock** — locks the field (when unlocked) or unlocks it (when locked). It is greyed out while the description is empty — there is nothing to lock. When the field is locked, only this padlock and the translate button are shown.
* **Labels** — click the cell to open the label picker and apply a label to the document. Labels are applied by you, not the AI; see [Folders, labels, and collections](/reference/folders-labels-and-collections.md) for how they work.
* **Document Class** — this value is assigned by the AI. It is **not** a column in the Review tab and **cannot be edited**. To work with it, use the **Classes** group in the left-hand panel to filter documents by their class. The full list of classes, and what each covers, is in [Document classes](/reference/document-classes.md).
Cells show state as well as values:
* **Being analysed** — while BriefTech is still analysing a document, its Document Date and Document Description cells show a grey placeholder bar and cannot be edited; they become editable when analysis finishes.
* **No AI description** — a description the AI has not produced shows **Not found**.
* **No labels** — a document with no labels shows **None**.
* **Manual override** — a value held as a manual override is shown in a different colour from an AI value.
A Date or Description edit is saved when you press Enter or click outside the cell — there is no Save button. A Labels change is saved only when you click **Apply** in the label picker. A date or description you set by hand is marked as a manual override, and re-running the AI's analysis does not change it. Translating the description replaces your text and removes the override.
Pressing Enter in a cell locks it even if you changed nothing — the AI's own value is committed as your manual override. Clicking outside the cell without changing anything leaves it unlocked.
Clearing a field and saving never empties it or brings the original AI value back. What happens next depends on the field:
* An **unlocked** field keeps its current value.
* A **locked** field keeps your current text but is unlocked — the same as clicking its padlock.
* An unlocked value is the AI's again: the next regenerate or re-analysis can replace it.
* **Document Date** has no padlock, so clearing the cell is how you unlock a date.
An unlocked Description cell shows the **Regenerate** button, which refills the field with a fresh AI description; a locked cell must first be unlocked with its padlock.
## Related
| Folders, labels, and collections | How folders, labels, and collections organise documents in a matter. | Folders, labels, and collections |
| Column options | The columns you can add to a Document Index and their alignment. | Column options |