> 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/reference/document-metadata-fields.md).

# Document metadata fields

BriefTech's AI pre-fills these fields for every document. You can override the editable fields (Date and Description) in the <img src="/files/9C48Pbtzosn7QyvNGfYt" alt="Review tab" data-size="line"> 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 when formatted descriptions are enabled in the Document Index — except that a description beginning with a number and a full stop (for example `117.`) is shown as-is, rather than being turned into a numbered list.                                                                              |
| Index Category | Free text                | A category you set yourself to group documents in your index. 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`). Unlike Document Class, which the AI assigns and you can't edit, Index Category is yours to fill in and change. |
| 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.                                                                                                                                                                                                                                           |
| # (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 <img src="/files/9C48Pbtzosn7QyvNGfYt" alt="Review tab" data-size="line"> 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 free-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.
* **Description** — double-click the cell to open an inline text editor; click outside to save. Hover the cell to reveal its action buttons:
  * <img src="/files/ZbhqgrkuTLDc6xnQtX8w" alt="Translate description" data-size="line"> **Translate** — translates the description into another language. Available whether or not the field is locked.
  * <img src="/files/VA1Msf8X8YFHrJrYqiTz" alt="Regenerate AI description" data-size="line"> **Regenerate** — regenerates the AI description (see below). Shown only when the field is unlocked.
  * <img src="/files/lvuL6AVaGtopFKlqlPWX" alt="Use file name as description" data-size="line"> **Use file name** — replaces the description with the document's file name (without its file extension). Shown only when the field is unlocked.
  * <img src="/files/62l9HMNTxjaHiVeqctwn" alt="lock" data-size="line"> **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 derived from the AI's primary and secondary classification. 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.

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.

Changes save instantly — there is no Save button. A value you set by hand is marked as a manual override, and the AI will not overwrite it.

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 the field and saving does **not** bring the original AI value back — your current text is kept instead.

An unlocked Description cell shows the <img src="/files/VA1Msf8X8YFHrJrYqiTz" alt="Regenerate AI description" data-size="line"> **Regenerate** button, which refills the field with a fresh AI description; a locked cell must first be unlocked with its <img src="/files/62l9HMNTxjaHiVeqctwn" alt="lock" data-size="line"> padlock.

## 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>Folders, labels, and collections</strong></td><td>How folders, labels, and collections organise documents in a matter.</td><td><a href="/pages/i0NW3lAHZCoE7RfVz814">/pages/i0NW3lAHZCoE7RfVz814</a></td></tr><tr><td><strong>Column options</strong></td><td>The columns you can add to a Document Index and their alignment.</td><td><a href="/pages/t5Ugrk1jd83JcVMeMh4v">/pages/t5Ugrk1jd83JcVMeMh4v</a></td></tr></tbody></table>


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