Batch editing data
In the search area or in your research project's inbox or the analysis board, when hovering over one of the pieces of feedback in the results list, you can select it with a checkbox. From there you have multiple options available as batch operations.
The batch changes can be applied to either selected items or to all results of a search - either documents or highlights, depending on the view settings in your inbox:
You can execute the following actions with the batch actions:
- Add selected items to a project
- Add a tag or multiple tags
- Add properties to documents or highlights
- Add sentiment
- Assign multiple documents to a team member
- Mark group of documents as read or unread
- Delete selected items
Additionally, when in a project inbox, you can remove all selected items from the project's inbox and add them to the analysis board's groups.
The project's analysis board also supports batch actions - just like in the inbox, to get started select one item in a given group all of the group's items:
Batch editing can be combined with EnjoyHQ's search capabilities - you can for example find all Delighted documents with the tag "problem" and assign a new property to your search results.