Batch Operations
Batch operations allow you to perform actions on multiple files or folders simultaneously, saving time and streamlining your workflow. This guide covers all batch capabilities in Scriptix.
What Are Batch Operations?
Definition:
- Actions performed on multiple items at once
- Select multiple files/folders
- Execute single action affecting all selected items
- More efficient than individual operations
Available Batch Operations:
- Delete multiple items
- Move items to folders
- Export multiple documents
- Download media files in bulk
Benefits:
- Save time with large file collections
- Maintain consistency across operations
- Organize workspace efficiently
- Clean up old files quickly
Selecting Items
Selection Methods
Method 1: Individual Selection
- Click checkbox on left side of row
- Repeat for additional items
- Selected items highlighted
Method 2: Select All
- Click checkbox in header row
- All visible items selected (current page only)
- Click again to deselect all
Method 3: Range Selection (Keyboard)
- Click first item checkbox
- Hold Shift
- Click last item checkbox
- All items in range selected
Selection Indicators
Visual Feedback:
- Checkbox checked - Item selected
- Row highlighted - Selected state visible
- Toolbar buttons appear - Batch actions available
- Selection count - Shows "X items selected"
Selection Limits:
- Can select across multiple pages (if supported)
- Maximum selections may vary by operation
- Select only items you have permission to modify
Batch Delete
Delete Multiple Items
When to Use:
- Clean up old test files
- Remove multiple error sessions
- Delete temporary or duplicate files
- Free up storage space
How to Delete:
- Select items using checkboxes
- Can include both files and folders
- Can mix transcripts and captions
- Click "Delete Selected" button in toolbar
- Confirmation dialog appears:
- Shows number of items to delete
- Lists item names (if few enough)
- Warns about permanent deletion
- Confirm deletion
- Items removed from workspace
What Gets Deleted:
- All selected documents
- All selected folders (including their contents)
- Associated media files
- Comments and metadata
- All document versions
Cannot Be Undone:
- Deletion is permanent
- No trash or recycle bin
- Export important files first if needed
Success Notification:
- Single toast message after batch completes
- Shows number of items deleted
- Grid refreshes automatically
Delete Safety
Pre-Delete Checklist:
- ✅ Verify correct items selected
- ✅ Export any needed documents first
- ✅ Check folders don't contain important nested files
- ✅ Confirm with team if shared items
- ✅ Note item count matches expected number
Example:
Scenario: Delete 10 old test files
Steps:
1. Filter by date (e.g., older than 6 months)
2. Filter by filename containing "test"
3. Review filtered results
4. Select all visible items
5. Delete batch
6. Confirm deletion of 10 items
Batch Move
Move Multiple Items to Folder
When to Use:
- Organize scattered files into project folders
- Relocate completed work to archive
- Group related files together
- Restructure workspace organization
How to Move:
- Select items to move (files and/or folders)
- Click "Move Selected" button in toolbar
- Folder selection dialog opens:
- Shows folder tree structure
- Browse folders
- Create new destination folder if needed
- Select destination folder
- Click "Move"
- Items relocated to chosen folder
What Moves:
- All selected files (transcripts, captions, etc.)
- All selected folders (including contents)
- Associated metadata and permissions
- Comments preserved
What Doesn't Change:
- Session IDs remain same
- Processing status unchanged
- Permissions stay intact (unless folder has different permissions)
Success:
- Single success notification
- Items removed from current view
- Available in destination folder
Move Restrictions
Cannot Move If:
- You lack Write permission on destination folder
- Destination folder is private and you're not in permitted team
- Trying to move folder into itself (circular reference)
- Trying to move folder into its own subfolder
Error Messages:
- "Permission denied" - Check folder permissions
- "Invalid destination" - Cannot move to selected location
Move Workflow Example
Scenario: Organize Client Files
Before:
Workspace (Root):
- Client-A-Meeting-1.docx
- Client-A-Meeting-2.docx
- Client-A-Final-Report.pdf
- Client-B-Interview.docx
- Random-File.txt
Steps:
- Create folder: "Client A"
- Select all Client-A-* files
- Move to "Client A" folder
- Repeat for Client B
After:
Workspace (Root):
├── 📁 Client A
│ ├── Client-A-Meeting-1.docx
│ ├── Client-A-Meeting-2.docx
│ └── Client-A-Final-Report.pdf
├── 📁 Client B
│ └── Client-B-Interview.docx
└── Random-File.txt
Batch Export
Export Multiple Documents
When to Use:
- Deliver multiple files to client
- Create backup of all transcripts
- Generate reports for specific period
- Batch download completed work
How to Batch Export:
- Filter/search to find desired documents
- Example: All finished English transcripts from Q1
- Select documents to export
- Click "Export Selected" (if available)
- Or use individual export actions in sequence
- Choose export format (DOCX, TXT, PDF, etc.)
- Configure export options:
- Include timestamps (Yes/No)
- Include speakers (Yes/No)
- Select template (if applicable)
- Download files
Export Formats:
- DOCX - Editable Word documents
- TXT - Plain text files
- PDF - Read-only, shareable format
- HTML - Web-compatible format
- SRT/VTT - Subtitle formats (captions only)
File Naming:
- Exports use original document names
- Files downloaded separately or in ZIP (platform-dependent)
- Organize into folders after download
Export Options
Transcripts:
Format: DOCX, TXT, PDF, HTML, or Template
Options:
- Include timestamps (word-level or utterance-level)
- Include speaker names
- Custom template (if organization has templates)
Captions:
Format: SRT, VTT, SCC, TTML, etc.
Options:
- Maximum line length
- Maximum words per line
- Maximum segment duration
- Minimum segment gap
Batch Export Workflow
Example: Export Monthly Deliverables
Goal: Export all finished English transcripts from March 2024
Steps:
- Apply filters:
- Status: Finished
- Language: English
- Date From: 2024-03-01
- Date To: 2024-03-31
- Type: Transcript
- Review results - Verify correct files shown
- Select all (checkbox in header)
- Export each in desired format:
- Right-click each → Export → DOCX
- Configure same options for consistency
- Download files
- Organize downloads into local folder
Optimization:
- Use consistent export settings
- Create organization export templates for standard formatting
- Download to dedicated folder
- Batch rename files locally if needed
Batch Download Media
Download Original Media Files
When to Use:
- Backup original audio/video files
- Archive completed projects
- Share source files with team
- Re-upload to different system
How to Download:
- Select sessions/documents with media
- Access media download option in actions menu
- Files download individually or in batch (platform-dependent)
- Save to local folder
What Gets Downloaded:
- Original uploaded media file
- File format preserved (MP3, MP4, WAV, etc.)
- Original filename (or session-based name)
Download Limitations:
- Large files may take time to download
- May require sufficient local storage
- Some sessions may not retain original media (storage policy dependent)
Advanced Batch Workflows
Workflow 1: End-of-Project Cleanup
Scenario: Project complete, archive deliverables, delete working files
Steps:
- Create "Archive" folder (if doesn't exist)
- Filter by project name or folder
- Select final deliverables
- Export as DOCX/PDF for records
- Move final documents to Archive folder
- Select temporary/working files
- Delete selected items
- Verify Archive folder contains all needed files
Workflow 2: Monthly Organization
Scenario: Organize all last month's files into dated folder
Steps:
- Create folder "2024-03-March"
- Filter by date:
- Date From: 2024-03-01
- Date To: 2024-03-31
- Select all filtered items
- Move to monthly folder
- Result: All March files organized
Workflow 3: Client Delivery
Scenario: Deliver all completed work to client
Steps:
- Navigate to client folder
- Filter:
- Status: Finished
- Finalized: Yes
- Select all deliverables
- Export as PDF with timestamps
- Download all files
- Upload to client portal or email
Workflow 4: Quality Review
Scenario: Review and finalize all transcripts for specific language
Steps:
- Filter:
- Language: French
- Status: Finished
- Finalized: No
- Review each document for quality
- Edit as needed in transcript editor
- Mark as finalized after review
- Select all reviewed
- Move to "Reviewed" folder
Batch Operation Best Practices
Before Performing Batch Actions
1. Preview Selection:
- Review selected items before action
- Verify count matches expectation
- Check for unintended selections
2. Use Filters:
- Narrow down to exact items needed
- Reduce risk of mistakes
- Make selection easier
3. Test First:
- Try operation on one item first
- Verify expected behavior
- Then apply to batch
4. Backup Important Data:
- Export critical files before deletion
- Save local copies before major changes
- Cannot undo batch deletions
During Batch Operations
1. Monitor Progress:
- Watch for error messages
- Note success notifications
- Verify operation completed
2. Don't Navigate Away:
- Stay on page during batch operation
- Avoid interrupting process
- Wait for confirmation
3. Check Results:
- Verify items moved/deleted as expected
- Refresh view to confirm changes
- Review destination folder after move
After Batch Operations
1. Verify Success:
- Count items in destination (after move)
- Confirm deleted items gone (if deletion)
- Check export files downloaded
2. Clean Up:
- Clear selection
- Remove filters if done
- Reset view to default
3. Document Changes:
- Note significant batch operations
- Track for audit purposes
- Inform team of major changes
Common Batch Scenarios
Scenario: Delete All Test Files
Problem: Workspace cluttered with test uploads
Solution:
1. Search: "test" in filename
2. Review results to avoid false matches
3. Select all matching items
4. Delete batch
5. Confirm deletion
Scenario: Organize by Client
Problem: Client files scattered across workspace
Solution:
1. Create client folders (if not exist)
2. Search client name in filename
3. Select all matching files
4. Move to client folder
5. Repeat for each client
Scenario: Archive Old Projects
Problem: Completed projects cluttering active workspace
Solution:
1. Create "Archive" folder
2. Filter by date (older than 6 months)
3. Filter by status: Finished
4. Review to ensure projects complete
5. Select all
6. Move to Archive folder
7. (Optional) Export all before archiving
Scenario: Bulk Export for Backup
Problem: Need local backup of all transcripts
Solution:
1. Filter: Type = Transcript, Status = Finished
2. Sort by date (oldest first)
3. Select all (may need to do in batches per page)
4. Export each as DOCX
5. Save to backup drive
6. Repeat for Captions (SRT/VTT format)
Troubleshooting Batch Operations
Batch Action Not Available
Cause: No items selected or insufficient permissions
Solution:
- Select at least one item
- Verify you have Write permission on selected items
- Check if items are in folders you can modify
Operation Failed on Some Items
Cause: Permission issues or invalid operation for some items
Solution:
- Review error message
- Identify which items failed
- Fix permission issues
- Retry failed items individually
Cannot Find Moved Items
Cause: Moved to wrong folder or folder structure complex
Solution:
- Use search to find by filename
- Navigate destination folder via breadcrumbs
- Check all subfolders
- Use "Last Update" sort to find recently moved items
Batch Delete Accidentally Removed Wrong Files
Cause: Selected items incorrectly or misclicked
Solution:
- No undo available - deletion is permanent
- Restore from backup if available
- Re-upload and re-process files if needed
- Implement better selection review process going forward
Next Steps
Master your workspace:
- Workspace Overview - Understand workspace features
- Organize with Folders - Create folder structures
- Search & Filter - Find files for batch operations
- STT History - Track and manage sessions
Work smarter with batches! Use batch operations to organize, export, and manage your files efficiently.