Skip to main content

Batch Operations

Batch operations allow you to perform actions on multiple files or folders simultaneously.

What Are Batch Operations?​

Definition:

  • Actions performed on multiple items at once
  • Select multiple files/folders using checkboxes
  • Execute single action affecting all selected items

Available Batch Operations:

  • Delete - Remove multiple items
  • Move - Relocate items to folders
  • Merge - Combine multiple documents into one

Selecting Items​

Selection Methods​

Individual Selection:

  1. Click checkbox on left side of row
  2. Repeat for additional items
  3. Selected items highlighted

Select All:

  1. Click checkbox in header row
  2. All items on all pages selected
  3. Click again to deselect all

Selection Indicators​

Visual Feedback:

  • Checkbox checked - Item selected
  • Floating action bar appears at bottom
  • Shows count of selected items
  • Action buttons available

Batch Delete​

Delete Multiple Items​

When to Use:

  • Clean up old files
  • Remove test uploads
  • Delete error sessions
  • Free up storage space

How to Delete:

  1. Select items using checkboxes
    • Can include both files and folders
    • Can mix transcripts and captions
  2. Click "Delete" in floating action bar
  3. Confirmation dialog appears
  4. Confirm deletion
  5. Items removed from workspace

What Gets Deleted:

  • All selected documents
  • All selected folders (including their contents)
  • Associated metadata
  • All document versions

Cannot Be Undone:

  • Deletion is permanent
  • No trash or recycle bin
  • Export important files first if needed

Batch Move​

Move Multiple Items to Folder​

When to Use:

  • Organize files into project folders
  • Relocate completed work to archive
  • Group related files together
  • Restructure workspace

How to Move:

  1. Select items to move (files and/or folders)
  2. Click "Move" in floating action bar
  3. Folder selection dialog opens
  4. Search for folder or browse tree
  5. Select destination folder
  6. Click "Move"
  7. Items relocated to chosen folder

What Moves:

  • All selected files (transcripts, captions)
  • All selected folders (including contents)
  • Associated metadata and permissions

Move Restrictions:

  • Cannot move folder into itself
  • Need Write permission on destination folder
  • Cannot move into private folder without access

Batch Merge​

Merge Multiple Documents​

When to Use:

  • Combine multiple transcript segments into one
  • Merge caption files
  • Consolidate related documents

Requirements:

  • Select between 2 and 10 documents
  • All documents must be same type (all transcripts OR all captions)
  • Cannot mix transcripts with captions

How to Merge:

  1. Select documents to merge (2-10 items)
  2. Click "Merge" in floating action bar
  3. Merge dialog opens
  4. Enter filename for merged document
  5. Select target document (first selected by default)
  6. Click "Merge"
  7. Documents combined into single file

What Happens:

  • Selected documents merged into target document
  • Source documents remain unchanged
  • New merged document created
  • Merged document appears in workspace

Merge Limitations:

  • Minimum: 2 documents
  • Maximum: 10 documents
  • Same type only (transcript + transcript OR caption + caption)
  • Error shown if requirements not met

Floating Action Bar​

When It Appears:

  • Shows when one or more items selected
  • Fixed at bottom of screen
  • Displays selection count

Available Actions:

  • Merge - Combine selected documents
  • Move - Relocate to folder
  • Delete - Remove items
  • Deselect - Clear all selections (X button)

Selection Count:

  • Shows number of selected items
  • Or shows "All" if all items selected

Working with Selections​

Select All vs Partial Selection​

Partial Selection:

  • Select specific items with checkboxes
  • All actions work on selected items only
  • Shows exact count (e.g., "5 selected")

Select All:

  • Check header checkbox
  • Selects all items across all pages
  • Shows "All selected"
  • Actions apply to all items in workspace

Clearing Selection​

Methods:

  1. Click X button in floating action bar
  2. Click header checkbox again
  3. Perform an action (auto-clears after)

Best Practices​

Before Batch Actions​

Preview Selection:

  • Review selected items before action
  • Verify count matches expectation
  • Check for unintended selections

Use Filters:

  • Narrow down to exact items needed
  • Apply filters before selecting
  • Reduces risk of mistakes

Backup Important Data:

  • Export critical files before deletion
  • Save copies before major changes
  • Cannot undo batch deletions

During Batch Operations​

Stay on Page:

  • Don't navigate away during operation
  • Wait for confirmation message
  • Watch for errors

After Batch Operations​

Verify Success:

  • Confirm items moved/deleted as expected
  • Check destination folder after move
  • Review workspace after deletion

Common Scenarios​

Organize by Project​

Problem: Files scattered across workspace

Solution:

  1. Create project folder
  2. Search project name in filename
  3. Select all matching files
  4. Move to project folder

Clean Up Test Files​

Problem: Workspace cluttered with tests

Solution:

  1. Search "test" in filename
  2. Review results
  3. Select all test files
  4. Delete batch

Merge Interview Segments​

Problem: Interview split across multiple files

Solution:

  1. Select all interview transcript segments (2-10)
  2. Click Merge
  3. Enter combined filename
  4. Merge into single document

Archive Old Work​

Problem: Completed projects cluttering workspace

Solution:

  1. Create "Archive" folder
  2. Filter by date (older than 6 months)
  3. Select all old finished items
  4. Move to Archive folder

Troubleshooting​

Merge Button Disabled​

Causes:

  • Less than 2 items selected
  • More than 10 items selected
  • Mixed types (transcripts + captions)
  • Selected items include folders

Solutions:

  • Select 2-10 documents only
  • Select same type only
  • Deselect folders

Move Action Failed​

Causes:

  • No Write permission on destination
  • Destination is private folder
  • Trying to move folder into itself

Solutions:

  • Check folder permissions
  • Select different destination
  • Contact admin for access

Cannot Find Moved Items​

Solutions:

  • Use search to find by filename
  • Navigate to destination folder
  • Check Last Modified sort

Work smarter with batches! Use batch operations to organize, export, and manage your files efficiently.

Next Steps​

Master your workspace: