Create & Edit Records

Learn how to create a record by inputting classification data in the Create form and submitting it. 

Learn how to create multiple records by using the Bulk create table. 

Learn how to import files into the Bulk create table by using templates. 

Learn how to save a set of frequently used input values as a preset and to use it to streamline your workflow.  

Learn how to grant editing rights (as an admin) and how to apply changes to Records. 

Learn how to map a custom file to the project when using templates in the Bulk create table. 

Learn about how to generate an Output, edit it, and view its details after creation.

Learn how to collaborate on record creation by sharing drafts with specific project members and adding comments. 

When working with the Bulk create table, you have the flexibility to import data by either uploading an .xlsx template or using the copy-paste method. The copy-paste feature offers a quicker alternative when you need to fill in or update specific ...

Using AI to Generate Records in Bulk