Create & Edit Records

Create a Record

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

Create Multiple Records

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

Import a File Using Templates

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

Saving and Using a Preset

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

Edit Submitted Records

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

Map a Custom File to The Project

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

Generate an Output

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

Create and Collaborate with Drafts

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

Paste columns in the bulk create table

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 ...