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Overview

The Records page displays all your interview records in a sortable, filterable table. You can view record details, search and filter records, manage them individually or in bulk, and organize them by projects.

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Records table

The records table shows all your interviews with the following information:
Records page showing the main records table with columns and data

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Table features

  • Search: Use the search bar to find records by name
  • Filtering: Click column headers to filter by status, type, project, or other attributes
  • Sorting: Click column headers to sort records
  • Column visibility: Show or hide columns using the column visibility menu
  • Bulk actions: Select multiple records to archive or delete them together
  • Pagination: Table loads more records automatically as you scroll

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Managing records

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Bulk actions

1

Select records

Select multiple records using checkboxes in the first column of the table.
Records table showing multiple records selected with checkboxes
2

Choose action

Use Archive or Delete buttons in the toolbar that appears when records are selected.
3

Confirm

Confirm the action in the confirmation dialog that appears.

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Individual actions

Click the Actions menu (three dots) on any record to:
  • Rename the record
  • Archive or Unarchive the record
  • Delete the record
  • Assign to Project or Remove from Project
  • Copy Public Link (if record is public)
  • Change Status (admin only)
Records table showing actions menu dropdown for a record

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Filtering and searching

  • Search: Type in the search bar to find records by name
  • Status filter: Click Status column header to filter by processing status
  • Type filter: Click Type column header to filter by audio/video/text
  • Project filter: Click Project column header to filter by project
  • User filter: Admins can filter by user (Email column)
Records table showing search bar and filter options