> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aseed.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage records

> Rename, archive, delete, or remove records from your project.

## Overview

Manage individual records in your project. You can rename records for better organization, archive records you don't need right now, remove records from the project, or permanently delete them.

## How to manage records

<Steps>
  <Step title="Open your project">
    Navigate to the project containing the records you want to manage.
  </Step>

  <Step title="Access record actions">
    In the **Project Records** section, click the three-dot menu (⋯) next to any record to see available actions.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/aseed/images/projects-records-actions-menu-light.png" alt="Project Records section showing three-dot menu next to a record" className="block dark:hidden" />

      <img src="https://mintlify.s3.us-west-1.amazonaws.com/aseed/images/projects-records-actions-menu-dark.png" alt="Project Records section showing three-dot menu next to a record" className="hidden dark:block" />
    </Frame>
  </Step>

  <Step title="Choose an action">
    Select from the dropdown menu:

    * **Rename**: Change the record name
    * **Remove from Project**: Unlink the record from this project (record remains in your workspace)
    * **Archive**: Move the record to the Archived tab
    * **Unarchive**: Restore an archived record (available in Archived tab)
    * **Delete Record**: Permanently delete the record
  </Step>
</Steps>

## Record actions

<AccordionGroup>
  <Accordion title="Rename record">
    * Click **Rename** from the record menu
    * Enter the new name in the modal
    * Click **Save** to confirm
    * Useful for organizing records with clearer names
  </Accordion>

  <Accordion title="Archive / Unarchive record">
    **To archive:**

    * Click **Archive** to move a record to the Archived tab
    * Archived records are hidden from the main Uploaded tab
    * Use archiving to declutter your active records list

    **To unarchive:**

    * Switch to the **Archived** tab
    * Click the three-dot menu on an archived record
    * Select **Unarchive** to move it back to Uploaded
  </Accordion>

  <Accordion title="Remove from project">
    * Click **Remove from Project** to unlink the record from this project
    * The record remains in your workspace and can be added to other projects
    * Useful when a record was added to the wrong project
  </Accordion>

  <Accordion title="Delete record">
    <Warning>
      Deleting a record permanently removes it from your workspace. This action cannot be undone. All transcripts and reports associated with the record will also be deleted.
    </Warning>

    * Click **Delete Record** from the menu
    * Confirm the deletion in the dialog
    * The record and all its data will be permanently removed
  </Accordion>
</AccordionGroup>

## Viewing archived records

* Switch to the **Archived** tab in Project Records
* View all archived records for the project
* Use the same actions (unarchive, delete, etc.) on archived records

## Best practices

<AccordionGroup>
  <Accordion title="Rename records immediately">
    Rename records immediately after upload with descriptive names that include respondent information or interview date.
  </Accordion>

  <Accordion title="Archive completed records">
    Archive records you've completed analyzing but want to keep for reference. This keeps your active list focused on current work.
  </Accordion>

  <Accordion title="Remove from wrong project">
    Use "Remove from Project" if you accidentally added a record to the wrong project. The record stays available for other projects.
  </Accordion>

  <Accordion title="Archive instead of delete">
    Only delete records when you're certain you don't need them. Consider archiving instead if you might need them later.
  </Accordion>
</AccordionGroup>

## Related topics

* [Upload records](/projects/upload-records)
* [Batch generation](/projects/batch-generation)
* [Generate single reports](/reports/single)