Document and Row Labeling

Overview

The Document and Row Labeling extensions are available for row and document labeling projects. Both extensions display the pre-configured questions set up during project creation, allowing users to answer questions related to each row or document.

Row Labeling

Row Labeling Extension - Empty State

Row Labeling Extension

Document Labeling

Document Labeling Extension - Empty State

Document Labeling Extension

Question Set Modification

You can add, edit, or remove question sets through the Label management page in your workspace or directly within the Document and Row Labeling extension in a project.

Question Set Management

Adding and editing question sets

Editing the question set in Label Management will not automatically apply changes to the corresponding question set within the project.

1. Adding a new question set

   • Navigate to the Label management page > Question sets tab.

   • Click the + Add question set button.

2. Edit an existing question set

   • Navigate to the Label management page > Question sets tab.

   • Select the question set from the list. A preview will appear on the right side.

   • Click the edit icon to modify the question set.

     
   • Aside from configuring the questions, you can also edit question logic using Dynamic Question Sets. Learn more about this feature here.

     
3. Remove an existing question set

   • Select the question set from the list in Label management page > Question sets tab.

   • Use the delete button at the top of the table or the delete icon in the preview panel.

For more details on managing question sets, refer to this guide.

Document and Row Labeling extension in project

Multiple options are available in the extension and can be accessed by clicking the triple-dot button.

Disable keyboard shortcut

This option disables the ability to select answers using numeric shortcuts.

If you choose this option, Match shortcuts to numeric label in dropdowns option will also be disabled.

Match shortcuts to numeric labels in dropdowns

This option allows the dropdown question shortcuts to display the same numeric values as the dropdown options. For example:

Dropdown Option	Default Shortcut	With Option Enabled
0	Shortcut 1	Shortcut 0
1	Shortcut 2	Shortcut 1
4	Shortcut 3	Shortcut 4

Disabled

Preview Option Disabled

Enabled

Preview Option Enabled

Here are a few things to note for this option to apply:

1. At least one dropdown question in the project — If there are no questions with dropdown type in the project, this option will be hidden.

2. Keyboard shortcut option must be enabled — If keyboard shortcut is disabled, then this option will also be disabled.

3. All dropdown options must be single-digit numeric values between 0 and 9 — If there is an option that is not a number between 0 and 9, then this capability will not apply.

Upload a new question set

This option lets you upload a new question set from your local storage. You can either drop your file directly into the drop zone, or click the drop zone to select the file you wish to upload.

Use existing question set

This option lets you select one of the pre-stored question sets in the library.

Edit question set

This option lets you modify question sets within the project. You can either add a new question or edit an existing one.

Editing the question set in the project will not automatically apply changes to the corresponding question set in Label management page.

To add a new question, simply click the “+” button.

Add Question.png

To edit an existing question, select the question you want to modify and make the necessary changes. However, there are some limitations on what you can modify:

• You can’t change the question type and required setting.

• You can’t remove or rearrange the question.

• You can’t modify the dynamic question set.

Save to library

This option lets you save the current question set to your library, allowing you to reuse it in other projects.

Discard draft from current document

This option allows you to discard any unsaved or incomplete changes made in the extension that haven't been submitted yet. This is useful if you wish to abandon your current changes and start over.