Manage Documents in an Ongoing Project

In some cases, you may need to update the documents inside an ongoing labeling project. You can manage project documents without creating a new project. This includes adding new documents and deleting existing ones.

To learn which roles can add or delete project documents, see Role & Permission.

Add new documents

To add new documents to an existing project:

1. Go to the Projects page.

2. Click the three-dot menu on the project you want to update.

3. Select Add new documents to the project.

4. You will be directed to the file upload page.

There are three steps in the file upload page: upload, assign, and preview.

Upload files

Upload your new files and make sure the file types match the original project setup.

Assign documents

Assign team members to the uploaded documents. Assignments apply to the entire batch of documents, not individual documents. If you need more granular control, you can skip this step and assign documents later in File → Settings → Assignment after the upload is complete.

Role options may be limited based on a member’s previous assignment in the project. The table below shows how previously assigned roles map to available options.

#	Previous Assigned Role	Available Roles
1	Not assigned	Labeler, Reviewer, Labeler and Reviewer
2	Labeler	Labeler, Labeler and Reviewer
3	Reviewer	Reviewer, Labeler and Reviewer
4	Labeler and Reviewer	Labeler and Reviewer

For example, if a member was assigned as a labeler during project creation, they can only be assigned as Labeler or Labeler and Reviewer for newly uploaded documents.

Available roles also depend on the workspace role. For example, if a workspace admin has not been assigned to the project and you try to assign them to newly uploaded document, only Reviewer and Labeler and Reviewer will be available, since a team admin cannot be assigned as a labeler only.

Preview files

You can preview the files you uploaded before completing the process. This lets you check whether the correct files were added.

Delete documents

You can delete documents from an ongoing project in two ways.

Delete from the Projects page

To delete documents from the Projects page:

1. Go to the Projects page.

2. Open Manage documents for the project.

3. Delete documents in one of these ways:

   • Click the Delete button for a specific file to remove that file only.

   • Use the checkboxes to select multiple files, then delete them in bulk.

Delete from inside a project

To delete documents from inside a project:

1. Open the project in Reviewer mode.

2. Open the List of files extension.

3. Delete documents in one of these ways:

   • Right-click a specific file and select Delete.

   

   • Use the checkboxes to select multiple files, then delete them in bulk.

   

Additional information

• Project status:

  • Adding or deleting documents does not change the project status.

  • If you assign new documents to users who already completed their work, their labeling status changes back to In progress.

• Webhook events — Instead of implementing a new webhook event for adding documents, we are reusing the project created event. We are also planning to implement a separate event before rolling this out for general release.