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Edit and merge annotations

2 minute read
Last updated April 11, 2018

Screenshot of multiple selected annotations

Dovetail offers a powerful annotations editing mode to help you move annotations around and re-organize your tags and insights. Using bulk editing, you can merge two tags or insights together, add annotations to insights, or remove a tag or insight from multiple annotations at once.

To enter bulk editing mode, visit a tag or insight and click the checkbox on an annotation card. The blue bulk editing header will appear at the top of the screen. To cancel what you’re doing, click the back arrow in the top left of the screen.

Add a tag or insight

Screenshot of cursor over the add button

To add another tag or insight to multiple annotations:

  1. Click the checkbox on the first annotation you’d like to modify.
  2. Select other annotations, or hold Shift and click to select a range.
  3. Click Plus (+) in the top right of the bulk edit header.
  4. Type to select an existing tag or insight, or create a new one.
  5. The tag or insight you choose will be added to the selected annotations.

Replace the tag or insight

Screenshot of cursor over the replace button

To replace the existing tag or insight with another one on multiple annotations:

  1. Click the checkbox on the first annotation you’d like to modify.
  2. Select other annotations, or hold Shift and click to select a range.
  3. Click Replace in the top right of the bulk edit header.
  4. Type to select an existing tag or insight, or create a new one.
  5. For the selected annotations, the current tag or insight will be replaced with the one you chose, and they will disappear from this screen.

Remove a tag or insight

Screenshot of cursor over the remove button

To remove the existing tag or insight from multiple annotations:

  1. Click the checkbox on the first annotation you’d like to modify.
  2. Select other annotations, or hold Shift and click to select a range.
  3. Click Remove in the top right of the bulk edit header.
  4. The current tag or insight will be removed from the selected annotations, and they will disappear from this screen.

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