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Editing Answers

A finished matrix is not frozen. You can type over any answer, re-extract one cell, one column or a whole selection, and add documents and questions to a run that has already finished. This page covers every one of those, and what each costs.

Most of it needs edit access. With view-only access the mutating controls are disabled and say "View-only access" on hover, while reading, asking and exporting stay available.

1

Where the edits happen

Everything on this page starts from the grid: a cell for one answer, a column header for a whole question, a row tick box for a batch of them.

A typed, cited answer in every cell. Click any citation to check the sourceA typed, cited answer in every cell. Click any citation to check the source

Correcting one answer​

The cell inspector is where a single answer is corrected. Click any cell to open it, then Edit in the footer.

The answer is replaced by a text area holding the current value, with the placeholder "Type the correct answer…" when it is empty.

ControlWhereWhat it does
EditInspector footerSwaps the answer for an editable text area
CancelAbove the text areaAbandons the change and restores the extracted answer
Save answerAbove the text areaStores your wording as the cell's answer. Disabled while the box is empty

Saving confirms with "Answer updated". From then on the cell carries a small pencil marker, and hovering it says "Edited by you". Manually edited answers are protected from extraction re-runs; use Edit to change them again.

Moving to another cell with the inspector's previous and next controls closes the editor without saving.

Re-extracting one answer​

Re-run in the inspector footer re-extracts just that cell. Its tooltip says exactly that. The button reports its progress in place, and the new answer replaces the old one when it lands.

While the matrix run itself is still working, Re-run is disabled and explains why: re-running is unavailable while the matrix is running.

The By document and By question views carry the same action on each card, as Re-run this answer, so you do not have to open the inspector to use it.

The other inspector actions​

ControlWhereWhat it does
AskInspector footerOpens the Assistant on Chat with this cell attached as context
Open in Document ReviewInspector footer, far rightTakes this document into Document Review. If a completed review already covers it, that review opens; otherwise you land in the Document Review composer with the file preselected
View sourceOn the Cited source rowOpens the document beside the grid at the cited page, with the passage highlighted

Column actions​

Every column header carries an actions control, labelled "Column actions". Its menu is the whole of what you can do to a question after the fact.

Menu itemWhat it does
Auto-fit columnSizes this column to its content
Auto-fit all columnsDoes the same to every column at once
Expand to reading widthWidens the column for long text. The item then reads Collapse column
Reset all column widthsReturns every column to the default. Only offered once something has been resized
Ask about this columnOpens the Assistant on Chat with this question attached as context
Re-run this columnRe-extracts this question for every document
Edit questionOpens the question modal on this question

Editing a question after the run​

Edit question opens the same modal used when the matrix was set up, including its answer type, currency code and allowed-values fields. See Configuring questions.

Category describes the question's topic and supplies its heading when no custom column label is set. The optional column label is separate. Editing preserves existing labels and compatible type settings.

Saving updates the definition first. Changing extraction instructions marks it Needs refresh and leaves existing answers visible. Use the separately priced column re-run to refresh them. Renaming the category or label alone updates the display without requiring extraction.

Re-running a column​

Re-run this column opens a confirmation naming the column and showing the estimated credit cost, eligible documents and protected answers. The button reads Re-run column.

Existing answers remain visible while it runs. Results refresh when it completes, with updated, protected and failed counts. Manual answers are preserved, including edits made while extraction is running. Failed extraction retains the previous answer.

Acting on one document​

In Matrix, tick a document's checkbox to show the selection toolbar below the results. There is no separate Actions column. Open and Remove require exactly one selected document; the other selection actions are described below.

ControlWhat it does
OpenOpens the selected document's results
RemoveDetaches the selected document and deletes its answers

Remove is disabled during extraction, with view-only access, or when the matrix is down to its last document. A matrix must keep at least one document.

Choosing it opens a confirmation naming the file. It is explicit about the consequence: the extracted answers are deleted permanently, while the document itself stays in your File Library. Remove carries it out and reports how many answers went with it; Cancel backs out. Removing charges nothing.

Adding a question​

Add question in the toolbar adds a column to a matrix that has already run.

  1. The question modal opens empty. Fill in Category, Question and an Answer type, plus any type-specific fields. Column label (optional) provides a separate custom heading. See Configuring questions.
  2. A cost confirmation follows, headed Add question. It states that the new column extracts an answer for every document in the matrix and that existing answers are untouched, and shows the estimated credits.
  3. Add & extract runs it. Cancel backs out.

The new column arrives filled, and the screen confirms with "Question added."

Adding documents​

Add documents grows the matrix by rows.

  1. The existing Files panel opens. An inline selection band lists the new document names and excludes files already attached to the matrix. The Files panel remains interactive; uploads use its normal controls.
  2. Select Review selection to review those exact files and their credit estimate. Returning to selection and changing the files clears the old estimate. Confirmation stays disabled until a valid estimate is available and the balance is sufficient.
  3. Add & extract extracts only the new documents against the matrix's current questions, in the same activity.

New rows show document names and explicit queued, extracting or failed states. Existing answers remain visible. Progress and completion feedback distinguish unfinished work from a completed answer that was not found in the document.

Add documents is disabled once the matrix holds 50 documents, and says so on hover.

Working on many rows at once​

In Matrix, ticking a row's checkbox shows the selection toolbar below the results, outside the table scroller. The header checkbox ticks and unticks the current page. Selection is preserved across pages and cleared when you switch to By document or By question. Those views use card navigation without selection checkboxes.

ControlWhat it doesWhen it appears
AskOpens the Assistant on Chat with the selected cells attached.Always
ReviewHands the selected documents to the Document Review composer. It stages and navigates; it never starts a review, so the cost is confirmed thereOnce the run has finished
Re-runRe-extracts every selected cell, pacing the requests, with one summary when it finishesAlways
Export selectedOpens the export modal scoped to the selected rowsAlways
Clear selectionEmpties the selection and hides the barAlways

The bar counts what is selected, and a bulk re-run reports honestly: how many answers succeeded, how many failed, and which documents the failures were in.

Re-run and Remove are disabled for view-only access. Reading, asking and exporting remain available; actions also respect the current busy state.

Re-running the whole matrix​

From the run list, a completed row offers Re-run and a failed row offers Retry. Both start the matrix again as a fresh run rather than editing this one, so the original stays where it is.

What editing costs

Correcting an answer by hand is free. Removing a document is free. Everything that asks the model again costs credits: a single cell re-run, a column re-run, a bulk re-run, adding a question, and adding documents. Each of those shows its estimate before it commits, and blocks itself if your balance is short. See Credits explained.

Next steps​

Open Review Matrix (opens in a new tab)