GoldFynch's navigation context utility gives you the ability to preserve a context for future reference by letting you create a review set from the navigation context itself. This function is also useful when you have a navigation context that has more than 1000 documents


Step 1. Open a document from a directory/search result in the Document viewer

Step 2. Click on the review set button at the top of the navigation context panel

Click on the review set icon at the top of the navigation context panel

Alternatively, click on the 'Create Review Set' button that is at bottom of the warning message for navigation contexts that have more than 1000 files. 

Click on the Create Review set button in the message to create a batch review for the nav context 


Step 3. (Optional) Check the 'Exclude items that are already in other review sets' checkbox if you would like to exclude files that have already been included in other review sets

Step 4. (Optional) Check the Include DUPE items checkbox if you would like to include items that have been tagged with the DUPE tag. By default, these items have been excluded from the review set

Step 5. (Optional) Check the 'Yes, expand families' checkbox if you would like to include file families. By default, this is checked

Create a review set from a navigation context


Step 6a. (Optional) Check the 'Yes, copy reviewed status from other review sets' checkbox if you would like to copy the review status of files that are being included in the new review set from other existing review sets. 

Step 6b. Select the review sets whose reviewed status you want to copy

Note: This step will need to be executed only if the checkbox in Step 6a. is checked


Step 7. (Optional) Select a sort order for the review set from the drop-down. By default, this is set as 'Alphabetically by folder and file name'

Step 8. (Optional) Choose the maximum size for the review set

Step 9. Enter a name for the review set

Step 10. Click on the create button


Once the review set is created the source navigation context will be removed from the navigation context panel


Note: All container files(ZIPs, PSTs, etc.) will be excluded from the review set.