Navigation Contexts in GoldFynch's Document Viewer
Modified on: Fri, May 26, 2023 at 4:34 AM
When you view a document in a listing of documents (e.g., a search listing, tag listing, etc.,) GoldFynch can ‘remember’ where you were in relation to the other files in that listing so that you can return to your position in file review even if you navigate away from the document.
What Navigation Contexts display
Navigation contexts display files from file listings that are on the same level as the file you opened.
e.g. other files in a folder in the "files" view, other search results from the "search" view, etc.
What Navigation Contexts do not display
Parent or child files of the file you've opened are not necessarily displayed unless they are also part of the same listing.
For example, if an email is part of your search results but its attachments are not, the attachments will not be displayed in the navigation context. (Such connections can be seen in the Attachment Context panel instead, or displayed in a list similar to the Navigation Context by converting the Navigation Context into a Review Set and checking the "Yes, expand families" option when doing so)
Note: The functionality of the "Previous Document/Next Document" buttons in the last section of this article has been incorporated into the navigation context feature's <- and -> arrows.
Navigation Contexts in Under 3 Minutes
Triggers for Navigation Contexts
The navigation context appears whenever you open a file in the Document Viewer. This can be caused when:
You open a document in the Document Viewer from the Files. This applies even if there are no other files in the file's folder.
You perform a search and click on one of the search results
You view a file that is part of a file family
So this is also possible when browsing through files or opening files in the Document Viewer (i.e. even when you are not searching.)
Using Navigation Contexts
It can be toggled open and closed by clicking on the button in the top-right corner, and the panel opens on the left of your screen.
Each set of navigation contexts has a toolbar at its top:
The details of the context the document is opened from is displayed here
Click on the name of the navigation context (by default named “Untitled” as in the image below)
You can minimize and expand it by clicking on the upwards and downwards arrows
You can cycle through files in your navigation context by clicking the forward and back arrows
It displays the name of the navigation context, the percentage of it that has been viewed, etc.
You can remove a navigation context by clicking on the trashcan icon (this doesn’t delete files, only the navigational context list)
The Make Active button allows you to switch between different contexts. Each opened document may come with its own context - like an email and its attachment. But please do take note when opening a new context - that the system allows only one untitled navigation context. If you would like to preserve the older context you will have to give it a name.
If the document exists in the active context, it is highlighted as well. If a document is not in the active context, you can click on the Make Active button (as shown in the image above) to set it to the active context.
It is possible to have a situation where a file comes up as a search result and is opened in the Document Viewer, but is also shown to have its own file family, and thus a different but valid context. In this scenario (and in general in similar scenarios) you can click on the Make Active buttons to move into and back from the other navigation context, with the search results still being in place.
Note: The system allows only one untitled navigation context, if you would like to preserve the older one you will have to give it a name
For the navigation context itself:
The files can be viewed with or without indexes (i.e reference numbering of the file's position in the navigation context). The available indexes are -
Absolute index - This is based on the absolute value of the number of files in the navigation context
Relative index - This is based on the value relative to the file that is currently being viewed
The arrow pointing towards the active file (e.g. the one against the entry beginning with “000003” in the image above)
Items that have not been seen yet will be in bold (the 4th and 5th entries above)
Note: To change the index option just click on the 'gear' icon in the top-right corner of the navigation panel
If you have more than one navigation context, you may switch between the two, and your progress within each navigation context will be saved
This can be combined with filter and search results
The system allows you to have a maximum of 2 named and one untitled navigation context open at one time. In case you wish to open another you will have to delete one of the open contexts or create a review set
You can only have one untitled navigation context open at any particular time. In case you wish to refer to this navigation context again you can create a review set
A navigation context can have a maximum of 1000 files. If the navigation context has more than 1000 files a warning message will be displayed at the top of the navigation context panel along with a 'Create Review Set' button.
The untitled navigation context will be overridden whenever a new context needs to be opened
You will need to name a navigation context in order to preserve it
You can use the Previous Document and Next Document buttons found at the top of the Doc View to cycle through your files as an alternative to the backward and forward arrows on the Navigation Context panel.