Review Macros

GoldFynch lets you set up "macros" - shortcuts to help you and your collaborators quickly assign and unassign tags to documents as you view them in the Document Viewer. Using a macro is very simple, first, hit the trigger command .. (which is two periods hit in quick succession). You will then see a list of existing macros. Just press one of the keys assigned as a shortcut and its action will be carried out.

Note: Review macros can only be created users who have Admin/Owner privileges. A review macro can be used by anyone the case has been shared with.

Creating a macro

Creating a macro for tags without notes

Step 1. Navigate to the Settings view by clicking the button in the left pane.

Go to Review Macros tab

Step 2. Click on the Review Macros tab.

Step 3. Click on the Create New Macro button.

Step 4. Click on the edit icon(pencil).

Click to enter macro key

Step 5. Enter a letter from A-Z. This will be the key that will be used to execute the macro from the document viewer.

Enter macro key

Step 6. Select either Add Tag or Remove Tag from the action dropdown list.

Select an action

Step 7. Choose a tag.

Select a tag

Step 8. (Optional) Click the +Add Action button to add another step. Repeat steps 5 and 6 for each action you add to the macro.

Add another action

Step 9. (Optional) Check the Move to next document after running the action list checkbox to automatically move to the next document when the macro is executed.

Step 10. Enter a description for the macro in the textbox that is provided. This description will help reviewers understand what the macro is intended for.

Step 11. Click on the Save button.

Creating a macro for tags with notes

If you would like to create a macro that adds a tag that collects notes, you will need to choose the behavior that the macro should follow when it is executed.

The options available are:

In the example given below, we will be creating a macro that will prompt the user to enter a note with a pre-written message.

Step 1. Navigate to the Review Macros tab of the Settings view.

Step 2. Click on Create a new macro.

Step 3. Click on the edit icon(pencil) and enter a letter from A-Z.

Step 4. Select either Add Tag from the action dropdown list.

Step 5. Choose a tag that collects notes.

Step 6. Select the option Prompt for note with pre-filled text.

Add Tag Note

Step 7. Enter a note in the text box.

Step 8. (Optional) Check the Move to next document after running the action list checkbox.

Step 9. Enter a description for the macro.

Step 10. Click on the Save button.

Note:

Maintaining Macros

Once a macro has been created you can edit, delete, or even disable it.

Editing a macro

Step 1. Navigate to the Review Macros tab of the Settings view.

Step 2. Click on the edit icon(pencil).

Edit Macro

Step 3. Remove an action from the macro by clicking on the trashcan icon.

Edit Action

Step 4. Click on the Save button.

Note: While editing a macro you can do any of the following actions:

Deleting a macro

Step 1. Navigate to the Review Macros tab of the Settings view.

Step 2. Click on the trashcan icon.

Delete Macro

Step 3. Click on the Delete button in the Delete macro confirmation overlay.

Confirm Delete

Enabling/Disabling a macro

Step 1. Navigate to the Review Macros tab of the Settings view.

Step 2. To disable a macro uncheck the checkbox under the Enabling field.

Disable Macro

Note: A disabled macro can be enabled at a later date if required by checking the checkbox under the Enabling field.

Using Macros

Macros can be used when viewing a document in the Document Viewer to either assign or remove tags.

Step 1. Navigate to the document you wish to review in the document viewer.

Step 2. Hit the 'trigger command' .. (two periods pressed in quick succession).

Step 3. Hit the key that a macro is set to, this will immediately perform the tagging actions. In the image below, "C", "D" and "Z" trigger three different macros. Furthermore:

Note collecting macro

Execute Macro