The Select Master Files and Folders page opens, which lets you select the work areas, folders, and individual documents you want to scan for the presence of master documents and/or link set documents.

If you opened the wizard by selecting Tools > Scan References and Link Sets, then this page is empty by default. If you opened the wizard by selecting one or more documents then selecting Document > Set > Scan References and Link Sets, or by selecting one or more folders and/or work areas then selecting Folder > Scan References and Link Sets, the selected items are automatically listed on this page and their check boxes are on.

1. Click the Select Folder icon to add work areas or folders to scan.
2. Click the Select Document icon to add individual documents to scan.
3. Turn off the check box next to any item you do not want re-scanned.
4. When finished, click Next.

The Master Folder Settings page opens, which lets you select whether or not to scan the subfolders and sub-work areas of the selected folder or work area. By default, each folder or work area in the list is not set to have their subfolders and sub-work areas scanned (the check box next to the item is off).

On this page you can also restrict the scan to only include documents associated to selected application(s).

1. (Optional) Turn on the check box next to any folder or work area if you want their subfolders/sub-work areas to be scanned.
2. (Optional) To only scan the folders and work areas listed for documents associated to certain applications, select one or more applications from the Application list.
   Note: The application filter only applies to folders and work areas, and does not apply to documents individually listed on this page. Individually listed documents will be scanned regardless of the application filter set here.
3. When finished, click Next.

The Reference File Priority Search Options page opens, which lets you select the folders and work areas to scan for reference documents and/or linked documents. By default, each folder or work area added to the list is automatically set to have their subfolders and sub-work areas scanned.

1. Click the Select Folder icon to add the folders or work areas you want to scan for reference documents and/or linked documents.
2. (Optional) Turn off the check box next to any folder or work area if you do not want their subfolders or sub-work areas to be scanned.
3. (Optional) The search will be performed in the order that the folders and work areas are listed, top item first, bottom item last. To move folders and work areas up or down in the search order, select the folder or work area in the list and click either the up or down arrow buttons.
4. When finished, click Next.

The Reference File Proximity Search Options page opens, which lets you define a proximity search that defines where to start the search: whether to start in the folder or work area found to contain master documents and/or link sets, the folder or work area just above that, or several folders or work areas above. When you perform an Advanced search that goes up fairly high in the folder structure and set the option to scan subfolders and sub-work areas, you are ensuring that all neighboring folders and work areas of the selected folders and work areas are included in the scan.

1. (Optional) To include subfolders and sub-work areas in the proximity search, turn on Search Subfolders for References.
2. Select Master File's Folder, Parent Folder, or Advanced as the starting point for the scan. If you select Advanced, also specify how many folders above the master file’s folder you want to go before the scanning starts.
3. When finished, click Next.

The Reference File Search Options page opens, which lets you set the order in which priority and proximity searches are performed (if both types have been configured). You can also specify a log file to which will record scanning information. If both priority and proximity searches are configured, you can select Priority Only, Proximity Only, Priority then Proximity, or Proximity then Priority. If you have only specified only one type of search to perform, that type displays in the Search Order list, and the option is disabled from changing.

1. If both priority and proximity searches have been set up, select an option from the Search Order list.
2. If you want to save the results of the scan to a log file, then enter the path to and including the name of a new or existing log file in the Log File Name field. If you need more than just the basic logging, then also turn on Enable detailed logging.

   You can set the path to the log file by typing in the field or by clicking Browse and selecting a location and name for the file. You must specify an existing folder in which to store the log file. If you type the name of a log file that does not exist, it will be created when the scan is initiated. If you select an existing log file, the contents of the file will be overwritten with the new scanning results.

3. When finished, click Next.

Progress of the scan displays in the wizard. When the scanning is finished, you are presented with a summary of what occurred in the scan.