---
title: "Create a Sample Document Set"
slug: "create-a-sample-document-set"
tags: ["document set", "sample", "sample options"]
updated: 2025-07-11T18:19:36Z
published: 2025-07-11T18:19:36Z
canonical: "docs.revealdata.com/create-a-sample-document-set"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Sample Document Set

Project Managers may extract samples from any document set. This feature can be used to randomly select documents for second-level quality review, for example.

![117 - 02 - Grid toolbar-11_1 Sample](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/117%20-%2002%20-%20Grid%20toolbar-11_1%20Sample.png?width=794&quality=high)

1. Click **Sample** on the Grid Toolbar.
2. In the first tab, approve the selection to **Act On**.
3. In the **Sample Options**tab, choose whether to select by ***Count***, ***Percent*** or ***Confidence***. ![117 - 01 - Sample Options (R11_1)](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/117%20-%2001%20-%20Sample%20Options%20(R11_1).png?width=721&quality=high)
  1. ***Count*** will ask for the number of random documents to select.
  2. ***Percent*** will ask for the percentage of random documents to select.
  3. ***Confidence*** (shown above) will ask for the **Confidence Level** and **Margin of Error** percentages for randomness to sample a percentage of documents that will give you a proper representation of the list.
    1. The **Confidence Level**is how certain you are that your correct answer lies within the results and the margin of error indicates what percentage of error you are willing to risk. Hovering over this field when empty will prompt a default of ***80****.*
    2. The **Margin of Error** indicates tolerance for an inaccurate analysis. Hovering over this field when empty will prompt a default of ***10****.*

> [!NOTE]
> Both confidence level and margin of error support decimal values — e.g., a margin of error of 5.5%

1. You have the option to **Copy samples into folder** after sampling to add to a folder or assignment. Note that you may list *All* or *Only Available* folders (that is, show only those folders for which you have the necessary access permissions).
2. You have the option to **Create saved search** to add the sample request to a saved search folder.
3. Click **Submit** to run.
4. Results will be displayed in the **Sample**table on the **Jobs Management** screen.
  1. Click **Jobs** to open the Jobs Management screen.
  2. Under **Jobs**, click **Sample**.

## Related

- [Print a Set of Documents](/print-a-set-of-documents.md)
- [Document Folders vs. Work Folders](/difference-between-document-folders-work-folders.md)
- [Print and Download a Document](/print-and-download-a-document.md)
- [Reveal AI Document Sync Matrix](/reveal-ai-document-sync-matrix.md)
- [Document Review Workflow](/document-review-workflow.md)