GoldFynch Support

Where to Get Started 1

• Creating a GoldFynch account

FAQ - Frequently Asked Questions about GoldFynch 10

• Why am I only able to create one free case?
• How does GoldFynch format my dates?
• How does GoldFynch handle time zones?
• How long does it take to process files?
• What are Primary Dates?

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Support 5

• Getting Help In the GoldFynch Web Application and Contacting Support
• Creating a FreshDesk Account to Access the GoldFynch Knowledge Base
• Getting Help from the GoldFynch Knowledge Base and Contacting Support
• Resetting or Changing your GoldFynch Account's Password
• Processing errors and using the "Issues" view in GoldFynch

eDiscovery Terms and Questions 8

• What is metadata?
• What are PST files?
• Why does email metadata sometimes appear inconsistent?
• What are zero-byte files, and how do I deal with them?
• During the OCR process, what happens with text?

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Tips & Tricks 4

• Performing a Hard Refresh in your Internet Browser
• Taking a Screenshot of the Console Window in Chrome
• Creating a GoldFynch search query from a search list or text file
• Export emails from Gmail and download them as PDF files

Add-on Services 1

• Using Add-on Services

Known Issues 4

• Size limitations on uploading files zipped with OSX
• Rendering of dates in produced documents
• Uploading Folders on Windows - name truncation errors fo long path names
• Importing productions with load files into CaseMap from GoldFynch

How-to Guides 4

• How do I transfer my GoldFynch case's billing to a different GoldFynch account?
• How do I transfer ownership of my GoldFynch organization to a different GoldFynch account?
• Printing a Produced Version of a File in GoldFynch
• Using the dedupe system in combination with GoldFynch’s other features

Case and & File Management 23

• How to share cases in GoldFynch and change User Roles
• Moving Files and Folders in Your GoldFynch case
• Use a Password List for Password Protected Files in GoldFynch
• How to change your GoldFynch case plan (case size/recurring bill)
• Adding & removing credit cards, making payments, and checking billing details in GoldFynch

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Uploading Files & Importing Data From Other Sources 14

• Best Practices for Uploading Files to GoldFynch
• Uploading Zip (compressed files) to GoldFynch
• Uploading Emails from Outlook
• Exporting Email from a Yahoo account into GoldFynch (Importing email via IMAP directly into GoldFynch)
• Exporting email from Gmail

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Viewing Documents 11

• Viewing All Emails in a Folder
• Information from Emails Through Email Context
• Cycling/stepping through search results in the 'Docs' view while maintaining search context
• Viewing compressed files and files with attachments (ZIP, MBOX, PST, EML, MSG, etc.)
• Navigation Contexts in GoldFynch's Document Viewer

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Tagging Files 10

• Tagging all documents in a folder or search (bulk tagging)
• Convert tags To quick tags
• Tag Behavior: tagging a family of files vs tagging the single file
• Tracking tags across your email attachments and zip files (tag propagation)
• Retroactively tagging the families of already-tagged files

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Performing Searches 17

• Using the Advanced Search System
• Using Complex Operators in your Advanced Search
• Searching by file type using advanced search
• Using the Quick Search bar to search by Email Properties
• Search with tags and inverting tag searches

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Redacting Information in Documents 2

• Redaction in GoldFynch
• Production Settings: Redaction Box Fill Options and Redaction Modes

Production Basics 7

• Sharing Productions in GoldFynch
• Sorting Production Files in Chronological / Alphabetical Order in GoldFynch
• Produce Documents with GoldFynch
• What are Native Files and how do they affect my productions?
• Types of Productions

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Advanced Production Tools 8

• Production logs (cross referencing produced files with the original file)
• Ordering Files inside Productions in GoldFynch for Bates numbering
• Placement of Bates Stamp in Your Produced Files
• Using and Placing Tag and Custom Stamps in Your Productions
• Removing files in bulk from productions in GoldFynch using the Invert tag function

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Specialized Productions, Exporting Data, and Printing 10

• Printing documents in bulk from your GoldFynch case using the Production feature
• Downloading multiple files in one go
• Creating a Native Production of an Entire GoldFynch Case
• Producing documents without Bates numbering in the document or file name
• Download Individual Files in their Produced Format

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