Tags are virtual 'sticky notes' that you can attach to documents in GoldFynch to help you easily categorize, review, and find files. They can be easily created, added, and removed, and do not affect the files themselves, or the way GoldFynch handles them.
When you create a case in GoldFynch the tags Privileged, Non-Responsive, Irrelevant, Important, and Confidential are set up by default. Any other tags that you wish to create can easily be created while tagging files or from the 'Tag View' screen
Method 1: Create a Tag while tagging files
You can tag files from the 'Files View', Document Viewer, and Search Results. For the purpose of this article, we will see how to Create a tag while tagging a file from the Document Viewer.
Step 1. Click to open a file in the Document Viewer
Step 2. Click on the '+Tag' button in the Tag bar
Step 3. Enter a name for the tag you want to create
Step 4. Click on the 'New' text near the tag name
Step 5. Click on 'Apply'
Step 6. Select the tag behavior for the file family.
Note: You can apply the tag to the item only, or to the entire file family. You can check the 'Remember' box to save the selected behavior of the tag as its default behavior across GoldFynch. Learn more about tag behavior here.
Step 7. Click on the 'Apply' button
The new tag will be applied to the current file and can then be found listed along with the other tags associated with the file in the Tag bar of the Document viewer. Additionally, the tag will be found in the tag listing of the 'Tag View'.
Method 2: Create a Tag from the Tag View
You can also create a tag prior to tagging your files in the Tag view of the GoldFynch app
Step 1. Navigate to the 'Tag View' by clicking on the Tag icon in the left navigation panel
Step 2. Click on the '+New Tag' button
Step 3. Enter a name for the tag
Step 4. Select how you want the tag to be applied to file families. The available options are -
- Prompt every time
- Apply to just one item
- Tag the whole family
Note: Click here to learn more about file families and tagging then
Step 5. (Optional) Check the 'Yes. collect notes when this tag is applied' checkbox if you would like to collect tag notes. Tag notes are useful to collect the reason for the application of a specific tag. Learn more about tag notes here
Step 6. (Optional) Check the 'Yes, this tag indicates a privilege' checkbox if the tag is a privilege tag. Privilege tags can be used to generate privilege logs and they are handled differently in reports
Step 7. (Optional) Check the 'Yes, this is a hidden tag' checkbox if you want the tag to be a hidden tag. If this checkbox is selected, then this tag will not be visible against any file that it is attached to in the Doc view, files view or search results page. Learn more about hidden tags here
Step 8. Click on the Create button
The new tag will be created and listed in the tag view.
Click here to learn how to tag individual files with existing tags
Learn more about tagging and tag management
Tagging all your documents in a folder or search (bulk tagging)
Retroactively tagging families of already tagged files
Tagging all documents in a search results
Tag a document with multiple tags in one go