Production is the final step of eDiscovery, involving formatting your documents uniformly to present to opposing counsel. GoldFynch's 'Production Wizard' feature is designed to help you through this process, and it handles the most accepted production formats.

Here's how to produce your files in GoldFynch:


1. Go to the ‘Production’ view by clicking the 'Productions' icon in the left panel

2. Click on the 'Start Production Wizard' button under the 'Production Wizard' tab


Step 1. Choose a name for the Production

1. Enter a name for the production

2. Click on the 'OK' button

Enter a name and click on OK


NOTE: As you proceed through the steps of setting up your production, you can track, and quickly return to, earlier steps through the “Selected Production Options” box that is available on the right-hand side of every screen of the Production Wizard. Just click on the edit icon (the pencil) next to any step to jump to its page


Click on the edit icon in the Selected Production Options box to edit any step of the production wizard

Step 2. Select documents for the production

1. Select the tags or saved searches whose documents you want to include in your production. GoldFynch lists each available tag and saved search.

2. Click on the 'OK' button


Select the tags or saved searches to be included in the production

Excluding files from your production

If there are files that you don't want to be included in your production, but which are assigned tags or saved searches that are about to be included, use the 'invert' feature to quickly exclude those files in bulk


To 'invert' a tag or saved search:

1. Tag all the files you wish to leave out of the case

2. Select this tag along with the other tags you want to include in the case

3. Check the checkbox labeled 'Invert' that appears against this tag

 

Click on the invert checkbox to exclude tags or saved searches

The Document Selection section of the Selected Production Options box will list out the tags and saved searches that are to be included in the production, as well as those that have been excluded. In the image below, documents tagged with WILHELM, DOCUMENTATION, PRIMARY IN CASE and that are retrieved by the Accident Policy saved search will be produced, while documents having the tag TEST TAG and SPECIAL TAG will be omitted.

Selected documents in the production options box


All files with an inverted tag will be omitted, regardless of whether one of their other tags is included in the production. Read more about omitting files in bulk using the 'invert' function here.


Step 3. Choose the production output

GoldFynch offers you a number of different output formats for your productions, both with and without load files.


1. Choose the type of production 

  • Loadfile/Database Format
  • PDFs Only
  • Natives Only

2. Choose to include natives as part of your production if required. You can include natives only if you have selected the load file/database format

3. Choose the type of image representation (TIFF G4 / PDFs) you would like

4. Click on the 'OK' button


NOTE: If you choose a production format that includes load files, select a load file parameter profile from the drop-down menu

The formats with load files can be broadly classified into:

  • Load file/database formats with minimal or only user-specified natives
    • TIFF G4
    • PDF Documents 
  • Load file formats that include natives of all files
    • No Images
    • TIFF G4
    • PDF documents

The available PDF only production formats are:

  • One PDF per page
  • One PDF per document
  • One PDF per family
  • Single, bulk PDF


NOTE: 

  • For load file/database formats with minimal or only user-specified natives, the only natives added will be those specifically selected in the next step of production (step 4 - native files options)
  • Redactions and stamps (Bates, tag, and custom stamps) won’t show up in ‘native’ productions
  • Produced 'native' files will contain all metadata they carried when they were uploaded
  • To include metadata in files produced with GoldFynch using non-native formats like PDF or TIFF images, you will need to select one of the  'load file/database' formats - then all of the email metadata will be provided in the production in a standard Concordance / Relativity style .dat load file

Additional reading about production output formats


Step 4. Choose file types to be produced as native files

If you want to create a non-native production, but wish that specific file types are produced in their native state, it is possible to do so:

  • Click on the 'Specify additional file types or tags to be produced as native files' checkbox
  • (Optional) Enter a value to filter by and select a filter option
  • Scroll through the list of file types and tags
  • Check on the checkbox against a file type/tag to produced it as a native file

    Enter filter, scroll through list and select file or tag to be a native and click on OK


Click on the 'OK' button once you’re done selecting file types to produce in their native formats.


Step 5. Select a sort order 

You can sort files included in the production to reorder them. Any sub-files they contain (like email attachments and zipped files) will also automatically be sorted with them.


1. Click on the drop-down list select a sorting option

2. Click on the 'OK' button


The page will immediately update the order of the files, and gives you a preview of how the files will be arranged when you generate your production. Learn more about sorting files here.


Select a sort order for your production

Step 6. Select a tag placement for your production

GoldFynch lets you:
  • Stamp non-native documents with Bates Numbers, stamps from tags, and custom stamps
  • Choose the position of where these appear on the documents and the priority in which stamps will be applied if a document has multiple stamps assigned to the same position
  • Add additional margin space around your documents to prevent the new stamps from overlapping existing content if there is any


Once you are done editing and placing stamps, click on the 'OK' button.


Select a tag placement option and resolve conflict

NOTE: 

  • If you want to disable Bates Stamp, custom stamp, or tag placement, you can do so by selecting the “no-placement” option
  • You may see tags other than the ones you selected in Step 2 appear on this screen. This is because some of the files you chose also had these other tags assigned to them. If you don’t want these tags to appear as stamps, assign them the ‘no-placement’ option as described below. If you don’t want files with these tags in your productions at all, make sure you select them as 'inverted tags' in Step 2.
  • A warning will be displayed if there are native documents that have tags assigned to them. Don't worry about this unless you specifically want those documents to be stamped with the flagged tags


Find out more about:

 

Step 7. Choose how redactions will behave in your production

You can select a redaction mode for your production and the color for the redaction boxes. GoldFynch lets you choose between two redaction modes: 

  • Final mode: Regular redaction boxes will be placed on your non-native files. All the information covered by the boxes will be completely removed from the file making in unreadable and unsearchable.
  • Preview mode: Translucent 'preview' redaction boxes will be placed on the areas marked for redaction. Information covered will be viewable and searchable for in the produced files. 

1. Choose the redaction box color

2. Choose the redaction move

3. Click on the 'OK' button

Choose redaction mode and redaction box colorClick here to learn more about redaction modes and redaction boxes


Step 8. Choose Bates numbering option for your production

1. (optional) Enter the starting number of your Bates Number, along with a prefix if you want it added before the number

2. Click on the 'OK' button


Choose a bates numbering option for your production

Step 9. File naming options

In Step 3 of the production wizard, if you have selected either Native or Document-based PDFs without load files, you will be able to select the file naming convention for your production. The file naming options are:

  • Bates numbers (e.g. "ABC_001.pdf")
  • Original file names (conflicts will be resolved by appending a count after the file like "file(1).pdf")
  • Original file names prefixed with their bates numbers ("ABC_001-file(1).pdf")

1. Select the file naming option 

2. Click on the Ok button

Selecting the right file naming option will allow you to download files and productions with their original file names. Click here to see how.


Step 10. Final Review and submitting your production

GoldFynch gives you a summary of your production for you to review. It lists all the file types and tags in the production, the ones you have selected to be produced in the native format, and the ones that can only be produced in their native format (along with the reasons why.)


Click on the magnifying glass next to any of the items on the lists to load all relevant items as a list in the ‘Search’ view. The files for which warning messages have been displayed can also be viewed by clicking on the magnifying glass against the warning message. 


Review the production and click on Produce

Click on the 'Produce' button when you are done setting up your production:

Click on the Produce button to submit your production


You will receive a notification that the production request has successfully been placed:

confirmation that the production process has started



 

Warnings

Along with the production summary that GoldFynch displays, it also presents warnings for potential points of note in the production.


Archives - if there are any archives like ZIP files or zip production files detected in the selected file set in their native form, you will be notified. You can quickly exclude such files by clicking on the 'Exclude Archives' button that appears.


Privileged tags - it is common for privileged files to be omitted from productions. Because of this, GoldFynch will inform you if it detects any files with tags that have a 'privileged' status. 


Note:

GoldFynch lets you produce your documents even if there are errors or warnings displayed in the summary screen. Additionally, a warning is also displayed if the preview mode for redactions was selected

Produce despite errors and warnings


Tracking Production Status

GoldFynch queues the production and gets to work on it. To track the process, or to view any completed productions, click on the 'Requested Productions tab' of the ‘Productions’ view.


Click on the ‘Completed’ header text to sort by completion date. The completed status for your production will change from “in-progress” to the completion date once the production is completed.

Track production status


A warning icon will be present next to the production name if the production was submitted despite having errors or warnings. If you mouse over the warning icon you will be able to view all the warning or error messages associated with the production


Requested Production with errors

Downloading completed productions

Once the production has finished processing and becomes available you can perform the following steps to download the final production as a zip file - 

1. Click on the '...' button against the production’s name  

2. Click on the 'Download Production' option 

You can also download just the production load file. Learn how to do so here


Additionally, you can sort these productions by their names, dates submitted, Bates number ranges, and sizes. To sort productions by a category, click on the text of a header category that you want to sort by.


 Note: The category that the table is currently being sorted by will have an arrow next to it. This also indicates the direction of the sorting: whether it’s alphabetically (A-Z,) or by date (latest-oldest.) Click on the header title a second time to toggle it into the opposite order


Other production features

Production Wizards in progress: saving and loading while producing

While entering details for a production, you can save the current state by clicking on the Save and Close button at the bottom of the screen. This will allow you to pick up where you left off at any point in the future.

save the current production wizard session by clicking on save and close


The 'Production Wizard' tab of the ‘Productions’ view lists these productions that require additional inputs from you. The current step of production is also listed.

  • To continue working on a production click on the play icon against it.
  • To delete an in-progress production click on the trashcan icon against it.

Load or delete a saved production wizard

Custom Productions

If you need help to set up a custom production, make use of GoldFynch’s Custom Production Help add-on service by clicking on the 'Request Help' button


Downloading Production Load Files

GoldFynch gives you the ability to download just the production load file without having to download the entire production. Click here to learn about downloading production load files.


Production Parameter Summaries

GoldFynch records the parameters that were used to create each production. You can view the summary at any time. Click here to learn more about production parameter summaries.


Production Logs

With every production, GoldFynch generates a log of information about its files to help cross-reference them. The logs also contain information on which files are in their native state, whether they have any redactions, etc. Click here for information about production logs.

Sharing Productions

GoldFynch allows you to share productions directly through its interface, making it extremely simple to hand them over to opposing counsel. Only the final ZIP file of the production is made available to the receiving parties. Click here to learn how to share your productions.