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 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


Production view and click on the start production wizard button


Step 1. Choose a name for your production

1. Enter a name for the production

2. Click on the 'OK' button


selected production options box


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

Step 2. Select tags whose files you wish to include in your production

1. Click on the tags whose documents you want to include in your production. GoldFynch lists each available tag and the number of documents associated with it.

2. Click on the 'OK' button

Choose production tags


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 that are about to be included, use the 'invert' tags feature to quickly exclude those files in bulk


To 'invert' a tag:

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

Choose tags for productions to be included. Invert tags whose files you want excluded

In the above image, documents tagged with ‘GOLDFYNCH 101’ and ‘GOLDFYNCH’ will be produced, while documents having the tag ‘CONFIDENTIAL’ will be omitted because of the ‘Invert’ function used on it


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 output format of the production

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


1. Choose a format

2. Click on the 'OK' button


NOTE: Redactions and stamps (Bates, tag, and custom stamps) won’t show up in ‘native’ productions

Choose an output format for your production. If you are generating a loadfile, choose a control parameter profile

The formats without load files are:

  • Native files: Produces files with the same content and formatting they had when uploaded. (I.e. identical to the uploaded files) So, Word documents will be unchanged Word Documents, emails will be emails, etc.
  • Page-based PDFs: Each page in a file will be produced as an individual PDF document
  • Document-based PDFs: Each document (email, Word document, Excel spreadsheet, etc.) will be produced as a PDF document
  • Single, bulk PDF: All documents will be produced into a single PDF file

The formats that generate load files are:

  • Native files: Documents will be added as they were when they were uploaded
  • Page-based TIFFs: The TIFF files generated are single-page, black & white images
  • Page-based TIFFs with natives: Documents will be produced in both TIFF and native formats
  • Document-based PDFs: Each document will be produced as a PDF document


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


Step 4. Choose file types to be produced natively

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:

  • Type a file type in the dropdown box and click on it to add it to the list of file types to produce in their native format
  • Click on the x mark next to a file type to remove it from the list
Choose file types to be produced in the native format


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

 

Step 5. Select a sort order for files to be numbered in your production

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.

Choose a sort order for you production's files 


Step 6. Select 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 location and text of stamps, resolve conflicts and page margins


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 which 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. Finalize and Bates Numbering Options

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

Add Bates numbering


Step 8. 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

review the files in your production


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

click on the produce button


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

confirmation that the production process has started


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.

Production queue


Downloading completed productions

Once the production has finished processing and becomes available, click on the 'download' icon against the production’s name to download the final production as a zip file.


Download your production


You can also 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.


Sort your productions by clicking on a header title


 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 'X' mark 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

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