Production is the final step of e-discovery, involving formatting your documents uniformly to present to opposing counsel. GoldFynch's 'Production' 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 button in the left pane

2. Click on the 'Start Production Wizard' button

Click on the Start Production Wizard button in the Productions view


Step 1. Choose a name for this production

1. Enter a name for the production

2. Click on the OK button

Enter a name for your production into the box and click on the OK button


Step 2. Select tags for production: <production name>

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.

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, you have two options:

  • Manually select each individual file to be omitted (done later, in Step 4)
  • Use the 'invert' tags feature to quickly exclude 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

Check the 'Invert' box against the tag of the files to be omitted


All files with this tag will be omitted, regardless of whether one of their other tags is included in the production


Step 3. Production Output for: <production name>

Select an output format for the production:

Choose an output format for the production

  • Choose native output to produce files in the same format as they were uploaded: Word documents will be Word documents, emails will be emails, etc.
  • Instead, to produce files as PDFs regardless of their original format, choose from one of 3 styles:
    • Separate PDF per page: Each page in a file will be produced as an individual PDF document
    • One PDF per document: Each document (email, Word, Excel, etc.) will be produced as a PDF document
    • Single combined PDF: All documents will be produced as a single PDF file.

Note:

  • Redactions won’t show up in native productions
  • Bates Stamps and Tag Stamps cannot be attached to native productions


Step 4. Per-item options for production: <production name>

1. Review files from the list of all files to be added to the production that GoldFynch generates.

  • Click on the 'Cull' button to remove a file from the list

  • Click the native button to produce the file in its native format

  • Clicking the clear button will remove the highlighted ‘native’ or ‘cull’ selection


2. You can sort files included in the production to reorder them, along with any files they contain (like attachments and zip files.) Find out more about ordering the files in your production here.


Review and sort the files to be included in the production


Step 5. Select tag placement for production: <production name>

At this point you can choose to:

  • Stamp your non-native documents with Bates Numbers, Tags, and even custom text
  • 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
  • If your documents have existing content in the margins, you can add additional margin space to prevent the new stamps from overlapping existing content


Find out more about:


Choose the placement of stamps if you wish to add them to your documents


NOTE:

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


Step 6. Finalize and Bates Numbering Options for: <production name>

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 'Produce' button

You may enter a bates number

Downloading productions

1. Wait for the production to be processed

2. Click on the 'Download' button against the production to download the production as a zip file

Once the production is complete, you can download it


The production page lists productions under:

  • Recent productions - completed productions, or productions that have been submitted for processing
  • Incomplete productions - productions that require additional inputs from you, which have not been submitted. The current step of production is also listed

Once the production process begins, the GoldFynch team will monitor it for any errors and contact you if necessary.


There are also a few other options available to you on the 'Production' page:

  • Click on the 'Share' button to share the production
  • Click on the 'Production Log' button to view the production log
  • Click on the 'Initiate Request' button for custom production operations in either the TIFF or Native formats that require a specific load file format
  • You can also sort your existing productions as described below


Viewing (and sorting) completed productions

GoldFynch lets you change the order in which productions are displayed based on their names, submitted and completed dates, Bates range and file size.


1. Go to the ‘Production’ view in the left pane

2. Scroll down to the 'Recent productions' section

3. Click on a header category that you want to sort by

  • The table gets sorted according to the header you click on
  • The category that the table is being sorted by currently will have an arrow next to it to indicate which direction the sorting is in (a downward arrow for A-to-Z/oldest-to-youngest/descending file size, or upward arrow for Z-to-A/youngest-to-oldest/ascending file size) and clicking on the arrow will reverse this order
  • If you click and drag the icon next to a column's header to the left or right, you can change the width of that column


Order productions and change the width of columns


Saving and loading incomplete productions

At the bottom of each page during the production process there are three buttons:

  • Clicking on "Save and Close" will save the production at it's current state. This is helpful if you want to make a lot of specific changes using advanced production features
  • Clicking on the "Reset" button will reset (i.e. delete) the currently-viewed production
  • Clicking on the <- Back button will return you to the previous step of production. Note that most changes from a step are discarded if you go back to an earlier step of production 


To load a saved production:


1. Go to the ‘Production’ view in the left pane

2. Scroll down to the 'Recent productions' section

3. Click on the load production icon against the production you wish to load. The step of production that it is on is displayed against the production name

Load an incomplete production