During the production process in GoldFynch you are asked to select tags, and files with those tags are added to the production. It is possible to also omit files from the production based on tags, even if they have one or more of the 'included' tags assigned to them.


NOTE: If there are only a handful of files you wish to omit, it may be faster to individually pick which ones to exclude in Step 4. Per-item options.


To omit files in bulk using the 'Invert' function:


Step 1. Log into your GoldFynch account and the case you wish to create the production from

Step 2. Tag all files that you wish to omit with the same tag, and make sure none of the files you want included have this tag. There are many ways to tag files (learn more about them here) but usually, the fastest way to do so is by performing a search and tagging all the results (find out more about tagging files in bulk searches here


For example, if you want to exclude all emails with 'confidential' in the subject line, carry out a search for the "subject" parameter contains "confidential" and create a tag for all the search results (e.g. "exclude")


perform a search and tag all the results that are to be excluded


NOTE: While applying the tag, be sure to select "apply to item only" to ensure you aren't excluding any parent emails or other processed files in the same file families


Step 3. Navigate to the 'Production' view by clicking on the icon in the left panel
Step 4. Click on the 'Start Production Wizard' button and give a name to the new production

Step 5. Select the tags you want to include in the production, but also select the new tag that you created ("exclude") and check the 'Invert' checkbox against it


Select the 'Invert' box for the tag exclude tag


Step 6. Continue with the steps of production as usual. The files tagged (with "exclude") will be omitted from the production, regardless of whether they have been included by other tags, so you won't have to individually remove files in the "Step 4. Per-item options" step of production (using the 'Cull' option.)


You can find out more about the standard production procedure here.