Most documents in GoldFynch have a "primary date" that it uses for organizational purposes across a number of systems including for searches and sorting of lists of documents.
Depending on the type of file there is a default date that will be set as its primary date when it is processed after being uploaded to GoldFynch:
- For email files (i.e. files in the .eml and .msg formats) this is set to the 'sent' date
- For other documents, this is set to the first date encountered in the text of the document. If there are no dates found, no primary date will be assigned by default
After processing, you can change the primary date of a file at any time.
To view the primary date of a file:
In the 'Files' view
Step 1. Open the 'Files' view
The primary dates are visible in the 'Date' column.
In the 'Docs' view
Step 1. Open the file in the 'Docs' view
Step 2. Move your mouse over the right-hand bar and scroll down to the section marked 'Dates.' If the tab is closed, you can open it by clicking on the arrow next to the word 'Dates.' The date with a tick mark against it is the primary date.
For example, in the above image, March 16th, 2015 4:05 pm CDT is the primary date of the file.
If the relevant metadata is available for a document, GoldFynch will automatically extract it and, along with the date, it will mention which field and the time zone it is taken from.
To change the primary date, either:
- Click on another date in the 'Dates' tab to set that as the primary date
- Enter a custom date with the given format and hit the 'enter' button on your keyboard
Places where the primary dates are used:
- Dates in case reports and load files generated by GoldFynch are the primary dates of files
- In the 'Files' view, dates displayed in the 'Date' column are the primary dates of files
- While performing searches in GoldFynch, it is documents' primary dates that it runs checks against
- After performing a search, you can both filter and sort files by their primary dates
- During the production process you can order files by their primary date. If you are going to carry out Bates or tag stamping this is important as files are stamped based on the order they are arranged in the production