GoldFynch is built around 'cases'. If you would like to upload, interact, review, and produce files a GoldFynch case must be created either by you or by someone else who then gives you access to the case. Read on to learn how to create a new case. 


Note: 

Creating a case

Step 1. Log in to your Goldfynch account


Step 2. Click on the + Create a New Case button on the screen that is displayed if you do not have any cases linked to your GoldFynch account. 

Click on the Create New Case to create a case

If you have cases linked to your GoldFynch account then click on the Create New Case button at the top-right corner of the page 

Click on the Create New Case button in the top-right corner to create a new case


Step 3. Enter a name for the case in the text box

Step 4. Select a plan by dragging the slider to the left or right


Note: This step isn't required for the free plan. To select the free plan, drag the slider to the far left


Step 5. Select a time zone for the case.  By default, the local time zone is selected from your browser.


IMPORTANT: A case's time zone cannot be changed after a case is created. However, the case name and plan can be changed by the case owner or admin user. 


Step 6. Setup a payment method if you have selected a premium plan. Click here to see how to do so.


Note: The payment method does not need to be set up if you have opted for a free case.

 

Step 7. Click on the 'Create Case' button


Learn more about how to maintain your cases here:

Learn about how to change case plans here

Learn how to rename your cases

Learn how to share cases 

Learn how to delete cases