GoldFynch offers many advanced search parameters to help locate specific files in your case, but what about simply viewing all of the email files in the case in chronological order? Here's a guide on how to conduct this search in GoldFynch, and what you can do with the results afterwards.


Conducting the Search


First, navigate to the Advanced Search page in your GoldFynch case. Once on the Advanced Search page, click "Create New Search" button to create a new search query. Next, select "Type" from the parameters drop-down menu, then select "email" from the last drop-down menu so your search query looks like the one displayed below. Once your search query is set up, simply click the "Run" button (labeled "5" in the image below).


Advanced search page illustrating how to create a search for "Type = email".


Disclaimer: If your emails were imported into your GoldFynch case as PDF renderings without any email type specified, they likely will not appear under this search result for "Type = email".


Sorting the Results


Once you've conducted your Advanced Search, you will see a list of files resulting from your search query. By default, these files are sorted by relevance, but you can adjust the sort order using the drop-down menu in the top-right corner of the search result page. These results can be sorted by primary file date (highlighted in blue), or you can choose to use the "Sent", "Received", or "Ingestion" date of the files. In the event that some of the email files do not have the proper primary date, we recommend selecting the "Sent" or "Received" date, "Older First" to sort these email files chronologically.


Search results page with the "sort order" drop-down menu highlighted.


For additional information on working with these search results, please visit the solution article here: https://goldfynch.freshdesk.com/support/solutions/articles/2100045063-filtering-sorting-and-working-with-search-results


Reviewing the Results (as a Review Set)


Once you've conducted your Advanced Search, you may want to review all of these emails in chronological order and have your progress tracked as you review. If this is the case, we recommend creating a Review Set. Here's how to create a Review Set for these emails in chronological order.


Step 1: Select all of your search results for tagging. This can be done using the check-box at the top of the page (next to the number of "matching files"), and then clicking the "+Tag" button that appears on the right side.


Selecting all of the search results, then clicking the "+Tag" button.


Step 2: Apply a unique tag to these files. We recommend creating a new tag for these files by entering the name of the tag, and then clicking on the tag below with the text "New" next to it. Select to apply the tag to the emails only, or their entire family of files, then click "Apply".


Image showing where to enter your new tag name, and how to select that tag for application.


Step 3: Create your review set using this newly-created tag. This can be done by first navigating to the "Review Sets" page, and then clicking the "+ Create new review set" button found in the top right corner of the page.



Image of review set page, and how to create a new review set.


Once on the "Create new review set" page, select your newly-created tag, choose to have families expanded (if desired), and the choose to sort your review set by "Date - Oldest first". Next, select your maximum review set size (if you have more files than the selected maximum, multiple review sets will be automatically created), name your review set, and then click "Create".


"Create new review set" prompt, showing what settings should be selected.


Your review set has now been created, and you can begin reviewing your emails in chronological order.


Please note: your review progress will only be tracked if you are reviewing the emails from within the review set itself. Any "review" done outside of the review set will not count towards the tracked progress.