Case and & File Management

All articles related to managing your GoldFynch cases and case files

How to share cases in GoldFynch and change User Roles
GoldFynch allows you to create a case under one GoldFynch account and share it with other users who are using different GoldFynch accounts for free, with n...
Mon, Nov 30, 2020 at 5:24 AM
Moving Files and Folders in Your GoldFynch case
GoldFynch has a feature where you can rearrange files and folders in your case. After you have uploaded files, you might want to organize your files in fold...
Wed, Jul 18, 2018 at 6:39 AM
Use a Password List for Password Protected Files in GoldFynch
Large cases often have many password-protected files. And manually entering those passwords for each use is a waste of your time. Instead, GoldFynch's ...
Tue, Sep 15, 2020 at 5:39 AM
How to change your GoldFynch case plan (case size/recurring bill)
Changing plans is quick and easy. There are two ways you can change your case plan. One way is from the Settings view of your case and the other is directly...
Thu, May 14, 2020 at 4:03 AM
Adding & removing credit cards, making payments, and checking billing details in GoldFynch
Here are the steps to follow to add or remove your credit card details on GoldFynch. The Payment Methods screen - adding, removing, and setting default ...
Tue, Nov 10, 2020 at 1:53 AM
How to Delete a Case in GoldFynch
If you are done with a case in GoldFynch and no longer wish to search, tag, review or produce, you can delete the case. If you wish to use the case in t...
Wed, Jun 26, 2019 at 9:08 AM
Generating reports using GoldFynch's 'Report' feature
GoldFynch allows you to export the details of the files in your cases. When creating the report, the set of files included can be one of the following: Al...
Fri, Oct 9, 2020 at 10:52 AM
Deleting container files (ZIPs,PST and MBOX files)
If you upload a ZIP or PST file, it is possible to delete the originally-uploaded file once the contents are extracted in order to save space. To do so, fol...
Fri, Jul 17, 2020 at 4:29 AM
Setting and viewing custodians and sources in GoldFynch
Learn how to set custodians and sources for your files on GoldFynch, as well as attach notes to them for reference. Creating Custodians and Sources ...
Tue, Jul 21, 2020 at 4:21 AM
How to delete files and folders in GoldFynch
You can delete files and folders from your GoldFynch case. Note that users at the ‘Reviewer’ permission level are not able to delete files. Step 1. Click o...
Thu, Mar 5, 2020 at 5:56 AM