Case and & File Management
All articles related to managing your GoldFynch cases and case files
GoldFynch allows you to open a case in one account and share it with other users who are using different GoldFynch accounts. All the files, tags, redaction...
Wed, Aug 5, 2020 at 7:19 AM
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
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
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
Here are the steps to follow to add or remove your credit card details on GoldFynch. Adding/removing/setting default credit cards Step 1. Log in to you...
Fri, Jun 19, 2020 at 5:13 AM
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
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...
Thu, Sep 17, 2020 at 6:03 AM
GoldFynch allows you to download individual files from the 'Docs' view, but this can be time consuming if you have a large number of files to comp...
Tue, Jul 21, 2020 at 4:13 AM
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
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