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, Jan 30, 2023 at 11:50 PM
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 ...
Fri, Jun 17, 2022 at 4:11 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, Dec 1, 2022 at 11:50 PM
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 ...
Mon, Feb 28, 2022 at 3:52 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...
Mon, Feb 28, 2022 at 3:54 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...
Thu, Sep 8, 2022 at 6:37 AM
Deleting container files (ZIPs, PST and MBOX files)
This feature has been deprecated and replaced by the 'Reclaim Case Space' feature. Learn more about it here. If you upload a ZIP or PST file, ...
Wed, Jan 25, 2023 at 12:04 AM
Setting, viewing, and modifying 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 You...
Fri, Apr 8, 2022 at 7:26 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’ and 'User' permission levels are not able to delete f...
Wed, Mar 3, 2021 at 10:08 PM