Case and & File Management

All articles related to managing your GoldFynch cases and case files

How to share cases in GoldFynch
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, redactio...
Fri, Apr 6, 2018 at 11:51 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, Apr 23, 2019 at 4:56 AM
How to change your GoldFynch case plan (case size/recurring bill)
Changing plans is quick and easy. Here's how you do it: Step 1: Open GoldFynch and select the case for which you want to upgrade or downgrade the p...
Mon, Apr 15, 2019 at 11:42 AM
Adding/removing credit cards and checking billing details in GoldFynch
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 ...
Thu, Apr 26, 2018 at 8:36 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...
Thu, Oct 11, 2018 at 5:06 AM
Generating case 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, Apr 12, 2019 at 7:49 PM
Downloading multiple files in one go
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...
Fri, Feb 22, 2019 at 6:53 AM
Deleting container files (ZIP and PST files)
If you upload a ZIP or PST file, it is possible to delete the originally-uploaded file once the contents are extracted. To do so, follow the steps below. ...
Tue, Apr 30, 2019 at 6:42 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 Yo...
Tue, Feb 19, 2019 at 6:52 AM