Case and & File Management
All articles related to managing your GoldFynch cases and case files
1. Run a search for all the types of (processing states of) files you wish to generate a report on Copy and paste the following text into the quick-sear...
Fri, Aug 26, 2022 at 1:13 AM
Deduplication is a commonly-used feature in GoldFynch, but there may be instances where there are duplicate attachment files in your case, but they weren...
Mon, May 22, 2023 at 10:52 PM
In GoldFynch, uploading files into your case is as simple as dragging and dropping them onto the upload area of the "Overview" page, or using the ...
Mon, May 22, 2023 at 10:54 PM
A note on archiving cases Any non-trial GoldFynch case over 6 months old can be archived. To archive a case, click the archive button next to the case name...
Mon, May 22, 2023 at 10:55 PM
You can secure your GoldFynch account by adding another layer of security with multi-factor authentication (MFA). Set up your account to receive a secure co...
Tue, Aug 9, 2022 at 1:22 AM
GoldFynch's report function lets you generate reports that include document notes and annotations for files in your case. Step 1: Click on the '...
Mon, May 22, 2023 at 10:58 PM
Permanently deleting duplicate files in your GoldFynch case Once you have marked duplicate files in your case by following these steps, run the search b...
Tue, Sep 12, 2023 at 11:31 AM
GoldFynch's deduplication function enables you to create a report of duplicate files in your GoldFynch case. Generate a report of duplicate files in...
Mon, May 22, 2023 at 11:02 PM
If you have unintentionally deleted a file, a folder directory, or an entire case from GoldFynch, we can restore it in some cases from our system back up. ...
Mon, Aug 21, 2023 at 5:02 AM
GoldFynch offers many ways to be fiscally responsible with your case management. One of these is offering options for archiving a case when it is no longer ...
Wed, Sep 27, 2023 at 8:44 AM