How to Move Files and Folders in Your GoldFynch Case

It’s simple to move files and folders around in your GoldFynch case. Here’s how in 5 simple steps.

Usually, you’ve organized your files and folders before uploading them.

So, you’ve set up the folders, sub-folders, and files just right. With everything structured logically and easy to access. Which means you can go straight to tagging, redacting, and producing them.

But sometimes, you need to move files and folders around.

For example:

• You link a client to your GoldFynch case, so she uploads files directly. But she hasn’t arranged them properly.
• You’re clicking through too many folders-within-folders to get to the file you want. So, you need to restructure them.
• You’ve ‘produced’ the case but want to reorganize the original files - deleting some and archiving the rest.

Now, you can move files and folders around in GoldFynch.

They’re stored and arranged just like in Windows or your Mac, so moving them is simple. Here’s how:

Option 1: You want to move files to an existing folder

1. Click the ‘Files’ tab in the main menu on the left-hand side of the screen.
2. Tick the checkboxes next to the files/folders you want to move.
3. Click the Move button from the ‘Actions’ menu that appears on the right. A new window will pop up.
4. Click on the folder you want to move the files into.
5. Click the new Move button. (Note: The Move button becomes active only when you’ve chosen a valid folder to move your files/folder into.)

Note: You can expand the folders to see the sub-folders by clicking the + button to the left of the directory

Option 2: You want to create a new folder and move files into it

1. Click the ‘Files’ tab in the main menu on the left-hand side of the screen.
2. Click on the purple +New Folder button in the menu at the top of your screen. Give the folder a name, when prompted.
3. Select the files you want to move, like you did in ‘Option 1’ above.

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