GoldFynch User Manual

Welcome to GoldFynch's User Manual! Are you looking for an affordable eDiscovery service that is easy to set up and use? GoldFynch is your solution!

If you're new, check out GoldFynch 101: it'll walk you through setting up your account, creating a case, and give you a quick overview of GoldFynch's core systems.

If you’re new, check out our free GoldFynch 101 Course: it’ll walk you through setting up your account, creating a case, and give you a quick overview of GoldFynch’s core systems. Once you’re done with the course, we recommend taking the GoldFynch 101 Certification Test - it will certify your proficiency with GoldFynch’s most important features, and you’ll be given a certificate that you can download and easily share with your professional network through sites like LinkedIn.

Looking for something specific? Scroll down to find it, or run a search from the top-right corner of your browser window. You can get a closer look at many tools and systems by following links to their dedicated pages.

Case and account admin

Getting started

Start using GoldFynch by signing up.

Next, either create your own case, or join a case that someone has shared with you. If you plan on having multiple cases, you may want to create an organization first.

What is a case?

A 'case' is a virtual storage container for all your project's files. You can create as many cases as you want and they'll each appear as folders in your GoldFynch dashboard.

Learn how to manage your cases here:

What are organizations?

Organizations allow you to group cases together, helping keep track of the users, permissions, billing methods, clients, and invoicing. This is useful when dealing with the same sets of users or clients across multiple cases.

Learn more about organizations here

File management

Once you have created your account, you will need files in your GoldFynch case to review. Apart from the 'Reviewer' user role, all other users who have access to the case will be able to upload, move, rename and delete files. Learn how to perform these actions, as well as how to navigate between your files, below.

The Files view

The 'Files' view, accessed by clicking on the 'Files' button in the left panel, displays all of your case's files in one place, according to their folder structure. From here, you can:

Uploading and importing files

To access your case files on GoldFynch, they first need to be uploaded to the platform. Learn how to below.

GoldFynch automatically processes uploaded files. Some of the features of the upload system include:

Importing productions

If you wish to import a production to GoldFynch, take a look at the guidelines for doing so.

Learn how to:

Additional file management features

Document Review

The Document Viewer (i.e. the 'Docs' view)

The Document Viewer is at the heart of file review on GoldFynch. From here you can:

Take an in-depth look at the Document Viewer here.

Learn more about:

Searching for files

Search through your documents for keywords, dates, email tags, file types, and many other parameters. Searches can be carried out from either the Search Bar, which is available at the top of your screen across all of GoldFynch's pages, or the dedicated 'Advanced Search' view that provides a simple drag-and-drop interface for creating more refined searches.

There are two main kinds of searches you can perform:

Quick Searches and the Suggestions tab

To perform a Quick Search, type a phrase into the Search Bar while the 'suggestions' tab of the search bar is open, then hit the 'return' button. While you are typing, a number of suggested searches will be displayed in a drop-down menu. If you want to one of the suggestions, simply click on that line of text.

Search by:

The process to execute searches for some commonly used fields has been described below:

Search bar history

GoldFynch stores recent searches made in the search bar for easy access. You can retrieve these searches by clicking on the search bar from any screen in your case (as long as there is no text entered into the search bar at the time.) If there is already text entered into the search bar, then click on the "History" tab.

Learn more about retrieving recent searches

Advanced Searches

The Advanced Search system allow for more complex searches to be performed, from which highly-refined results can be obtained. Advanced Searches can be carried out from both the 'Advanced Search' tab of the search bar and the 'Advanced Search' view.

Carrying out Advanced Searches

The Search View

When you perform a search your search results are displayed in the 'Search' view. There is a wealth of information about each result that is displayed, including the tags attached to it, its file type and file path in your case, text snippets, etc. On the right of your screen you'll see a panel that lets you sort your results, and filter your results further. The filters include document type, tags, Primary and Ingestion Dates, and Custodians and Sources.

Learn more about the 'Search' view

Slop searches

It is sometimes useful to have a degree of flexibility while performing searches; you might not always require a document to match your search query exactly, and only getting 1:1 results can sometimes slow you down. GoldFynch's 'slop' feature helps with this.

Slop works similarly to the 'W/N' operator used in the dtSearch of Relativity, and looks for words or phrases of words that are in a certain proximity of each other, ignoring up to a certain number of words in between the words in the search query.

Find out more about slop in searches

Word stemming

GoldFynch's search database has English word stemming enabled by default; it normalizes the tense and plurality of words before searching so that it can cast a wider net and return potentially relevant results.

So searching for "terminate," "terminating," and "terminated" are considered equivalent.

Stop words

GoldFynch also automatically removes stop words like “the,” “an,” “they,” etc. Such words are generally considered irrelevant for searching purposes because of how frequently they appear in the English language, and since the majority of stop words don't have much contextual meaning. This increases indexing and searching speed, and improves search ranking by focusing on key words/terms.

Tags and tag management

Tags are virtual 'sticky notes' that you can attach to documents in GoldFynch to help you easily categorize and find files. They can be easily created, added and removed, and do not affect the files themselves, or the way GoldFynch uses the files. This is very helpful during the document review and production processes.

Adding, removing, and reviewing tags

Tags are used for numerous purposes in GoldFynch, including labeling files and selecting documents to be processed into productions. Using them can save a lot of time, so it is helpful to familiarize yourself with how they work.

Learn more about attaching, removing and reviewing tags


Creating and Maintaining Tags

When you create a new GoldFynch case some default tags such as Privileged, Non-Responsive, Irrelevant, Important, and Confidential are set up. All other tags that you wish to create can be done through the Tag View Screen. Maintenance of tags and tag preferences can also be done from the Tag View screen.

Learn how to create and maintain tags

Quick Tags

GoldFynch cases also start with a set of automatically-generated tags known as 'quick tags' that are highlighted for frequent use (e.g. the 'confidential' tag.) They are always visible and accessible on screens that let you add tags, and you can tell them by their grey color.

You can also easily convert tags to quick tags and vice versa to make sure you have relevant ones accessible on your interface (e.g. you can create an "ACP" or “Attorney-Client Privilege” tag and change it to a quick tag.)

Learn how to create and assign quick tags

Privilege Tags

GoldFynch gives you the ability to set tags as privileged. Setting tags as privileged gives you the flexibility to retrieve and perform various actions such as searches, reports, etc., on these files in bulk. The privilege tag also helps you to invert files in bulk from your productions and can be used to generate privilege logs.

Find out more about creating privilege tags

Hidden Tags

GoldFynch lets you create hidden tags. They help reduce the clutter around files with multiple tags without impacting functionality. To be specific, the places where hidden tags don't appear are the files view, docs view, search view, and production load files. However, they can be used to perform searches, create reports, review sets, productions, etc.

Learn more about hidden tags

System Tags

There are a number of special 'system' tags that GoldFynch adds to files in various situations, usually while files are being processed after you upload them.

Learn more about system tags

Tagging file families

When tagging files in GoldFynch you can choose to either tag an individual file, or tag the file along with its entire family. A file 'family' is a group of associated files, like how an email (a 'parent' file) would be associated with its attachments--its 'children'. So if you tag an email and its family as 'confidential,' its attachments would get tagged as well. GoldFynch also lets you set each tag's default behavior for tagging file families.

TIP: You can easily tell whether a tag will always assign itself to the rest of a file's family: they appear as hollowed-out tag boxes with colored text. Tags that always raise prompts (the default tag behavior) and 'tag just the item' tags are shown as filled-out boxes with white text.

Learn how to tag files of families, and set the default family tagging behavior of tags

Tag application notes

When you tag a file (or files) GoldFynch gives you the option of attaching 'notes' to the tag(s). This allows you to provide context for why you attached that tag to a file, but can also be used to convey any other information you feel is relevant.

When a file's tag has a note attached to it, it has an icon next to the tag's name. If you hover the mouse cursor over such a tag, the note's contents will be displayed.

Learn more about tag application notes

Review Macros

GoldFynch lets you setup 'macros' to help you and your collaborators quickly assign and unassign tags to a document as you view them in the Document Viewer.

Click here to learn more about creating review macros and using them

Tags in productions

Tags are integral to the production feature of GoldFynch. When you are creating a production, you select tags, and all files assigned to these tags are shortlisted to be included in the production. Tags can also be used to exclude files from productions using the 'invert' function.

Learn more about the production process here, how tags are used in it, and how 'inverted' tags work

Reports and Document Kits

GoldFynch lets you export various file lists from your case in the form of reports and also documents and their produced versions in the form of Document kits


GoldFynch lets you export various types of file lists from your case in a number of different formats. The types of list you can generate are of:

And the formats you can export them in are:

Learn how to generate, download, view and delete reports here

Learn how to generate privilege logs here

Document Kits

The Document kit function in allows you to download the produced version of the files in your case based on different criteria such as:

The system also lets you choose which production version you would like to include

Learn more about Document kits and how to generate them here


Production is the final step of eDiscovery. It's when you format your documents uniformly to present to opposing counsel. GoldFynch handles the commonly accepted production formats, and its Production Wizard will walk you through the process.

Click here to learn how to make productions with GoldFynch.

Alternatively, make use of GoldFynch's custom production help add-on service if you have custom production requirements.

Some of the features you will come across in the production process are:

Types of production

GoldFynch lets you produce your files in a number of formats:

Production formats without load files

Note that:

Production formats with load files

GoldFynch also allows for Concordance/Relativity-style load file formats:

Note that:

The load file metadata parameters are set using Control Parameter profiles. You can either use a preset profile, or customize the parameters used.

Productions with their original file names

GoldFynch lets you to create productions in which files have their original file names.

Note: Only non-load file productions with either the "Native files" or "Document-based PDFs" formats can be used for this.

Learn how to create and download productions containing files with their original file names.

Downloading productions

You can easily download productions you create.

Downloading the production load file

GoldFynch gives you the ability to download just the production load file without having to download the entire production. Learn how to here.

Sharing productions

Learn how to share your productions directly through GoldFynch, via email, or through a sharing link.

Re-use production settings

Create a new production based on a similar older production by using GoldFynch's re-use production settings feature. Click here to learn more about this feature

Deleting productions

Learn how to delete your productions.

Production parameter summaries

Once you have submitted a production, GoldFynch gives you the ability to view the parameters used in its generation. Find out how to view production parameter summaries here.

Production Logs

GoldFynch generates logs for each of your productions. Find out more about them here.

Production Exceptions

Any exceptions that are encountered while processing a production can be viewed using the Production exceptions screen. Click to learn more about viewing them

Custom control parameter profiles

If you want to customize the fields of the load files you use in your productions, learn about custom parameter profiles here.

Add-on Services

GoldFynch offers a number of additional services outside of the regular functioning of the platform. Many of these, like directly sourcing information from your clients (email imports, FTP uploads, etc.,) are provided by GoldFynch itself. Others are facilitated by GoldFynch and are carried out by world-class experts; these include services like outsourced managed document reviews.

Click here to learn more about the various add-on services. Some of these services are provided by GoldFynch itself, while the remaining are through experts in the industry.


General support

Getting help

Support database

Resetting your password

Known issues

Size limitations on uploading files zipped with OSX

Browser-based issues when uploading files with long path names on Windows