How to create a case

GoldFynch revolves around 'cases.' To upload, interact, review, and produce files, a GoldFynch case must first be created-either by you or someone else who then gives you access to the case. Read on to learn how to go about creating a case.


Step 1. Log into your GoldFynch account: login

Default GoldFynch login page

Step 2. Open the case creation screen

Welcome popup. Click create a free case

Click on Create New Case button

Step 3. Enter a name for the case into the text box on the create new case screen

Step 4. Select a case plan by dragging the slider to the left or right.

Step 5. Choose a time zone for the case. By default it detects the local time zone from your browser.

IMPORTANT: A case's time zone cannot be changed after the case is created. However its name and case plan can be changed by the case's owner or an admin user.

Case creation screen popular plan

Step 6. If you have selected a premium plan but haven't set up a payment method yet, you will need to now. Click here to learn how to do so.

NOTE: This step isn't required for the free plan. To select the free plan, drag the slider to the far left.

Create case

Step 7. Click on the Create Case button once you have chosen a plan, time zone and case name.

More information on case sizes and pricing can be found here.