Learn about the options you have to create, assign, remove and review tags on GoldFynch


Tags are versatile and you will find yourself using them for many functions. They are primarily applied to files through the ‘Apply tag’ screen, which is accessed from a number of pages, including the ‘Files’ view, the ‘Search’ view and the Docs view. Below is a breakdown of the ‘Apply tag’ screen, as well as how to access it.

Applying tags to files from the ‘Files’ view via the ‘Apply tag’ screen + using Sticky tagging

Step 1. Navigate to the ‘Files’ view by clicking on the button in the left pane

Step 2. Check the boxes against the files and folders you wish to tag NOTE: All files within checked folders will be tagged

Step 3: Click on the ‘Tag’ button in the right action bar that appears

Select files and click on the 'tag' button


Step 4: Click on a tag to apply it to the document

Choose tags to assign
  • These may be from the ‘Quick Tags,’ ‘Recently used,’ or ‘Most used’ tag lists
  • Otherwise, type into the search bar to pull up a list of any tags that match the entered text, then click on one of the tag search results to assign it
Search for a tag or create a new tag
  • If you would like to create a new tag, type out what you would like to name it in the search bar, then click on the tag with ‘NEW’ next to it in the tag list
  • You can return to the previous screen from the ‘Apply tag’ screen by clicking on the X button in the top-right corner or hitting the ‘esc’ key
  • There is a brief status screen displayed to track progress of the tag assigning process. After this, the assigned tags view will close automatically.
Tag status screen

Applying multiple tags with sticky tagging

If you would like to apply more than one tag at a time, check the ‘Sticky Tagging’ box on the ‘Apply tag’ screen. This will prevent the ‘Apply tag’ screen from closing after a tag is applied, and will instead list all of the tags that have been selected to be added. Click on the ‘Apply’ button to add all the remaining selected tags and return to the previous view.

Clicking on the x mark within the box of a selected tag to remove it from the selected tag list

Tip: While in the ‘Files’ view, tag names are abbreviated next to the names of the files they are attached to. You can expand the tag names by moving the mouse over the abbreviated tag

Applying tags to a file’s family

When you apply a tag, GoldFynch will check whether you want to extend the tag to the file’s family and will let you set your choice as the file’s default behavior if you wish to. Find out more about tagging families of files here.

Apply tag to just this file or the file's entire family

Tagging files in bulk

You can use the ‘Files’ view, as well as GoldFynch’s search system to tag files in bulk. Find out how to in the first part of this solution.

Removing tags from the ‘Files’ view

Step 1. Navigate to the ‘Files’ view by clicking on the button in the left pane

Step 2. Select one or more files from which you want to remove tags by checking the checkboxes next to their names

Step 3. Click on the x against the tags you wish to remove – these are listed in the ‘Remove Tags’ section of the right action pane that appears (NOTE: the x mark doesn’t appear against quick tags - for these tags, just click on the tag name itself)

Step 4. Click on the Yes button on the ‘Confirm Bulk Tag Removal’ prompt that appears

Select and remove the tags by clicking on the 'x' against the tag name


Adding and removing tags from the ‘Docs’ view

To tag an individual document that you are viewing in the ‘Docs’ view, follow these steps:

Step 1. Open a document in the ‘Docs’ view (by clicking on the document in the ‘Files’ view, clicking on a search result, etc.)

Assign and remove tags from the Docs view


Step 2. Click on the +Add button at the top of the screen, just below the document’s name

Step 3. Assign tags from the ‘Apply tag’ screen the same way you would do from the ‘Applying tags to files from the ‘Files’ view’ section above

NOTE: You can directly remove an attached tag by clicking on the ‘x’ next to each it from the ‘Docs’ view, as well as toggle a quick tag on or off by clicking on its name

Creating tags from the ‘Tags’ view

Step 1. Navigate to the ‘Tags’ view by clicking on the button in the left pane

Click on the `+ New Tag` button


Step 2. Click the + New Tag button below the search bar

Enter a name and click on the 'next' arrow


Step 3. Name your tag and hit the Enter key or click on the ‘next’ arrow

Your tag will now be listed in the ‘Tags’ view

Adding tags from the ‘Search’ view

1. After performing a search, click on the +Tag button against one of the search results

2. Tag the file as you would from the ‘Apply tag’ screen

Click on the +Tag button or click on a quick tag

Alternatively, you can click on a quick tag to directly assign it to a file displayed as a result on the ‘Search’ view

You can also tag search results in bulk. Find out how to in the second part of this solution.

Viewing tagged files

Step 1. Navigate to the ‘Tags’ view by clicking on the button in the left pane

Step 2. Click on the name of a tag. This will display all the files it has been attached to in the ‘Search’ view

See all files that a tag is assigned to

Renaming tags

Step 1. Navigate to the ‘Tags’ view by clicking on the button in the left pane

Step 2. Click on the ... button against the tag you wish to rename

Click on the ... button


Step 3. Type the new name you wish to give the tag into the ‘Tag Name’ box

Step 4. Click on the Save button

Enter a new name then click on the `Save` button

Deleting tags

Step 1. Navigate to the ‘Tags’ view by clicking on the button in the left pane

Step 2. Click the x button on the far right against the tag you wish to remove completely from the case

Click on the `x` button against a tag


Step 3. Click on the Yes button

Click on the 'Yes' button

NOTE: deleting a tag will remove also instances of it from files in the case

Tags: review