A guide to uploading files to GoldFynch.

To access your case files on GoldFynch, they first need to be uploaded to the platform. Below are the steps to do so through your web browser.

How to upload files:

1. Navigate to the folder you wish to upload files to in the ‘Files’ view

GoldFynch allows for files to be uploaded via drag-and-drop or manual selection.

  • Choose a case and click on the Files button in the left pane.
navigate to files view
  • Navigate to the folder that you want to upload the files to.
create new folder if needed

2. Choose upload method

Method 1: Drag-and-drop

The easiest way to upload files is by dragging-and-dropping them directly onto the ‘Files’ view in GoldFynch. When using drag-and-drop, copies of the files are created on the GoldFynch server and the files on your computer remain intact and untouched.

  1. Open your File Explorer (or Finder window on Mac,) and select the files you wish to upload

  2. Left-click on the files and drag them to your browser window onto the center of the screen, then release the mouse button

Upload using drag and drop

Method 2: Browse through files on your computer

Don’t want to drag-and-drop?

  • Click on the Upload Files button instead and choose specific files to upload.
Upload through the upload files button
Cannot upload folders error message

3. Confirm upload(s) and set custodians and sources

After either drag-and-dropping the files or selecting files with the Upload Files button, you will be shown an overlay:

Confirm the files you are uploading and their destination folder, and enter a custodian and source if you wish

It will display:

  • The number of files you are about to upload
  • The location to which they will be uploaded
  • Drop-down lists of existing custodians and sources

You can either:

  • click on a drop-down list and choose the existing custodian/source you wish to assign
  • type a name into the box and click on the ‘Create Custodian/Source’ option to create a new custodian or source

Assigning a custodian or source to files will allow you to:

  • View the source and custodians of the files in the ‘Docs’ view
  • Filter search results by individual sources and custodians in the ‘Search’ view
  • Search for files using the custodian and source parameters when carrying out advanced searches
  • Use custodian and source as parameters in load files generated while producing files

Find out more about custodians and sources here

  • Click on the Begin Upload button

4. Track upload progress

The status of your uploads can be tracked from the ‘Uploads’ view, the uploads button in the left pane, and the uploads pop-up bar in the bottom right corner of the screen.

The Uploads view

  • Click on the Uploads button in the left pane to access the ‘Uploads’ view
View upload status from the 'Uploads' view

Apart from displaying the status of currently-uploading files, the ‘Uploads’ view lists files that were recently uploaded:

Recently uploaded files are displayed on the Uploads view
  • Click on the top bar of the pop-up bar to open or close it.
View upload status from the Upload icon in the left pane or the pop-up upload bar in the bottom right corner
After a file has been uploaded, it is processed by GoldFynch. This is shown in the 'Files' view

Upload features

GoldFynch makes uploading feel effortless:

  • It identifies and automatically processes many types of files
    • GoldFynch handles them all: zipped files, PDFs, word documents, emails (PST, MBOX), etc.
  • It flags zero-byte and other errored files
    • It looks for corrupted files as part of the automatic processing and highlights them for you
  • It makes uploading in bulk easy
    • Using either Method 1 or Method 2, you can select multiple files to be uploaded in one go
  • It decompresses zip files and extracts email attachments
    • Zipped files are unzipped - even zips within zips!

Uploading from other platforms

To find out more about uploading files from specific platforms, refer to these articles in GoldFynch’s Knowledge Base

Additional reading

Add-on services to upload files

As additional services, it is possible for the GoldFynch team to directly source files from your clients’, or your own:

  • email accounts (Outlook.com, Gmail, Yahoo, etc.,)
  • social media (Facebook, Twitter, LinkedIn, etc.,)
  • cloud storage services (like Dropbox, Google Drive, OneDrive, etc.)
  • databases by setting up a File Transfer Protocol (FTP) server

GoldFynch can also requisition additional processors for you that speed up the processing rate of your uploaded files.

Learn more about these services here.

Video Guide