What are primary dates?
Primary dates are dates used by GoldFynch to organise documents for purposes like searching through, sorting, and producing files. Most files and documents in GoldFynch have a primary date.
Depending on the type of file, there is a default date that will be set as its primary date when it is processed after being uploaded to GoldFynch:
- For email files: (i.e. files in the .eml and .msg formats) the ‘sent’ date
- For other documents: the first date encountered in the text of the document. If there are no dates found, no primary date will be assigned by default
Viewing primary dates of files
You can see the primary dates of files in either:
1) The ‘Files’ view
Navigate to the ‘Files’ view by clicking on the button in the left panel. The dates displayed against files are their primary dates. Note that folders will not have dates attached to them.
2) The ‘Docs’ view
Navigate to the ‘Docs’ view. Move your mouse over the right-hand bar and scroll down to the section marked ‘Dates.’
For example, the primary date of the file in the above image is March 16th, 2015 4:05 pm CDT.
If the relevant metadata is available for a document, GoldFynch will automatically extract it and, along with the date, it will mention which field and the time zone it is taken from.
Changing the primary date
From the ‘Docs’ view, you can change the primary date by doing one of the following:
- Click on another date in the ‘Dates’ view to set that as the primary date
- Enter a custom date with the given format and hit the ‘enter’ button on your keyboard
Places where the primary dates are used
- Dates in case reports and load files generated by GoldFynch are the primary dates of files
- In the ‘Files’ view, dates displayed in the ‘Date’ column are the primary dates of files
- While performing searches in GoldFynch, it is documents’ primary dates that it runs checks against
- After performing a search, you can both filter and sort files by their primary dates
- During the production process you can order files by their primary date. If you are going to carry out Bates or tag stamping this is important as files are stamped based on the order they are arranged in the production