Now that you're done reviewing your files, you're ready to produce them.

Produce documents

Production is the final step of e-discovery. It’s when you format your documents uniformly to present to opposing counsel. GoldFynch handles the commonly accepted production formats and has a production wizard to walk you through the process.

Production steps

Step 1. Choose a name for the production

Enter the Production view

Click on the ‘Production’ button in the left pane to open the ‘Production’ view.

Production view

Click on the Start Production Wizard button.

Start production wizard

Name the production

Enter a name for the production then click on the OK button.

Choose production name

Step 2. Select tags for the production

Choose the tags of the documents you want to produce.

Choose production tags

You tagged your files while reviewing them. GoldFynch now lists these tags and the number of associated documents. In the example above, documents tagged with ‘Florida’ or ‘Tag 101’ will be produced.

Excluding files using ‘inverted’ tags

If there are files tagged with the tags you are using for the production which you want to omit from the case, you have two options:

  • Manually select individual files to be left out of the production (in Step 4)
  • Use the ‘invert’ tag feature. This is helpful when you want to exclude tags in bulk from your production

To use the ‘invert’ feature:

1) Tag all the files you wish to exclude from the case

2) Select the tag along with the other tags you are going to include in the case

3) Check the checkbox labeled ‘Invert’ that appears against the tag of files to be excluded

Check the invert box against the tag of files to be omitted

Step 3. Choose the production output

Choose production output format
  • Choose Native output to produce files in the same format as they were uploaded. So, Word documents will be Word Documents, emails will be emails, etc.

  • Instead, to produce files as PDFs regardless of their original format, choose from one of 3 styles:

    • One Page per PDF: Each page in a file will be produced as an individual PDF document.
    • One Document per PDF: Each document (email, Word, Excel, etc.) will be produced as a PDF document.
    • Single PDF: All documents will be produced as a single PDF file.

Step 4. Per-item options for the production

Review files

GoldFynch now lists all the files to be produced. You can:

  • Click on the cull button to remove a file.
  • Click on the native button to produce the file in its native format.
  • Clicking the clear button will reset highlighted ‘native’ or ‘cull’ selections.
Order, set to native or cull production items

Sort files

You can sort files included in the production to reorder them, along with any files they contain (like attachments and zip files.)

Click on the drop-down list and select from one of the following options:

  • Alphabetically by folder & file name
  • Alphabetically by file name
  • Date - Oldest first
  • Date - Newest first

The page will immediately update the order of the files, and when you generate your production, the files will be arranged in this order.

Click on the drop-down box to choose a type of sorting

You will also be provided with a list of the files that are about to be added to your production, along with relevant details from their:

  • Primary date
  • File path within the case
  • File size
  • Number of pages (where relevant)

Step 5. Select tag placement for the production

Non-native documents can be stamped with both Bates Numbers and Tags. The position of where these stamps appear on the document can also be chosen. Alternatively you can choose not to assign any stamps at all.

Choosing the position of stamps

Click on the drop-down menu on the right side of the screen against Bates Stamp, or against the tags you wish to use as stamps, and select one of the available options:

  • top-left
  • top-center
  • top-right
  • bottom-left
  • bottom-center
  • bottom-right
  • no-placement

Click on the “OK” button

Select location of stamps, resolve conflicts

Resolve conflicts, if any, by:

  • Changing the priority of the tag you wish to be prioritized to a higher value. If a file has both tags assigned, only the tag of higher priority will be applied
  • Changing the assigned location of the tag

Step 6. Finalizing Bates Numbering Options

Choose to enter a Bates number

Enter the starting number of your Bates Number if you wish to assign one, along with a prefix if you want one added before the number.

Click on the Produce button.

Add optional Bates number

GoldFynch queues the production and gets to work. Once it’s done, GoldFynch reports its results.

Step 7. Download production

Click on the Download button once it becomes available to download the final production as a zip file.

Production queue and download

Production Features

There are a few other features accessible from the ‘Production’ view:

Incomplete productions

This lists productions that require additional inputs from you. The current step of production is also listed. The GoldFynch team will monitor your productions for any errors and contact you as necessary.

Recent productions

GoldFynch lists completed productions. You can sort these by their names, dates submitted, and dates completed.

To sort productions by a category, Click on the text of a header category that you want to sort by.

Sort a table by name, submission date or completion date

Production Logs

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

Production sharing

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

Tags: production