Learn how to produce your files with GoldFynch's Production Wizard

Producing files with the Production Wizard

Learn how to use GoldFynch’s Production Wizard to produce your files.

To begin the production process:

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

  2. Open the Production Wizard tab and click on the Start Production Wizard button

Production view
selected production options box

As you continue the production process, the ‘Selected Production Options’ image above will be updated.

Steps of production

Step 1. Choose a name for the production

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

Choose production name

Step 2. Select tags for the production

You tagged your files while reviewing them. GoldFynch now lists these tags and the number of associated documents.

Click on the tags assigned to the documents you want to produce.

Choose production tags

You may also want to make use of the ‘Invert’ tag function to omit files with a given tag:

Excluding files using the Invert tag function

If your tags cover some files that you would like to omit from the production, you have two options:

  • Select one of the lists in the final step of production (Step 8. Final Review and Submit production) which will open the list of files in the ‘Search’ view, then manually remove the tag for those files
  • Use the ‘Invert’ tag feature. This is helpful when you want to exclude files in bulk from your production

To use the ‘Invert’ feature:

  1. Tag the files in the case you wish to exclude from your production that might otherwise be included by their other tags

  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

In the previous image, documents tagged with ‘GOLDFYNCH 101’ and ‘GOLDFYNCH’ will be produced, while documents having the tag ‘CONFIDENTIAL’ will be omitted because of the ‘Invert’ function used on it

Once done selecting tags, click on the OK button.

Step 3. Choose the production output

GoldFynch offers you a number of different output formats for your productions, both with and without load files.

Choose a format then click on the OK button

Choose production output format

The formats without load files are:

  • Native files: Produces files with the same content and formatting they had when uploaded. (I.e. identical to the uploaded files) So, Word documents will be unchanged Word Documents, emails will be emails, etc.
  • Page-based PDFs: Each page in a file will be produced as an individual PDF document
  • Document-based PDFs: Each document (email, Word document, Excel spreadsheet, etc.) will be produced as a PDF document
  • Single, bulk PDF: All documents will be produced into a single PDF file

Note that:

  • Produced documents are renamed to match their Bates number assignment
  • Documents that cannot be processed in the selected format are produced as native files (also renamed with their Bates numbers)
  • Produced documents are placed in a flat directory structure
  • You have a few additional choice of naming your files in the specific cases of Native, or Document-based PDFs output formats without load files. The options are:
    • Bates numbers (e.g. “ABC_001.pdf”)
    • Original file names (conflicts will be resolved by appending a count after the file like “file (1).pdf”)
    • Original file names prefixed with their bates numbers (e.g. “ABC_001 - file (1).pdf”)

The formats that generate load files are:

  • Native files: Documents will be added as they were when they were uploaded
  • Page-based TIFFs: The TIFF files generated are single-page, black & white images
  • Page-based TIFFs with natives: Documents will be produced in both TIFF and native formats
  • Document-based PDFs: Each document will be produced as a PDF document

NOTE: If you choose a production format that includes load files, select a load file parameter profile from the drop-down menu.

To learn more about productions with load files and how to customize their parameters, click here.

After choosing a format, click on the OK button.

Step 4. Choose file types to be produced natively

If you want to create a non-native production, but wish that specific file types are produced in their native state, it is possible to do so.

  • Type a file type in the dropdown box to add it to the list of file types to produce in their native format
  • Click on the x mark next to a file type to remove it from the list
Choose file types to be produced in the native format

Once you’re done selecting file types to produce in their native formats, click on the OK button.

Step 5. Select sort order

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

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

  • Alphabetically by folder & file name
  • Alphabetically by file name
  • Date - Oldest first
  • Date - Newest first
Choose a sort order for you production

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

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 (for relevant documents)

Step 6. Select stamp placement for the production

GoldFynch lets you stamp non-native documents with Bates Numbers, stamps from tags, and custom stamps.

  • You can select where each tag’s stamp is positioned (once location across all documents per stamp)
  • There is a hierarchy for which stamp gets priority to be placed if two different stamps are assigned to the same position on a document
  • Additional margins can be added to documents in case there was existing content in their margins when they were uploaded
  • You can choose not to assign any stamps at all

NOTE: After you are done editing and placing stamps as described below, click on the OK button

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
Select location of stamps, resolve conflicts

Resolve conflicts, if any

If there are two or more tags assigned to the same position, you will get a chance to resolve the placement conflicts by doing one or both of the following:

  • Change the priority of the tag you wish to be prioritized to a higher value by selecting a Priority in the drop-down menu that appears. If a file has multiple tags assigned, the tag with the highest priority will be applied
  • Change the assigned position of the tag

Editing Stamp Text

By default, when applying tag stamps, the name of the tag is applied as the stamp. However, you can edit the text that is stamped on the documents.

To edit the text that is stamped on tagged documents, click on the edit button against a tag where it displays “Appears as (tag name)”

E.g., In the image of the “Select tag placement for production” step given above, documents with the GOLDFYNCH tag will have “GoldFynch Documents” stamped on them.

Adding Custom Stamps

You can assign custom tags to all non-native documents in the production (mimicking the behavior of Bates Stamps)

  • To add a custom stamp, click on the + Add Custom Stamp button and enter the text you would like stamped on the documents.

  • To delete a custom stamp, click on the X button that appears next to the edit button of an already-created custom stamp

Adding page margins

If your documents already have content in their margins, you can add additional margin space to prevent the overlap of the new tags that are applied.

To add extra margin space, check the Add page margins for stamps box

REMEMBER: Click on the OK button once you are done assigning stamps.

Step 7. Choose how redactions will behave in this production.

Select a redaction mode for redactions in your production, as well as a color for redaction boxes to appear as.

Redaction modes

The redaction mode you choose will affect how areas marked in your documents for redaction will appear in the final, produced files of the production.

  • ‘Final’ mode: Regular redaction boxes will be placed on your non-native files. All information covered by the boxes will be completely removed from your files, making it unreadable and unserachable.
  • ‘Preview’ mode: Areas marked for redaction will have translucent, ‘preview’ redaction boxes placed on them. Information covered will be viewable and searchable for in the final, produced files.
Select your redaction options

Redaction box color

Select the color you want your redaction boxes to be when placed on your documents. This color choice will also afffect the color of ‘preview’ redaction boxes.


  • The term ‘Preview’ is used to denote that usually such ‘preview’ productions are created for internal review before ‘final’ productions (with regular redactions) are made to send to external counsel.
  • Native files will not have any redactions placed on them.
  • GoldFynch treats redaction boxes and full-page redactions the same way, and all options selected will apply to both.

Find more about redaction modes and redaction box colors here.

Click on the OK button.

Step 8. Bates numbering options

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

Click on the OK button.

Add Bates numbering

Step 9. File naming options

If you selected the Native or Document-based PDFs output formats without load files, you will be able to select the naming of files in your production:

  • Bates numbers (e.g. “ABC_001.pdf”)
  • Original file names (conflicts will be resolved by appending a count after the file like “file (1).pdf”)
  • Original file names prefixed with their bates numbers (e.g. “ABC_001 - file (1).pdf”)
Choose how you want your files to be named

After selecting a file naming option (or if you are not given a choice depending on the output format you selected) click on the OK button.

Step 10. Final review and submitting your production

GoldFynch gives you a summary of your production for you to review. It lists all the file types and tags in the production, the ones you have selected to be produced in the native format, and the ones that can only be produced in their native format (along with the reasons why)

Click on the magnifying glass next to any of the items on the lists to load all relevant items as a list in the ‘Search’ view.

review the files in your production

When you are done setting up your production, click on the Produce button

click on the produce button

You will receive a notification that the production request has successfully been placed.

confirmation that the production process has started

Tracking production status and downloading completed productions

GoldFynch queues the production and gets to work on it. To track the process, or to view any completed productions, click on the Requested Productions tab of the ‘Productions’ view.

Click on the ‘Completed’ header text to sort by completion date. The completed status for your production will change from “in-progress” to the completion date once the production is completed.

Production queue

Once the production has finished processing and becomes available, click on the download icon against the production’s name to download the final production as a zip file.

Download your production

You can also sort these productions by their names, dates submitted, Bates number ranges, and sizes. To sort productions by a category, click on the text of a header category that you want to sort by.

Sort your productions by clicking on a header title

Other production features

Production Wizards in progress (saving and loading while producing)

While entering details for a production, you can save the current state by clicking on the Save and Close button at the bottom of the screen. This will allow you to pick up where you left off at any point in the future.

save the current production wizard session by clicking on save and close

The Production Wizard tab of the ‘Productions’ view lists these productions that require additional inputs from you. The current step of production is also listed.

  • To continue working on a production click on the play icon against it.
  • To delete an in-progress production click on the X mark against it.
load or delete a saved production wizard

Setting up custom Control Parameter profiles for load files

It is possible to generate Concordance/Relativity-style load file formats with GoldFynch using preset, or even custom parameters.

Click here to learn how

Custom productions

If you need help to set up a custom production, make use of GoldFynch’s Custom Production Help add-on service by clicking on the Request Help button

Production logs

With every production, GoldFynch generates a log of information about its files to help cross-reference them. The logs also contain information on which files are in their native state, whether they have any redactions, etc.

Click here for information about production logs

Sharing productions

GoldFynch allows you to share productions directly through its interface, making it extremely simple to hand them over to opposing counsel. Only the final ZIP file of the production is made available to the receiving parties.

Click here to learn how to share your productions

Tags: production