Tags are virtual ‘sticky notes’ that you can attach to documents in GoldFynch to help you easily categorise and find files. They can be easily created, added and removed, and do not affect the files themselves, or the way GoldFynch uses the files. This is very helpful during the document review and production processes.
Adding, removing, and reviewing tags
Tags are used for numerous purposes in GoldFynch, including labelling files and selecting documents to be processed into productions. Using them can save a lot of time, so it is helpful to familiarize yourself with how they work.
TIP: On some pages like 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 hovering the mouse over the abbreviated box
GoldFynch cases also start with a set of automatically-generated tags known as ‘quick tags’ that are highlighted for frequent use (e.g. the ‘confidential’ tag.) They are always visible and accessible on screens that let you add tags, and you can tell them by their grey color.
You can also easily convert tags to quick tags and vice versa to make sure you have relevant ones accessible on your interface (e.g. you can create an “ACP” or “Attorney-Client Privilege” tag and change it to a quick tag.)
Tagging file families
When tagging files in GoldFynch you can choose to either tag an individual file, or tag the file along with its entire family. A file ‘family’ is a group of associated files, like how an email (a ‘parent’ file) would be associated with its attachments–its ‘children’. So if you tag an email and its family as ‘confidential,’ its attachments would get tagged as well. GoldFynch also lets you set each tag’s default behavior for tagging file families.
TIP: You can easily tell whether a tag will always assign itself to the rest of a file’s family: they appear as hollowed-out tag boxes with colored text:
Tags that always raise prompts (the default tag behavior) and ‘tag just the item’ tags are shown as filled-out boxes with white text:
When you tag a file (or files) GoldFynch gives you the option of attaching notes to the tag(s). This allows you to provide context for why you attached that tag to a file, but can also be used to convey any other information you feel is relevant.
When a file’s tag has a note attached to it, it has an icon next to the tag’s name. If you hover the mouse cursor over such a tag, the note’s contents will be displayed (as seen in the image above.)
Tags in productions
Tags are integral to the production feature of GoldFynch. When you are creating a production, you select tags, and all files assigned to these tags are shortlisted to be included in the production. Tags can also be used to exclude files from productions using the ‘invert’ function.