An overview of GoldFynch’s ‘Tags’ feature and its associated systems

Overview

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.

Learn more about creating, attaching, removing and reviewing tags.

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

Quick Tags

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.

Regular tag:

A regular tag

Quick tag:

A quick tag

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.)

Learn how to create and assign quick tags.

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:

A tag that extends to a file's family

Tags that always raise prompts (the default tag behavior) and ‘tag just the item’ tags are shown as filled-out boxes with white text:

A regular tag

Learn how to tag files of families, and set the default family tagging behavior of tags

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.

Learn more about the production process here, and how tags are used in it.

NOTE: Individual files can still be removed during the production process using the ‘cull’ option`

Tags: review