There are a number of ways you can view the files in your GoldFynch Case:
Method 1: View files using the ‘Files’ view
The easiest way to see all your files is to go to the ‘Files’ view by clicking on the ‘Files’ button in the left panel.
Here, your documents are listed in a structured manner, based on their folder structure when you uploaded them.
- Click on a file to view its contents in the Document Viewer found in the ‘Docs’ view
- Click on a folder to open it in the current (‘Files’) view and display the files inside it
- Click on the home button or a parent folder in the top-left corner of your screen to go navigate out of the currently-viewed folder
- Click on
View Container Fileto view an uploaded container file (which now would have been extracted into a folder)
- Click on
Browse Atts.next to an email file to list its attachments in the ‘Files’ view
Viewing container files
Files that contain additional files (e.g. ZIP, PST and MBOX files, emails with attachments, etc.) are known as ‘parent,’ or ‘container’ files, and the files that they contain or that are attached to them are called ‘child’ files. Most types of parent files are automatically processed by Goldfynch, along with the files they contain.
The extracted contents of ZIP, PST, MBOX, and similar files are placed in a folder with the same name as the parent file, replacing the parent file in the folder it was uploaded to. Instead, Click on the
View Container File text next to the extracted folder to view the originally-uploaded file in the ‘Docs’ view (to download the original file, tag the container file, etc.)
To view child files, either click on the
Browse atts buttons against the parent file (as shown above) or:
- Click on the parent file, which will open it in the ‘Docs’ view, then click on the link displayed
Method 2: View files using the ‘Search’ view
Viewing all files in the case
Navigate to the ‘Search’ view by clicking on the ‘Search’ button in the left pane. You will see the following screen:
Click on the bold
see all documents link at the end of the message. This will display all the files in your case in the ‘Search’ view.
see all documentsmessage. You can see the current search query in the top-left corner of your screen, as in the image below:
To view all files:
- Click on the
xbutton to clear the search query.
- Click on the
see all documentstext
A new set of search results will be displayed, and the search query will read “all-documents” as shown below:
You will now be able to view all the files in your case, as well as additional information–including text snippets–from each file.
Click on a file name to open it in the Document Viewer found in the ‘Docs’ view.
Viewing a filtered set of files
This listing of files from the ‘Search’ view can be further sorted and filtered using the right-side panel. The options available (when instances of such files occur within you case) include:
- Number of files per page of search results
- Date (i.e Primary date - oldest/recent)
- Ingestion date (oldest/recent)
- Sort by size (largest/smallest)
- Document type
- Tags attached to files
- Primary date
- Ingestion date
- Custodians and Sources
- Family roles
By applying a filter, you can view all files that are assigned a certain tag, all files that were created on a certain date, etc. This is effectively the same as directly running a search for the filter’s criteria. Learn more about running such searches here.
Cycling through documents in the ‘Docs’ view
Once you open a file in the ‘Docs’ view you can quickly cycle through documents in the same folder or the current set of search results using the
Previous Document and
Next Document buttons.
You can also see and open the file’s attachments, or other files in its file family. To do so, click on the
Context view button, then click on files listed in the ‘Context view’ panel to open them.
While in the ‘Docs’ view it is recommended that you open attachments or other links in new tabs so that your current location in the file review order is maintained. You can do this by either:
- holding the ‘control’ (CTRL) button while clicking on the attachment/link
- right-clicking on the link/attachment then clicking on
Open Link in New Tabor
Open Link in New Windowoptions