Scroll through your file list, open the files you want to explore, and move quickly from file to file.

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.

File View
  • 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 in the top-left corner of your screen to go to the primary/root folder of your case
  • Click on Browse or Browse atts next to a file to view child files or attachments contained within it
Navigate through folders

Viewing attachments and child files

Files that contain additional files (e.g. ZIP, PST and MBOX files, emails with attachments, etc.) are known as ‘parent’ 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.

To view child files, either click on the Browse or 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
Click on the link in the Docs view to go to the child files

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:

Search View

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.

Removing existing search query

To view all files:

  • Click on the x button to clear the search query.
  • Click on the see all documents text

A new set of search results will be displayed, and the search query will read “all-documents” as shown below:

Viewing files from the Search view


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:

Sorting:

  • Number of files per page of search results
  • Sort by date (oldest/recent)
  • Sort by size (largest/smallest)

Filtering:

  • Document type
  • Tags attached to files
  • Primary dates

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.

View attachment and other files in the file's family, as well as cycle between documents in the same set of search results

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 Tab or Open Link in New Window options
Tags: review