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.
Method 3: View files in the Document Viewer
You will be able to find a large part of GoldFynch’s review functions accessible from the Document Viewer. Here’s a rundown of how they work.
Viewing results from Quick or Advanced searches
If you ran a search for a keyword, phrase, or similar text parameter, and then opened one of the search results, the word(s) you searched for will be highlighted and an arrow will point at the line that they are found in.
The viewer toolbar
The toolbar helps navigate through individual documents. Some basic tools are always displayed in the Document Viewer, and there are additional functions accessible by buttons at either end of the toolbar.
- Jump to a particular page
- Zoom in and out
- Print directly from the Document Viewer
- View the document in fullscreen mode
- Search within the document. To do so, click on the magnifying glass icon, and a search bar will open. Type in a word or phrase, and GoldFynch will highlight matches
If a document outline can be generated, here is how to view it:
- Click on the sidebar button to open it
- Click on the document outline tab. If possible, one will be displayed
To open the menu, click on the
>> icon on the far-right side of the toolbar.
It will open a menu with a few more functions, letting you you:
- Rotate pages of the document
- Change the navigation method of the document from scrolling to click-and-dragging
- Jump to the top and bottom of the document
Cycling through documents in the ‘Docs’ view
Once you open a file in the Document Viewer you can quickly cycle through documents in the same folder or the current set of search results by clicking on the ‘Previous Document’ and ‘Next Document’ text.
NOTE: While in the Document Viewer, we recommended that you open attachments or other links (for example, those found in the [File Context Panel][docs_view_documents.html#File-Context-Panel]) in new tabs so that your current position 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
The Tags bar
Add and remove tags
You can quickly add or remove tags and quick tags from the tag bar just below a file’s name.
- Click on a quick tag to toggle it on or off
- Click on the ‘+Add’ button to add a new or existing tag
- Click on the ‘x’ on a tag to remove it from the document
Tools in the Document Viewer’s Right Action Panel
In the right panel, under the ‘Downloads’ section there are a few options to download the file you are viewing:
- Click on the ‘Original’ button to download the native version of a file
- Click on the ‘PDF’ button to download an OCR-processed (searchable) file if one exists
See productions that the file is included in
The productions the file is part of are listed under the ‘Found in Productions’ section of the right panel.
Note that it is possible for a file to be included in the same production many times, in both their native and non-native formats.
Find duplicates of the file
The ‘Found Duplicates’ section of the right panel lists (identical) duplicates of a file - even if their metadata, like names, are different - in your GoldFynch case. It also allows you to search for files by their MD5 Hash (unique identifier) values.
Redaction is an important part of document review, and it is carried out in the Document Viewer. Once you have redacted information, it will still be visible and searchable for you on GoldFynch. When it is produced in a non-native format (e.g. PDF, TIFF, etc.), however, all information that is placed below a redaction box will be covered and made unsearchable.
View dates in documents and set a document’s primary date
Primary Dates serve as a single reference date-time for a file in GoldFynch. In the Document Viewer, the primary date is the one with a check mark next to it in the ‘Dates’ section of the right panel.
To assign a primary date, click on a date listed under the ‘Dates’ section, or enter a custom date into the box.
View extracted entities
Names, terms and other keywords are automatically extracted from documents and listed under the ‘Entities’ section of the right panel.
File Context Panel
The Document Viewer’s File Context Panel helps keep track of files that are linked to each other like zip and zipped files, or emails and their attachments.
- Click on one of the ‘file/attachment context’ buttons to open the file/attachment context panel (which will either appear beside or above the document’s content, depending on which button you clicked on)
- Click on one of the file names in the list to go to that file in the Document Viewer
Even if the ‘parent’ or one of the ‘child’ (attachment) files is moved to a different folder in your case, their relationship will be maintained and viewable from this panel.