Removing files in bulk from productions using the ‘Invert Tag’ function

During step 2. of the production process, you are presented with a list of tags in your case for you to choose from. Files tagged with the tags you select are added to the production. It is possible to also omit files from the production based on tags using the ‘Invert Tag’ function. Note that 'inverted' tags take priority over the tags you select to include in the case if a file has both types of tags attached to it.

To omit files in bulk using the 'Invert' function

Step 1. Log into your GoldFynch account and the case you wish to create the production from

Step 2. Tag all files that you wish to omit with the same tag. There are many ways to tag files (learn more about them here but usually, the fastest way to do so is by performing a search and tagging all the results.

For example, if you want to exclude all emails with 'privileged' in the subject line, carry out a search for the "subject" parameter contains "privileged" and create a tag for all the search results (let's use the word "confidential")

Perform a search and tag all the results that are to be excluded

NOTE: While tagging files, be sure to select the "whole family" option if you want the tags to be applied to any parent emails, attachments, or other files in their file families. Learn more about file family tagging behavior here.

Step 3. Navigate to the 'Productions' view by clicking on the icon in the left navigation panel and click on the 'Start Production Wizard' button under the 'Production Wizard' tab

Click on the start production wizard button in the ‘Productions’ view

Step 4. Give a name to the new production and click on the 'OK' button

Name your production

Step 5. Select the tags you want to include in the production, but also select the new tag that you created ("confidential") and check the 'Invert' checkbox against it

Select the tag to be inverted then check the invert checkbox against it

Step 6. Continue onwards, following the regular production process. The files tagged (with "confidential") will be omitted from the production, regardless of whether they have been included by other tags.

You can find out more about the standard production procedure here