Control Parameter profiles

GoldFynch's Production system lets you generate productions with load files. It also gives you the ability to customize the metadata (parameters) of the load files. To do so, it uses Control Parameter profiles.

A Control Parameter profile is a collection of data about a set of fields to be included in the load file. Fields consist of:

The field itself (e.g. File Name, Created Date, Email Send Date, etc.)
The order in which the fields should be arranged
The header titles that should be used
The type of information of each field (e.g. string, boolean, date-time, etc.)
Any additional formatting information a load file might need (e.g. "MM/DD/YYYY HH:mm:ss" as date and time formatting for a date-time field) - though this information is usually stored as a separate field immediately following the primary one

Note: Custom Control Parameter profiles can only be created by users with Owner or Admin Privileges

To view custom or default control parameter profiles, or create new ones, follow these steps:

Creating Custom Control Parameter profiles

Step 1. Navigate to the Productions view by clicking on the button in the left navigational panel

Step 2. Click on the Control Parameters tab

Navigate to the Control Parameters tab

Step 3. Click on the Create New Profile button, or the "creating a new Control Parameters Profile" text

Step 4. Enter a profile name

Enter a profile name and choose a template profile

Step 5. From the dropdown list, select a Control Parameter profile to use as a template for your new one

Step 6. Click on the Create button. The profile will be loaded and displayed similar to the image below:

Note: The "All Fields" profiles (MM/DD/YYYY, DD/MM/YYYY and YYYY/MM/DD) and "Minimal Fields" profiles are default options and will always be available. Any existing custom profiles will be listed here as well

Control parameters

Step 7. Make the required changes to the template:

Rearrange fields by clicking and dragging them by their rearrange icons
Add fields using the +Add Field and Add field above this field buttons
Remove fields using the Delete field button
Edit the Title, Field, and Formatter fields as needed

If there are any incomplete or incorrectly-formatted fields, you will receive a notification:

Fix errors and incomplete fields

Step 8. Once you are happy with your changes, click on the Save button. Once saved, the [Unsaved] text will disappear

Note:

If you have used a custom profile as a template, clicking the "Save" button will overwrite it. To save it as a new profile instead, use the "Save as" button

Hidden tags will not be displayed in the "Tags" column if it has been included in the custom profile

Loading custom Control Parameter profiles for editing

From the Control Parameters tab of 'Productions' view, click on the folder button in the toolbar. All custom Control Parameter profiles in the case will be displayed, along with the number of columns (i.e. fields for the load files) they contain and their created and last-modified dates. Click on a profile to load it.

Exporting and importing Control Parameter profiles

To export a parameter profile, load it as described above, then click on the Export button. It will begin downloading to your system as a .json file.
To import a parameter profile, click on the Import button, browse to the location of the .json file on your computer that contains the parameter information.

Using Control Parameter profiles in your load file productions

While producing your files as described here

During Step 3 (Production Output) select one of the "Concordance/Relativity style load file formats"
Then select a Control Parameter profile from the drop-down menu at the bottom of the screen
Continue the production process as with a basic production

Control Parameter Fields Listing

No.	Title	Field	Data Type	Format	Remarks
1.	DOC_ID	Doc Begin	String
2.	DOC_BEG_BATES	Doc Begin	String
3.	DOC_END_BATES	Doc End	String
4.	ORIGINAL_BATES_DOC_BEGIN_ID	Original Doc Begin	String		The original starting Bates number of the document, according to an imported production load file
5.	ORIGINAL_BATES_DOC_END_ID	Original Doc End	String		The original ending Bates number of the document, according to an imported production load file
6.	FAM_BEG_BATES	Attach/Family Begin	String
7.	FAM_END_BATES	Attach/Family End	String
8.	FAMILY_ID	Attach/Family Begin	String
9.	PARENT_ID	Parent	String
10.	ATTACH_IDS	Children IDs	Strings	Semicolon Delimited list/ Comma Delimited list/ Range	Defaults to Semicolon delimited list
11.	ATTACH_RANGE	Children IDs	Strings	Semicolon Delimited list/ Comma Delimited list/ Range	Defaults to Range
12.	ATTACH_FILE_COUNT	Child/Att File Count	Number
13.	FAMILY_FILE_COUNT	Family File Count	Number
14.	HASH_DUPLICATE_IDS	Bates-Dupe-IDs	Strings
15.	CUSTODIAN	Custodian	Strings
16.	SOURCE	Source	Strings
17.	CREATED_DATE	Created Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to the option chosen when creating a new control parameter profile
18.	CREATED_TIME	Created Time	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Time - HH:mm:ss
19.	CREATED_ISO_DATETIME	Created Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Date & Time - ISO 8601 format
20.	CREATED_UNIX_TIMESTAMP	Created Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Unix Timestamp
21.	LAST_MODIFIED_DATE	Last Modified Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to date chosen when creating a new control parameter profile
22.	LAST_MODIFIED_TIME	Last Modified Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Time - HH:mm:ss
23.	LAST_MODIFIED_ISO_DATETIME	Last Modified Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Date & Time - ISO 8601 format
24.	LAST_MODIFIED_UNIX_TIMESTAMP	Last Modified Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Unix Timestamp
25.	PRIMARY_DATE	Primary Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to the option chosen when creating a new control parameter profile
26.	PRIMARY_TIME	Primary Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Time - HH:mm:ss
27.	PRIMARY_ISO_DATETIME	Primary Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Date & Time - ISO 8601 format
28.	PRIMARY_UNIX_TIMESTAMP	Primary Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Unix Timestamp
29.	FAMILY_DATE	Family Date	DateTime		A date from the top-most document in the family that is assigned to all documents in the family. This allows the sorting of all documents by date while still maintaining family grouping
30.	FILE_NAME	File Name	String
31.	FILE_EXTENSION	File-Extension Resolved	String	Uppercase - No leading dot Uppercase - Leading dot Lowercase - No leading dot Lowercase - Leading dot	Defaults to Uppercase - No leading dot
32.	FILE_EXTENSION_ORIGINAL	File-Extension Original	String		The original file extension as determined from the incoming file
33.	FILE_TYPE	File Type	String
34.	MAPI_MSG_CLASS	MAPI Message Class	String	Lowercase Uppercase	Defaults to Lowercase
35.	FILE_PATH	GoldFynch File Path	String		The complete GoldFynch file directory and path name
36.	FILE_DIRECTORY	GoldFynch File Directory	String		The complete GoldFynch file directory path
37.	FILE_SIZE_BYTES	Byte Count/ File Size	Number
38.	MD5_HASH	File MD5 Hash	String	Lowercase Uppercase	Defaults to Lowercase
39.	PAGE_COUNT	Page Count	Number
40.	AUTHOR	Author	Strings
41.	COMPANY	Company	Strings
42.	TITLE	Title	Strings
43.	FROM	From	Email-Addresses	Name & Address Name & Address (RFC6532) Name Only (If Possible) Address only (If Possible)	Defaults to Name & Address
44.	TO	To	Email-Addresses	Name & Address Name & Address (RFC6532) Name Only (If Possible) Address only (If Possible)	Defaults to Name & Address
45.	CC	Cc	Email-Addresses	Name & Address Name & Address (RFC6532) Name Only (If Possible) Address only (If Possible)	Defaults to Name & Address
46.	BCC	BCc	Email-Addresses	Name & Address Name & Address (RFC6532) Name Only (If Possible) Address only (If Possible)	Defaults to Name & Address
47.	SUBJECT	Subject	String
48.	SENT_DATE	Email Sent Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to the option chosen when creating the control parameter profile
49.	SENT_TIME	Email Sent Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Time - HH:mm:ss
50.	SENT_ISO_DATETIME	Email Sent Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Date & Time ISO 8601 format
51.	SENT_UNIX_TIMESTAMP	Email Sent Date	DateTIme	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Unix Timestamp
52.	RECV_DATE	Email Received Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to the option chosen when creating the new control parameter profile
53.	RECV_TIME	Email Received Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Time - HH:mm:ss
54.	RECV_ISO_DATETIME	Email Received Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to ISO 8601 format
55.	RECV_UNIX_TIMESTAMP	Email Received Date	DateTime	Date - MM/DD/YYYY Date - DD/MM/YYYY Date - YYYY/MM/DD Date&Time - MM/DD/YYYY Date&Time - DD/MM/YYYY Date&Time - YYYY/MM/DD Date&Time - ISO 8601 format Time - HH:mm:ss Unix Timestamp	Defaults to Unix Timestamp
56.	EMAIL_MESSAGE_ID	Email Message ID	Strings
57.	TAGS	Tags	Strings		The tag names that have been applied to this item in GoldFynch
58.	EMAIL_MESSAGE_REF_IDS	Email Message Ref	Strings
59.	PLACEHOLDER	Placeholder/Slipsheet	Boolean	True/False T/F Yes/No	Defaults to True/False
60.	REDACTED	Has Redactions	Boolean	True/False T/F Yes/No	Defaults to True/False
61.	TRUE_NATIVE	True Native?	Boolean	True/False T/F Yes/No	Defaults to True/False
62.	NATIVE_PATH	Native Path	String		This field gives the location of the native files. The format is as follows - Natives/0001/file1
63.	TEXT_PATH	Text Path	String		This field gives the location of the text file associated with a tiff(image) file. The format is as follows - TEXT/0001/file1.txt

Other production features

Production Logs

GoldFynch generates logs for each of your productions. Find out more about them here.

Learn how to share your productions directly through GoldFynch, via email, or through a sharing link.

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