You can create privilege logs in GoldFynch using its reports, tagging, and tag notes systems to control the descriptive information that is added against each file in a report.
Marking information as privileged
Step 1. Set tag as "privileged" as described here
Step 2. Tag files as you usually would, using tags you marked as "privileged". Add Tag application notes at this point if you wish (or if you have entered a default reason for privilege tags, this will be automatically be added).
Note: Whether done at this point or at an earlier time, tagging files as privileged is necessary to generate a privileged log
Generating the Privilege Log
The process of creating a privilege log is similar to creating a regular report.
Step 1. Go the
Reports view and click on the
+New Report button in the top-right corner of your screen.
Step 2. Select an option from the drop-down menu to indicate how you wish for files to be added to the log. A privilege log can be generated using any of the available report types:
- File Listing - All Files
- File Listing - Tags
- File Listing - Saved Search
Step 3. Enter a name for the privilege log
Step 4. Choose what descriptive information needs to be restricted. This will be applied to each file in the report unless they don't have any information in that field
- The tag's name will be added to the "tags" field
- The tag note will be added to the "tag notes" field
- Regardless of the two fields above, when you are generating the log you may want to uncheck the
Include document notes and annotationscheckbox as document notes and annotations do note have inbuilt privilege filtering settings and will display all information if any is present
- You can choose to completely omit information in all the above-mentioned fields in your report by not checking the
Step 5. Select an output format
Step 6. Click on the Create Report button in the New Report screen overlay
Comparing a Privilege Log with a Regular Report
In a regular report when you choose to include tag names and tag application notes all the values will be displayed irrespective of whether they are privileged tags or not. In comparison, a privilege log will only include tag names and tag application notes that have been tagged as privileged. (Note: irrelevant fields have been hidden in the images below.)
Regular Report (Image 1) Here, the report options are set to include all categories (including document notes and annotations).
Privilege Log (Image 2) Here, the “Tags” and “Tag notes” categories were set to include only privileged tags and tag application notes. (Note: as document notes and document annotations were included, those still appear).
Lets us compare Image 1 and Image 2:
In Image 1 all tags and tag notes are displayed, irrespective of whether they are privileged or not.
In Image 2 only privilege tags and tag notes assigned to privileged tags are displayed.