Features of the Document Viewer (i.e. the ‘Docs’ view)

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 a search

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.

Basic actions

• 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

Document outline

If a document outline can be generated, here is how to view it:

1. Click on the sidebar button to open it
2. Click on the document outline tab. If possible, one will be displayed

Additional tools

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 and search results

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) 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

Find out more about tagging files here.

Tools in the Right Action Panel

Download files

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

Learn more about 'native' file formats in the first section of this article.

Document Notes and Annotations

The 'Document Notes' section of the right panel lets you directly add notes to the document being viewed and it also lets you comment on existing notes. These notes are different from tag application notes and are extremely useful during reviews.

Goldfynch lets you highlight portions of a document and even include comments on the highlighted text these are what will be visible in the 'Document Annotations' section of the right panel. The 'Document Annotations' section of the right panel will be visible only if an annotation exists in the document being viewed. When this section is visible it can be found right below the 'Document Notes' section.

Learn more about Document Notes and Annotations

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.

Redact information

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.

Learn more about redaction here.

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.

You can also find the 'Ingestion Date' of a file in this section. Ingestion Dates represent the date-time at which a file began uploading to GoldFynch.

Learn more about Primary Dates and Ingestion Dates here.

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.

1. 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)
2. 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.

Viewing container files

Viewing container files in the Document Viewer is slightly different than viewing other files. They don’t contain their own content to display, but you can still perform a few actions on them.

• Click on the ‘View Container File’ text next to an extracted container folder in the ‘Files’ view to view the container file

Once opened in the Document Viewer,

• Click on the ‘Original’ button under ‘Downloads’ in the right panel to download the original zip/compressed file that was uploaded (which you can unzip on your computer to view its contents)
• Click on the file path text or the ‘Go to extracted location’ button to view the extracted files in the ‘Files’ view

Learn more about compressed, extracted and container files here.