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

The Document viewer provides you with easy access to many of the review functions available on GoldFynch.

Some of the functions that can be executed from the document viewer are :

Different sections of the Document Viewer

You can access the Document Viewer from the left navigation panel by clicking on the Docs view icon.

Docs view

You can also access it by clicking on any file in the Files view or on a file that is part of a search result.

Managing the Document viewer layout

The viewer layout controls at the top of the document viewer page lets you control how you view the page. You can also adjust the width of the various sections. The default layout which is displayed below includes the navigation context to the left of the viewer and the attachment context above the viewer.

Default viewer layout

The functions of the viewer layout buttons are -

Viewer layout controls

The image below shows different document viewer layouts along with the selected buttons

Document Viewer layouts

Click and drag the border of the Attachment context panel next to the PDF viewer to resize it

Resize the attachment context panel

Note: Similarly, you can click and drag the border of both the navigation context and right action panel to resize it

Viewing results from a keyword 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.

Search results are highlighted in the Document Viewer

Navigating through search results via navigation context

When you are navigating through files in the Document Viewer opened as part of a search result, they are opened in a "context" and you can:

Note: If you view a folder in the Files view and open one of the files, all files in that folder will be part of the file's "context"

Learn more about the navigation context here.

Navigate between documents in the same set of search results

NOTE: While in the Document Viewer, we recommended that you open attachments or other links (for example, those found in the Attachment Context Panel) in new tabs so that your current position in the file review order is maintained. You can do this by either:

Navigating through review sets

When viewing a document from a review set, the left panel which usually displays the "navigation context" will now display the open review set and it provides the following information:

Navigating through review sets

Learn more about creating review sets

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.

Find out more about tagging files here.

Attachment context panel

The Document Viewer’s Attachment context panel helps keep track of files that are linked to each other like zip and zipped files, or emails and their attachments.

View attachments

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.

There are two different layouts for the document viewer and each has a different viewer toolbar. To change between the old and new layouts of the document viewer you need to click on the ... button present in the layout panel

Document viewer button

Functions accessible from the old document viewer layout

The toolbar in the old document viewer has three different components.

Basic actions using the old document viewer layout

The basic actions that can be executed using the main component of the old document viewer toolbar are -

  1. Jump to a particular page - type a page number in the text box
  2. Zoom in and out
  3. View the document in full-screen view
  4. Print directly from the Document Viewer
  5. Search within the document - click on the magnifying glass icon, and a search bar will open. Type in a word or phrase, and GoldFynch will highlight matches

Search within the document

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

view the document outline

The sidebar also contains buttons to view thumbnails, attachments, and layers

Additional tools

To open the menu, click on the >> icon on the far right side of the toolbar.

Exapanded menu

It will open a menu with a few more functions, letting you:

Functions accessible from the new document viewer layout

The toolbar in the new document viewer contains the main component where basic actions can be performed and a page layout component

Basic actions using the new document viewer layout

The basic actions that can be executed using the toolbar of the new document viewer are -

  1. View thumbnails
  2. Jump to a particular page - type a page number in the text box
  3. Switch to pan mode using the hand tool
  4. Zoom in and out
  5. Change the page width
  6. Draw redaction boxes - to redact pages you will need to use the Add page range button in the right panel
  7. Print directly from the document viewer
  8. Search within the document by clicking on the magnifying glass and entering the search text

New document viewer toolbar functions

Page layout

The page layout component of the toolbar lets you -

New document viewer page layout options

Tools in the Right Action Panel

GoldFynch File ID

The unique ID that is assigned by GoldFynch to each file in the case is displayed under this section. This helps in identifying which file is used in a review set or production, especially in the case where duplicates exist

GoldFynch File ID

File Type

The category, file type, MIME type, and message class(if applicable) are displayed under the 'File Type' section of the right panel. You can also search for all documents that have the same category, file type, MIME type, or message class by clicking on the search icon against the appropriate option.

View file type or category

Download files

In the right panel, under the 'Downloads' section there are a few options to download the file you are viewing:

You can download an individual file in its native (original) or PDF format

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.

Document Notes Section

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 and download it in its produced format

The productions the file is a part of are listed under the 'Found in Productions' section of the right panel, and the names of the file in the various productions are listed above the Toolbar as "Produced as:"

Productions the file is a part of are displayed, and you can download the individual file in its produced format

You can click on the name of the production to open up the production log and highlight the file in it.

You can also download the individual file as it would be in a particular production without having to download the entire production. To do so click on the download icon against the production. The download will either begin, or a drop-down menu may appear giving you additional options if they are available - with a 'Production Archive' version (i.e. the produced format) or a 'High quality' PDF version. Click on one of the options to begin the download.

Note that a file can 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. Note that this does not take into account Message-ID Based Strategies. To run a comprehensive de-duplication for your case, use the de-duplication tool

Duplicate of the file are highlighted

View tag application notes

The 'Tags with Notes' section of the right panel displays all the tag notes of tags that are attached to the open file. This section is visible only if there are tags that have notes associated with them. All tags in the Tag bar that have a "sticky note" against them should be listed in this section along with the note associated with it

View tag application notes

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.

Redaction in GoldFynch

Learn more about redaction here.

View dates in documents and set a document’s Primary Date

Dates found in the document are automatically listed under the 'Dates' section.

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 checkmark next to it in the 'Dates' section of the right panel.

File dates

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.

Keywords are listed here

View hidden tags

All the hidden tags attached to the file can be found in the 'Hidden Tags' section of the right panel. A hidden tag can be removed by clicking on the 'x' against it.

View hidden tags

Click here to learn more about hidden tags

Executing Review Macros

GoldFynch lets you use macros(shortcuts)to help you and your collaborators quickly assign tags to documents and remove tags attached to documents from the Document Viewer. To use a macro you need to first hit the trigger command .. (which is two periods hit in quick succession). A list of active macros will be displayed along with the shortcut keys for each macro. All you need to do is press the shortcut key of the macro you wish to use and its action will be carried out.

Use a review macro

Click here to learn more about review macros

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.

Once opened in the Document Viewer,

Click on the link in the Docs view to go to the child files

Learn more about compressed, extracted, and container files here.

Viewing files in their native format

GoldFynch now lets you view files in their native format using the Document viewer. In the viewer widget of the Document viewer, there are two tabs Rendered and Native. The rendered tab displays the file in its processed form. The native tab lets you view the file in its native form. You can even view processing and errored files in their native form using this feature.

At present, this feature is available for PDFs, image files, plain text files, CSV files, and some video formats

Viewing a rendered file in its native form

The two viewing tabs of the document viewer

Viewing a processing or errored file

Similar to viewing a rendered file you will need to click to open the file. The Rendered tab will have a message indicating the processing state of the file along with buttons to download the file

Document viewer for an errored or processing file

Click on the Switch to Native view button to view the file in its native form.

View native form of processing file

In the case of errored files, you can also navigate to the issues view by clicking on the Open issues page button that will be displayed in the Rendered tab of the document viewer widget