Creating productions within Goldfynch can be done by using saved searches or tags. More information on creating and managing saved searches can be found here, and on creating productions from any (potentially unsaved) search here.
Note: It is important to remember that saved searches are executed in real-time, so when you originally create a saved search, you may see 100 documents that satisfy your search, but these document counts could change in the below scenarios:
- If you add items to your case and the new items satisfy the current saved search query
- If you modify the saved search and that modification includes or removes items from your previous saved search
So when you create your production, files will be included based on the current set of results that the saved search query returns.
Here's how to produce your files from a saved search in GoldFynch:
Step 1. Choose a name for the Production
Step 2. Select documents for the production
The number listed at the bottom of Step 2 of the production wizard will show how many documents will be included in the production at the time it is run. In the above example, it shows there are 7 documents that are part of the WILHELM tag and the Accident policy Saved Search.