Tagging individual files : GoldFynch Support

GoldFynch allows you to easily attach labels called 'tags' to your documents that help you categorize and quickly find files.

When tagging files in GoldFynch you can choose to either tag an individual file or tag the file along with its entire family. A file 'family' is a group of associated files, like how an email (a 'parent' file) would be associated with its attachments--its 'children'. So if you tag an email and its family as 'confidential,' its attachments would also be tagged.

Adding Tags to Files

Step 1. Navigate to the 'Files' view by clicking on the icon in the left panel

Step 2. Select the file (files) you want to tag by checking the checkbox against the file name

Note: Suppose you select a folder all the files within it will be tagged

Step 3. Click on the 'Tag' button that appears in the right action panel

Step 4. Click on a Tag to apply it to the document.

The tags on the 'Apply Tag' screen will be Quick tags, Recently used, and Most used tag lists.
Otherwise, you can type into the search bar to pull a list of any tags that match the entered text, then click on one of the search results to assign it to the document
You can also create a new tag and assign it to the document by typing the name in the search bar and clicking the tag with 'NEW' against it. Click to learn more

The tag will be applied to the selected files.

If the tag behavior for file families has been set to 'Prompt', the following screen will be displayed. You then need to select the appropriate tag behavior for families and click on Apply for the tag to be applied to the selected file (files).

Note:

If you click on the 'Remember' button against either 'Apply only to item' or 'Apply to entire family of each item' while applying tags to a file, the behavior is remembered and automatically followed without prompting the next time that tag gets applied.
Changes to tag behavior are prospective: they will not affect the families of files that are already tagged and will only apply to files that are tagged after the behavior change is saved