Some takeaways and recommended workflows to get your started:
Loading data:
Loading your data is easy and convenient. Using our drag / drop method will allow you to select your
archive file such as .PST,.MBOX, or .ZIP file or loose files and begin the GoldFynch processing of your
files. Some helpful articles regarding uploading your data can be found below:
Creating your tags and setting preferences:
Thinking ahead about the categorization you need during your review process and creating those
associated tags. Some suggestions based on a typical review workflow:
• Responsive
• Non-Responsive
• Further Review
• Tech Issues
• Redactions
• To Be Exported
Reminder that tagging documents can be done on an individual basis or for the entire family.
Some helpful articles on tagging documents can be found here.
Deduplicating data:
Once your data is loaded, you can use one of GoldFynch's deduplication strategies to mark duplicate
items to save time with the document review.
Some helpful articles on this process can be found here.
• Reporting on duplicate items
Creating Review Sets:
Once your files have been loaded and deduplicated, it is recommended to create review sets to help with
your review process. Review sets will by default remove the system marked duplicates that were found in
the deduplication process and allow you to expand families in the navigation context, making it easier to
work through your review.
Some helpful article on review sets can be found here.
• Creating and using review sets
• Identifying other reviewers on a review set
Exporting / Producing your items:
The final step with your review process would be to export or produce your items. Using the tagging
classifications as your guidance as to which documents will be exported will assist with this step.
Information on producing/exporting your items can be found here: