You can share a production's zip file directly from the production interface without downloading it. It is shared through a 'share link' that GoldFynch generates, which you can either copy and paste to the person you wish to share it with, or which GoldFynch can automatically email to them.


Additionally, you will be notified of the time and date the shared production was downloaded. Here's how you can share your productions:


Sharing productions using a share link


Step 1. Click on the Production button in the left pane to access the Production view.

Step 2. Click on the Requested Productions tab to view the list of Productions that have been submitted.

Step 3. Click on the '...' button against the production you want to share.

Step 4. Click on the 'Share' option in the pop-up menu

In the Requested Production tab click on ... and then click on the share option


Step 5. Choose how you wish to share the production:  

  • Via Email
  • Manually

    Choose how you want to share the production

Step 6. Enter the name (manual option) or the email address (email option) of the person you wish to share the production with. 

  • Select the duration and number of downloads the link is valid for.
  • (Optional) Check the "Require password for download" box and enter a download password to add additional security to your production download.
  • (Optional) If you want to enter a custom name for the production, uncheck the "Use system-generated name for production archive (based on Bates prefix and range)" checkbox and then enter a custom name in the textbox provided. 

Note: If the checkbox is selected, then the system-generated name, which is based on the Bates prefix and range, will be shared with the user

  • Click on the Share button.

    Fill in the necessary fields to share the production

Note: 

  • If the production was produced despite errors or warnings, a warning message with information about the errors/warnings is displayed at the top of the Production Sharing screen. Additionally, a message will be displayed if the production has redactions applied in preview mode.

    The system will display the errors associated with a production if they exist
  • Once the production has been shared, all details related to the share will be displayed in the lower half of the production-sharing overlay, as shown in the image below. The 'Shared As' field in the details lets you know if the production was shared using a custom name or a system-generated name
     Details of the shared production will be displayed at the bottom of the screen overlay

Note: The links for the shared productions will expire after either the duration or the number of downloads you selected, whichever occurs first. For example, if you have selected 1 day and 2 downloads in the "expires after" field, and the person you shared the link with does not access it within 24 hours of receiving it, the link will expire even if nothing has been downloaded.In case the time has expired then you can see the message on the screenStep 6. Click on the "copy link" button to copy the share link. You can provide this link to the person you wish to share the case with, and they will be invited to download the file or open it in a new case. 

Note: If you have opted to share the production 'Manually', you need to copy the link and send it as a separate message to the user. In the shared production status, you can see that an email was not sent.

Click on copy link to share the link to the production

Stop Sharing Production

You can always invalidate a share link by clicking the 'Revoke' button to the right of the person's name/email address, preventing them from accessing or downloading the production file.

Click on revoke to revoke access to the production

Managing Shared Productions

  • Once the person with whom the production was shared clicks the sharing link (whether you gave it to them directly or GoldFynch automatically mailed it), they will see the browser load a page like the one shown below.
  • Click on the Download Production button to download the shared productionClicking on the "Download Production" button will download the production as a .zip file to their device
    • If a download password was entered, a textbox will be visible below the "Download Production" button once you click it. The user will have to enter the password that was shared with them to download the productionEnter the shared password and click on download


View Production Activity


As the sender, you will be notified of the time and date the production was opened/downloaded. You can also view the activity of the individuals the production was shared with by going to the "Requested Productions" tab, then clicking the share icon next to the relevant production. The activity on the shared production will be in the lower half of the production sharing overlay.

To view more details like the location, IP address, type of access, and the time accessed by users, open the Production Sharing overlay as described above, then click on the "Show Details" text next to the person the production is shared with.


Share the Production Load File


Using GoldFynch, you can share only the production load file without sharing the entire production. You can do this by downloading the load file from the Requested Productions tab, then emailing it to the person you wish to share it with.

Click on the download loadfile option in the popup menu to download and share the production loadfile

Click here to learn more about downloading production load files.