GoldFynch is built around 'cases'. If you would like to upload, interact, review, and produce files a GoldFynch case must be created either by you or by someone else who then gives you access to the case. Read on to learn how to create a new case.
- To create a case you will need a GoldFynch account. Learn how to sign up for a GoldFynch account here.
- You will get one free case with your account.
Creating a case
Step 1. Log in to your Goldfynch account
Step 2. Click on the + Create a New Case button on the screen that is displayed if you do not have any cases linked to your GoldFynch account.
If you have cases linked to your GoldFynch account then click on the Create New Case button at the top-right corner of the page
Step 3. Enter a name for the case in the text box
Step 4. Select a plan by dragging the slider to the left or right
Note: This step isn't required for the free plan. To select the free plan, drag the slider to the far left
Step 5. Select a time zone for the case. By default, the local time zone is selected from your browser.
IMPORTANT: A case's time zone cannot be changed after a case is created. However, the case name and plan can be changed by the case owner or admin user.
Step 6. Setup a payment method if you have selected a premium plan. Click here to see how to do so.
Note: The payment method does not need to be set up if you have opted for a free case.
Step 7. Click on the 'Create Case' button
Learn more about how to maintain your cases here: