Creating the production
Follow these steps to create a PDF production of an entire case in GoldFynch. To begin, click on the "Productions" icon from the left menu, then click on the "Start Production Wizard" button.
Step 1 of the Production Wizard: Give the production a name.
Step 2 of the Production Wizard: Skip this step of the Production Wizard and just click on "OK," and do not select tags or saved searches. This is because when no tags are selected, GoldFynch includes all documents from a case to be included in the production.
Step 3 of the Production Wizard: select "PDFs only", and then select how the PDFs should be produced. In the example image below, we've chosen to produce "One PDF per family", but this will ultimately depend on your desired file output.
Steps 4-5 of the Production Wizard: Ignore all the options and settings, just click on the "OK" button.
Step 6 of the Production Wizard: Select any Bates or tag stamping locations for these PDFs. By default, the only selection that will be enabled is "Bates Stamp" in the "bottom-right" location.
Once you've made your Bates and tag stamping selections, scroll down and click "OK".
Step 7 of the Production Wizard: Select your desired redaction settings for this production and click "OK". These settings will only be used if redactions exist in your production.
Step 8 of the Production Wizard: Enter your Bates numbering sequence and click "OK". If left blank, this will default to using "1" as the first Bates number.
Step 9 of the Production Wizard: Select your desired file naming option, then click "OK". In this example, we are selecting to use the "Original file names", but if you created a Bates numbering sequence in Step 8 of the Production Wizard, you may want to use one of the other "Bates number" naming options.
Step 10 of the Production Wizard: Review any displayed checks at this time. When producing your entire case, it's likely that you will have similar warnings to what is shown below:
Please note that the "Archive files" check indicates that there are container files being produced as well, these will be produced natively. If you do not want to include these container files in your production (like ZIP, PST, MBOX, etc), then click the "Exclude archives" button in line with this check
Once you've reviewed all of the displayed, if everything looks good, click "Produce despite errors".
Downloading completed productions
GoldFynch queues the production and gets to work on it. To track the process, click on the "Requested Productions tab" of the "Productions" view.
Click on the "Completed" header text to sort by completion date. The completed status for your production will change from "in-progress" to the completion date once the production is completed. Once the production has finished processing and becomes available, click on the "..." icon against the production’s name and then the "Download Production" text in the drop-down menu that opens to download the final production as a zip file.
