24 Feb ‘Codings’ and Our Improved Tagging System

We’ve created a new category of ‘tags’ called ‘codings’ A coding is a special tag that is pinned/unpinned (i.e. toggled on/off) by clicking its button.  When unpinned (i.e. turned off), the coding’s button changes color, but remains visible.   In contrast, with regular tags the button disappears when deactivated.   Here, the first 4 buttons are codings the last green one is a regular tag. The coding outlined with a red box is 'unpinned'. [Note: GoldFynch has had a 'codings' system for a while, but only for fixed categories. Our rebooted version is much more versatile.]  You can apply codings as quickly as tags.  They’re in the tag pane,...

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17 Jan How to Change Your GoldFynch Case Plan

GoldFynch is flexible! Upgrade or downgrade your case plan as needed. Choose from 4 paid plans: Egg (3 GB), Nestling (15 GB), Fledgling (50 GB), and (new)BigBird (100 GB); it’s easy to move from one to the other.   Reasons to upgrade your plan You’ve reached your plan’s storage limit. You need faster processing. (The higher the plan, the faster the processing.)   Reasons to downgrade your plan You don’t need all the storage your plan provides. You don't need faster processing anymore.   Billing is prorated, so pay only for time on a plan till the upgrade/downgrade.   How to change your GoldFynch case plan Changing plans is quick and easy. Step 1:...

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11 Oct New Upload Status Bar: Track Your Uploads Easily.

Uploading in GoldFynch is so easy! Here’s all you need to do. . . Step 1:  Click the “Files” icon on the left pane of your GoldFynch browser window. Step 2: Drag and drop files or folders into the browser window.  Each file you upload can be up to 5 GB in size. And GoldFynch handles a large range of file types; it even automatically decompresses zip files.  Step 3:  Track your upload. . .  . . . via the expandable 'uploads progress window' on the bottom right of the screen. Remember to leave the browser window open till uploading finishes.  The uploads progress window is on...

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24 Aug Calendar Items (.ical) and Contact Information (.vcf) in GoldFynch

iCalendar files (iCALs) and Virtual Contact Files (VCFs): now supported by GoldFynch. When you upload batches of email from Gmail/Outlook into GoldFynch (i.e. when you import .mbox/.pst files into GoldFynch), they often have iCalendar files (.ical files) and Virtual Contact Files (.vcf files) attached. GoldFynch can now access and search these files for you. What are iCalendar files (iCALs)? iCals are files that calendar apps like Google Calendar and Outlook use to communicate with each other. When you email a calendar invite to your client, your calendar app attaches an iCal file (with all the event details) to your email. The client’s app then reads that file and enters the details...

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18 Aug Use a Password List to Save Time

Are password-protected files slowing you down? Large cases often have many password-protected files. And manually entering those passwords for each use is a waste of your time. GoldFynch has an elegant solution. Use our password list to enter all your passwords (you can copy-paste them in bulk) and GoldFynch will automatically find and use the right one when you need it.  Get the security you want, but without the hassle. Here’s how to use our password list:   Choose the ‘files’ tab to view all your uploaded files. The password-protected ones have a little lock symbol next to them.   Click on a password-protected file. The ‘password list’...

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25 Jun Case Sharing across multiple accounts in GoldFynch

Introducing: Case Sharing Across Multiple Goldfynch Accounts Chances are, you’ve been in a situation where you’d like to share particulars of a certain case across two accounts. If you’ve been stumped on how to pull that off—don’t worry any longer. A new collaborative sharing feature is now available in Goldfynch: Case Sharing. With Case Sharing, you now have the ability to open a case in one account and share it with another user in a different account. To do this, simply open any case and click the “Sharing” icon on the left pane. Then, click the “Add a user” button. From there, enter the email address...

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01 May Search By Date Range

Take advantage of the advanced GoldFynch date identification capabilities to search for documents via date ranges. During the processing process GoldFynch automatically scans all documents for mentions of dates. It can identify a number of different date formats, e.g. April 2002, 04/01/2002 etc. You can now search for all the documents that fall within a certain range by simply entering the range of dates in this format in the search bar- "Start Date" - "End Date" . The start and end dates can be in any date formatting. We have some examples below. Remember when typing into the search bar...

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