{ "url": "https://help.relativity.com/RelativityOne", "description": "An index of all structured documentation pages in the RelativityOne Help Center for AI agents.", "@type": "Dataset", "version": "1.0", "creator": { "url": "https://www.relativity.com", "name": "Relativity", "@type": "Organization" }, "@context": "https://schema.org", "name": "RelativityOne Help Center - MCP Index", "distribution": [ { "contentUrl": "https://help.relativity.com/RelativityOne/.well-known/mcp-index.json", "encodingFormat": "application/json", "@type": "DataDownload" } ], "hasPart": [ { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Auto_increment_field_on_object.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Auto_increment_field_on_object.htm" }, "description": "The Auto Increment Field on Object solution calculates and adds an incremental value to a field automatically each time a user creates a new record for an object.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Auto increment field on object", "Before you begin", "Supported versions", "Components", "Considerations", "Deploying and configuring the solution", "Preparing the workspace", "Creating a configuration record", "Associating the object type", "Running the solution", "Viewing the results" ], "headings": [ "Auto increment field on object", "Before you begin", "Supported versions", "Components", "Considerations", "Deploying and configuring the solution", "Preparing the workspace", "Creating a configuration record", "Associating the object type", "Running the solution", "Viewing the results" ], "name": "Auto increment field on object", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Auto Increment Field on Object solution calculates and adds an incremental value to a field automatically each time a user creates a new record for an object.", "title": "Auto increment field on object" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Batch_Set_Cleanup.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Batch_Set_Cleanup.htm" }, "description": "Batch Set Cleanup removes all documents contained in the saved search of each batch set you specify.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Batch Set Cleanup", "Migrating from Remove documents from batch sets", "Before you begin", "Components", "Considerations", "Deploying and configuring the solution", "Install the Review application to your workspace", "Running Batch Set Cleanup", "Create a new job", "Configure the job", "Canceling a job", "Purging a job", "Viewing the results" ], "headings": [ "Batch Set Cleanup", "Migrating from Remove documents from batch sets", "Before you begin", "Components", "Considerations", "Deploying and configuring the solution", "Install the Review application to your workspace", "Running Batch Set Cleanup", "Create a new job", "Configure the job", "Canceling a job", "Purging a job", "Viewing the results" ], "name": "Batch Set Cleanup", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Batch Set Cleanup removes all documents contained in the saved search of each batch set you specify.", "title": "Batch Set Cleanup" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Change_redaction_type.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Change_redaction_type.htm" }, "description": "The Change Redaction Type solution changes existing black, white, or text redactions in a specific set of documents to a type of redaction that you specify.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Change redaction type", "Before you begin", "Components", "Considerations", "Deploying and configuring the solution", "Running the solution", "Viewing the results" ], "headings": [ "Change redaction type", "Before you begin", "Components", "Considerations", "Deploying and configuring the solution", "Running the solution", "Viewing the results" ], "name": "Change redaction type", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Change Redaction Type solution changes existing black, white, or text redactions in a specific set of documents to a type of redaction that you specify.", "title": "Change redaction type" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Collect_folder_path_data.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Collect_folder_path_data.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Collect folder path data", "headings": "Collect folder path data", "name": "Collect folder path data", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Collect folder path data" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Copy_redactions_across_markup_sets.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Copy_redactions_across_markup_sets.htm" }, "description": "The Copy Redactions Across Markup Sets solution copies redactions from one markup set to another.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Copy redactions across markup sets", "Before you begin", "Supported versions", "Components", "Considerations", "Deploying and configuring the solution", "Running the solution", "Viewing the results" ], "headings": [ "Copy redactions across markup sets", "Before you begin", "Supported versions", "Components", "Considerations", "Deploying and configuring the solution", "Running the solution", "Viewing the results" ], "name": "Copy redactions across markup sets", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Copy Redactions Across Markup Sets solution copies redactions from one markup set to another.", "title": "Copy redactions across markup sets" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Copy_redactions_across_workspaces.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Copy_redactions_across_workspaces.htm" }, "description": "The Copy Redactions Across Workspaces solution copies redactions from a source markup set to a destination markup set in a separate workspace.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Copy redactions across workspaces", "Before you begin", "Supported versions", "Components", "Considerations", "Deploying and configuring the solution", "Running the solution", "Running the Setup script", "Running the Read Source Markup Set script", "Running the Write Destination Markup Set script", "Viewing the results" ], "headings": [ "Copy redactions across workspaces", "Before you begin", "Supported versions", "Components", "Considerations", "Deploying and configuring the solution", "Running the solution", "Running the Setup script", "Running the Read Source Markup Set script", "Running the Write Destination Markup Set script", "Viewing the results" ], "name": "Copy redactions across workspaces", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Copy Redactions Across Workspaces solution copies redactions from a source markup set to a destination markup set in a separate workspace.", "title": "Copy redactions across workspaces" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Date_field_parsing.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Date_field_parsing.htm" }, "description": "The Date Field Parsing solution parses the date and time from a Date field and writes each value to a separate field for each document that\u0027s returned by a specified saved search.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Date field parsing", "Before you begin", "Accessing the application", "Components", "Considerations", "Deploying and configuring the solution", "Adding the application to the Application Library", "Creating the destination fields", "Running the solution", "Viewing the solution results" ], "headings": [ "Date field parsing", "Before you begin", "Accessing the application", "Components", "Considerations", "Deploying and configuring the solution", "Adding the application to the Application Library", "Creating the destination fields", "Running the solution", "Viewing the solution results" ], "name": "Date field parsing", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Date Field Parsing solution parses the date and time from a Date field and writes each value to a separate field for each document that\u0027s returned by a specified saved search.", "title": "Date field parsing" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Disable_inactive_users.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Disable_inactive_users.htm" }, "description": "The Disable Inactive Users solution can either present a report of users who are considered inactive or disable users who are considered inactive based on selected criteria.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Disable inactive users", "Supported versions", "Before you begin", "Components", "Considerations", "Deploying and configuring the solution", "Preparing the workspace", "Running the Solution", "Viewing the results" ], "headings": [ "Disable inactive users", "Supported versions", "Before you begin", "Components", "Considerations", "Deploying and configuring the solution", "Preparing the workspace", "Running the Solution", "Viewing the results" ], "name": "Disable inactive users", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Disable Inactive Users solution can either present a report of users who are considered inactive or disable users who are considered inactive based on selected criteria.", "title": "Disable inactive users" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Document_unitization.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Document_unitization.htm" }, "description": "The Document Unitization solution allows you to split an imaged document into multiple child documents. This solution is one component of the Document Utilities application. Visit the Relativity Customer Portal to download the Document Utilities application.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Document unitization", "Before you begin", "Supported versions", "Components", "Permissions", "Considerations", "Deploying and configuring the solution", "Configuring padding settings for child documents", "Running the solution", "Viewing the results", "Handling errors", "Error messages", "Uninstalling Document Utilities", "Performance expectations" ], "headings": [ "Document unitization", "Before you begin", "Supported versions", "Components", "Permissions", "Considerations", "Deploying and configuring the solution", "Configuring padding settings for child documents", "Running the solution", "Viewing the results", "Handling errors", "Error messages", "Uninstalling Document Utilities", "Performance expectations" ], "name": "Document unitization", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Document Unitization solution allows you to split an imaged document into multiple child documents. This solution is one component of the Document Utilities application. Visit the Relativity Customer Portal to download the Document Utilities application.", "title": "Document unitization" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Environment-level_user_login_and_workspace.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Environment-level_user_login_and_workspace.htm" }, "description": "The Environment-Level User Login and Workspace Access solution queries and reports data about login and access actions that individual users performed in a Relativity instance during a time period that you specify.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Environment-level user login and workspace access", "Before you begin", "Components", "Considerations", "Deploying and configuring the solution", "Preparing the workspace", "Running the solution", "Viewing the results" ], "headings": [ "Environment-level user login and workspace access", "Before you begin", "Components", "Considerations", "Deploying and configuring the solution", "Preparing the workspace", "Running the solution", "Viewing the results" ], "name": "Environment-level user login and workspace", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Environment-Level User Login and Workspace Access solution queries and reports data about login and access actions that individual users performed in a Relativity instance during a time period that you specify.", "title": "Environment-level user login and workspace" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/File_validation.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/File_validation.htm" }, "description": "The File Validation Agent solution searches for document files on a file server, uses a field that you specify to indicate whether any of those files are missing from the server, and provides a report containing a detailed list of the files that are missing.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "File validation application", "Before you begin", "Supported versions", "Components", "Permissions", "Deploying and configuring the solution", "Downloading the application", "Adding the solution to the Application Library", "Preparing the workspace", "Installing the solution application", "Creating the missing files indicator field", "Running the solution", "Canceling a job", "Viewing the results", "Handling errors", "Rerunning the solution", "FAQ" ], "headings": [ "File validation application", "Before you begin", "Supported versions", "Components", "Permissions", "Deploying and configuring the solution", "Downloading the application", "Adding the solution to the Application Library", "Preparing the workspace", "Installing the solution application", "Creating the missing files indicator field", "Running the solution", "Canceling a job", "Viewing the results", "Handling errors", "Rerunning the solution", "FAQ" ], "name": "File validation application", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The File Validation Agent solution searches for document files on a file server, uses a field that you specify to indicate whether any of those files are missing from the server, and provides a report containing a detailed list of the files that are missing.", "title": "File validation application" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Normalize_redactions_across_relational_group.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Normalize_redactions_across_relational_group.htm" }, "description": "The Normalize Redactions Across Relational Group script facilitates normalizing redactions across duplicate documents.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Normalize redactions across relational group", "Before you begin", "Supported versions", "Components", "Considerations", "Deploying and configuring the solution", "Preparing the workspace", "Running the solution", "Viewing the results" ], "headings": [ "Normalize redactions across relational group", "Before you begin", "Supported versions", "Components", "Considerations", "Deploying and configuring the solution", "Preparing the workspace", "Running the solution", "Viewing the results" ], "name": "Normalize redactions across a relational group", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Normalize Redactions Across Relational Group script facilitates normalizing redactions across duplicate documents.", "title": "Normalize redactions across a relational group" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Populate_Parent_ID_and_Child_ID.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Populate_Parent_ID_and_Child_ID.htm" }, "description": "The Populate Parent ID and Child ID solution is a workspace-level script that populates Parent ID and Child ID fields on a document for each relational group in a saved search.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Populate Parent ID and Child ID", "Supported versions", "Special considerations", "Performance", "Preparing the workspace", "Installing the script", "Creating the fields", "Running the solution", "Viewing the results" ], "headings": [ "Populate Parent ID and Child ID", "Supported versions", "Special considerations", "Performance", "Preparing the workspace", "Installing the script", "Creating the fields", "Running the solution", "Viewing the results" ], "name": "Populate Parent ID and Child ID", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Populate Parent ID and Child ID solution is a workspace-level script that populates Parent ID and Child ID fields on a document for each relational group in a saved search.", "title": "Populate Parent ID and Child ID" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Propagate_coding_post-import.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Propagate_coding_post-import.htm" }, "description": "The Propagate Coding Post-Import solution propagates the value of one or more fields to documents that are part of the same relational group, and it reports any coding variances within those groups.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Propagate coding post-import", "Before you begin", "Components", "Considerations", "Performance", "Deploying and configuring the solution", "Downloading and adding the application to the Application Library", "Preparing the workspace", "Creating and configuring the propagation job", "Defining a schedule for running the propagation job", "Running the solution", "Running the job manually", "Viewing job status and history", "Understanding parent to child results", "Viewing the results", "Viewing coding variances", "Deleting job results", "Propagating to one field on demand", "Running the script", "Example", "Upgrading this application" ], "headings": [ "Propagate coding post-import", "Before you begin", "Components", "Considerations", "Performance", "Deploying and configuring the solution", "Downloading and adding the application to the Application Library", "Preparing the workspace", "Creating and configuring the propagation job", "Defining a schedule for running the propagation job", "Running the solution", "Running the job manually", "Viewing job status and history", "Understanding parent to child results", "Viewing the results", "Viewing coding variances", "Deleting job results", "Propagating to one field on demand", "Running the script", "Example", "Upgrading this application" ], "name": "Propagate coding post-import", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Propagate Coding Post-Import solution propagates the value of one or more fields to documents that are part of the same relational group, and it reports any coding variances within those groups.", "title": "Propagate coding post-import" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Reproduce_redaction_to_document_universe.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Reproduce_redaction_to_document_universe.htm" }, "description": "The Reproduce Redaction to Document Universe solution reproduces a redaction made on one primary document in a source markup set to all pages of all documents in the specified saved search in the destination markup set.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Reproduce a redaction to a document universe", "Before you begin", "Supported versions", "Components", "Considerations", "Deploying and configuring the solution", "Running the solution", "Viewing the results" ], "headings": [ "Reproduce a redaction to a document universe", "Before you begin", "Supported versions", "Components", "Considerations", "Deploying and configuring the solution", "Running the solution", "Viewing the results" ], "name": "Reproduce a redaction to a document universe", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Reproduce Redaction to Document Universe solution reproduces a redaction made on one primary document in a source markup set to all pages of all documents in the specified saved search in the destination markup set.", "title": "Reproduce a redaction to a document universe" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Set_native_time_zone_offset_with_DST.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Set_native_time_zone_offset_with_DST.htm" }, "description": "This solution takes a configurable date field value and time zone and updates each newly loaded document’s Relativity Native Time Zone Offset field to account for Daylight Saving Time (DST). The solution also sets the Single-Object Time Zone field on the document object to be used for imaging profiles.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Set native timezone offset with Daylight Saving Time", "Before you begin", "Compatibility matrix", "Components", "Considerations", "Deploying the solution", "Adding the Relativity script", "Adding the Relativity application", "Setting up the Time Zone Agent Errors Relativity group", "Preparing the workspace", "Running the solution", "Viewing workspaces and their statuses", "Viewing the results", "Viewing the returned output", "Optionally resetting the last checked date", "Resetting script behavior", "Support", "Disclaimer" ], "headings": [ "Set native timezone offset with Daylight Saving Time", "Before you begin", "Compatibility matrix", "Components", "Considerations", "Deploying the solution", "Adding the Relativity script", "Adding the Relativity application", "Setting up the Time Zone Agent Errors Relativity group", "Preparing the workspace", "Running the solution", "Viewing workspaces and their statuses", "Viewing the results", "Viewing the returned output", "Optionally resetting the last checked date", "Resetting script behavior", "Support", "Disclaimer" ], "name": "Set native time zone offset with DST", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This solution takes a configurable date field value and time zone and updates each newly loaded document’s Relativity Native Time Zone Offset field to account for Daylight Saving Time (DST). The solution also sets the Single-Object Time Zone field on the document object to be used for imaging profiles.", "title": "Set native time zone offset with DST" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Track_document_field_edits_by_reviewer.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Track_document_field_edits_by_reviewer.htm" }, "description": "The Track Document Field Edits by Reviewer solution populates fields that you specify with information about changes that users made to a specific field. The solution tracks which user made a change and when they made the change.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Track document field edits by reviewer", "Before you begin", "Components", "RelativityOne considerations", "Considerations", "Deploying and configuring the solution", "Preparing the workspace", "Creating the tracking fields", "Configuring the application", "Populating Historical Records", "Viewing the results" ], "headings": [ "Track document field edits by reviewer", "Before you begin", "Components", "RelativityOne considerations", "Considerations", "Deploying and configuring the solution", "Preparing the workspace", "Creating the tracking fields", "Configuring the application", "Populating Historical Records", "Viewing the results" ], "name": "Track document field edits by reviewer", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Track Document Field Edits by Reviewer solution populates fields that you specify with information about changes that users made to a specific field. The solution tracks which user made a change and when they made the change.", "title": "Track document field edits by reviewer" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/User_counts_per_workspace.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/User_counts_per_workspace.htm" }, "description": "The User Counts per Workspace solution is an environment-level script that calculates the distinct number of standard users and system admins that had access to a workspace in a Relativity instance for a selected month and year.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "User counts per workspace", "Before you begin", "Supported versions", "Components", "Considerations", "Preparing the workspace", "Running the solution", "Viewing the results" ], "headings": [ "User counts per workspace", "Before you begin", "Supported versions", "Components", "Considerations", "Preparing the workspace", "Running the solution", "Viewing the results" ], "name": "User counts per workspace", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The User Counts per Workspace solution is an environment-level script that calculates the distinct number of standard users and system admins that had access to a workspace in a Relativity instance for a selected month and year.", "title": "User counts per workspace" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/User_Import_Application.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/User_Import_Application.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "User Import Application", "Downloading Community Files", "Supported Versions", "Category", "Special considerations", "Deploying and configuring the solution", "Preparing the workspace", "Installing the application", "Export utility job", "Viewing export errors", "Import utility job", "Progress", "Viewing import errors", "Performance metrics" ], "headings": [ "User Import Application", "Downloading Community Files", "Supported Versions", "Category", "Special considerations", "Deploying and configuring the solution", "Preparing the workspace", "Installing the application", "Export utility job", "Viewing export errors", "Import utility job", "Progress", "Viewing import errors", "Performance metrics" ], "name": "User Import Application", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "User Import Application" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/User_workspace_access_and_last_login.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/User_workspace_access_and_last_login.htm" }, "description": "The User Workspace Access and Last Login solution displays a list of current Relativity users, the date when they last logged in to Relativity, and the workspaces that they currently have access to.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "User workspace access and last login", "Before you begin", "Supported version", "Category", "Considerations", "Deploying and configuring the solution", "Running the solution", "Viewing the results" ], "headings": [ "User workspace access and last login", "Before you begin", "Supported version", "Category", "Considerations", "Deploying and configuring the solution", "Running the solution", "Viewing the results" ], "name": "User workspace access and last login", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The User Workspace Access and Last Login solution displays a list of current Relativity users, the date when they last logged in to Relativity, and the workspaces that they currently have access to.", "title": "User workspace access and last login" }, { "url": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Workspace_folder_group_security.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/Workspace_folder_group_security.htm" }, "description": "This script reports the security permissions for each folder in the Document object. To download the solution files, visit the Relativity Customer Portal.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Workspace folder group security", "Before you begin", "Supported versions", "Components", "Deploying and configuring the solution", "Running the solution", "Viewing the results" ], "headings": [ "Workspace folder group security", "Before you begin", "Supported versions", "Components", "Deploying and configuring the solution", "Running the solution", "Viewing the results" ], "name": "Workspace folder group security", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This script reports the security permissions for each folder in the Document object. To download the solution files, visit the Relativity Customer Portal.", "title": "Workspace folder group security" }, { "url": "https://help.relativity.com/RelativityOne/Content/ARM/ARM_Configuration.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/ARM/ARM_Configuration.htm" }, "description": "From the ARM tab, select the Configuration subtab to display the Configuration Settings page. Click Edit to modify these settings.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "ARM Configuration", "ARM Archive Locations", "Email Notification Settings" ], "headings": [ "ARM Configuration", "ARM Archive Locations", "Email Notification Settings" ], "name": "ARM Configuration", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "From the ARM tab, select the Configuration subtab to display the Configuration Settings page. Click Edit to modify these settings.", "title": "ARM Configuration" }, { "url": "https://help.relativity.com/RelativityOne/Content/ARM/ARM_Overview.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/ARM/ARM_Overview.htm" }, "description": "The ARM application allows you to archive, restore, and move Relativity workspaces between Relativity installations or SQL\u0026#160;servers. You can also use this application to convert a DBMT archive into an ARM\u0026#160;archive. ARM is supported in Relativity versions 9.0-9.3.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "ARM Overview", "Job types", "Security permissions", "Unsupported Relativity data", "Considerations before using ARM", "General considerations", "Analytics considerations", "Processing data considerations", "Performance considerations for RelativityOne", "ARM Jobs tab", "Jobs view" ], "headings": [ "ARM Overview", "Job types", "Security permissions", "Unsupported Relativity data", "Considerations before using ARM", "General considerations", "Analytics considerations", "Processing data considerations", "Performance considerations for RelativityOne", "ARM Jobs tab", "Jobs view" ], "name": "ARM", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The ARM application allows you to archive, restore, and move Relativity workspaces between Relativity installations or SQL\u0026#160;servers. You can also use this application to convert a DBMT archive into an ARM\u0026#160;archive. ARM is supported in Relativity versions 9.0-9.3.", "title": "ARM" }, { "url": "https://help.relativity.com/RelativityOne/Content/ARM/Creating_and_running_a_Restore_job.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/ARM/Creating_and_running_a_Restore_job.htm" }, "description": "To create a new Restore job, click New Restore at the top of the ARM Jobs page. The New Restore Job page appears.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating and running a Restore job", "Considerations", "Creating a Restore job", "Source \u0026amp; Destination fields", "Options fields", "Notifications fields", "Mapping groups", "Mapping users", "Application restore", "Running a Restore job", "Job phases and stages", "Job statuses", "Summary page" ], "headings": [ "Creating and running a Restore job", "Considerations", "Creating a Restore job", "Source \u0026amp; Destination fields", "Options fields", "Notifications fields", "Mapping groups", "Mapping users", "Application restore", "Running a Restore job", "Job phases and stages", "Job statuses", "Summary page" ], "name": "Creating and running a Restore job", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To create a new Restore job, click New Restore at the top of the ARM Jobs page. The New Restore Job page appears.", "title": "Creating and running a Restore job" }, { "url": "https://help.relativity.com/RelativityOne/Content/ARM/Creating_and_running_an_Archive_job.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/ARM/Creating_and_running_an_Archive_job.htm" }, "description": "To create a new Archive job, click New Archive at the top of the ARM\u0026#160;Jobs page. The New Archive Job page appears.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating and running an Archive job", "Creating an Archive job", "Source \u0026amp; Destination fields", "Options fields", "Processing Options fields", "Notifications fields", "Running an Archive job", "Job phases and stages", "Job statuses", "Summary page" ], "headings": [ "Creating and running an Archive job", "Creating an Archive job", "Source \u0026amp; Destination fields", "Options fields", "Processing Options fields", "Notifications fields", "Running an Archive job", "Job phases and stages", "Job statuses", "Summary page" ], "name": "Creating and running an Archive job", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To create a new Archive job, click New Archive at the top of the ARM\u0026#160;Jobs page. The New Archive Job page appears.", "title": "Creating and running an Archive job" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Collect_reports.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Collect_reports.htm" }, "description": "Relativity Collect offers comprehensive reporting capabilities that you can use to view information about scouting results, collections, and targeted collections. You can set options to generate these reports based on matter and collection as well as other combinations.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Reports", "Running reports", "Collection Summary report", "Collection Details report", "Results report", "Errors report" ], "headings": [ "Reports", "Running reports", "Collection Summary report", "Collection Details report", "Results report", "Errors report" ], "name": "Collect reports", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity Collect offers comprehensive reporting capabilities that you can use to view information about scouting results, collections, and targeted collections. You can set options to generate these reports based on matter and collection as well as other combinations.", "title": "Collect reports" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Collection/Collection.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Collection/Collection.htm" }, "description": "Before you begin collecting files from a custodian\u0027s data source, you must create a collection. You must name the collection, as well as associate it with a specific matter, custodian, and one or more data sources. You can later use this information to generate various reports that characterize the data retrieved from the custodian\u0027s machine.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Collection", "Creating a collection", "Using the Collect wizard", "Collection Details", "Data source", "Custodians", "Non-custodial", "Collection Summary", "Identifying Collection data in Staging Explorer" ], "headings": [ "Collection", "Creating a collection", "Using the Collect wizard", "Collection Details", "Data source", "Custodians", "Non-custodial", "Collection Summary", "Identifying Collection data in Staging Explorer" ], "name": "Collection", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Before you begin collecting files from a custodian\u0027s data source, you must create a collection. You must name the collection, as well as associate it with a specific matter, custodian, and one or more data sources. You can later use this information to generate various reports that characterize the data retrieved from the custodian\u0027s machine.", "title": "Collection" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Collection/Collection_details.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Collection/Collection_details.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Viewing or editing Collection data", "Collection details", "Viewing collected data", "Collect console", "Preview", "Collection", "Delete collections" ], "headings": [ "Viewing or editing Collection data", "Collection details", "Viewing collected data", "Collect console", "Preview", "Collection", "Delete collections" ], "name": "Collection details", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Collection details" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Custodian_targets.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Custodian_targets.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Custodian targets", "Custodians", "Fields", "Creating a custodian target", "Generating targets in the wizard", "Removing custodian targets" ], "headings": [ "Custodian targets", "Custodians", "Fields", "Creating a custodian target", "Generating targets in the wizard", "Removing custodian targets" ], "name": "Custodian targets", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Custodian targets" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Bloomberg.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Bloomberg.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Bloomberg chats and emails data source", "Consideration", "Creating the data source instance", "Settings fields", "Configuring the data source", "Bloomberg chat", "Bloomberg email" ], "headings": [ "Bloomberg chats and emails data source", "Consideration", "Creating the data source instance", "Settings fields", "Configuring the data source", "Bloomberg chat", "Bloomberg email" ], "name": "Bloomberg data source", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Bloomberg data source" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Box.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Box.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Box data source", "Task checklist", "Box application setup", "Creating an application with Box", "Authorizing an application", "Creating the data source instance in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect" ], "headings": [ "Box data source", "Task checklist", "Box application setup", "Creating an application with Box", "Authorizing an application", "Creating the data source instance in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect" ], "name": "Box", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Box" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Cellebrite.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Cellebrite.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Cellebrite data source", "Considerations", "Prerequisites", "Task checklist", "Support resources", "Create the OAuth2 Client", "Set permissions in RelativityOne", "Connect Cellebrite to RelativityOne", "Generate API\u0026#160;key for Cellebrite data source", "Create the data source in RelativityOne", "Settings fields", "Create entities in RelativityOne", "Create a Collect job in RelativityOne", "Mobile data collection results", "Troubleshooting" ], "headings": [ "Cellebrite data source", "Considerations", "Prerequisites", "Task checklist", "Support resources", "Create the OAuth2 Client", "Set permissions in RelativityOne", "Connect Cellebrite to RelativityOne", "Generate API\u0026#160;key for Cellebrite data source", "Create the data source in RelativityOne", "Settings fields", "Create entities in RelativityOne", "Create a Collect job in RelativityOne", "Mobile data collection results", "Troubleshooting" ], "name": "Cellebrite data source", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Cellebrite data source" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/ChatGPT.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/ChatGPT.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "ChatGPT Enterprise data source", "Considerations", "Prerequisites", "Collected metadata", "Creating the data source", "Settings fields", "Configuring the data source" ], "headings": [ "ChatGPT Enterprise data source", "Considerations", "Prerequisites", "Collected metadata", "Creating the data source", "Settings fields", "Configuring the data source" ], "name": "ChatGPT Enterprise", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "ChatGPT Enterprise" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Data_sources.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Data_sources.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Data sources", "Creating a collect data source", "Data source types" ], "headings": [ "Data sources", "Creating a collect data source", "Data source types" ], "name": "Data sources", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Data sources" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Gemini.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Gemini.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Google Gemini data source", "Considerations", "Advanced Gemini features", "Prerequisites", "Create the data source", "Settings fields", "Configure the data source in Collect" ], "headings": [ "Google Gemini data source", "Considerations", "Advanced Gemini features", "Prerequisites", "Create the data source", "Settings fields", "Configure the data source in Collect" ], "name": "Google Gemini data source", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Google Gemini data source" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Google.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Google.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Google", "Google Workspace account setup", "Create a Google\u0026#160;Cloud project", "Enable required APIs for the project", "Set up OAuth2 consent screen", "Add scopes", "Create credentials", "Set reauthentication policy", "Google Workspace user account setup", "Create admin role for Vault API", "Create admin role for the user accounts listing", "Create admin role for the groups listing", "Enable required privileges", "Restricting collections to the selected user accounts", "Create an organizational unit", "Add users to the organization unit", "Scope user privileges to the organizational unit", "Google data sources" ], "headings": [ "Google", "Google Workspace account setup", "Create a Google\u0026#160;Cloud project", "Enable required APIs for the project", "Set up OAuth2 consent screen", "Add scopes", "Create credentials", "Set reauthentication policy", "Google Workspace user account setup", "Create admin role for Vault API", "Create admin role for the user accounts listing", "Create admin role for the groups listing", "Enable required privileges", "Restricting collections to the selected user accounts", "Create an organizational unit", "Add users to the organization unit", "Scope user privileges to the organizational unit", "Google data sources" ], "name": "Google data sources", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Google data sources" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Google_Workspace.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Google_Workspace.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Google Workspace data source", "Considerations", "Grouped\u0026#160;collection", "Collection size", "Create the data source in Collect", "Configure the data source in Collect", "Google Groups", "Gmail", "Google Drive", "Google Chat", "Troubleshooting" ], "headings": [ "Google Workspace data source", "Considerations", "Grouped\u0026#160;collection", "Collection size", "Create the data source in Collect", "Configure the data source in Collect", "Google Groups", "Gmail", "Google Drive", "Google Chat", "Troubleshooting" ], "name": "Google Workspace", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Google Workspace" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/iManage.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/iManage.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "iManage data source", "Considerations", "Prerequisites", "Task checklist", "Setting up Relativity Collect in iManage", "Permissions", "Throttling", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect" ], "headings": [ "iManage data source", "Considerations", "Prerequisites", "Task checklist", "Setting up Relativity Collect in iManage", "Permissions", "Throttling", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect" ], "name": "iManage", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "iManage" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Microsoft_365_-_Inactive_mailboxes.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Microsoft_365_-_Inactive_mailboxes.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Microsoft 365 - Inactive mailboxes data source", "Considerations", "Collection size", "Task checklist", "Accessing Microsoft 365 tenants", "Registering the Collect application", "Obtaining a client secret", "Setting API permissions", "Adding a redirect URI", "Finding Azure credentials", "Limiting application registration access to accounts", "Revoking application access", "Revoking access via Azure Portal", "Revoking access via Powershell", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect", "Data source criteria", "Criteria" ], "headings": [ "Microsoft 365 - Inactive mailboxes data source", "Considerations", "Collection size", "Task checklist", "Accessing Microsoft 365 tenants", "Registering the Collect application", "Obtaining a client secret", "Setting API permissions", "Adding a redirect URI", "Finding Azure credentials", "Limiting application registration access to accounts", "Revoking application access", "Revoking access via Azure Portal", "Revoking access via Powershell", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect", "Data source criteria", "Criteria" ], "name": "Microsoft 365 Inactive mailboxes", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Microsoft 365 Inactive mailboxes" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Microsoft_365_-_OneDrive.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Microsoft_365_-_OneDrive.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Microsoft 365 - OneDrive data source", "Considerations", "Collection size", "Task checklist", "Accessing Microsoft 365 tenants", "Registering the Collect application", "Obtaining a client secret", "Setting API permissions", "Finding Azure credentials", "Revoking application access", "Revoking access via Azure Portal", "Revoking access via Powershell", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect", "Data source criteria", "Collecting preserved files" ], "headings": [ "Microsoft 365 - OneDrive data source", "Considerations", "Collection size", "Task checklist", "Accessing Microsoft 365 tenants", "Registering the Collect application", "Obtaining a client secret", "Setting API permissions", "Finding Azure credentials", "Revoking application access", "Revoking access via Azure Portal", "Revoking access via Powershell", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect", "Data source criteria", "Collecting preserved files" ], "name": "Microsoft 365 OneDrive", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Microsoft 365 OneDrive" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Microsoft_365_-_Outlook.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Microsoft_365_-_Outlook.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Microsoft 365 - Outlook data source", "Considerations", "Mailbox types and required permissions", "Search and pre\u0026#8209;collection filtering", "Data source capabilities and limits", "Government cloud and environment considerations", "Network access and IP restrictions", "Collection size", "Task checklist", "Accessing Microsoft 365 tenants", "Registering the Collect application", "Obtaining a client secret", "Setting API permissions", "Finding Azure credentials", "Limiting application registration access to accounts", "Revoking application access", "Revoking access via Azure Portal", "Revoking access via Powershell", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect", "Data source criteria", "Criteria", "Collecting preserved files", "Viewing collected data", "File names for Outlook email", "Files names on a preservation hold", "Email considerations", "Troubleshooting" ], "headings": [ "Microsoft 365 - Outlook data source", "Considerations", "Mailbox types and required permissions", "Search and pre\u0026#8209;collection filtering", "Data source capabilities and limits", "Government cloud and environment considerations", "Network access and IP restrictions", "Collection size", "Task checklist", "Accessing Microsoft 365 tenants", "Registering the Collect application", "Obtaining a client secret", "Setting API permissions", "Finding Azure credentials", "Limiting application registration access to accounts", "Revoking application access", "Revoking access via Azure Portal", "Revoking access via Powershell", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect", "Data source criteria", "Criteria", "Collecting preserved files", "Viewing collected data", "File names for Outlook email", "Files names on a preservation hold", "Email considerations", "Troubleshooting" ], "name": "Microsoft 365 Outlook", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Microsoft 365 Outlook" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Microsoft_365_-_SharePoint.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Microsoft_365_-_SharePoint.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Microsoft 365 - SharePoint data source", "Considerations", "Collection size", "Task checklist", "Accessing Microsoft 365 tenants", "Registering the Collect application", "Obtaining a client secret", "Setting API permissions", "Finding Azure credentials", "Revoking application access", "Revoking access via Azure Portal", "Revoking access via Powershell", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect", "Data source criteria", "Collecting preserved files", "Troubleshooting" ], "headings": [ "Microsoft 365 - SharePoint data source", "Considerations", "Collection size", "Task checklist", "Accessing Microsoft 365 tenants", "Registering the Collect application", "Obtaining a client secret", "Setting API permissions", "Finding Azure credentials", "Revoking application access", "Revoking access via Azure Portal", "Revoking access via Powershell", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect", "Data source criteria", "Collecting preserved files", "Troubleshooting" ], "name": "Microsoft SharePoint", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Microsoft SharePoint" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Microsoft_365_-_Teams.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Microsoft_365_-_Teams.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Microsoft 365 - Teams data source", "Considerations", "Collection size", "Task checklist", "Accessing Microsoft 365 tenants", "Licensing requirements", "Registering the Collect application", "Obtaining a client secret", "Setting API permissions", "Finding Azure credentials", "Revoking application access", "Revoking access via Azure Portal", "Revoking access via Powershell", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect", "Data source criteria" ], "headings": [ "Microsoft 365 - Teams data source", "Considerations", "Collection size", "Task checklist", "Accessing Microsoft 365 tenants", "Licensing requirements", "Registering the Collect application", "Obtaining a client secret", "Setting API permissions", "Finding Azure credentials", "Revoking application access", "Revoking access via Azure Portal", "Revoking access via Powershell", "Creating the data source in Collect", "Settings fields", "Data source details", "Configuring the data source in Collect", "Data source criteria" ], "name": "Microsoft 365 Teams", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Microsoft 365 Teams" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Refinitiv_Eikon.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Refinitiv_Eikon.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Refinitiv Eikon data source", "Consideration", "Creating the data source", "Settings fields", "Configuring the data source" ], "headings": [ "Refinitiv Eikon data source", "Consideration", "Creating the data source", "Settings fields", "Configuring the data source" ], "name": "Refinitiv Eikon", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Refinitiv Eikon" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Slack.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/Slack.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Slack data source", "Considerations", "Grouped\u0026#160;collection", "Collection size", "Slack application setup", "Creating the data source in Collect", "Settings fields", "Configuring the data source in Collect", "Configuration considerations" ], "headings": [ "Slack data source", "Considerations", "Grouped\u0026#160;collection", "Collection size", "Slack application setup", "Creating the data source in Collect", "Settings fields", "Configuring the data source in Collect", "Configuration considerations" ], "name": "Slack", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Slack" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/X1.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Data_sources/X1.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "X1 data source", "Considerations", "Creating the data source", "Settings fields", "Configuring the data source", "Data source criteria" ], "headings": [ "X1 data source", "Considerations", "Creating the data source", "Settings fields", "Configuring the data source", "Data source criteria" ], "name": "X1", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "X1" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Installing_Relativity_Collect.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Installing_Relativity_Collect.htm" }, "description": "You can easily install Relativity Collect or the Portal application in a workspace by using the functionality available through the Application Deployment System (ADS). This system provides you with the option to install Collect by selecting it from the list of existing applications in the Application Library tab, or by importing it from an external application file. You also use the ADS for installing the Portal application. See relevant Relativity Documentation.For more information, see Relativity applications on the Relativity Documentation site.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Installing Collect", "System requirements for Collect", "Installing Collect", "Installing Collect from the application library", "Permissions to run Collect", "Uninstalling the application" ], "headings": [ "Installing Collect", "System requirements for Collect", "Installing Collect", "Installing Collect from the application library", "Permissions to run Collect", "Uninstalling the application" ], "name": "Installing Collect", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can easily install Relativity Collect or the Portal application in a workspace by using the functionality available through the Application Deployment System (ADS). This system provides you with the option to install Collect by selecting it from the list of existing applications in the Application Library tab, or by importing it from an external application file. You also use the ADS for installing the Portal application. See relevant Relativity Documentation.For more information, see Relativity applications on the Relativity Documentation site.", "title": "Installing Collect" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Matters.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Matters.htm" }, "description": "You manage matters that can be associated with a collection. You can create each of these items on their respective tabs or you can create them when you add a new collection.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Matters", "Creating a matter", "Matter Details layout fields", "Viewing or editing matter details" ], "headings": [ "Matters", "Creating a matter", "Matter Details layout fields", "Viewing or editing matter details" ], "name": "Matters", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You manage matters that can be associated with a collection. You can create each of these items on their respective tabs or you can create them when you add a new collection.", "title": "Matters" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Monitor.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Monitor.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Monitor", "headings": "Monitor", "name": "Collect Monitor", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Collect Monitor" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Preservation_to_collection.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Preservation_to_collection.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Preservation to collection best practices", "Pre-requisites", "Legal Hold pre-requisites", "Collect pre-requisites", "Permissions", "Creating a preservation hold", "Collecting preserved data" ], "headings": [ "Preservation to collection best practices", "Pre-requisites", "Legal Hold pre-requisites", "Collect pre-requisites", "Permissions", "Creating a preservation hold", "Collecting preserved data" ], "name": "Preservation to collection", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Preservation to collection" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Relativity_Collect.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Relativity_Collect.htm" }, "description": "A Relativity application for collecting your custodian\u0027s emails and documents.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Collect", "Data sources", "Commercial and Government support" ], "headings": [ "Collect", "Data sources", "Commercial and Government support" ], "name": "Collect", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "A Relativity application for collecting your custodian\u0027s emails and documents.", "title": "Collect" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Role-based_access_control.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Role-based_access_control.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Role-based access control", "Azure application permissions", "Prerequisites", "Permission architecture", "Permissions assigned directly to the Azure App", "Permissions assigned with RBAC (Mailbox-Scoped)", "Configuration steps", "Connect to Exchange Online PowerShell", "Create a Service Principal in Exchange Online", "Create a Management scope for custodians", "Assign permissions to custodians", "Verify the configuration", "Troubleshooting", "Application can still access unscoped mailboxes", "Test-ServicePrincipalAuthorization shows no permissions", "PowerShell commands return an error or unexpected results", "macOS: zsh: command not found" ], "headings": [ "Role-based access control", "Azure application permissions", "Prerequisites", "Permission architecture", "Permissions assigned directly to the Azure App", "Permissions assigned with RBAC (Mailbox-Scoped)", "Configuration steps", "Connect to Exchange Online PowerShell", "Create a Service Principal in Exchange Online", "Create a Management scope for custodians", "Assign permissions to custodians", "Verify the configuration", "Troubleshooting", "Application can still access unscoped mailboxes", "Test-ServicePrincipalAuthorization shows no permissions", "PowerShell commands return an error or unexpected results", "macOS: zsh: command not found" ], "name": "Role-based access control", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Role-based access control" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Status_Summary.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Status_Summary.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Status Summary", "Job status", "Reviewing job statuses" ], "headings": [ "Status Summary", "Job status", "Reviewing job statuses" ], "name": "Status Summary", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Status Summary" }, { "url": "https://help.relativity.com/RelativityOne/Content/Collect/Target_Status.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Collect/Target_Status.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Target Status", "headings": "Target Status", "name": "Target status", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Target status" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Analysis.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Analysis.htm" }, "description": "Learn about Contracts analysis sets, the analysis workflow, and Rerunning analysis.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Analysis", "Model types in Contracts", "Prebuilt models", "Models requiring customization", "Contracts analysis profile options", "Analysis workflow", "Rerunning analysis sets", "Rerunning contracts classification", "Rerunning contracts segmentation", "Rerunning extraction" ], "headings": [ "Analysis", "Model types in Contracts", "Prebuilt models", "Models requiring customization", "Contracts analysis profile options", "Analysis workflow", "Rerunning analysis sets", "Rerunning contracts classification", "Rerunning contracts segmentation", "Rerunning extraction" ], "name": "Analysis", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Learn about Contracts analysis sets, the analysis workflow, and Rerunning analysis.", "title": "Analysis" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Analysis_statuses_and_results.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Analysis_statuses_and_results.htm" }, "description": "There are various analysis states you\u0027ll need to understand when running Contracts Analysis. Reviewed here are the statuses and details around the analysis and the functions of the Management Console, the processing status, the Contracts analysis document list, and supported file types", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Analysis statuses and results", "Analysis statuses", "Management console", "Processing status", "Contracts analysis document", "Supported file types", "Views", "Contracts Classification view", "Contracts Segmentation view", "Copy and edit a Contracts view", "Create a custom view", "Create a view that maintains grouping of sections to root agreements", "Exporting results" ], "headings": [ "Analysis statuses and results", "Analysis statuses", "Management console", "Processing status", "Contracts analysis document", "Supported file types", "Views", "Contracts Classification view", "Contracts Segmentation view", "Copy and edit a Contracts view", "Create a custom view", "Create a view that maintains grouping of sections to root agreements", "Exporting results" ], "name": "Analysis statuses and results", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "There are various analysis states you\u0027ll need to understand when running Contracts Analysis. Reviewed here are the statuses and details around the analysis and the functions of the Management Console, the processing status, the Contracts analysis document list, and supported file types", "title": "Analysis statuses and results" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Auto-group_families_based_on_shared_field_values.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Auto-group_families_based_on_shared_field_values.htm" }, "description": "Learn to use the Contracts Unitization model to auto group documents into families based on shared field values.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Auto-group families based on shared field values", "Run unitization", "Fields auto-populated by Contracts" ], "headings": [ "Auto-group families based on shared field values", "Run unitization", "Fields auto-populated by Contracts" ], "name": "Auto-group families based on shared field values", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Learn to use the Contracts Unitization model to auto group documents into families based on shared field values.", "title": "Auto-group families based on shared field values" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Automate_document_assembly_based_on_field_values.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Automate_document_assembly_based_on_field_values.htm" }, "description": "Generating new documents is often a manual part of the workflow following a contract review project. With Document Assembly, you can automate document creation at scale based on the structured data you\u0027ve extracted during review.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Automate document assembly based on field values", "Assembly templates as building blocks", "Creating an assembly template", "Running document assembly", "Outputs generated by Contracts" ], "headings": [ "Automate document assembly based on field values", "Assembly templates as building blocks", "Creating an assembly template", "Running document assembly", "Outputs generated by Contracts" ], "name": "Automate document assembly based on field values", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Generating new documents is often a manual part of the workflow following a contract review project. With Document Assembly, you can automate document creation at scale based on the structured data you\u0027ve extracted during review.", "title": "Automate document assembly based on field values" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Auto-populate_essential_fields_with_generative_AI.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Auto-populate_essential_fields_with_generative_AI.htm" }, "description": "The essential fields model harnesses the power of large language models, or LLMs, to extract key data from contracts into Relativity fields. By leveraging generative AI, the essential fields model auto-populates key fields included in the Contracts application.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Auto-populate essential fields with generative AI", "How the essential fields model works", "Deployment and processing geographies", "Language support in Contracts", "Job capacity and size limitations", "Size limits", "Volume limits", "Running the essential fields model", "Using a custom analysis profile", "Auto-populated fields" ], "headings": [ "Auto-populate essential fields with generative AI", "How the essential fields model works", "Deployment and processing geographies", "Language support in Contracts", "Job capacity and size limitations", "Size limits", "Volume limits", "Running the essential fields model", "Using a custom analysis profile", "Auto-populated fields" ], "name": "Auto-populate essential fields with generative AI", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The essential fields model harnesses the power of large language models, or LLMs, to extract key data from contracts into Relativity fields. By leveraging generative AI, the essential fields model auto-populates key fields included in the Contracts application.", "title": "Auto-populate essential fields with generative AI" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Auto-populate_fields_by_training_custom_ML_models.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Auto-populate_fields_by_training_custom_ML_models.htm" }, "description": "Custom ML Extraction is a way to teach a machine learning model how to auto-populate fields by using previously coded examples as training data.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Auto-populate fields by training custom ML models", "Create and train a custom model", "Run a custom model", "Frequently asked questions" ], "headings": [ "Auto-populate fields by training custom ML models", "Create and train a custom model", "Run a custom model", "Frequently asked questions" ], "name": "Auto-populate field by training custom ML models", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Custom ML Extraction is a way to teach a machine learning model how to auto-populate fields by using previously coded examples as training data.", "title": "Auto-populate field by training custom ML models" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Auto-populate_fields_with_regular_expressions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Auto-populate_fields_with_regular_expressions.htm" }, "description": "Contracts uses extraction to pinpoint key data points within contracts and auto-populate fields of your choosing. Extraction works by taking a regular expression included with Contracts or custom regex and populating your desired fields based on the results of that regex.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Auto-populate fields with regular expressions", "Auto-populate Group 1 field types", "Auto-populate Group 2 field types", "Mapping results to choices" ], "headings": [ "Auto-populate fields with regular expressions", "Auto-populate Group 1 field types", "Auto-populate Group 2 field types", "Mapping results to choices" ], "name": "Auto-populate fields with regular expressions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Contracts uses extraction to pinpoint key data points within contracts and auto-populate fields of your choosing. Extraction works by taking a regular expression included with Contracts or custom regex and populating your desired fields based on the results of that regex.", "title": "Auto-populate fields with regular expressions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Classify_contract_types.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Classify_contract_types.htm" }, "description": "The contract classification model looks at the content of a document and predicts a contract type based on document content.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Classify contract types", "Running contract classification", "Using a custom analysis profile", "Auto-populated fields" ], "headings": [ "Classify contract types", "Running contract classification", "Using a custom analysis profile", "Auto-populated fields" ], "name": "Classify contract types", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The contract classification model looks at the content of a document and predicts a contract type based on document content.", "title": "Classify contract types" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Classify_section_types.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Classify_section_types.htm" }, "description": "The Section Classification model looks at the content of a section found via Segmentation and identifies its section type.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Classify section types", "Running section classification", "Using a custom analysis profile", "Auto-populated fields" ], "headings": [ "Classify section types", "Running section classification", "Using a custom analysis profile", "Auto-populated fields" ], "name": "Classify section types", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Section Classification model looks at the content of a section found via Segmentation and identifies its section type.", "title": "Classify section types" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Compare.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Compare.htm" }, "description": "With Contracts Compare you can identify textual differences across sections or entire documents within your data set. You can export the analysis results as Excel or Word files that retain differences as highlights in Excel or Tracked Changes in Word.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Compare", "Compare requirements", "Incompatible comparison types", "Whole agreement compare and Map Sections" ], "headings": [ "Compare", "Compare requirements", "Incompatible comparison types", "Whole agreement compare and Map Sections" ], "name": "Compare", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "With Contracts Compare you can identify textual differences across sections or entire documents within your data set. You can export the analysis results as Excel or Word files that retain differences as highlights in Excel or Tracked Changes in Word.", "title": "Compare" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Compare_contracts_or_sections.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Compare_contracts_or_sections.htm" }, "description": "There are two methods of using Contracts Compare. You can compare Section to Section by comparing a section with other similar sections across similar contracts or different versions of the same draft.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Compare contracts or sections", "Select documents to compare", "Select an existing base document", "Paste in a custom base document", "Noise removal settings", "Filter target documents", "View differences using the compare interface", "Export differences", "Export to Word", "Export to Excel", "Export to a saved search", "Export differences among root agreements" ], "headings": [ "Compare contracts or sections", "Select documents to compare", "Select an existing base document", "Paste in a custom base document", "Noise removal settings", "Filter target documents", "View differences using the compare interface", "Export differences", "Export to Word", "Export to Excel", "Export to a saved search", "Export differences among root agreements" ], "name": "Compare contracts or sections", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "There are two methods of using Contracts Compare. You can compare Section to Section by comparing a section with other similar sections across similar contracts or different versions of the same draft.", "title": "Compare contracts or sections" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Contracts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Contracts.htm" }, "description": "Contracts is Relativity’s integrated solution for contract review. Contracts helps legal teams transform existing executed agreements into structured data to support downstream analysis for a variety of use cases ranging from corporate transactions to regulatory responses.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Contracts", "Requirements", "Installing the Contracts application", "Considerations", "Permissions", "Job cost estimates" ], "headings": [ "Contracts", "Requirements", "Installing the Contracts application", "Considerations", "Permissions", "Job cost estimates" ], "name": "Contracts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Contracts is Relativity’s integrated solution for contract review. Contracts helps legal teams transform existing executed agreements into structured data to support downstream analysis for a variety of use cases ranging from corporate transactions to regulatory responses.", "title": "Contracts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Contracts_OCR.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Contracts_OCR.htm" }, "description": "To access the Contracts Image Viewer and functions such as search and navigation, you must run Contracts OCR. Contracts OCR (Optical Character Recognition) converts images of text, such as scanned and redacted documents, into machine-readable text characters.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Contracts OCR", "Prerequisites", "Running Contracts OCR", "Fields auto-populated by Contracts", "Rerunning Contracts OCR" ], "headings": [ "Contracts OCR", "Prerequisites", "Running Contracts OCR", "Fields auto-populated by Contracts", "Rerunning Contracts OCR" ], "name": "Contracts OCR", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To access the Contracts Image Viewer and functions such as search and navigation, you must run Contracts OCR. Contracts OCR (Optical Character Recognition) converts images of text, such as scanned and redacted documents, into machine-readable text characters.", "title": "Contracts OCR" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Contracts_Viewer.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Contracts_Viewer.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Contracts Viewer", "Navigating the Contracts Viewer", "Definitions", "Sections", "Document list navigation", "Related documents and their sections", "Data points", "Highlights minimap", "Contracts toolbar", "Search for documents", "View documents", "Image viewer", "Adjust text size", "Context menu", "Send text to the section heading field", "Create sections", "Remove text from sections", "Create definitions", "Create bookmarks and links", "Navigate to exact lines between image and text", "Context menu search" ], "headings": [ "Contracts Viewer", "Navigating the Contracts Viewer", "Definitions", "Sections", "Document list navigation", "Related documents and their sections", "Data points", "Highlights minimap", "Contracts toolbar", "Search for documents", "View documents", "Image viewer", "Adjust text size", "Context menu", "Send text to the section heading field", "Create sections", "Remove text from sections", "Create definitions", "Create bookmarks and links", "Navigate to exact lines between image and text", "Context menu search" ], "name": "Contracts viewer", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Contracts viewer" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Create_and_edit_regular_expressions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Create_and_edit_regular_expressions.htm" }, "description": "You can create and save regular expressions in the Contracts Viewer, adjust your regular expressions, and see matching results in real time on the document you\u0027re viewing. You can also preview results in list format across up to 100 additional documents.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Create and edit regular expressions", "Creating regular expressions in Relativity", "Editing regular expressions in the Contracts Viewer", "Editing regular expressions in Relativity", "Highlight capture groups", "Regular expression building blocks", "How to use building blocks", "Filter regular expressions by saved searches", "Apply filters to regular expressions", "Example scenario", "Regular expressions shipped with Contracts", "Regular expression library", "Preview regular expression results", "Run preview", "Preview regular expression segmentation", "Run segmentation preview", "Segment documents using regular expressions" ], "headings": [ "Create and edit regular expressions", "Creating regular expressions in Relativity", "Editing regular expressions in the Contracts Viewer", "Editing regular expressions in Relativity", "Highlight capture groups", "Regular expression building blocks", "How to use building blocks", "Filter regular expressions by saved searches", "Apply filters to regular expressions", "Example scenario", "Regular expressions shipped with Contracts", "Regular expression library", "Preview regular expression results", "Run preview", "Preview regular expression segmentation", "Run segmentation preview", "Segment documents using regular expressions" ], "name": "Create and edit regular expressions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can create and save regular expressions in the Contracts Viewer, adjust your regular expressions, and see matching results in real time on the document you\u0027re viewing. You can also preview results in list format across up to 100 additional documents.", "title": "Create and edit regular expressions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Custom_connectors.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Custom_connectors.htm" }, "description": "You can integrate into the Contracts Analysis pipeline through custom connectors.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Custom connectors", "Configuring a custom connector", "Token mapping", "Custom connector developer documentation", "Authentication", "Request", "Response" ], "headings": [ "Custom connectors", "Configuring a custom connector", "Token mapping", "Custom connector developer documentation", "Authentication", "Request", "Response" ], "name": "Custom connectors", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can integrate into the Contracts Analysis pipeline through custom connectors.", "title": "Custom connectors" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Extract_definitions_from_contracts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Extract_definitions_from_contracts.htm" }, "description": "The Contracts Definition Extraction model will automatically extract each definition in a contract and store it in a Contracts Definition object.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Extract definitions from contracts", "Contracts definition extraction", "Fields auto-populated by Contracts", "Regular expression definition extraction", "Run regular expression definition extraction" ], "headings": [ "Extract definitions from contracts", "Contracts definition extraction", "Fields auto-populated by Contracts", "Regular expression definition extraction", "Run regular expression definition extraction" ], "name": "Extract definitions from contracts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Contracts Definition Extraction model will automatically extract each definition in a contract and store it in a Contracts Definition object.", "title": "Extract definitions from contracts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Manually_group_contract_families.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Manually_group_contract_families.htm" }, "description": "You can group amendments, addendums, exhibits, schedules, and other related documents to root agreements.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Manually group contract families", "Grouping related documents to root agreements", "Create a custom order", "Grouping related documents to root agreements using Import/Export" ], "headings": [ "Manually group contract families", "Grouping related documents to root agreements", "Create a custom order", "Grouping related documents to root agreements using Import/Export" ], "name": "Manually group contract families", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can group amendments, addendums, exhibits, schedules, and other related documents to root agreements.", "title": "Manually group contract families" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Run_reports_on_regular_expressions_results.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Run_reports_on_regular_expressions_results.htm" }, "description": "Instead of populating a specific field in your workspace, you can generate a report where Contracts creates new fields to store information regarding all regular expression results across a data set.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Run reports on regular expressions results", "Reporting fields Contracts creates and auto-populates" ], "headings": [ "Run reports on regular expressions results", "Reporting fields Contracts creates and auto-populates" ], "name": "Run reports on regular expressions results", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Instead of populating a specific field in your workspace, you can generate a report where Contracts creates new fields to store information regarding all regular expression results across a data set.", "title": "Run reports on regular expressions results" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Segment_contracts_into_sections.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Segment_contracts_into_sections.htm" }, "description": "The segmentation model breaks up a document into sections by looking for various signals for the start and end of a section.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Segment contracts into sections", "How segmentation works", "Segmentation and outline formats", "When to use segmentation", "Comparing the differences between sections", "Auto populating yes/no fields to indicate the presence of sections", "Filtering sections with regex", "Auto linking references to sections", "Section-level coding workflows", "Running segmentation", "Using a custom analysis profile", "Fields auto-populated by Contracts", "Segmentation using regular expressions", "Understanding parsing flags", "Improving segmentation results" ], "headings": [ "Segment contracts into sections", "How segmentation works", "Segmentation and outline formats", "When to use segmentation", "Comparing the differences between sections", "Auto populating yes/no fields to indicate the presence of sections", "Filtering sections with regex", "Auto linking references to sections", "Section-level coding workflows", "Running segmentation", "Using a custom analysis profile", "Fields auto-populated by Contracts", "Segmentation using regular expressions", "Understanding parsing flags", "Improving segmentation results" ], "name": "Segment contracts into sections", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The segmentation model breaks up a document into sections by looking for various signals for the start and end of a section.", "title": "Segment contracts into sections" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Set_up_data_points_in_the_viewer.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Set_up_data_points_in_the_viewer.htm" }, "description": "The Data Points pane found in the Contracts Viewer helps reviewers locate and navigate to key data in contracts.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Setting up data points in the Viewer", "headings": "Setting up data points in the Viewer", "name": "Set up data points in the viewer", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Data Points pane found in the Contracts Viewer helps reviewers locate and navigate to key data in contracts.", "title": "Set up data points in the viewer" }, { "url": "https://help.relativity.com/RelativityOne/Content/Contracts/Set_up_object_coding_mode.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Contracts/Set_up_object_coding_mode.htm" }, "description": "Learn how to set up object coding mode and allow information to be populated and reviewed at the family level in addition to the document level.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Set up object coding mode", "headings": "Set up object coding mode", "name": "Set up object coding mode", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Learn how to set up object coding mode and allow information to be populated and reviewed at the family level in addition to the document level.", "title": "Set up object coding mode" }, { "url": "https://help.relativity.com/RelativityOne/Content/CoveoSearch.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/CoveoSearch.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-23", "tags": "Search Results", "headings": "Search Results", "name": "Search Relativity Documentation", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Search Relativity Documentation" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Blocklisting.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Blocklisting.htm" }, "description": "A blocklist is a list of banned or excluded PI Values. Using the blocklisting tool, you can identify potential PI tagged within the application and blocklist those that were falsely tagged", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "Blocklisting", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "A blocklist is a list of banned or excluded PI Values. Using the blocklisting tool, you can identify potential PI tagged within the application and blocklist those that were falsely tagged", "title": "Blocklisting" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Data_Breach_Response.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Data_Breach_Response.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "DBR Generative AI Limited General Availability (LGA)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "DBR Generative AI Limited General Availability (LGA)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Data_Breach_Response__Legacy_.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Data_Breach_Response__Legacy_.htm" }, "description": "Data Breach Response is an AI-powered solution used to reduce the time, cost, and risk to produce an entity notification list.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "Data Breach Response", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Data Breach Response is an AI-powered solution used to reduce the time, cost, and risk to produce an entity notification list.", "title": "Data Breach Response" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Detector_QC.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Detector_QC.htm" }, "description": "Detector QC is the process by which humans adjust detectors for precision and recall before the review team begins their review.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "Detector QC", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Detector QC is the process by which humans adjust detectors for precision and recall before the review team begins their review.", "title": "Detector QC" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Document_ingestion.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Document_ingestion.htm" }, "description": "Learn about document ingestion.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "Document ingestion", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Learn about document ingestion.", "title": "Document ingestion" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Errors_and_flags.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Errors_and_flags.htm" }, "description": "Data Breach Response uses document flags in a number of ways to denote information about a document.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "Document flags", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Data Breach Response uses document flags in a number of ways to denote information about a document.", "title": "Document flags" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Incorporate_feedback.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Incorporate_feedback.htm" }, "description": "The Incorporate Feedback pipeline is a combination of machine stages that make predictions, perform calculations, curate machine output, and generate reports.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "Data Analysis", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Incorporate Feedback pipeline is a combination of machine stages that make predictions, perform calculations, curate machine output, and generate reports.", "title": "Data Analysis" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Installation_and_configuration.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Installation_and_configuration.htm" }, "description": "The PI Detect and Data Breach Response application will be installed into your instance by Relativity. Once the application has been installed at the instance level, you will need to install the application into any workspaces you want to use it in.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "Installation and configuration", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The PI Detect and Data Breach Response application will be installed into your instance by Relativity. Once the application has been installed at the instance level, you will need to install the application into any workspaces you want to use it in.", "title": "Installation and configuration" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Out_of_the_box_detectors.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Out_of_the_box_detectors.htm" }, "description": "Data Breach Response is pre-configured with PI detectors, also referred to as Out of the Box (OOTB) detectors. This is in addition to any custom detectors or classifiers added for a project.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Out of the box detectors", "Enable and disable detectors", "PI level detectors" ], "headings": [ "Out of the box detectors", "Enable and disable detectors", "PI level detectors" ], "name": "Out of the box detectors", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Data Breach Response is pre-configured with PI detectors, also referred to as Out of the Box (OOTB) detectors. This is in addition to any custom detectors or classifiers added for a project.", "title": "Out of the box detectors" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Personal_Information_detectors.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Personal_Information_detectors.htm" }, "description": "From the Project Settings page, you can view all detectors and tags, add new detectors and tags, and turn detector tags on and off.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "Personal information detectors", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "From the Project Settings page, you can view all detectors and tags, add new detectors and tags, and turn detector tags on and off.", "title": "Personal information detectors" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/PI_and_Entity_Search.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/PI_and_Entity_Search.htm" }, "description": "With PI and Entity Search you can search documents with PI and Data Breach Entities that have been identified by Data Breach Response.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "PI and entity search", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "With PI and Entity Search you can search documents with PI and Data Breach Entities that have been identified by Data Breach Response.", "title": "PI and entity search" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/PI_Detect_and_Data_Breach_Response_workspace_template.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/PI_Detect_and_Data_Breach_Response_workspace_template.htm" }, "description": "The PI Detect and Data Breach Response template has the PI Detect and Data Breach Response application pre installed and includes groups and processing fields specific to the application.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Data Breach Response Workspace Template", "Processing", "Data Breach Response tab visibility", "Workspace permissions", "DBR PID Template - Lead", "DBR PID Template - Annotator", "Change Log" ], "headings": [ "Data Breach Response Workspace Template", "Processing", "Data Breach Response tab visibility", "Workspace permissions", "DBR PID Template - Lead", "DBR PID Template - Annotator", "Change Log" ], "name": "PI detect and data breach response workspace template", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The PI Detect and Data Breach Response template has the PI Detect and Data Breach Response application pre installed and includes groups and processing fields specific to the application.", "title": "PI detect and data breach response workspace template" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Project_dashboard_.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Project_dashboard_.htm" }, "description": "Project Dashboard is available to project leads and provides immediate access to key information. You can use Project Dashboard to derive insights across your Data Breach Response project.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "Project Dashboard", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Project Dashboard is available to project leads and provides immediate access to key information. You can use Project Dashboard to derive insights across your Data Breach Response project.", "title": "Project Dashboard" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Project_lead.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Project_lead.htm" }, "description": "Learn about the project lead role.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Project lead", "headings": "Project lead", "name": "Project lead", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Learn about the project lead role.", "title": "Project lead" }, { "url": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Quality_control.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Data_Breach_Response/Quality_control.htm" }, "description": "The Quality Control (QC) process is an optional step that occurs prior to review by the Project Lead. The goal of this step is to ensure that there is a minimization of documents with over and under predictions.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "This page no longer exists.", "headings": "This page no longer exists.", "name": "Quality control", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Quality Control (QC) process is an optional step that occurs prior to review by the Project Lead. 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Built for RelativityOne, the RelativityOne Investigations Template simplifies the process of investigations by streamlining both the setup and the investigation workflows.", "title": "RelativityOne Investigations Workspace template" }, { "url": "https://help.relativity.com/RelativityOne/Content/Getting_Started/Navigation.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Getting_Started/Navigation.htm" }, "description": "Relativity is a complex application with many screens and functions. This section describes the main core reviewer interface you use to review documents as well as some of the standard procedures you\u0027ll need to perform as you use the product.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Navigation", "Logging in", "Tab navigation", "Sidebar", "All tabs menu", "Tab strip", "Parent and child tab display", "User options", "Changing the default Home tab", "My settings", "Dashboards", "Creating a dashboard", "Adding widgets to a dashboard", "Saving changes to a dashboard", "Deleting a dashboard", "Renaming a dashboard", "Using the search panel", "Resetting your password", "Resetting your password inside Relativity", "Resetting your password outside Relativity", "Favorites", "Quick nav" ], "headings": [ "Navigation", "Logging in", "Tab navigation", "Sidebar", "All tabs menu", "Tab strip", "Parent and child tab display", "User options", "Changing the default Home tab", "My settings", "Dashboards", "Creating a dashboard", "Adding widgets to a dashboard", "Saving changes to a dashboard", "Deleting a dashboard", "Renaming a dashboard", "Using the search panel", "Resetting your password", "Resetting your password inside Relativity", "Resetting your password outside Relativity", "Favorites", "Quick nav" ], "name": "Navigation", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity is a complex application with many screens and functions. This section describes the main core reviewer interface you use to review documents as well as some of the standard procedures you\u0027ll need to perform as you use the product.", "title": "Navigation" }, { "url": "https://help.relativity.com/RelativityOne/Content/Getting_Started/Relativity_conventions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Getting_Started/Relativity_conventions.htm" }, "description": "When you create or edit any object in Relativity, the following toolbars and fields are standard.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "RelativityOne conventions", "Saving toolbar", "Editing toolbar", "Keywords and notes" ], "headings": [ "RelativityOne conventions", "Saving toolbar", "Editing toolbar", "Keywords and notes" ], "name": "Relativity conventions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "When you create or edit any object in Relativity, the following toolbars and fields are standard.", "title": "Relativity conventions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne/Managing_data.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne/Managing_data.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Managing data", "headings": "Managing data", "name": "Managing data", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Managing data" }, { "url": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne/Managing_security.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne/Managing_security.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Managing 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"mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne/Managing_workspaces.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Managing workspaces", "headings": "Managing workspaces", "name": "Managing workspaces", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Managing workspaces" }, { "url": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne/Navigating.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne/Navigating.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Navigation", "Logging in", "Tab navigation", "Sidebar", "All tabs menu", "Tab strip", "Parent and child tab display", "User options", "Changing the default Home tab", "My settings", "Dashboards", 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Relativity will endeavor to provide reasonable notice of changes, except in emergencies.", "title": "RelativityOne downtime windows" }, { "url": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne_Release_Process.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne_Release_Process.htm" }, "description": "Describes the different release mechanisms used in RelativityOne", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "RelativityOne release process", "Key concepts", "General release categories", "Frequently asked questions", "General questions", "Phased rollouts" ], "headings": [ "RelativityOne release process", "Key concepts", "General release categories", "Frequently asked questions", "General questions", "Phased rollouts" ], "name": "RelativityOne Release Process", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Describes the different release mechanisms used in RelativityOne", "title": "RelativityOne Release Process" }, { "url": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne_Sandbox.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne_Sandbox.htm" }, "description": "RelativityOne Sandbox refers to reusable RelativityOne environments that allow you to test SQL scripts, event handlers, API based applications, custom pages, and custom agents for both the current and Early Access (EA) release of Relativity.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "RelativityOne Sandbox", "headings": "RelativityOne Sandbox", "name": "Sandbox environment", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "RelativityOne Sandbox refers to reusable RelativityOne environments that allow you to test SQL scripts, event handlers, API based applications, custom pages, and custom agents for both the current and Early Access (EA) release of Relativity.", "title": "Sandbox environment" }, { "url": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne_technical_overview.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Getting_Started/RelativityOne_technical_overview.htm" }, "description": "Welcome to RelativityOne. 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"WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Management_Console/Usage_Reports.htm" }, "description": "003", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Usage Reports", "Permissions", "Creating Usage Reports", "Data freshness and expected delays", "Exporting Usage Reports", "Usage Report Fields" ], "headings": [ "Usage Reports", "Permissions", "Creating Usage Reports", "Data freshness and expected delays", "Exporting Usage Reports", "Usage Report Fields" ], "name": "Usage Reports", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "003", "title": "Usage Reports" }, { "url": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Building_Media_Tracker_with_RDOs.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Building_Media_Tracker_with_RDOs.htm" }, "description": "Media Tracker is an application you can build using Relativity Dynamic Objects (RDOs). With Media Tracker, you can track media received from vendors, clients, and opposing counsel. After you build and deploy the application in a workspace, you can manually input the media and related metadata.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Building Media Tracker with Relativity Dynamic Objects", "Create a new application", "Link and create object types", "Update and create fields", "Update views", "Build layouts", "Export Media Tracker application" ], "headings": [ "Building Media Tracker with Relativity Dynamic Objects", "Create a new application", "Link and create object types", "Update and create fields", "Update views", "Build layouts", "Export Media Tracker application" ], "name": "Building Media Tracker with Relativity Dynamic Objects", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Media Tracker is an application you can build using Relativity Dynamic Objects (RDOs). With Media Tracker, you can track media received from vendors, clients, and opposing counsel. After you build and deploy the application in a workspace, you can manually input the media and related metadata.", "title": "Building Media Tracker with Relativity Dynamic Objects" }, { "url": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Creating_a_question_object.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Creating_a_question_object.htm" }, "description": "Custodians can have multiple documents linked to them, but documents can have only one custodian. This is a one-to-many relationship – many documents to one custodian.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating a question object", "Creating the Question object type", "Editing field and layout views", "Editing the Fields view", "Editing the Layouts view", "Filtering to view Question types", "Creating the Question object fields", "Creating the Question field", "Creating the Answer field", "Creating a multiple object field", "Writing questions and modifying the Question tab", "Adding new questions", "Adding an Answer to the Question detail page", "Adding the Documents list to the Question detail page", "Adding Answers to the Question tab", "Adding questions to a layout in the viewer", "Setting up Question-related views", "Creating a Document view for documents with questions", "Creating a Document view for documents with no questions", "Linking questions to a document during review" ], "headings": [ "Creating a question object", "Creating the Question object type", "Editing field and layout views", "Editing the Fields view", "Editing the Layouts view", "Filtering to view Question types", "Creating the Question object fields", "Creating the Question field", "Creating the Answer field", "Creating a multiple object field", "Writing questions and modifying the Question tab", "Adding new questions", "Adding an Answer to the Question detail page", "Adding the Documents list to the Question detail page", "Adding Answers to the Question tab", "Adding questions to a layout in the viewer", "Setting up Question-related views", "Creating a Document view for documents with questions", "Creating a Document view for documents with no questions", "Linking questions to a document during review" ], "name": "Creating a question object", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Custodians can have multiple documents linked to them, but documents can have only one custodian. This is a one-to-many relationship – many documents to one custodian.", "title": "Creating a question object" }, { "url": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Creating_a_tab_to_bookmark_an_object.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Creating_a_tab_to_bookmark_an_object.htm" }, "description": "You can create new a tab that links you directly to any web page or a location within Relativity. This is useful for bypassing list views or for going to specific locations. In both cases, it potentially saves navigation steps.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating a tab to bookmark an object", "Finding the ArtifactID", "Creating the tab" ], "headings": [ "Creating a tab to bookmark an object", "Finding the ArtifactID", "Creating the tab" ], "name": "Creating a tab to bookmark an object", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can create new a tab that links you directly to any web page or a location within Relativity. This is useful for bypassing list views or for going to specific locations. In both cases, it potentially saves navigation steps.", "title": "Creating a tab to bookmark an object" }, { "url": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Creating_and_editing_Relativity_Objects.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Creating_and_editing_Relativity_Objects.htm" }, "description": "RDOs are object types that you create and manage from within any Relativity application.\u0026#160;They help process and organize data. For example, you can assign information to them and create new data structures. You can also attach external applications such as event handlers and rules to extend their functionality.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating and editing Relativity Objects", "Creating an object from a workspace", "Creating an object from home", "Deleting an object from a workspace", "Deleting an object from home", "Editing an object\u0027s details", "Fields for an object type", "Object Type Information section", "Object Type Settings section", "Other section", "Adding an event handler", "Deleting an event handler", "Adding an object rule", "Default Layout", "Custom Single Object\u0026#160;Add Link Visibility", "Default Layout on New", "Global Button Visibility", "Mass Action Visibility", "Choice Behavior", "Sub-List Button Visibility", "New Button Override", "Override edit link URL", "Override view link URL", "Adding a custom mass operation", "Mass operation fields", "Adding information to objects" ], "headings": [ "Creating and editing Relativity Objects", "Creating an object from a workspace", "Creating an object from home", "Deleting an object from a workspace", "Deleting an object from home", "Editing an object\u0027s details", "Fields for an object type", "Object Type Information section", "Object Type Settings section", "Other section", "Adding an event handler", "Deleting an event handler", "Adding an object rule", "Default Layout", "Custom Single Object\u0026#160;Add Link Visibility", "Default Layout on New", "Global Button Visibility", "Mass Action Visibility", "Choice Behavior", "Sub-List Button Visibility", "New Button Override", "Override edit link URL", "Override view link URL", "Adding a custom mass operation", "Mass operation fields", "Adding information to objects" ], "name": "Creating and editing Relativity Objects", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "RDOs are object types that you create and manage from within any Relativity application.\u0026#160;They help process and organize data. For example, you can assign information to them and create new data structures. You can also attach external applications such as event handlers and rules to extend their functionality.", "title": "Creating and editing Relativity Objects" }, { "url": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Deleting_object_dependencies.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Deleting_object_dependencies.htm" }, "description": "Deleting object dependencies removes that object\u0027s interactions, or dependencies, from other objects. Because the purpose of objects is to interact with other objects, there may be a certain amount of dependencies. Most are created at the time the object is initially instantiated, although you can add some later, either implicitly as a result of a workflow, or manually adding one, such as an event handler. However, deleting some dependencies may have unexpected effects on other objects. To mitigate those effects, Relativity may display a dependencies report, and asks you to confirm before deleting.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Deleting object dependencies", "Force deleting object dependencies", "Displaying and interpreting the dependencies report", "Considering the fields of force deleted objects", "Analytics categorization set example", "Search terms reports example" ], "headings": [ "Deleting object dependencies", "Force deleting object dependencies", "Displaying and interpreting the dependencies report", "Considering the fields of force deleted objects", "Analytics categorization set example", "Search terms reports example" ], "name": "Deleting object dependencies", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Deleting object dependencies removes that object\u0027s interactions, or dependencies, from other objects. Because the purpose of objects is to interact with other objects, there may be a certain amount of dependencies. Most are created at the time the object is initially instantiated, although you can add some later, either implicitly as a result of a workflow, or manually adding one, such as an event handler. However, deleting some dependencies may have unexpected effects on other objects. To mitigate those effects, Relativity may display a dependencies report, and asks you to confirm before deleting.", "title": "Deleting object dependencies" }, { "url": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Relativity_objects.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Managing_Relativity_dynamic_objects/RDO/Relativity_objects.htm" }, "description": "Relativity contains two kinds of objects. System objects, and Relativity Dynamic Objects (RDOs), also called dynamic objects. Both kinds, collectively called objects, are the building blocks Relativity applications. Objects connect together, whether implicitly resulting from a workflow, or explicitly by you defining the connections. Through these connections or links, you extend functionality by storing data and making efficient use of its organization. You can attach many kinds of objects to additional features or functionality, such as object rules and event handlers. This allows Relativity, third party, or in-house developers to introduce custom features specific to your needs.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Relativity Objects", "System objects", "Relativity Dynamic Objects (RDOs)", "Programmatically using Relativity objects and RDOs" ], "headings": [ "Relativity Objects", "System objects", "Relativity Dynamic Objects (RDOs)", "Programmatically using Relativity objects and RDOs" ], "name": "Relativity Objects", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity contains two kinds of objects. System objects, and Relativity Dynamic Objects (RDOs), also called dynamic objects. Both kinds, collectively called objects, are the building blocks Relativity applications. Objects connect together, whether implicitly resulting from a workflow, or explicitly by you defining the connections. Through these connections or links, you extend functionality by storing data and making efficient use of its organization. You can attach many kinds of objects to additional features or functionality, such as object rules and event handlers. This allows Relativity, third party, or in-house developers to introduce custom features specific to your needs.", "title": "Relativity Objects" }, { "url": "https://help.relativity.com/RelativityOne/Content/Mobile/Coding_documents.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Mobile/Coding_documents.htm" }, "description": "Code documents on the go with RelativityOne\u0027s mobile app.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Coding documents", "Coding a document", "Coding fields", "Propagation", "Document skip", "Event Handlers", "Selecting a coding layout", "Multiple layout groups", "Automatic-layout navigation", "Copying from previous" ], "headings": [ "Coding documents", "Coding a document", "Coding fields", "Propagation", "Document skip", "Event Handlers", "Selecting a coding layout", "Multiple layout groups", "Automatic-layout navigation", "Copying from previous" ], "name": "Coding documents", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Code documents on the go with RelativityOne\u0027s mobile app.", "title": "Coding documents" }, { "url": "https://help.relativity.com/RelativityOne/Content/Mobile/Documents.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Mobile/Documents.htm" }, "description": "Focus on viewing and coding documents in RelativityOne\u0027s mobile app. Viewing the document list and viewing a single document is similar to a web instance of RelativityOne. You can navigate the document list by filtering and searching documents. You can also change the viewer mode with the document viewer options.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Documents", "Document list", "Filtering", "Searching", "Document viewer", "Changing viewers" ], "headings": [ "Documents", "Document list", "Filtering", "Searching", "Document viewer", "Changing viewers" ], "name": "Documents", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Focus on viewing and coding documents in RelativityOne\u0027s mobile app. Viewing the document list and viewing a single document is similar to a web instance of RelativityOne. You can navigate the document list by filtering and searching documents. You can also change the viewer mode with the document viewer options.", "title": "Documents" }, { "url": "https://help.relativity.com/RelativityOne/Content/Mobile/Folders.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Mobile/Folders.htm" }, "description": "RelativityOne\u0027s mobile app has a folders browser that contains documents in Relativity that are arranged in a hierarchy in the folder. The folders must be created on a web instance of Relativity.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Folders", "Using the Folders browser", "Searching in Folders" ], "headings": [ "Folders", "Using the Folders browser", "Searching in Folders" ], "name": "Folders", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "RelativityOne\u0027s mobile app has a folders browser that contains documents in Relativity that are arranged in a hierarchy in the folder. The folders must be created on a web instance of Relativity.", "title": "Folders" }, { "url": "https://help.relativity.com/RelativityOne/Content/Mobile/Mobile.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Mobile/Mobile.htm" }, "description": "View and code documents on the go from your iPad or an iPhone with RelativityOne\u0027s mobile app. Access documents, folders, and saved searches from your device. Code documents on your device and all coding decisions reflect instantly in RelativityOne. Share documents and saved searches with other Relativity users.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "RelativityOne\u0027s mobile experience", "Unified experience with RelativityOne", "Device and system requirements", "Understanding the ADS\u0026#160;app and OAuth2 client" ], "headings": [ "RelativityOne\u0027s mobile experience", "Unified experience with RelativityOne", "Device and system requirements", "Understanding the ADS\u0026#160;app and OAuth2 client" ], "name": "Mobile", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "View and code documents on the go from your iPad or an iPhone with RelativityOne\u0027s mobile app. Access documents, folders, and saved searches from your device. Code documents on your device and all coding decisions reflect instantly in RelativityOne. Share documents and saved searches with other Relativity users.", "title": "Mobile" }, { "url": "https://help.relativity.com/RelativityOne/Content/Mobile/Mobile_Admin.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Mobile/Mobile_Admin.htm" }, "description": "Set up users, groups, and workspaces from anywhere with the RelativityOne app for iOS.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Admin", "Users", "Groups", "Workspaces" ], "headings": [ "Admin", "Users", "Groups", "Workspaces" ], "name": "Mobile Admin", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Set up users, groups, and workspaces from anywhere with the RelativityOne app for iOS.", "title": "Mobile Admin" }, { "url": "https://help.relativity.com/RelativityOne/Content/Mobile/Navigation.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Mobile/Navigation.htm" }, "description": "Navigating RelativityOne\u0027s mobile app starts with having access to the mobile app, which is set up in your RelativityOne web instance. This topic explains the basics of navigation from logging in, pull to refresh, and defines icons you\u0027ll use throughout RelativityOne\u0027s mobile app.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Navigation", "Opening the app", "Creating a passcode", "Logging in", "Instance URL", "Exceeding passcode limits", "Opening a workspace", "Switching workspaces", "General navigation and icons", "Apple keyboard shortcuts", "Pull to refresh" ], "headings": [ "Navigation", "Opening the app", "Creating a passcode", "Logging in", "Instance URL", "Exceeding passcode limits", "Opening a workspace", "Switching workspaces", "General navigation and icons", "Apple keyboard shortcuts", "Pull to refresh" ], "name": "Navigation", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Navigating RelativityOne\u0027s mobile app starts with having access to the mobile app, which is set up in your RelativityOne web instance. This topic explains the basics of navigation from logging in, pull to refresh, and defines icons you\u0027ll use throughout RelativityOne\u0027s mobile app.", "title": "Navigation" }, { "url": "https://help.relativity.com/RelativityOne/Content/Mobile/Offline.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Mobile/Offline.htm" }, "description": "Work offline with the RelativityOne mobile app for iOS.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Offline", "Security", "Permissions", "Downloading a saved search or folder", "Viewing downloaded documents" ], "headings": [ "Offline", "Security", "Permissions", "Downloading a saved search or folder", "Viewing downloaded documents" ], "name": "Offline", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Work offline with the RelativityOne mobile app for iOS.", "title": "Offline" }, { "url": "https://help.relativity.com/RelativityOne/Content/Mobile/Saved_searches.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Mobile/Saved_searches.htm" }, "description": "RelativityOne\u0027s mobile app organizes and runs saved searches created on a web version of Relativity.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Saved searches", "Running a saved search", "Searching for saved searches", "Sharing a saved search" ], "headings": [ "Saved searches", "Running a saved search", "Searching for saved searches", "Sharing a saved search" ], "name": "Saved searches", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "RelativityOne\u0027s mobile app organizes and runs saved searches created on a web version of Relativity.", "title": "Saved searches" }, { "url": "https://help.relativity.com/RelativityOne/Content/Mobile/Security.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Mobile/Security.htm" }, "description": "With Relativity\u0027s mobile app experience being unified with Relativity, instance permissions, and workspace permissions will be set up in Relativity.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Security", "Security information", "iOS data protection", "Improving security", "Restoring from iCloud and iTunes" ], "headings": [ "Security", "Security information", "iOS data protection", "Improving security", "Restoring from iCloud and iTunes" ], "name": "Security", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "With Relativity\u0027s mobile app experience being unified with Relativity, instance permissions, and workspace permissions will be set up in Relativity.", "title": "Security" }, { "url": "https://help.relativity.com/RelativityOne/Content/Mobile/Support___Settings.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Mobile/Support___Settings.htm" }, "description": "Switch your workspace, get mobile support and update your RelativityOne mobile app settings in the More tab.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Mobile support and settings", "Switching workspaces", "Support", "Settings", "Updating your passcode", "Logout" ], "headings": [ "Mobile support and settings", "Switching workspaces", "Support", "Settings", "Updating your passcode", "Logout" ], "name": "Support \u0026amp; Settings", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Switch your workspace, get mobile support and update your RelativityOne mobile app settings in the More tab.", "title": "Support \u0026amp; Settings" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Active_Learning/Best_practices_for_Active_Learning_review.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Active_Learning/Best_practices_for_Active_Learning_review.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Best practices for Active Learning review", "headings": "Best practices for Active Learning review", "name": "Best practices for Active Learning review", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Best practices for Active Learning review" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Active_Learning/Project_Validation_Statistics.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Active_Learning/Project_Validation_Statistics.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Active Learning Project Validation statistics", "headings": "Active Learning Project Validation statistics", "name": "Active Learning Project validation statistics", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Active Learning Project validation statistics" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Active_Learning/Security_permissions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Active_Learning/Security_permissions.htm" }, "description": "This page contains information on the security permissions required for creating and interacting with an Active Learning project.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Active Learning security permissions", "headings": "Active Learning security permissions", "name": "Active Learning security permissions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This page contains information on the security permissions required for creating and interacting with an Active Learning project.", "title": "Active Learning security permissions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/AI_Help.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/AI_Help.htm" }, "description": "Configuring and using the AI Help Chatbot", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "AI Help Chatbot", "Accessing and using the chatbot", "Access Control", "Writing effective prompts", "Be specific", "Use clear language", "Include context", "Ask one question at a time", "Utilize Relativity terminology", "Prompt examples", "Frequently-Asked Questions" ], "headings": [ "AI Help Chatbot", "Accessing and using the chatbot", "Access Control", "Writing effective prompts", "Be specific", "Use clear language", "Include context", "Ask one question at a time", "Utilize Relativity terminology", "Prompt examples", "Frequently-Asked Questions" ], "name": "AI Help Chatbot", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Configuring and using the AI Help Chatbot", "title": "AI Help Chatbot" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Case_Strategy/aiR_for_Case_Strategy.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Case_Strategy/aiR_for_Case_Strategy.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "aiR for Case Strategy", "Installing aiR for Case Strategy", "Permissions", "aiR for Case Strategy billing and usage", "Deployment and processing geographies" ], "headings": [ "aiR for Case Strategy", "Installing aiR for Case Strategy", "Permissions", "aiR for Case Strategy billing and usage", "Deployment and processing geographies" ], "name": "aiR for Case Strategy", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "aiR for Case Strategy" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Case_Strategy/Creating_a_fact_chronology.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Case_Strategy/Creating_a_fact_chronology.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating a fact chronology", "Facts", "Create a fact chronology", "Prompt criteria", "aiR Fact fields", "Fact extraction considerations", "Fact Types and fact extraction QC", "Editing facts using inline editing", "aiR Facts view", "Document Preview panel", "General writing guidelines", "Size limitations", "Job email results" ], "headings": [ "Creating a fact chronology", "Facts", "Create a fact chronology", "Prompt criteria", "aiR Fact fields", "Fact extraction considerations", "Fact Types and fact extraction QC", "Editing facts using inline editing", "aiR Facts view", "Document Preview panel", "General writing guidelines", "Size limitations", "Job email results" ], "name": "Creating a fact chronology", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Creating a fact chronology" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Case_Strategy/Creating_witness_summaries_and_deposition_outlines.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Case_Strategy/Creating_witness_summaries_and_deposition_outlines.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating witness summaries and deposition outlines", "Witness summaries", "Create a witness summary", "Deposition outlines", "Create a deposition outline", "Prompt criteria", "Deposition outline and witness summary considerations", "Interacting with related documents or facts", "Viewing the documents associated with a deposition outline or witness summary", "Viewing the facts associated with a deposition outline or witness summary", "Working with deposition outlines and witness summaries", "Downloading a deposition outline or witness summary", "Editing a deposition outline or witness summary", "Deleting a witness summary or deposition outline", "Document Preview panel", "General writing guidelines", "Size limitations" ], "headings": [ "Creating witness summaries and deposition outlines", "Witness summaries", "Create a witness summary", "Deposition outlines", "Create a deposition outline", "Prompt criteria", "Deposition outline and witness summary considerations", "Interacting with related documents or facts", "Viewing the documents associated with a deposition outline or witness summary", "Viewing the facts associated with a deposition outline or witness summary", "Working with deposition outlines and witness summaries", "Downloading a deposition outline or witness 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"Non-determinism", "Possibility of hallucinations", "Extracted text only", "Fact fields used for generating case documents", "No memory from document to document" ], "name": "Generative AI considerations in aiR for Case Strategy", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Generative AI considerations in aiR for Case Strategy" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/aiR_for_Data_Breach_Response.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/aiR_for_Data_Breach_Response.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "aiR for Data Breach Response", "Conceptual workflow", "Document requirements", "Unstructured and Structured documents", "Supported file types", "Considerations", "Shared LLM resources", "Security and privacy", 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Using the blocklisting tool, you can identify potential PI tagged within the application and blocklist those that were falsely tagged", "title": "Blocklisting" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Conflicts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Conflicts.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Conflicts", "Review Conflicts", "Recommended workflow", "Conflicts fields", "Example conflict logic" ], "headings": [ "Conflicts", "Review Conflicts", "Recommended workflow", "Conflicts fields", "Example conflict logic" ], "name": "Conflicts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Conflicts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Data_analysis.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Data_analysis.htm" }, "description": "The Incorporate Feedback pipeline is a combination of machine stages that make predictions, perform calculations, curate machine output, and generate reports.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Data Analysis", "Run Data Analysis", "Choose stages to run", "Data Analysis stages", "Monitor Data Analysis status", "Overall progress", "Blocklisting", "PI Detection", "Entity Normalization \u0026amp; Deduplication", "Compile Insights", "Data Analysis and document review", "Cancel and retry Data Analysis", "Document errors", "Data Analysis history", "Run details", "Stage history" ], "headings": [ "Data Analysis", "Run Data Analysis", "Choose stages to run", "Data Analysis stages", "Monitor Data Analysis status", "Overall progress", "Blocklisting", "PI Detection", "Entity Normalization \u0026amp; Deduplication", "Compile Insights", "Data Analysis and document review", "Cancel and retry Data Analysis", "Document errors", "Data Analysis history", "Run details", "Stage history" ], "name": "Data Analysis", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Incorporate Feedback pipeline is a combination of machine stages that make predictions, perform calculations, curate machine output, and generate reports.", "title": "Data Analysis" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Data_Breach_Response__Legacy_.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Data_Breach_Response__Legacy_.htm" }, "description": "Data Breach Response is an AI-powered solution used to reduce the 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"https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Document_ingestion.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Document_ingestion.htm" }, "description": "Learn about document ingestion.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Document ingestion", "Prerequisites", "Create a new ingestion job", "Job details", "Job failures", "Frequently asked questions" ], "headings": [ "Document ingestion", "Prerequisites", "Create a new ingestion job", "Job details", "Job failures", "Frequently asked questions" ], "name": "Document ingestion", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Learn about document ingestion.", "title": "Document ingestion" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Entities.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Entities.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Entities", "Review Entities", "Entity Report fields", "Entity information", "Save as List", "Download" ], "headings": [ "Entities", "Review Entities", "Entity Report fields", "Entity information", "Save as List", "Download" ], "name": "Entities", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Entities" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Entity_analysis.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Entity_analysis.htm" }, "description": "Learn about entity normalization in Data Breach Response.", "type": "TechArticle", "dateModified": "2026-04-24", 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Once the application has been installed at the instance level, you will need to install the application into any workspaces you want to use it in.", "title": "Installation and configuration" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Manually_Merge_and_Unmerge_Entities.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Manually_Merge_and_Unmerge_Entities.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Manually Merge and Unmerge Entities", "Unmerge Records from Entities", "Merge Entities", "Merge Records" ], "headings": [ "Manually Merge and Unmerge Entities", "Unmerge Records from Entities", "Merge Entities", "Merge Records" ], "name": "Manually Merge and Unmerge Entities", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Manually Merge and Unmerge Entities" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Personal_Information_detectors.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Personal_Information_detectors.htm" }, "description": "From the Project Settings page, you can view all detectors and tags, add new detectors and tags, and turn detector tags on and off.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Personal Information detectors", "Definitions", "Permissions", "Viewing detectors", "Detectors fields", "Supported Personal Information detectors", "Creating custom detectors", "Editing detectors", "Limitations", "Frequently asked questions", "RegEx recommendations" ], "headings": [ "Personal Information detectors", "Definitions", "Permissions", "Viewing detectors", "Detectors fields", "Supported Personal Information detectors", "Creating custom detectors", "Editing detectors", "Limitations", "Frequently asked questions", "RegEx recommendations" ], "name": "Personal information detectors", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "From the Project Settings page, you can view all detectors and tags, add new detectors and tags, and turn detector tags on and off.", "title": "Personal information detectors" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/PI_and_Entity_Search.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/PI_and_Entity_Search.htm" }, "description": "With PI and Entity Search you can search documents with PI and Data Breach Entities that have been identified by Data Breach Response.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "PI and Entity Search", "Using PI and Entity Search", "Searchable fields", "Operators", "Example search strings" ], "headings": [ "PI and Entity Search", "Using PI and Entity Search", "Searchable fields", "Operators", "Example search strings" ], "name": "PI and entity search", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "With PI and Entity Search you can search documents with PI and Data Breach Entities that have been identified by Data Breach Response.", "title": "PI and entity search" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Project_dashboard_.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Project_dashboard_.htm" }, "description": "Project Dashboard is available to project leads and provides access to available key information. You can use Project Dashboard to derive insights across your Data Breach Response project.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Project Dashboard", "Job Progress", "PI Types", "Document Types", "Document List", "Save as List", "Download" ], "headings": [ "Project Dashboard", "Job Progress", "PI Types", "Document Types", "Document List", "Save as List", "Download" ], "name": "Project Dashboard", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Project Dashboard is available to project leads and provides access to available key information. You can use Project Dashboard to derive insights across your Data Breach Response project.", "title": "Project Dashboard" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Quality_control.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Quality_control.htm" }, "description": "The Quality Control (QC) process is an optional step that occurs prior to review by the Project Lead. The goal of this step is to ensure that there is a minimization of documents with over and under predictions.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Quality control", "QCing unstructured documents for recall", "Create QC review queues with no identified PI", "Review documents", "Refining custom detectors", "QCing unstructured documents for precision", "Create QC review queues containing PI", "Review documents", "Refining detectors", "QC of detectors and boundaries in spreadsheets", "Spreadsheet QC for recall", "Spreadsheet QC for precision", "Frequently asked questions" ], "headings": [ "Quality control", "QCing unstructured documents for recall", "Create QC review queues with no identified PI", "Review documents", "Refining custom detectors", "QCing unstructured documents for precision", "Create QC review queues containing PI", "Review documents", "Refining detectors", "QC of detectors and boundaries in spreadsheets", "Spreadsheet QC for recall", "Spreadsheet QC for precision", "Frequently asked questions" ], "name": "Quality control", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Quality Control (QC) process is an optional step that occurs prior to review by the Project Lead. The goal of this step is to ensure that there is a minimization of documents with over and under predictions.", "title": "Quality control" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Records.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Records.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Records", "Review Records", "Workflow example", "Records fields", "Invalid Reasons", "Entity information", "Save as List", "Download" ], "headings": [ "Records", "Review Records", "Workflow example", "Records fields", "Invalid Reasons", "Entity information", "Save as List", "Download" ], "name": "Records", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Records" }, { "url": 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"https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Spreadsheet_QC_tool.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Data_Breach_Response/Spreadsheet_QC_tool.htm" }, "description": "Spreadsheet QC allows a Project Lead to view and edit the headers of columns detected as PI, and view which search terms are being tagged by the machine in spreadsheets.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Spreadsheet QC tool", "Spreadsheet QC fields", "Recommended workflow", "Prioritizing headers for review", "Reviewing headers" ], "headings": [ "Spreadsheet QC tool", "Spreadsheet QC fields", "Recommended workflow", "Prioritizing headers for review", "Reviewing headers" ], "name": "Spreadsheet QC tool", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Spreadsheet QC allows a Project Lead to view and edit the headers of 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"Create entity links", "Add links from the Viewer", "Add links through the Records panel", "Remove links", "Lock detections", "Errors" ], "name": "Unstructured document review", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Unstructured document review" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/aiR_for_Privilege.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/aiR_for_Privilege.htm" }, "description": "aiR for Privilege is an AI-powered solution that uses generative AI, large language models, natural language processing, machine learning, and social network graphs to analyze documents and predict whether they are privileged or not and provide a draft privilege log description.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "aiR for Privilege", "Conceptual workflow", "Requirements", "Deployment and processing geographies", "Considerations", "RSMF considerations", "Billing", "Brain", "Universal Brain", "Client Brain", "Matter Brain" ], "headings": [ "aiR for Privilege", "Conceptual workflow", "Requirements", "Deployment and processing geographies", "Considerations", "RSMF considerations", "Billing", "Brain", "Universal Brain", "Client Brain", "Matter Brain" ], "name": "aiR for Privilege", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "aiR for Privilege is an AI-powered solution that uses generative AI, large language models, natural language processing, machine learning, and social network graphs to analyze documents and predict whether they are privileged or not and provide a draft privilege log description.", "title": "aiR for Privilege" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/aiR_for_Privilege_analysis.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/aiR_for_Privilege_analysis.htm" }, "description": "Once you have run aiR for Privilege on a set of documents, you can open each document in the Viewer and see highlighted aiR results and detailed analysis of the results.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "aiR for Privilege Analysis", "Permissions", "Reviewing aiR for Privilege Analysis results", "aiR for Privilege Analysis highlighting" ], "headings": [ "aiR for Privilege Analysis", "Permissions", "Reviewing aiR for Privilege Analysis results", "aiR for Privilege Analysis highlighting" ], "name": "aiR for Privilege Analysis", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Once you have run aiR for Privilege on a set of documents, you can open each document in the Viewer and see highlighted aiR results and detailed analysis of the results.", "title": "aiR for Privilege Analysis" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/aiR_for_Privilege_error_dictionary.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/aiR_for_Privilege_error_dictionary.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "aiR for Privilege errors", "headings": "aiR for Privilege errors", "name": "aiR for Privilege errors", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "aiR for Privilege errors" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Calculate_accuracy.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Calculate_accuracy.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Calculate accuracy", "Key concepts", "Considerations", "Identifying input numbers", "Identify Underpredictions when Priv on Own codings are unavailable" ], "headings": [ "Calculate accuracy", "Key concepts", "Considerations", "Identifying input numbers", "Identify Underpredictions when Priv on Own codings are unavailable" ], "name": "Calculate accuracy", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Calculate accuracy" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Classify_Domains.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Classify_Domains.htm" }, "description": "The Classify Domains pipeline step locates email address domains used to communicate within your data set and uses AI to categorizes each as Law Firm or Third Party. This drives attorney, privilege conferring individual, discovery that influences privileged predictions.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Classify Domains", "Requirements", "Actions", "Errors" ], "headings": [ "Classify Domains", "Requirements", "Actions", "Errors" ], "name": "Classify Domains", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Classify Domains pipeline step locates email address domains used to communicate within your data set and uses AI to categorizes each as Law Firm or Third Party. This drives attorney, privilege conferring individual, discovery that influences privileged predictions.", "title": "Classify Domains" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Confirm_Privilege_Status.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Confirm_Privilege_Status.htm" }, "description": "The Confirm Privilege Status pipeline step provides an opportunity to optimize results for a specific project by allowing your end-client to confirm or correct decisions made by you and the AI regarding the privilege conferring status of domains and entities.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Confirm Privilege Status", "Requirements", "Actions", "Errors" ], "headings": [ "Confirm Privilege Status", "Requirements", "Actions", "Errors" ], "name": "Confirm Privilege Status", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Confirm Privilege Status pipeline step provides an opportunity to optimize results for a specific project by allowing your end-client to confirm or correct decisions made by you and the AI regarding the privilege conferring status of domains and entities.", "title": "Confirm Privilege Status" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Confirm_Privilege_Status_annotation.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Confirm_Privilege_Status_annotation.htm" }, "description": "Confirm Privilege Status annotation occurs on the Final Privilege Status field on the Domains and Entity objects. This annotation is intended to identify whether a Law Firm Domain or Legal Entity is either Privilege Conferring, Privilege Neutral, or Privilege Breaking.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Confirm Privilege Status", "Requirements", "Final Privilege Status definitions", "Domains", "Entities", "Annotating in RelativityOne", "Mass entity annotation", "Annotating in Excel", "Annotate Final Privilege Status fields", "Suggested annotation workflow", "Default decision logic" ], "headings": [ "Confirm Privilege Status", "Requirements", "Final Privilege Status definitions", "Domains", "Entities", "Annotating in RelativityOne", "Mass entity annotation", "Annotating in Excel", "Annotate Final Privilege Status fields", "Suggested annotation workflow", "Default decision logic" ], "name": "Confirm Privilege Status", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Confirm Privilege Status annotation occurs on the Final Privilege Status field on the Domains and Entity objects. This annotation is intended to identify whether a Law Firm Domain or Legal Entity is either Privilege Conferring, Privilege Neutral, or Privilege Breaking.", "title": "Confirm Privilege Status" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Create_a_project.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Create_a_project.htm" }, "description": "An aiR for Privilege project defines the documents you want to analyze. Each project has a dedicated set of pipeline steps that when completed are designed to generate document results. Learn to create an aiR for Privilege project.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Create a project", "Pre project checklist", "Saved search requirements", "Creating a project", "Project form fields" ], "headings": [ "Create a project", "Pre project checklist", "Saved search requirements", "Creating a project", "Project form fields" ], "name": "Create a project", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "An aiR for Privilege project defines the documents you want to analyze. Each project has a dedicated set of pipeline steps that when completed are designed to generate document results. Learn to create an aiR for Privilege project.", "title": "Create a project" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Domains.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Domains.htm" }, "description": "A domain is the web address that comes after the @ symbol in an email address. aiR for Privilege extracts domains from communicating email addresses found across all email segments within email documents in the data set. Learn about annotating Domains in aiR for Privilege.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Domains", "Requirements", "Single domain annotation", "Mass domain annotation", "Annotate domains fields", "Suggested annotation workflow" ], "headings": [ "Domains", "Requirements", "Single domain annotation", "Mass domain annotation", "Annotate domains fields", "Suggested annotation workflow" ], "name": "Domains", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "A domain is the web address that comes after the @ symbol in an email address. aiR for Privilege extracts domains from communicating email addresses found across all email segments within email documents in the data set. Learn about annotating Domains in aiR for Privilege.", "title": "Domains" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Entities.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Entities.htm" }, "description": "Entities are the individuals communicating within the data set. They communicate by way of their aliases, which are most commonly full email addresses, user ids, short names, and appear within the documents being analyzed. Learn to annotate Entities in aiR for Privilege.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Entities", "Requirements", "Annotate entities", "Mass entity annotation", "Annotate entities fields", "Merge mass operation", "Move and Create New Entity operations", "Suggested annotation workflow" ], "headings": [ "Entities", "Requirements", "Annotate entities", "Mass entity annotation", "Annotate entities fields", "Merge mass operation", "Move and Create New Entity operations", "Suggested annotation workflow" ], "name": "Entities", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Entities are the individuals communicating within the data set. They communicate by way of their aliases, which are most commonly full email addresses, user ids, short names, and appear within the documents being analyzed. Learn to annotate Entities in aiR for Privilege.", "title": "Entities" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Equivalent_Domains.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Equivalent_Domains.htm" }, "description": "Equivalent domains are identified domain pairs that belong to the same organization. Learn to annotate Equivalent Domains in aiR for Privilege.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Equivalent Domains", "Requirements", "Single equivalent domain annotation", "Mass equivalent domain annotation", "Annotate equivalent domains fields", "Suggested annotation workflow" ], "headings": [ "Equivalent Domains", "Requirements", "Single equivalent domain annotation", "Mass equivalent domain annotation", "Annotate equivalent domains fields", "Suggested annotation workflow" ], "name": "Equivalent Domains", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Equivalent domains are identified domain pairs that belong to the same organization. Learn to annotate Equivalent Domains in aiR for Privilege.", "title": "Equivalent Domains" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/General_settings.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/General_settings.htm" }, "description": "General settings apply to all aiR for Privilege projects within the workspace and must be populated prior to starting any aiR for Privilege project. Learn about general settings in aiR for Privilege.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "General settings", "Client Brain", "Client Brain fields", "Reviewer Privilege Decision Mapping", "Document Field Mapping", "Validating document field mappings" ], "headings": [ "General settings", "Client Brain", "Client Brain fields", "Reviewer Privilege Decision Mapping", "Document Field Mapping", "Validating document field mappings" ], "name": "General settings", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "General settings apply to all aiR for Privilege projects within the workspace and must be populated prior to starting any aiR for Privilege project. Learn about general settings in aiR for Privilege.", "title": "General settings" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Installation_and_configuration.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Installation_and_configuration.htm" }, "description": "This section outlines instance level and workspace level installation of the aiR for Privilege application and provides an overview of steps you must take to configure aiR for Privilege before beginning a project.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Installation and configuration", "Instance level installation", "Workspace level installation", "Configuration", "General settings in a workspace", "Client Brain" ], "headings": [ "Installation and configuration", "Instance level installation", "Workspace level installation", "Configuration", "General settings in a workspace", "Client Brain" ], "name": "Installation and configuration", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This section outlines instance level and workspace level installation of the aiR for Privilege application and provides an overview of steps you must take to configure aiR for Privilege before beginning a project.", "title": "Installation and configuration" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Known_items.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Known_items.htm" }, "description": "A known item is information that you already know about the matter or about how to identify privilege. aiR for Privilege will use this information to start a project and create consistency across projects.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Known items", "Known Attorneys", "Known Attorney fields", "Known Law Firms", "Known Law Firm fields" ], "headings": [ "Known items", "Known Attorneys", "Known Attorney fields", "Known Law Firms", "Known Law Firm fields" ], "name": "Known items", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "A known item is information that you already know about the matter or about how to identify privilege. aiR for Privilege will use this information to start a project and create consistency across projects.", "title": "Known items" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Match_Equivalent_Domains.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Match_Equivalent_Domains.htm" }, "description": "The Match Equivalent Domains pipeline step identifies email address domains that are different but belong to the same underlying organization and decides what communicating email addresses belong to the same individual.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Match Equivalent Domains", "Requirements", "Actions", "Errors" ], "headings": [ "Match Equivalent Domains", "Requirements", "Actions", "Errors" ], "name": "Match Equivalent Domains", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Match Equivalent Domains pipeline step identifies email address domains that are different but belong to the same underlying organization and decides what communicating email addresses belong to the same individual.", "title": "Match Equivalent Domains" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Perform_annotations.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Perform_annotations.htm" }, "description": "Certain pipeline steps require you to confirm the predictions made by the AI, which is called performing annotations. This increases the accuracy of the system and ensures privileged documents are not missed.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Perform annotations", "headings": "Perform annotations", "name": "Perform annotations", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Certain pipeline steps require you to confirm the predictions made by the AI, which is called performing annotations. This increases the accuracy of the system and ensures privileged documents are not missed.", "title": "Perform annotations" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Populate_Privilege_Results.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Populate_Privilege_Results.htm" }, "description": "The Populate Privilege Results pipeline step uses decisions made within prior pipeline steps and generative AI to generate a prediction of whether a document may be Privileged or Not Privileged.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Populate Privilege Results", "Actions", "Errors" ], "headings": [ "Populate Privilege Results", "Actions", "Errors" ], "name": "Populate Privilege Results", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Populate Privilege Results pipeline step uses decisions made within prior pipeline steps and generative AI to generate a prediction of whether a document may be Privileged or Not Privileged.", "title": "Populate Privilege Results" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Prepare_Project.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Prepare_Project.htm" }, "description": "The Prepare Project pipeline step organizes the documents in the linked saved search for AI analysis using both the project settings and general settings. Learn about the Prepare Project pipeline step.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Prepare Project", "Requirements", "Billing", "Actions", "Errors", "Documents with parsing errors" ], "headings": [ "Prepare Project", "Requirements", "Billing", "Actions", "Errors", "Documents with parsing errors" ], "name": "Prepare Project", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Prepare Project pipeline step organizes the documents in the linked saved search for AI analysis using both the project settings and general settings. Learn about the Prepare Project pipeline step.", "title": "Prepare Project" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Prioritize_documents_for_review.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Prioritize_documents_for_review.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Prioritize documents for review", "Predicted Privileged documents", "Predicted Not Privileged documents" ], "headings": [ "Prioritize documents for review", "Predicted Privileged documents", "Predicted Not Privileged documents" ], "name": "Prioritize documents for review", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Prioritize documents for review" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Privilege_results.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Privilege_results.htm" }, "description": "Once the Populate Privilege Results pipeline step completes successfully results will begin to populate on documents. Learn about privilege results and more.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Review privilege results", "headings": "Review privilege results", "name": "Privilege results", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Once the Populate Privilege Results pipeline step completes successfully results will begin to populate on documents. Learn about privilege results and more.", "title": "Privilege results" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Privilege_results_fields.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Privilege_results_fields.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Privilege results fields", "Variability of results", "Results fields", "Privilege categories", "Document errors", "Error messages", "Ungrounded Citations" ], "headings": [ "Privilege results fields", "Variability of results", "Results fields", "Privilege categories", "Document errors", "Error messages", "Ungrounded Citations" ], "name": "Privilege results fields", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Privilege results fields" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Project_pipeline_steps.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Project_pipeline_steps.htm" }, "description": "Each aiR for Privilege project has a dedicated set of pipeline steps that must be completed in sequential order to generate document results. Learn about project pipeline steps.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Project pipeline steps", "Privilege project version", "Pipeline step throughput benchmarks", "Pipeline step notifications", "Abandon a project" ], "headings": [ "Project pipeline steps", "Privilege project version", "Pipeline step throughput benchmarks", "Pipeline step notifications", "Abandon a project" ], "name": "Project pipeline steps", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Each aiR for Privilege project has a dedicated set of pipeline steps that must be completed in sequential order to generate document results. Learn about project pipeline steps.", "title": "Project pipeline steps" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Propagate_results_to_family_members.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Propagate_results_to_family_members.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Propagate results to family members", "Suggested workflow" ], "headings": [ "Propagate results to family members", "Suggested workflow" ], "name": "Propagate results to family members", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Propagate results to family members" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Roles_and_security_permissions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Roles_and_security_permissions.htm" }, "description": "We suggest creating three user groups to complete an aiR for Privilege project. Learn about each user group and required permissions.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Roles and security permissions", "Manual permissions", "Instance level permissions" ], "headings": [ "Roles and security permissions", "Manual permissions", "Instance level permissions" ], "name": "Roles and security permissions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "We suggest creating three user groups to complete an aiR for Privilege project. Learn about each user group and required permissions.", "title": "Roles and security permissions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Use_Draft_Log_Descriptions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Use_Draft_Log_Descriptions.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Use Draft Log Descriptions", "Handling Draft Log Descriptions for family propagations" ], "headings": [ "Use Draft Log Descriptions", "Handling Draft Log Descriptions for family propagations" ], "name": "Use Draft Log Descriptions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Use Draft Log Descriptions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Validate_Attorneys.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Privilege/Validate_Attorneys.htm" }, "description": "The Validate Attorneys pipeline step locates email addresses and other alias formats used to communicate within your data set, assigns them an individual owner or entity. Learn about the Validate Attorneys pipeline step.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Validate Entities", "Requirements", "Actions", "Errors" ], "headings": [ "Validate Entities", "Requirements", "Actions", "Errors" ], "name": "Validate Attorneys", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Validate Attorneys pipeline step locates email addresses and other alias formats used to communicate within your data set, assigns them an individual owner or entity. Learn about the Validate Attorneys pipeline step.", "title": "Validate Attorneys" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Review/aiR_for_Review.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/aiR_for_Review/aiR_for_Review.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "aiR for Review", "aiR for Review process overview", "aiR for Review phases", "Analysis review types", "How it works", "Generating document summaries", "Understanding documents and billing", "Language support", "Analyzing emojis" ], "headings": [ "aiR for Review", "aiR for Review process overview", "aiR for Review phases", "Analysis review types", "How it works", "Generating document summaries", "Understanding documents and billing", "Language support", "Analyzing emojis" ], "name": "aiR for Review", "inLanguage": "en", "isPartOf": 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"headings": [ "Viewing and filtering analysis results", "Viewing results from the aiR for Review dashboard", "Viewing results for individual documents from the Viewer", "Citations and highlighting", "Adding aiR for Review fields to layouts", "Filtering and sorting aiR for Review results" ], "name": "Viewing and filtering analysis results", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Viewing and filtering analysis results" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Alias_object.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Alias_object.htm" }, "description": "The “aliases” for an author are other textual representations of the author that are equated as the same entity. For example, John Doe sends an email using the email address john.doe@example.com. He may have another email address, such as john.doe@gmail.com. Based on these email addresses, the Analytics engine finds they are related and can make an alias list that would include \u0026quot;John Doe\u0026quot; and \u0026quot;Doe, John\u0026quot; and \u0026quot;john.doe@gmail.com\u0026quot; and \u0026quot;john.doe@example.com.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Alias object", "Creating and editing an alias", "Assign to Entity", "Deleting an alias" ], "headings": [ "Alias object", "Creating and editing an alias", "Assign to Entity", "Deleting an alias" ], "name": "Alias object", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The “aliases” for an author are other textual representations of the author that are equated as the same entity. For example, John Doe sends an email using the email address john.doe@example.com. He may have another email address, such as john.doe@gmail.com. Based on these email addresses, the Analytics engine finds they are related and can make an alias list that would include \u0026quot;John Doe\u0026quot; and \u0026quot;Doe, John\u0026quot; and \u0026quot;john.doe@gmail.com\u0026quot; and \u0026quot;john.doe@example.com.", "title": "Alias object" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Analytics.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Analytics.htm" }, "description": "Relativity Analytics helps you organize and assess the semantic content of large, diverse and/or unknown sets of documents. Using these features, you can cut down on review time by more quickly assessing your document set to facilitate workflow.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Analytics", "Structured Analytics", "Conceptual Analytics", "Sentiment Analysis", "AV Transcription", "Knowledge base articles", "On-demand training", "White papers" ], "headings": [ "Analytics", "Structured Analytics", "Conceptual Analytics", "Sentiment Analysis", "AV Transcription", "Knowledge base articles", "On-demand training", "White papers" ], "name": "Analytics overview", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity Analytics helps you organize and assess the semantic content of large, diverse and/or unknown sets of documents. Using these features, you can cut down on review time by more quickly assessing your document set to facilitate workflow.", "title": "Analytics overview" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Analytics_categorization_sets.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Analytics_categorization_sets.htm" }, "description": "Using categorization, you can create a set of example documents that Analytics uses as the basis for identifying and grouping other conceptually similar documents. Categorization is useful early in a review projects when you understand key concepts of a case and can identify documents that are representative examples of these concepts. As you review documents in the Relativity viewer, you can designate examples and add them to various categories. You can then use these examples to apply categories to the rest of the documents in your workspace.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Analytics categorization sets", "Creating a categorization set", "Fields", "Job information", "Identifying effective example documents", "Best practices for adding example documents", "Categorizing documents", "Searching on categorization results" ], "headings": [ "Analytics categorization sets", "Creating a categorization set", "Fields", "Job information", "Identifying effective example documents", "Best practices for adding example documents", "Categorizing documents", "Searching on categorization results" ], "name": "Analytics categorization set tab", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Using categorization, you can create a set of example documents that Analytics uses as the basis for identifying and grouping other conceptually similar documents. Categorization is useful early in a review projects when you understand key concepts of a case and can identify documents that are representative examples of these concepts. As you review documents in the Relativity viewer, you can designate examples and add them to various categories. You can then use these examples to apply categories to the rest of the documents in your workspace.", "title": "Analytics categorization set tab" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Analytics_indexes.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Analytics_indexes.htm" }, "description": "Unlike traditional searching methods like dtSearch, Analytics is an entirely mathematical approach to indexing documents. It doesn’t use any outside word lists, such as dictionaries or thesauri, and it isn’t limited to a specific set of languages. The language, concepts, and relationships are defined entirely by the contents of your documents and learned by the index. Unlike textual indexing, word order is not a factor. The indexing process is based solely on term co-occurrence.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Analytics indexes", "Analytics and Latent Semantic Indexing (LSI)", "Concept space", "Concept rank", "Creating an Analytics index", "Index creation fields", "Securing an Analytics index", "Data source and training data source considerations", "Training data source considerations", "Optimize training set", "Data source considerations", "Identifying data source and training data source documents", "Index and document size limits", "Index size limits", "Document size limits", "Analytics index console operations", "Populating the index", "Building the index", "Monitoring population/build status", "Document breakdown fields", "Activating the index", "Retrying exceptions", "Viewing index document exceptions", "Showing population statistics", "Showing index statistics", "Best practices for updating an index", "Incremental population considerations", "Linking repeated content filters to an index", "Automatically linking repeated content filters", "Manually linking repeated content filters" ], "headings": [ "Analytics indexes", "Analytics and Latent Semantic Indexing (LSI)", "Concept space", "Concept rank", "Creating an Analytics index", "Index creation fields", "Securing an Analytics index", "Data source and training data source considerations", "Training data source considerations", "Optimize training set", "Data source considerations", "Identifying data source and training data source documents", "Index and document size limits", "Index size limits", "Document size limits", "Analytics index console operations", "Populating the index", "Building the index", "Monitoring population/build status", "Document breakdown fields", "Activating the index", "Retrying exceptions", "Viewing index document exceptions", "Showing population statistics", "Showing index statistics", "Best practices for updating an index", "Incremental population considerations", "Linking repeated content filters to an index", "Automatically linking repeated content filters", "Manually linking repeated content filters" ], "name": "Analytics indexes", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Unlike traditional searching methods like dtSearch, Analytics is an entirely mathematical approach to indexing documents. It doesn’t use any outside word lists, such as dictionaries or thesauri, and it isn’t limited to a specific set of languages. The language, concepts, and relationships are defined entirely by the contents of your documents and learned by the index. Unlike textual indexing, word order is not a factor. The indexing process is based solely on term co-occurrence.", "title": "Analytics indexes" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Analytics_profiles_tab.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Analytics_profiles_tab.htm" }, "description": "Analytics profiles apply to email threading and name normalization structured analytics sets. Before creating a structured analytics set for email threading or name normalization, you must create an Analytics profile to map applicable email field settings. Analytics profiles are reusable and transferable, which means you don\u0027t have to create a new profile for every new structured analytics set you create.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Analytics profiles", "Creating or editing an Analytics profile", "Fields", "Analytics Profile Information", "Email Field Mappings", "Message ID Email Metadata" ], "headings": [ "Analytics profiles", "Creating or editing an Analytics profile", "Fields", "Analytics Profile Information", "Email Field Mappings", "Message ID Email Metadata" ], "name": "Analytics profiles", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Analytics profiles apply to email threading and name normalization structured analytics sets. Before creating a structured analytics set for email threading or name normalization, you must create an Analytics profile to map applicable email field settings. Analytics profiles are reusable and transferable, which means you don\u0027t have to create a new profile for every new structured analytics set you create.", "title": "Analytics profiles" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Best_practices_for_name_normalization.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Best_practices_for_name_normalization.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Best practices for name normalization", "Pre-work", "Setting up the structured analytics set", "Dealing with mixed-language data sets", "Mapping fields", "Identifying a priority custodian", "Handling unclear or unexpected results", "Alternative workflow using regular expressions (RegEx)" ], "headings": [ "Best practices for name normalization", "Pre-work", "Setting up the structured analytics set", "Dealing with mixed-language data sets", "Mapping fields", "Identifying a priority custodian", "Handling unclear or unexpected results", "Alternative workflow using regular expressions (RegEx)" ], "name": "Best practices for name normalization", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Best practices for name normalization" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Cluster_visualization.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Cluster_visualization.htm" }, "description": "Cluster Visualization renders your cluster data as an interactive map allowing you to see a quick overview of your cluster sets and quickly drill into each cluster set to view subclusters and conceptually-related clusters to assist with the following.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Cluster visualization", "Visualizing a cluster", "Adding a cluster visualization widget to your Dashboard", "Selecting a new cluster set to visualize", "Understanding the types of cluster visualizations", "Circle pack", "Dial visualization", "Nearby clusters", "Using the Document Breakdown chart", "Applying filters to visualized clusters", "Applying cluster filters from the circle pack visualization panel", "Applying filters from the dial visualization", "Applying cluster filters from the nearby clusters visualization panel", "Editing cluster filters", "Applying saved search and field filter conditions to your cluster visualization", "Applying views to Cluster Visualization", "Understanding the Cluster Visualization heat map", "Circle pack Visualization", "Dial Visualization", "Highlighting matches (circle pack)", "Working with the document list", "Sampling clusters" ], "headings": [ "Cluster visualization", "Visualizing a cluster", "Adding a cluster visualization widget to your Dashboard", "Selecting a new cluster set to visualize", "Understanding the types of cluster visualizations", "Circle pack", "Dial visualization", "Nearby clusters", "Using the Document Breakdown chart", "Applying filters to visualized clusters", "Applying cluster filters from the circle pack visualization panel", "Applying filters from the dial visualization", "Applying cluster filters from the nearby clusters visualization panel", "Editing cluster filters", "Applying saved search and field filter conditions to your cluster visualization", "Applying views to Cluster Visualization", "Understanding the Cluster Visualization heat map", "Circle pack Visualization", "Dial Visualization", "Highlighting matches (circle pack)", "Working with the document list", "Sampling clusters" ], "name": "Cluster Visualization", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Cluster Visualization renders your cluster data as an interactive map allowing you to see a quick overview of your cluster sets and quickly drill into each cluster set to view subclusters and conceptually-related clusters to assist with the following.", "title": "Cluster Visualization" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Clustering.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Clustering.htm" }, "description": "Analytics uses clustering to create groups of conceptually similar documents. With clusters, you can identify conceptual groups in a workspace or subset of documents using an existing Analytics index. Unlike categorization, clustering doesn\u0027t require much user input. You can create clusters based on your selected documents without requiring example documents or category definitions. You can view the clusters identified by the index in the Cluster browser available on the Documents tab.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Clustering", "Creating or replacing a cluster", "Fields", "Default settings for automatically created clusters", "Replacing an existing cluster", "Viewing clusters", "Deleting a cluster" ], "headings": [ "Clustering", "Creating or replacing a cluster", "Fields", "Default settings for automatically created clusters", "Replacing an existing cluster", "Viewing clusters", "Deleting a cluster" ], "name": "Clustering", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Analytics uses clustering to create groups of conceptually similar documents. With clusters, you can identify conceptual groups in a workspace or subset of documents using an existing Analytics index. Unlike categorization, clustering doesn\u0027t require much user input. You can create clusters based on your selected documents without requiring example documents or category definitions. You can view the clusters identified by the index in the Cluster browser available on the Documents tab.", "title": "Clustering" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Communication_analysis.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Communication_analysis.htm" }, "description": "The Communication Analysis widget is a new dashboard widget for Analytics. After running the name normalization operation within structured analytics, you can use this widget to visualize communication frequencies, patterns, and networks between the entities linked to the documents in the view.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Communication Analysis", "Security permissions", "Adding the Communication Analysis widget to your dashboard", "Understanding the Communication Analysis widget", "Nodes", "Links", "Communication Analysis widget options", "Filtering the Communication Analysis widget" ], "headings": [ "Communication Analysis", "Security permissions", "Adding the Communication Analysis widget to your dashboard", "Understanding the Communication Analysis widget", "Nodes", "Links", "Communication Analysis widget options", "Filtering the Communication Analysis widget" ], "name": "Communication Analysis", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Communication Analysis widget is a new dashboard widget for Analytics. After running the name normalization operation within structured analytics, you can use this widget to visualize communication frequencies, patterns, and networks between the entities linked to the documents in the view.", "title": "Communication Analysis" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Concept_searching.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Concept_searching.htm" }, "description": "You can use Concept searching to find information without a precisely phrased query by applying a block of text against the database to find documents of similar conceptual content. This can help prioritize or find important documents.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Concept searching", "Benefits of concept searching", "Permissions and special considerations", "Running a concept search from the viewer", "Navigating results", "Changing the active index", "Running a concept search from the Documents tab" ], "headings": [ "Concept searching", "Benefits of concept searching", "Permissions and special considerations", "Running a concept search from the viewer", "Navigating results", "Changing the active index", "Running a concept search from the Documents tab" ], "name": "Concept searching", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use Concept searching to find information without a precisely phrased query by applying a block of text against the database to find documents of similar conceptual content. This can help prioritize or find important documents.", "title": "Concept searching" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Conceptual_analytics.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Conceptual_analytics.htm" }, "description": "Conceptual analytics helps you organize and assess the semantic content of large, diverse and/or unknown sets of documents. Unlike structured analytics, which relies on the specific structure of the content, conceptual analytics focuses on related concepts within documents, even if they don\u0027t share the same key terms and phrases. Using these features, you can cut down on review time by more quickly assessing your document set to facilitate workflow.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Conceptual analytics", "Conceptual analytics versus structured analytics" ], "headings": [ "Conceptual analytics", "Conceptual analytics versus structured analytics" ], "name": "Conceptual analytics", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Conceptual analytics helps you organize and assess the semantic content of large, diverse and/or unknown sets of documents. Unlike structured analytics, which relies on the specific structure of the content, conceptual analytics focuses on related concepts within documents, even if they don\u0027t share the same key terms and phrases. Using these features, you can cut down on review time by more quickly assessing your document set to facilitate workflow.", "title": "Conceptual analytics" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Email_thread_visualization.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Email_thread_visualization.htm" }, "description": "The email thread visualization tool is available for any email threading jobs run as full builds. Upon job completion, the visualization is available from the document viewer when you open a document.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Email thread visualization", "Requirements for email thread visualization", "Security permissions", "Launching the email thread visualization tool", "Common icons and navigation", "Loading documents from the visualization pane", "Navigation icons", "Email type icons", "Message and file type icons", "Using zoom controls", "Using the legend", "Using the email icon hover tooltip", "Selecting a different structured analytics set", "Mass editing using email thread visualization", "Using coding highlighting", "Coding highlighting considerations", "Changing the color associated with a coding choice" ], "headings": [ "Email thread visualization", "Requirements for email thread visualization", "Security permissions", "Launching the email thread visualization tool", "Common icons and navigation", "Loading documents from the visualization pane", "Navigation icons", "Email type icons", "Message and file type icons", "Using zoom controls", "Using the legend", "Using the email icon hover tooltip", "Selecting a different structured analytics set", "Mass editing using email thread visualization", "Using coding highlighting", "Coding highlighting considerations", "Changing the color associated with a coding choice" ], "name": "Email thread visualization", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The email thread visualization tool is available for any email threading jobs run as full builds. Upon job completion, the visualization is available from the document viewer when you open a document.", "title": "Email thread visualization" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Email_threading.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Email_threading.htm" }, "description": "Relativity Analytics Email Threading greatly reduces the time and complexity of reviewing emails, by gathering all forwards, replies, and reply-all messages together. Email threading identifies email relationships, and extracts and normalizes email metadata. Email relationships identified by email threading include.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Email threading", "Email threading overview", "Minimum threading requirements", "Email threading fields", "Email duplicate spare messages", "Properties considered during Email Duplicate Spare analysis", "Properties ignored during Email Duplicate Spare analysis", "Email duplicate spare information storage", "How email threading handles unsupported header languages", "Optional email threading fields", "Email threading and the Gmail metadata fields", "Email threading and the Microsoft Conversation ID field", "Using an exclusion list for email threading", "Guidelines for writing exclusion lists", "Indentation levels and the email threading ID", "Example 1", "Example 2", "General email threading considerations" ], "headings": [ "Email threading", "Email threading overview", "Minimum threading requirements", "Email threading fields", "Email duplicate spare messages", "Properties considered during Email Duplicate Spare analysis", "Properties ignored during Email Duplicate Spare analysis", "Email duplicate spare information storage", "How email threading handles unsupported header languages", "Optional email threading fields", "Email threading and the Gmail metadata fields", "Email threading and the Microsoft Conversation ID field", "Using an exclusion list for email threading", "Guidelines for writing exclusion lists", "Indentation levels and the email threading ID", "Example 1", "Example 2", "General email threading considerations" ], "name": "Email threading", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity Analytics Email Threading greatly reduces the time and complexity of reviewing emails, by gathering all forwards, replies, and reply-all messages together. Email threading identifies email relationships, and extracts and normalizes email metadata. Email relationships identified by email threading include.", "title": "Email threading" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Email_threading_results.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Email_threading_results.htm" }, "description": "After running an email threading operation, we recommend reviewing the available reports. You can then create an Email Threading view in the Documents tab to inspect your email threading results.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Email threading results", "Viewing the Email Threading Summary", "Setting up an email threading view", "Thread Groups in the related items pane", "Email Threading Display", "Indentation squares", "Message and file type icons", "Working with email threading results", "Using the email thread visualization (ETV) tool", "Branched emails in thread" ], "headings": [ "Email threading results", "Viewing the Email Threading Summary", "Setting up an email threading view", "Thread Groups in the related items pane", "Email Threading Display", "Indentation squares", "Message and file type icons", "Working with email threading results", "Using the email thread visualization (ETV) tool", "Branched emails in thread" ], "name": "Email threading results", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "After running an email threading operation, we recommend reviewing the available reports. You can then create an Email Threading view in the Documents tab to inspect your email threading results.", "title": "Email threading results" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Inclusive_emails.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Inclusive_emails.htm" }, "description": "There are two types of email messages in Structured Analytics.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Inclusive emails", "Common inclusive emails", "How signature blocks affect inclusivity", "How signature blocks are identified", "Example signature block scenarios" ], "headings": [ "Inclusive emails", "Common inclusive emails", "How signature blocks affect inclusivity", "How signature blocks are identified", "Example signature block scenarios" ], "name": "Inclusive emails", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "There are two types of email messages in Structured Analytics.", "title": "Inclusive emails" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Keyword_expansion.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Keyword_expansion.htm" }, "description": "Analytics can position any term, block of text, or document into its spatial index and return the closest documents. It can also return the closest terms. Submitting a single term provides you with a list of highly correlated terms, synonyms, or strongly related terms in your document set. When you submit a block of text or a document, you get a list of single terms that are strongly related to that content. Therefore, because the terms returned are based on the concepts that comprise the search index\u0027s training space, any term that isn\u0027t included in the training set won\u0027t produce any results.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Keyword expansion", "Permissions and special considerations", "Running keyword expansion from the viewer", "Navigating results", "Changing the active index", "Running keyword expansion from the Documents tab" ], "headings": [ "Keyword expansion", "Permissions and special considerations", "Running keyword expansion from the viewer", "Navigating results", "Changing the active index", "Running keyword expansion from the Documents tab" ], "name": "Keyword expansion", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Analytics can position any term, block of text, or document into its spatial index and return the closest documents. It can also return the closest terms. Submitting a single term provides you with a list of highly correlated terms, synonyms, or strongly related terms in your document set. When you submit a block of text or a document, you get a list of single terms that are strongly related to that content. Therefore, because the terms returned are based on the concepts that comprise the search index\u0027s training space, any term that isn\u0027t included in the training set won\u0027t produce any results.", "title": "Keyword expansion" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Language_identification.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Language_identification.htm" }, "description": "Language identification examines the extracted text of each document to determine the primary language and up to two secondary languages present. This allows you to see how many languages are present in your collection, and the percentages of each language by document. You can then easily separate documents by language and batch out files to native speakers for review.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Language identification", "How language identification works", "Choosing a field for analysis", "Supported languages" ], "headings": [ "Language identification", "How language identification works", "Choosing a field for analysis", "Supported languages" ], "name": "Language identification", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Language identification examines the extracted text of each document to determine the primary language and up to two secondary languages present. This allows you to see how many languages are present in your collection, and the percentages of each language by document. You can then easily separate documents by language and batch out files to native speakers for review.", "title": "Language identification" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Language_identification_results.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Language_identification_results.htm" }, "description": "After running language identification, you can review the operation report to get an overview of the results.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Language identification results", "Viewing the Language Identification Summary", "Using language identification results to drive workflow" ], "headings": [ "Language identification results", "Viewing the Language Identification Summary", "Using language identification results to drive workflow" ], "name": "Language identification results", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "After running language identification, you can review the operation report to get an overview of the results.", "title": "Language identification results" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Name_normalization.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Name_normalization.htm" }, "description": "Name Normalization analyzes email document headers to identify all aliases (proper names, email addresses, etc.) and the entities (person, distribution group, etc.) those aliases belong to.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Name normalization", "Name normalization overview", "Using new name normalization (beta) logic", "Why this feature is flagged as beta", "Attempting to merge undefined aliases", "Using enhanced domain filtering", "Differences between default and enhanced domain fields", "Creating and exporting a list of domains", "Using an exclusion list for name normalization", "Guidelines for writing exclusion lists", "Adding a Classification value for Legal Hold", "Document linking limits", "Special considerations" ], "headings": [ "Name normalization", "Name normalization overview", "Using new name normalization (beta) logic", "Why this feature is flagged as beta", "Attempting to merge undefined aliases", "Using enhanced domain filtering", "Differences between default and enhanced domain fields", "Creating and exporting a list of domains", "Using an exclusion list for name normalization", "Guidelines for writing exclusion lists", "Adding a Classification value for Legal Hold", "Document linking limits", "Special considerations" ], "name": "Name normalization", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Name Normalization analyzes email document headers to identify all aliases (proper names, email addresses, etc.) and the entities (person, distribution group, etc.) those aliases belong to.", "title": "Name normalization" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Name_normalization_results.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Name_normalization_results.htm" }, "description": "After you run the name normalization operation, the structured analytics set displays the number of aliases identified and the number of new aliases. If an alias already exists in Relativity, it isn\u0027t created again so as not to create duplicates.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Name normalization results", "Aliases", "Entities", "Documents", "Adjusting results", "Assign to Entity", "Merge", "Deleting all data to re-run" ], "headings": [ "Name normalization results", "Aliases", "Entities", "Documents", "Adjusting results", "Assign to Entity", "Merge", "Deleting all data to re-run" ], "name": "Name normalization results", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "After you run the name normalization operation, the structured analytics set displays the number of aliases identified and the number of new aliases. If an alias already exists in Relativity, it isn\u0027t created again so as not to create duplicates.", "title": "Name normalization results" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Repeated_content_filters_tab.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Repeated_content_filters_tab.htm" }, "description": "You can create a repeated content filter or a regular expression filter on the Repeated Content Filters tab in order to improve the quality of an Analytics index. Using a structured analytics set, you can allow Relativity to automatically create repeated content filters by running the repeated content identification operation on a set of documents.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Repeated content filters", "Creating a repeated content filter", "Fields", "Evaluating repeated content identification results", "Repeated content filters naming convention" ], "headings": [ "Repeated content filters", "Creating a repeated content filter", "Fields", "Evaluating repeated content identification results", "Repeated content filters naming convention" ], "name": "Repeated content filters", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can create a repeated content filter or a regular expression filter on the Repeated Content Filters tab in order to improve the quality of an Analytics index. Using a structured analytics set, you can allow Relativity to automatically create repeated content filters by running the repeated content identification operation on a set of documents.", "title": "Repeated content filters" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Running_name_normalization_on_email_headers.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Running_name_normalization_on_email_headers.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Running name normalization on email headers", "Using email header settings for name normalization", "Email header setting combinations", "Using regular expressions to force metadata use", "Additional regular expression resources" ], "headings": [ "Running name normalization on email headers", "Using email header settings for name normalization", "Email header setting combinations", "Using regular expressions to force metadata use", "Additional regular expression resources" ], "name": "Running name normalization on email headers", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Running name normalization on email headers" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Running_structured_data_analytics.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Running_structured_data_analytics.htm" }, "description": "After creating a structured analytics set, use the Structured Analytics Set console to run your selected operations and view summary reports for each operation type.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Running structured analytics", "Setting up permissions for structured analytics", "Creating a structured analytics set", "Structured analytics fields", "Email threading fields", "Name normalization fields", "Textual near duplicate identification fields", "Language identification fields", "Repeated content identification fields", "Structured Analytics Set console", "Run structured analytics", "Available reports", "Error Handling", "Deleting a structured analytics set", "Status values", "Identifying documents in your structured analytics set", "Analyzing your results", "Copy to Legacy Fields", "Using the Copy to Legacy Fields button", "Special considerations for structured analytics" ], "headings": [ "Running structured analytics", "Setting up permissions for structured analytics", "Creating a structured analytics set", "Structured analytics fields", "Email threading fields", "Name normalization fields", "Textual near duplicate identification fields", "Language identification fields", "Repeated content identification fields", "Structured Analytics Set console", "Run structured analytics", "Available reports", "Error Handling", "Deleting a structured analytics set", "Status values", "Identifying documents in your structured analytics set", "Analyzing your results", "Copy to Legacy Fields", "Using the Copy to Legacy Fields button", "Special considerations for structured analytics" ], "name": "Running structured analytics", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "After creating a structured analytics set, use the Structured Analytics Set console to run your selected operations and view summary reports for each operation type.", "title": "Running structured analytics" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Sampling_for_repeated_content.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Sampling_for_repeated_content.htm" }, "description": "This recipe provides information on using random samples to achieve repeated content identification in a much quicker fashion and with significantly lower resource utilization than running on the full collection - all without sacrificing the quality of the results.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Sampling for repeated content", "Creating the sample", "Saving the sample as a list and a saved search", "Running repeated content identification as Structured Analytics set", "Review results", "Setting the minimum number of occurrences" ], "headings": [ "Sampling for repeated content", "Creating the sample", "Saving the sample as a list and a saved search", "Running repeated content identification as Structured Analytics set", "Review results", "Setting the minimum number of occurrences" ], "name": "Sampling for repeated content", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This recipe provides information on using random samples to achieve repeated content identification in a much quicker fashion and with significantly lower resource utilization than running on the full collection - all without sacrificing the quality of the results.", "title": "Sampling for repeated content" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Similar_document_detection.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Similar_document_detection.htm" }, "description": "Find similar documents identifies a group of related documents and displays them as search results in the Related Items Pane. The documents are ranked based on conceptual similarity of their content in the concept space rather than a strict word comparison.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Find similar documents", "Permissions and special considerations", "Running find similar documents from the viewer", "Navigating results", "Changing the active index", "Changing the results panel columns" ], "headings": [ "Find similar documents", "Permissions and special considerations", "Running find similar documents from the viewer", "Navigating results", "Changing the active index", "Changing the results panel columns" ], "name": "Find similar documents", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Find similar documents identifies a group of related documents and displays them as search results in the Related Items Pane. The documents are ranked based on conceptual similarity of their content in the concept space rather than a strict word comparison.", "title": "Find similar documents" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Structured_analytics_set_tab.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Structured_analytics_set_tab.htm" }, "description": "Structured analytics operations analyze text to identify the similarities and differences between the documents in a set.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Structured analytics", "Structured analytics operations", "Structured analytics versus conceptual analytics", "Setting up your environment", "Archiving and restoring workspaces with structured analytics sets" ], "headings": [ "Structured analytics", "Structured analytics operations", "Structured analytics versus conceptual analytics", "Setting up your environment", "Archiving and restoring workspaces with structured analytics sets" ], "name": "Structured Analytics", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Structured analytics operations analyze text to identify the similarities and differences between the documents in a set.", "title": "Structured Analytics" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Supported_email_header_formats.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Supported_email_header_formats.htm" }, "description": "Email threading and name normalization results may be incorrect if the extracted text isn\u0027t formatted properly. The email threading and name normalization operations rely on well-formed email messages. Poorly-formed email messages can be caused by processing and email software that doesn\u0027t adhere to email standards.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Supported email header formats", "Supported email header formats", "Supported email header fields", "Supported date formats", "Reformatting extracted text" ], "headings": [ "Supported email header formats", "Supported email header formats", "Supported email header fields", "Supported date formats", "Reformatting extracted text" ], "name": "Supported email header formats", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Email threading and name normalization results may be incorrect if the extracted text isn\u0027t formatted properly. The email threading and name normalization operations rely on well-formed email messages. Poorly-formed email messages can be caused by processing and email software that doesn\u0027t adhere to email standards.", "title": "Supported email header formats" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Textual_near_duplicate_identification.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Textual_near_duplicate_identification.htm" }, "description": "While textual near duplicate identification is simple to understand, the implementation is very complex and relies on several optimizations so that results can be delivered in a reasonable amount of time. The following is a simplified explanation of this process.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Textual near duplicate identification", "Textual near duplicate identification overview", "How the principal document is determined", "Minimum Similarity Percentage", "Fields" ], "headings": [ "Textual near duplicate identification", "Textual near duplicate identification overview", "How the principal document is determined", "Minimum Similarity Percentage", "Fields" ], "name": "Textual near duplicate identification", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "While textual near duplicate identification is simple to understand, the implementation is very complex and relies on several optimizations so that results can be delivered in a reasonable amount of time. The following is a simplified explanation of this process.", "title": "Textual near duplicate identification" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Textual_near_duplicate_identification_results.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Textual_near_duplicate_identification_results.htm" }, "description": "After running a textual near duplicate identification operation, we recommend reviewing the results using the following.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Textual near duplicate identification results", "Setting up a Textual Near Duplicates view for a structured analytics set", "Textual Near Duplicates view advanced settings", "Textual Near Duplicates view fields", "Textual Near Duplicates view conditions", "Textual Near Duplicates view sorting", "Assessing similarities and differences with Document Compare", "Viewing the Textual Near Duplicates Summary", "Viewing Near Dup Groups in the related items pane" ], "headings": [ "Textual near duplicate identification results", "Setting up a Textual Near Duplicates view for a structured analytics set", "Textual Near Duplicates view advanced settings", "Textual Near Duplicates view fields", "Textual Near Duplicates view conditions", "Textual Near Duplicates view sorting", "Assessing similarities and differences with Document Compare", "Viewing the Textual Near Duplicates Summary", "Viewing Near Dup Groups in the related items pane" ], "name": "Textual near duplicate identification results", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "After running a textual near duplicate identification operation, we recommend reviewing the results using the following.", "title": "Textual near duplicate identification results" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Using_near_duplicate_analysis_in_review.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Using_near_duplicate_analysis_in_review.htm" }, "description": "Relativity can identify textually similar documents to assist in and speed up the review process. Near duplicate analysis is best suited for grouping documents which can then be batched for review based on the similarity, or used to create new document sets for further analysis. The goal is for reviewers to have the ability to see similar documents at the same time based on their textual similarity.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Using near duplicate analysis in review", "Near duplicate analysis overview", "Creating a textual near duplicates view", "Using the TND view in review", "Example", "Workflow considerations" ], "headings": [ "Using near duplicate analysis in review", "Near duplicate analysis overview", "Creating a textual near duplicates view", "Using the TND view in review", "Example", "Workflow considerations" ], "name": "Using Near Duplicate Analysis in Review", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity can identify textually similar documents to assist in and speed up the review process. Near duplicate analysis is best suited for grouping documents which can then be batched for review based on the similarity, or used to create new document sets for further analysis. The goal is for reviewers to have the ability to see similar documents at the same time based on their textual similarity.", "title": "Using Near Duplicate Analysis in Review" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Using_regular_expressions_with_structured_analytics.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Analytics/Using_regular_expressions_with_structured_analytics.htm" }, "description": "When running a structured analytics set for email threading or textual near duplication analysis, it\u0027s important to filter out extraneous text, such as Bates numbers, from each document. Extraneous text causes emails that should be identified as duplicates to instead be identified as unique. Likewise, when building a conceptual analytics index, extraneous text such as confidentiality footers shouldn\u0027t be included to train the system.\u0026#xD;\u0026#xA;By using regular expressions (RegEx), you can filter out extraneous text from structured analytics sets and conceptual analytics indexes.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Using regular expressions with structured analytics", "Textual Analysis", "Line breaks", "Spaces", "Create a sample set", "RegEx metacharacters", "RegEx groups", "RegEx alternation and quantifiers", "RegEx flags", "Escaping RegEx metacharacters", "Analytics RegEx filter examples", "RegEx: dtSearch vs. structured analytics" ], "headings": [ "Using regular expressions with structured analytics", "Textual Analysis", "Line breaks", "Spaces", "Create a sample set", "RegEx metacharacters", "RegEx groups", "RegEx alternation and quantifiers", "RegEx flags", "Escaping RegEx metacharacters", "Analytics RegEx filter examples", "RegEx: dtSearch vs. structured analytics" ], "name": "Using regular expressions with structured analytics", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "When running a structured analytics set for email threading or textual near duplication analysis, it\u0027s important to filter out extraneous text, such as Bates numbers, from each document. Extraneous text causes emails that should be identified as duplicates to instead be identified as unique. Likewise, when building a conceptual analytics index, extraneous text such as confidentiality footers shouldn\u0027t be included to train the system.\u0026#xD;\u0026#xA;By using regular expressions (RegEx), you can filter out extraneous text from structured analytics sets and conceptual analytics indexes.", "title": "Using regular expressions with structured analytics" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Exporting_applications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Exporting_applications.htm" }, "description": "You can export applications that you want to install in other workspaces or instances of Relativity. In addition, you may want to export an application for upgrading in your development environment.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Exporting applications", "Downloading application .rap files", "Avoiding errors during application export", "Application state settings on export", "Exporting an application" ], "headings": [ "Exporting applications", "Downloading application .rap files", "Avoiding errors during application export", "Application state settings on export", "Exporting an application" ], "name": "Exporting applications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can export applications that you want to install in other workspaces or instances of Relativity. In addition, you may want to export an application for upgrading in your development environment.", "title": "Exporting applications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Installing_applications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Installing_applications.htm" }, "description": "Relativity provides you with several different options for installing applications.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Installing applications", "Installing applications to the Application Library", "Installing an application from an external file to the Application Library", "Pushing an application from a workspace to the Application Library", "Pushing an application from the Application Library to a workspace", "Installing applications to workspaces", "Installing applications from the Application Library", "Installing an application from an external file to a workspace", "Installing applications containing saved searches", "Mapping fields", "Viewing import status" ], "headings": [ "Installing applications", "Installing applications to the Application Library", "Installing an application from an external file to the Application Library", "Pushing an application from a workspace to the Application Library", "Pushing an application from the Application Library to a workspace", "Installing applications to workspaces", "Installing applications from the Application Library", "Installing an application from an external file to a workspace", "Installing applications containing saved searches", "Mapping fields", "Viewing import status" ], "name": "Installing applications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity provides you with several different options for installing applications.", "title": "Installing applications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Locking_and_unlocking_applications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Locking_and_unlocking_applications.htm" }, "description": "Relativity provides you with the ability to edit applications by unlocking them. You can also lock applications to prevent any modifications to them. On the Relativity Application tab, you can use the Lock Application and Unlock Application buttons to perform these operations. You must have the appropriate system admin permissions to lock or unlock an application.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Locking and unlocking applications", "Locking an application", "Customizing locked applications", "Modifying saved searches in a locked application", "Unlocking an application" ], "headings": [ "Locking and unlocking applications", "Locking an application", "Customizing locked applications", "Modifying saved searches in a locked application", "Unlocking an application" ], "name": "Locking and unlocking applications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity provides you with the ability to edit applications by unlocking them. You can also lock applications to prevent any modifications to them. On the Relativity Application tab, you can use the Lock Application and Unlock Application buttons to perform these operations. You must have the appropriate system admin permissions to lock or unlock an application.", "title": "Locking and unlocking applications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Relativity_applications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Relativity_applications.htm" }, "description": "Relativity applications extend core functionality by providing specialized features or workflows. When you install Relativity, your environment is automatically updated with several applications that are called system secured.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Relativity applications", "System secured applications", "Applications installed in the Application Library", "Applications installed in workspaces", "Relativity custom applications", "Administering Relativity applications", "Auditing Relativity applications", "Global applications", "Viewing global applications" ], "headings": [ "Relativity applications", "System secured applications", "Applications installed in the Application Library", "Applications installed in workspaces", "Relativity custom applications", "Administering Relativity applications", "Auditing Relativity applications", "Global applications", "Viewing global applications" ], "name": "Relativity applications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity applications extend core functionality by providing specialized features or workflows. When you install Relativity, your environment is automatically updated with several applications that are called system secured.", "title": "Relativity applications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Troubleshooting_application_installation_errors.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Troubleshooting_application_installation_errors.htm" }, "description": "You can use this page to identify the causes of common application installation errors.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Troubleshooting application installation errors", "Installation error list", "Resolving installation errors", "Locking conflicts", "Name conflicts", "Other errors", "Pre and Post Install event handler errors", "Failure of Pre Install event handler", "Failure of Post Install event handler", "Checking the error statuses" ], "headings": [ "Troubleshooting application installation errors", "Installation error list", "Resolving installation errors", "Locking conflicts", "Name conflicts", "Other errors", "Pre and Post Install event handler errors", "Failure of Pre Install event handler", "Failure of Post Install event handler", "Checking the error statuses" ], "name": "Troubleshooting application installation errors", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use this page to identify the causes of common application installation errors.", "title": "Troubleshooting application installation errors" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Uninstalling_and_deleting_applications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Uninstalling_and_deleting_applications.htm" }, "description": "You can control the applications that workspaces contain by exporting, uninstalling, and deleting them. When you export an application, you have a file that you can use to import it into other workspaces. You can also uninstall or delete applications that you no longer want in a workspace.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Uninstalling and deleting applications", "Uninstalling applications", "Uninstalling an application", "Uninstall and modification alerts", "Viewing application uninstall errors", "Auditing the uninstall process", "Manually uninstalling custom pages", "Deleting applications" ], "headings": [ "Uninstalling and deleting applications", "Uninstalling applications", "Uninstalling an application", "Uninstall and modification alerts", "Viewing application uninstall errors", "Auditing the uninstall process", "Manually uninstalling custom pages", "Deleting applications" ], "name": "Uninstalling and deleting applications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can control the applications that workspaces contain by exporting, uninstalling, and deleting them. When you export an application, you have a file that you can use to import it into other workspaces. You can also uninstall or delete applications that you no longer want in a workspace.", "title": "Uninstalling and deleting applications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Upgrading_applications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Applications/Upgrading_applications.htm" }, "description": "You can upgrade an existing application by using the Upgrade Application option available on its detail view.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Upgrading applications", "Upgrading an application", "Upgrading an application in a workspace", "Upgrading an application through the Application Library", "Application resource file purge", "Troubleshooting application upgrades", "Exporting choices attached to single or multiple choice fields", "Custom pages not working properly when multiple application versions exist on the same server", "Applications can\u0027t be downgraded" ], "headings": [ "Upgrading applications", "Upgrading an application", "Upgrading an application in a workspace", "Upgrading an application through the Application Library", "Application resource file purge", "Troubleshooting application upgrades", "Exporting choices attached to single or multiple choice fields", "Custom pages not working properly when multiple application versions exist on the same server", "Applications can\u0027t be downgraded" ], "name": "Upgrading applications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can upgrade an existing application by using the Upgrade Application option available on its detail view.", "title": "Upgrading applications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Assisted_Review/Assisted_Review.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Assisted_Review/Assisted_Review.htm" }, "description": "Relativity Assisted Review is a feature of Relativity that uses a search technology called categorization to teach Relativity how to determine whether a document is responsive or non-responsive, as well as what issues apply to that document.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ ], "headings": [ ], "name": "Assisted Review", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity Assisted Review is a feature of Relativity that uses a search technology called categorization to teach Relativity how to determine whether a document is responsive or non-responsive, as well as what issues apply to that document.", "title": "Assisted Review" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Audit/Audit.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Audit/Audit.htm" }, "description": "Audit is an application that you can use to monitor and run reports on audited user activity. With Audit, you can use pivots and visualizations to quickly identify audit activity in your Relativity instance.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Audit", "Permissions", "Key benefits", "Supported Audit tab functionality", "Audit agents", "Audit tab", "Advanced Filtering Audit records", "Details column", "Exporting workspace audits", "Instance audits", "Filtering on multi-workspace audits", "Reverting audited actions", "Audit Migration Reports tab", "Migration Error Report", "Migration Error Retry Script", "Migration Status Report", "Audit Workspace Settings tab", "HistoryTabVisibleOnUpgrade", "Audited actions" ], "headings": [ "Audit", "Permissions", "Key benefits", "Supported Audit tab functionality", "Audit agents", "Audit tab", "Advanced Filtering Audit records", "Details column", "Exporting workspace audits", "Instance audits", "Filtering on multi-workspace audits", "Reverting audited actions", "Audit Migration Reports tab", "Migration Error Report", "Migration Error Retry Script", "Migration Status Report", "Audit Workspace Settings tab", "HistoryTabVisibleOnUpgrade", "Audited actions" ], "name": "Audit", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Audit is an application that you can use to monitor and run reports on audited user activity. With Audit, you can use pivots and visualizations to quickly identify audit activity in your Relativity instance.", "title": "Audit" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Audit/Reporting_and_Monitoring_using_Audit.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Audit/Reporting_and_Monitoring_using_Audit.htm" }, "description": "The following use cases cover a few common ways you can use the Audit application to report, monitor, and search through Relativity’s audit records. Use these workflows to help familiarize yourself with the functions and capabilities of the Audit application to help monitor activity in your Relativity instance.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Reporting and monitoring using Audit", "Identifying Relativity scripts and long-running queries", "Identifying incorrect coding and performing a mass revert", "Tracking user access and identifying potential breaches", "Aggregating the number of errors over time" ], "headings": [ "Reporting and monitoring using Audit", "Identifying Relativity scripts and long-running queries", "Identifying incorrect coding and performing a mass revert", "Tracking user access and identifying potential breaches", "Aggregating the number of errors over time" ], "name": "Reporting and Monitoring using Audit", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The following use cases cover a few common ways you can use the Audit application to report, monitor, and search through Relativity’s audit records. Use these workflows to help familiarize yourself with the functions and capabilities of the Audit application to help monitor activity in your Relativity instance.", "title": "Reporting and Monitoring using Audit" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Authentication.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Authentication.htm" }, "description": "Relativity uses several industry-standard technologies, enabling versatile authentication options. It supports local (such as password related), or external (such as smart cards, or external identity providers) authentication methods. You can add and enable each type individually, as well as assigning at least one, and in some instances multiple methods, for each user. You can use authentication providers to configure single sign-on (SSO).", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "single sign-on, SSO", "headings": [ "Authentication", "Permissions", "Authentication overview", "Configuring Relativity authentication", "Enabling RelativityOne Connect", "Authentication provider settings" ], "name": "Authentication", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "single sign-on", "SSO", "Relativity uses several industry-standard technologies, enabling versatile authentication options. It supports local (such as password related), or external (such as smart cards, or external identity providers) authentication methods. You can add and enable each type individually, as well as assigning at least one, and in some instances multiple methods, for each user. You can use authentication providers to configure single sign-on (SSO)." ], "title": "Authentication" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Centralized_Authentication.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Centralized_Authentication.htm" }, "description": "The Sanitizer object is a Relativity system object that stores the Sanitizer Whitelist information. The Sanitizer Whitelist is used to parse embedded HTML code in HTML-enabled and custom text fields and labels.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Centralized Authentication", "Prerequisites", "Centralized Authentication workflow", "Setting up your Authentication Provider", "SSO setup", "Edit an SSO\u0026#160;Provider", "Password Provider setup", "Password requirements", "Edit a Password Provider", "Trusted IP\u0026#160;Support", "Setting up Trusted IP\u0026#160;addresses", "Inviting users", "Centralized Authentication tab invitation", "User tab invitation", "Managing user transition", "Monitor progress by Authentication Provider", "User accepts the invitation", "Logging in to RelativityOne", "Transition period to Centralized Authentication", "Centralized Authentication migration", "Reset a User’s Authenticator App" ], "headings": [ "Centralized Authentication", "Prerequisites", "Centralized Authentication workflow", "Setting up your Authentication Provider", "SSO setup", "Edit an SSO\u0026#160;Provider", "Password Provider setup", "Password requirements", "Edit a Password Provider", "Trusted IP\u0026#160;Support", "Setting up Trusted IP\u0026#160;addresses", "Inviting users", "Centralized Authentication tab invitation", "User tab invitation", "Managing user transition", "Monitor progress by Authentication Provider", "User accepts the invitation", "Logging in to RelativityOne", "Transition period to Centralized Authentication", "Centralized Authentication migration", "Reset a User’s Authenticator App" ], "name": "Centralized Authentication", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Sanitizer object is a Relativity system object that stores the Sanitizer Whitelist information. The Sanitizer Whitelist is used to parse embedded HTML code in HTML-enabled and custom text fields and labels.", "title": "Centralized Authentication" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Federated_instances.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Federated_instances.htm" }, "description": "Federated instances provide a way for reviewers to easily switch to other Relativity environments, for example, RelativityOne. In Relativity, links to federated instances appear in the User drop-down.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Federated instances", "Creating or editing a federated instance", "Deleting a federated instance", "Viewing a federated instance audit history" ], "headings": [ "Federated instances", "Creating or editing a federated instance", "Deleting a federated instance", "Viewing a federated instance audit history" ], "name": "Federated instances", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Federated instances provide a way for reviewers to easily switch to other Relativity environments, for example, RelativityOne. In Relativity, links to federated instances appear in the User drop-down.", "title": "Federated instances" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Logging_in_to_Relativity.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Logging_in_to_Relativity.htm" }, "description": "Relativity offers several ways to log in and it\u0027s possible to have two or more methods available to you. As a Relativity user, your Relativity system admin provides you with all the information you need to log in.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Logging into RelativityOne", "Logging in to RelativityOne with a password", "Password", "Two-factor authentication", "OpenID Connect", "SAML 2.0", "Creating or resetting a password" ], "headings": [ "Logging into RelativityOne", "Logging in to RelativityOne with a password", "Password", "Two-factor authentication", "OpenID Connect", "SAML 2.0", "Creating or resetting a password" ], "name": "Logging into RelativityOne", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity offers several ways to log in and it\u0027s possible to have two or more methods available to you. As a Relativity user, your Relativity system admin provides you with all the information you need to log in.", "title": "Logging into RelativityOne" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Managing_users_authentication_methods.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Managing_users_authentication_methods.htm" }, "description": "As a system admin, you must assign at least one authentication method to each user in order for them to log in. A user can have multiple login methods but only one from among Password, RSA, and Active Directory.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Managing user authentication methods", "Invitation workflow", "Password", "Two-factor authentication", "Password Outside Trusted IP", "To define a Trusted IP range:", "Password reset", "Manually setting passwords", "OpenID\u0026#160;Connect", "SAML 2.0" ], "headings": [ "Managing user authentication methods", "Invitation workflow", "Password", "Two-factor authentication", "Password Outside Trusted IP", "To define a Trusted IP range:", "Password reset", "Manually setting passwords", "OpenID\u0026#160;Connect", "SAML 2.0" ], "name": "Managing User Authentication Methods", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "As a system admin, you must assign at least one authentication method to each user in order for them to log in. A user can have multiple login methods but only one from among Password, RSA, and Active Directory.", "title": "Managing User Authentication Methods" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Microsoft_Entra_ID_OpenID_Connect.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Microsoft_Entra_ID_OpenID_Connect.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Microsoft Entra ID - OpenID Connect", "Registering an Azure application and credentials", "Configuring Entra ID OpenID Connect", "Authentication provider information", "Authentication provider settings" ], "headings": [ "Microsoft Entra ID - OpenID Connect", "Registering an Azure application and credentials", "Configuring Entra ID OpenID Connect", "Authentication provider information", "Authentication provider settings" ], "name": "Microsoft Entra ID - OpenID Connect", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Microsoft Entra ID - OpenID Connect" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/OAuth2_clients.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/OAuth2_clients.htm" }, "description": "OAuth2 clients allow you to configure external services and applications to authenticate against Relativity in a secure manner. For example, a client application can present the user with the Relativity login page to get an access token to call Relativity APIs. The application can then use the API to perform tasks for customizing eDiscovery workflows and automation.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "OAuth2 clients", "Creating or editing an OAuth2 client", "Resetting a client secret", "Deleting an OAuth2 client", "Viewing an OAuth2 client audit history" ], "headings": [ "OAuth2 clients", "Creating or editing an OAuth2 client", "Resetting a client secret", "Deleting an OAuth2 client", "Viewing an OAuth2 client audit history" ], "name": "OAuth2 clients", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "OAuth2 clients allow you to configure external services and applications to authenticate against Relativity in a secure manner. For example, a client application can present the user with the Relativity login page to get an access token to call Relativity APIs. The application can then use the API to perform tasks for customizing eDiscovery workflows and automation.", "title": "OAuth2 clients" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Okta_OpenID_Connect.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Okta_OpenID_Connect.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Okta OpenID Connect", "Pre-requisites", "Configuring Okta OpenID\u0026#160;Connect", "Authentication provider information", "Authentication provider settings", "Configure Okta" ], "headings": [ "Okta OpenID Connect", "Pre-requisites", "Configuring Okta OpenID\u0026#160;Connect", "Authentication provider information", "Authentication provider settings", "Configure Okta" ], "name": "Okta OpenID Connect", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Okta OpenID Connect" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/OpenID_Connect.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/OpenID_Connect.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "OpenID Connect", "Configuring an OpenID\u0026#160;Connect authentication provider", "OpenID Connect authentication provider flows", "Just-in-time provisioning", "Group claim mapping", "Required claim", "Personal claim group" ], "headings": [ "OpenID Connect", "Configuring an OpenID\u0026#160;Connect authentication provider", "OpenID Connect authentication provider flows", "Just-in-time provisioning", "Group claim mapping", "Required claim", "Personal claim group" ], "name": "OpenID Connect", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "OpenID Connect" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Relativity_OpenID_Connect.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/Relativity_OpenID_Connect.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Relativity OpenID Connect", "Pre-requisites", "Configuring Relativity OpenID\u0026#160;Connect" ], "headings": [ "Relativity OpenID Connect", "Pre-requisites", "Configuring Relativity OpenID\u0026#160;Connect" ], "name": "Relativity OpenID Connect", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Relativity OpenID Connect" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/RelativityOne_Connect.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/RelativityOne_Connect.htm" }, "description": "Use a single identity to access all your RelativityOne workspaces and instances with RelativityOne Connect. Securely connect multiple instances and let users navigate between them securely with cross-authentication using a single sign-on provider (SSO). With RelativityOne Connect you can log in to Relativity once and access workspaces across multiple instances that are connected as federated instances.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "RelativityOne Connect", "Enabling RelativityOne Connect", "Finding instance names", "Connecting users to different instances", "Navigating between instances", "Billing information", "User type information", "Frequently asked questions" ], "headings": [ "RelativityOne Connect", "Enabling RelativityOne Connect", "Finding instance names", "Connecting users to different instances", "Navigating between instances", "Billing information", "User type information", "Frequently asked questions" ], "name": "RelativityOne Connect", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Use a single identity to access all your RelativityOne workspaces and instances with RelativityOne Connect. Securely connect multiple instances and let users navigate between them securely with cross-authentication using a single sign-on provider (SSO). With RelativityOne Connect you can log in to Relativity once and access workspaces across multiple instances that are connected as federated instances.", "title": "RelativityOne Connect" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/SAML_2.0_provider.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/SAML_2.0_provider.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "SAML 2.0 provider", "Considerations", "Configuring a SAML\u0026#160;2.0 authentication provider", "Configuring specific SAML providers" ], "headings": [ "SAML 2.0 provider", "Considerations", "Configuring a SAML\u0026#160;2.0 authentication provider", "Configuring specific SAML providers" ], "name": "SAML 2.0 Provider", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "SAML 2.0 Provider" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/SSO_Troubleshooting_console.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/SSO_Troubleshooting_console.htm" }, "description": "OAuth2 clients allow you to configure external services and applications to authenticate against Relativity in a secure manner. For example, a client application can present the user with the Relativity login page to get an access token to call Relativity APIs. The application can then use the API to perform tasks for customizing eDiscovery workflows and automation.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "SSO Troubleshooting console", "Considerations", "Viewing the SSO Troubleshooting console" ], "headings": [ "SSO Troubleshooting console", "Considerations", "Viewing the SSO Troubleshooting console" ], "name": "SSO Troubleshooting console", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "OAuth2 clients allow you to configure external services and applications to authenticate against Relativity in a secure manner. For example, a client application can present the user with the Relativity login page to get an access token to call Relativity APIs. The application can then use the API to perform tasks for customizing eDiscovery workflows and automation.", "title": "SSO Troubleshooting console" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Automated_Workflows.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Automated_Workflows.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Automated Workflows", "Automated workflow permissions", "Automated workflow overview", "Installation and workspace templates", "Application Library installation", "Workspace templates", "Cold Storage and Recycle Bin", "Automated Workflow thresholds", "Creating a new workflow", "Editing an existing workflow", "Workflow Sync", "Copying a workflow to workspaces", "Sync a workflow to workspaces", "Triggers", "Actions", "Canceling a workflow", "Automated workflow status", "Workflow Notification Settings", "Viewing audit information", "Error handling and troubleshooting", "Failure saving an automated workflow", "Action resulting in Completed with Errors", "Action resulting in Failed" ], "headings": [ "Automated Workflows", "Automated workflow permissions", "Automated workflow overview", "Installation and workspace templates", "Application Library installation", "Workspace templates", "Cold Storage and Recycle Bin", "Automated Workflow thresholds", "Creating a new workflow", "Editing an existing workflow", "Workflow Sync", "Copying a workflow to workspaces", "Sync a workflow to workspaces", "Triggers", "Actions", "Canceling a workflow", "Automated workflow status", "Workflow Notification Settings", "Viewing audit information", "Error handling and troubleshooting", "Failure saving an automated workflow", "Action resulting in Completed with Errors", "Action resulting in Failed" ], "name": "Automated workflows", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Automated workflows" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/AV_Transcription/Audio-visual_transcription_in_the_Viewer.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/AV_Transcription/Audio-visual_transcription_in_the_Viewer.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "AV transcription in the Viewer", "Navigating transcribed documents", "Speaker names", "Searching the transcribed text", "Searching from the Transcript Text panel", "Searching from the Contextual Search panel", "Persistent Highlighting" ], "headings": [ "AV transcription in the Viewer", "Navigating transcribed documents", "Speaker names", "Searching the transcribed text", "Searching from the Transcript Text panel", "Searching from the Contextual Search panel", "Persistent Highlighting" ], "name": "AV transcription in the Viewer", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "AV transcription in the Viewer" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/AV_Transcription/AV_transcription.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/AV_Transcription/AV_transcription.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "AV transcription", "How AV transcription works", "Data retention and storage", "Installing AV transcription", "Running AV transcription", "Transcription setup fields", "How speaker partitioning works", "Viewing and managing transcription jobs", "Canceling or deleting jobs", "Viewing job details and exceptions", "Viewing transcription results", "Supported file types", "Audio channel support", "Job capacity and size limits", "Archiving and restoring workspaces" ], "headings": [ "AV transcription", "How AV transcription works", "Data retention and storage", "Installing AV transcription", "Running AV transcription", "Transcription setup fields", "How speaker partitioning works", "Viewing and managing transcription jobs", "Canceling or deleting jobs", "Viewing job details and exceptions", "Viewing transcription results", "Supported file types", "Audio channel support", "Job capacity and size limits", "Archiving and restoring workspaces" ], "name": "AV transcription", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "AV transcription" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/AV_Transcription/AV_transcription_languages.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/AV_Transcription/AV_transcription_languages.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "AV transcription languages", "How transcription languages work", "Handling multiple languages", "Choosing language locales", "Supported languages and locales" ], "headings": [ "AV transcription languages", "How transcription languages work", "Handling multiple languages", "Choosing language locales", "Supported languages and locales" ], "name": "AV transcription languages", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "AV transcription languages" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/AV_Transcription/AV_transcription_permissions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/AV_Transcription/AV_transcription_permissions.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "AV transcription permissions", "Using the Transcribe mass operation", "Viewing and managing transcription jobs", "Viewing and managing transcription profiles" ], "headings": [ "AV transcription permissions", "Using the Transcribe mass operation", "Viewing and managing transcription jobs", "Viewing and managing transcription profiles" ], "name": "AV transcription permissions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "AV transcription permissions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/AV_Transcription/Transcription_profiles.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/AV_Transcription/Transcription_profiles.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Transcription profiles", "Creating a transcription profile", "Using a transcription profile", "Editing or deleting a transcription profile" ], "headings": [ "Transcription profiles", "Creating a transcription profile", "Using a transcription profile", "Editing or deleting a transcription profile" ], 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"Language Identification", "Special considerations" ], "name": "Creating commonly-used dashboards", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This recipe includes information on creating 12 different dashboards and the widgets saved on each dashboard.", "title": "Creating commonly-used dashboards" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Dashboards.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Dashboards.htm" }, "description": "When you\u0027ve created a page configuration you\u0027d like to preserve, you can create a customized dashboard. You can save multiple dashboards to quickly change the page configuration. The item list and any widgets on the dashboard will update automatically in response to filtering or searching.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Dashboards", "Creating a dashboard", "Adding widgets to a dashboard", "Saving changes to a dashboard", "Deleting a dashboard", "Renaming a dashboard", "Filtering a dashboard", "Exporting a dashboard" ], "headings": [ "Dashboards", "Creating a dashboard", "Adding widgets to a dashboard", "Saving changes to a dashboard", "Deleting a dashboard", "Renaming a dashboard", "Filtering a dashboard", "Exporting a dashboard" ], "name": "Dashboards", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "When you\u0027ve created a page configuration you\u0027d like to preserve, you can create a customized dashboard. You can save multiple dashboards to quickly change the page configuration. The item list and any widgets on the dashboard will update automatically in response to filtering or searching.", "title": "Dashboards" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Data_Grid/Data_Grid_Text_Migration_application.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Data_Grid/Data_Grid_Text_Migration_application.htm" }, "description": "The Data Grid Text Migration application is a Data Grid application you can use to migrate your long text fields from SQL to Data Grid.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Data Grid Text Migration application", "Benefits of enabling Data Grid", "Special considerations", "Before running a text migration job", "During a text migration job", "Supported and unsupported functionality", "Installing the Data Grid Text Migration application", "Running text migration" ], "headings": [ "Data Grid Text Migration application", "Benefits of enabling Data Grid", "Special considerations", "Before running a text migration job", "During a text migration job", "Supported and unsupported functionality", "Installing the Data Grid Text Migration application", "Running text migration" ], "name": "Data Grid Text Migration application", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Data Grid Text Migration application is a Data Grid application you can use to migrate your long text fields from SQL to Data Grid.", "title": "Data Grid Text Migration application" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Data_Grid/Text_migration_checklist.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Data_Grid/Text_migration_checklist.htm" }, "description": "Before running a text migration, we recommend completing the following:", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Running text migration", "Identifying workspaces to migrate", "Identifying long text fields to migrate", "Creating a text migration job", "Running the Breakage Report", "Creating or activating a dtSearch index", "Resolving Breakage Report items", "Resolving index searches", "Resolving field-level searches", "Resolving computed fields", "Frequently asked questions" ], "headings": [ "Running text migration", "Identifying workspaces to migrate", "Identifying long text fields to migrate", "Creating a text migration job", "Running the Breakage Report", "Creating or activating a dtSearch index", "Resolving Breakage Report items", "Resolving index searches", "Resolving field-level searches", "Resolving computed fields", "Frequently asked questions" ], "name": "Text migration checklist", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Before running a text migration, we recommend completing the following:", "title": "Text migration checklist" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Data_Management.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Data_Management.htm" }, "description": "Data management home", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "RelativityOne data management", "Data volume considerations", "Data retention", "Restoring Workspace Data", "Data management tools comparison", "Data management workflows in RelativityOne", "Repository to Review workflow", "Review to Cold Storage workflow", "Archive to cloud storage (staging area) workflow", "RelativityOne cloud storage to Repository or Review workflow", "Review to Repository Conversion workflow", "RelativityOne Repository to Cold Storage", "Resources" ], "headings": [ "RelativityOne data management", "Data volume considerations", "Data retention", "Restoring Workspace Data", "Data management tools comparison", "Data management workflows in RelativityOne", "Repository to Review workflow", "Review to Cold Storage workflow", "Archive to cloud storage (staging area) workflow", "RelativityOne cloud storage to Repository or Review workflow", "Review to Repository Conversion workflow", "RelativityOne Repository to Cold Storage", "Resources" ], "name": "RelativityOne data management", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Data management home", "title": "RelativityOne data management" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Direct_SQL_access.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Direct_SQL_access.htm" }, "description": "In addition to querying and manipulating data through Relativity\u0027s suite of API\u0027s, administrators and developers can extend the power of the Platform even further by directly querying the SQL database. This is an important aspect of the Platform that you may be used to using in your on-premise Relativity deployment, and something you can also take advantage of in RelativityOne. You can run Relativity Scripts in your RelativityOne instance, and you can also run SQL scripts in SQL Server Management Studio (SSMS) directly.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Customer-managed direct SQL\u0026#160;access (CMDSA)", "Accessing direct SQL", "Database or server access", "Client use databases", "SQL\u0026#160;tenant admin operational overview", "Limitations" ], "headings": [ "Customer-managed direct SQL\u0026#160;access (CMDSA)", "Accessing direct SQL", "Database or server access", "Client use databases", "SQL\u0026#160;tenant admin operational overview", "Limitations" ], "name": "Customer-managed direct SQL\u0026#160;access (CMDSA)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "In addition to querying and manipulating data through Relativity\u0027s suite of API\u0027s, administrators and developers can extend the power of the Platform even further by directly querying the SQL database. This is an important aspect of the Platform that you may be used to using in your on-premise Relativity deployment, and something you can also take advantage of in RelativityOne. You can run Relativity Scripts in your RelativityOne instance, and you can also run SQL scripts in SQL Server Management Studio (SSMS) directly.", "title": "Customer-managed direct SQL\u0026#160;access (CMDSA)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Displaying_family_groups_in_a_view.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Displaying_family_groups_in_a_view.htm" }, "description": "During review, it may be helpful to quickly see documents as they exist in their family groups. Building an indented view to organize documents by family can support this workflow.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Displaying family groups in a view", "Creating the family group view" ], "headings": [ "Displaying family groups in a view", "Creating the family group view" ], "name": "Displaying family groups by building an indented view", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "During review, it may be helpful to quickly see documents as they exist in their family groups. Building an indented view to organize documents by family can support this workflow.", "title": "Displaying family groups by building an indented view" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Alphabet_list.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Alphabet_list.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Alphabet list", "dtSearch Alphabet File", "Alphabet file validation", "Alphabet file sections", "Letters", "Hyphens", "Spaces", "Ignore", "End", "Non-ASCII characters", "Restricted characters", "Searching for a symbol or character", "Searching for emojis", "Reserved characters in the alphabet file" ], "headings": [ "Alphabet list", "dtSearch Alphabet File", "Alphabet file validation", "Alphabet file sections", "Letters", "Hyphens", "Spaces", "Ignore", "End", "Non-ASCII characters", "Restricted characters", "Searching for a symbol or character", "Searching for emojis", "Reserved characters in the alphabet file" ], "name": "Alphabet list", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Alphabet list" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/dtSearch.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/dtSearch.htm" }, "description": "Relativity\u0027s dtSearch engine provides advanced search functionality such as proximity, stemming, and fuzzy searches across any field type. It also supports the use of Boolean operators and custom noise word lists as well as the basic searching features available in keyword searches.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "dtsearch, dtsearch desktop", "headings": "dtSearch", "name": "dtSearch", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "dtsearch", "dtsearch desktop", "Relativity\u0027s dtSearch engine provides advanced search functionality such as proximity, stemming, and fuzzy searches across any field type. It also supports the use of Boolean operators and custom noise word lists as well as the basic searching features available in keyword searches." ], "title": "dtSearch" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/dtSearch_index.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/dtSearch_index.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "dtSearch index", "Accent-insensitive indexes", "Creating a dtSearch index", "Fields", "Advanced Settings", "Noise Words", "Alphabet", "dtSearch index page", "Index Status", "dtSearch Index Information", "Searchable Set - Current Indexable Fields", "Advanced Settings", "Noise Words", "Alphabet", "Temporary Index Details", "Current Index Details", "View Audit", "Temporary storage", "dtSearch console", "Re-index documents with incremental builds", "Case-insensitive indexes" ], "headings": [ "dtSearch index", "Accent-insensitive indexes", "Creating a dtSearch index", "Fields", "Advanced Settings", "Noise Words", "Alphabet", "dtSearch index page", "Index Status", "dtSearch Index Information", "Searchable Set - Current Indexable Fields", "Advanced Settings", "Noise Words", "Alphabet", "Temporary Index Details", "Current Index Details", "View Audit", "Temporary storage", "dtSearch console", "Re-index documents with incremental builds", "Case-insensitive indexes" ], "name": "dtSearch index", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "dtSearch index" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/dtSearchQueueAdmin.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/dtSearchQueueAdmin.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "dtSearch queue admin", "Permissions", "Monitoring dtSearch indexing jobs" ], "headings": [ "dtSearch queue admin", "Permissions", "Monitoring dtSearch indexing jobs" ], "name": "dtSearch queue admin", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "dtSearch queue admin" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Making_the_stop_word_and_alphabet_list_searchable.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Making_the_stop_word_and_alphabet_list_searchable.htm" }, "description": "Relativity ignores words that don\u0027t act as meaningful criteria when you create dtSearch and keyword queries. Ignored words are known as stop or noise words. Search indexes automatically include the default list of stop words. However, you can edit this list in the dtSearch list to suit your needs. This recipe includes an overview of stop words and steps to create custom lists.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Making the dtSearch noise word list searchable", "Default noise word list", "dtSearches and noise words", "Noise words in languages other than English" ], "headings": [ "Making the dtSearch noise word list searchable", "Default noise word list", "dtSearches and noise words", "Noise words in languages other than English" ], "name": "Making the dtSearch noise word and alphabet list searchable", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity ignores words that don\u0027t act as meaningful criteria when you create dtSearch and keyword queries. Ignored words are known as stop or noise words. Search indexes automatically include the default list of stop words. However, you can edit this list in the dtSearch list to suit your needs. This recipe includes an overview of stop words and steps to create custom lists.", "title": "Making the dtSearch noise word and alphabet list searchable" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Running_a_Dictionary_search.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Running_a_Dictionary_search.htm" }, "description": "When you run a dtSearch, you can use Dictionary Search to query the index for a term and find the total occurrences and number of documents in which it occurs.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Running a dictionary search", "Running a dictionary search in the search panel", "Running a dictionary search in the search browser" ], "headings": [ "Running a dictionary search", "Running a dictionary search in the search panel", "Running a dictionary search in the search browser" ], "name": "Running a Dictionary search", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "When you run a dtSearch, you can use Dictionary Search to query the index for a term and find the total occurrences and number of documents in which it occurs.", "title": "Running a Dictionary search" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Running_a_dtSearch.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Running_a_dtSearch.htm" }, "description": "Use dtSearch to complete stemming, fuzzy, and proximity searches on the information included in your dtSearch index.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Running a dtSearch", "Considerations and best practices", "Running a dtSearch in the search panel", "Running a dtSearch in the Search Browser", "Search string examples and expected results", "Searching for words longer than 32 characters" ], "headings": [ "Running a dtSearch", "Considerations and best practices", "Running a dtSearch in the search panel", "Running a dtSearch in the Search Browser", "Search string examples and expected results", "Searching for words longer than 32 characters" ], "name": "Running a dtSearch", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Use dtSearch to complete stemming, fuzzy, and proximity searches on the information included in your dtSearch index.", "title": "Running a dtSearch" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Searching_for_symbols.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Searching_for_symbols.htm" }, "description": "This recipe demonstrates how to make symbols searchable in a dtSearch index and how to use regular expressions to search for certain symbols that are reserved as search operators, such as the % sign.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Searching for symbols and emojis", "Searching for symbols", "For hexadecimal characters less than 007F", "For hexadecimal characters greater than 0080", "Commonly requested searchable symbols", "Searching for emojis", "Additional emojis" ], "headings": [ "Searching for symbols and emojis", "Searching for symbols", "For hexadecimal characters less than 007F", "For hexadecimal characters greater than 0080", "Commonly requested searchable symbols", "Searching for emojis", "Additional emojis" ], "name": "Searching for symbols", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This recipe demonstrates how to make symbols searchable in a dtSearch index and how to use regular expressions to search for certain symbols that are reserved as search operators, such as the % sign.", "title": "Searching for symbols" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Setting_up_CJK_document_workspaces.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Setting_up_CJK_document_workspaces.htm" }, "description": "When working with documents that contain Asian character sets, specific settings will help expedite your setup time in Relativity. This information can help you build a clean workspace with more accurate fields to support your Asian language document sets.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Setting up CJK document workspaces in Relativity", "Requirements", "Import data with CJK\u0026#160;characters", "Searching considerations", "dtSearch", "Index", "Word/Character search", "Keyword search", "Language considerations", "Mandarin considerations", "Chinese considerations", "Analytics considerations", "Tokenization considerations", "Technical workflow for tokenized character handling" ], "headings": [ "Setting up CJK document workspaces in Relativity", "Requirements", "Import data with CJK\u0026#160;characters", "Searching considerations", "dtSearch", "Index", "Word/Character search", "Keyword search", "Language considerations", "Mandarin considerations", "Chinese considerations", "Analytics considerations", "Tokenization considerations", "Technical workflow for tokenized character handling" ], "name": "Setting up CJK document workspaces in Relativity", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "When working with documents that contain Asian character sets, specific settings will help expedite your setup time in Relativity. This information can help you build a clean workspace with more accurate fields to support your Asian language document sets.", "title": "Setting up CJK document workspaces in Relativity" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Using_dtSearch_syntax_options.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/dtSearch/Using_dtSearch_syntax_options.htm" }, "description": "dtSearch includes special characters and other operators that you can use to define search criteria. The following table summarizes the syntax options available for queries run against a dtSearch index.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Using dtSearch syntax options", "Auto-recognition", "Date recognition", "Email address recognition", "Credit card number recognition", "Boolean operators", "AND operator", "Built-in search words", "Connector words", "Exact phrase - double quotes", "AndAny operator", "OR operator", "NOT operator", "Operator precedence - no parentheses", "Operator precedence - with parentheses", "Workaround for expressions containing only AND or OR operators", "Exact phrase - no double quotes", "Fuzzy searching", "Using the fuzziness operator and fuzziness level option", "Noise words and the alphabet file", "Alphabet file", "Default noise word list", "Making a special character searchable", "Numerical patterns", "Phonic searching", "Stemming", "Using the stemming operator and enable stemming checkbox", "Using fuzzy searching and stemming together", "Wildcards", "W/N operator", "NOT W/N", "Complex expressions", "Proximity with terms order", "Words and phrases", "Other considerations" ], "headings": [ "Using dtSearch syntax options", "Auto-recognition", "Date recognition", "Email address recognition", "Credit card number recognition", "Boolean operators", "AND operator", "Built-in search words", "Connector words", "Exact phrase - double quotes", "AndAny operator", "OR operator", "NOT operator", "Operator precedence - no parentheses", "Operator precedence - with parentheses", "Workaround for expressions containing only AND or OR operators", "Exact phrase - no double quotes", "Fuzzy searching", "Using the fuzziness operator and fuzziness level option", "Noise words and the alphabet file", "Alphabet file", "Default noise word list", "Making a special character searchable", "Numerical patterns", "Phonic searching", "Stemming", "Using the stemming operator and enable stemming checkbox", "Using fuzzy searching and stemming together", "Wildcards", "W/N operator", "NOT W/N", "Complex expressions", "Proximity with terms order", "Words and phrases", "Other considerations" ], "name": "Using dtSearch syntax options", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "dtSearch includes special characters and other operators that you can use to define search criteria. The following table summarizes the syntax options available for queries run against a dtSearch index.", "title": "Using dtSearch syntax options" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/ECAv2_Overview.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/ECAv2_Overview.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Early Case Assessment in RelativityOne", "Set up the template workspace", "Narrow the scope of documents for further review", "Identify key people and information", "Promote documents to a new workspace for further review", "Record and track promoted documents" ], "headings": [ "Early Case Assessment in RelativityOne", "Set up the template workspace", "Narrow the scope of documents for further review", "Identify key people and information", "Promote documents to a new workspace for further review", "Record and track promoted documents" ], "name": "Early Case Assessment in RelativityOne", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Early Case Assessment in RelativityOne" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/ECAv2_Template.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/ECAv2_Template.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Early Case Assessment Workspace Template", "Global overview of early case assessment", "Early case assessment template", "Set up the template workspace", "Narrow the scope of documents for further review", "Identify key people and information", "Promote documents to a new workspace for review", "Record and track promoted documents", "Workspace permissions", "ECA Users", "Administrator", "Change log" ], "headings": [ "Early Case Assessment Workspace Template", "Global overview of early case assessment", "Early case assessment template", "Set up the template workspace", "Narrow the scope of documents for further review", "Identify key people and information", "Promote documents to a new workspace for review", "Record and track promoted documents", "Workspace permissions", "ECA Users", "Administrator", "Change log" ], "name": "Early Case Assessment Workspace Template", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Early Case Assessment Workspace Template" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Entity_object/Entity_object.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Entity_object/Entity_object.htm" }, "description": "The Entity object functions as the central location for people, companies, organizational groups, and their metadata. Relativity Legal Hold, Processing, and Analytics all leverage the Entity object.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Entity object", "Creating and editing an entity", "Importing entities through Import/Export", "Deleting an entity", "Legal Hold entities", "Legal Hold layout", "Entity console", "Legal Hold entity load file", "Processing entities", "Processing layout", "Viewing or editing Processing entity details", "Processing entity load file", "Analytics entities", "Analytics layout", "Analytics entity load file", "Merge", "Case Dynamics entities", "Key entities", "Ensuring you do not create duplicate entities", "Default Case Dynamics layouts", "Case Dynamics entity load file", "Custom Case Dynamics layout requirements", "Collect entities", "Creating an entity", "Collect Entity Details fields", "Viewing or editing entity details" ], "headings": [ "Entity object", "Creating and editing an entity", "Importing entities through Import/Export", "Deleting an entity", "Legal Hold entities", "Legal Hold layout", "Entity console", "Legal Hold entity load file", "Processing entities", "Processing layout", "Viewing or editing Processing entity details", "Processing entity load file", "Analytics entities", "Analytics layout", "Analytics entity load file", "Merge", "Case Dynamics entities", "Key entities", "Ensuring you do not create duplicate entities", "Default Case Dynamics layouts", "Case Dynamics entity load file", "Custom Case Dynamics layout requirements", "Collect entities", "Creating an entity", "Collect Entity Details fields", "Viewing or editing entity details" ], "name": "Entity object", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Entity object functions as the central location for people, companies, organizational groups, and their metadata. Relativity Legal Hold, Processing, and Analytics all leverage the Entity object.", "title": "Entity object" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Field_categories.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Field_categories.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Field categories", "Creating a field category", "Viewing fields associated with a field category", "Link a field or fields to a field category", "Unlink a field or fields from a field category" ], "headings": [ "Field categories", "Creating a field category", "Viewing fields associated with a field category", "Link a field or fields to a field category", "Unlink a field or fields from a field category" ], "name": "Field categories", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Field categories" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Fields/Applying_propagation_to_documents.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Fields/Applying_propagation_to_documents.htm" }, "description": "The propagation function can help enhance your document review workflow to save time spent coding documents. For example, you can tag a document as Responsive and have the value propagate to that document’s family members.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Applying propagation to documents", "Propagating to documents in multiple groups" ], "headings": [ "Applying propagation to documents", "Propagating to documents in multiple groups" ], "name": "Applying propagation to documents", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The propagation function can help enhance your document review workflow to save time spent coding documents. For example, you can tag a document as Responsive and have the value propagate to that document’s family members.", "title": "Applying propagation to documents" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Fields/Fields.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Fields/Fields.htm" }, "description": "Fields store object information, document metadata, and coding choices within Relativity. You can use fields to display metadata on views and layouts. You can also use fields to create associations between different objects in Relativity.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Fields", "Fields permissions", "System fields", "Creating and editing fields", "Fields", "Field information", "Field settings", "Advanced settings", "List and Dashboard Settings", "Choices", "Field types", "Fixed-length text", "Long text", "Date", "Whole number", "Decimal", "Currency", "Yes/No", "Single choice", "Multiple choice", "User", "File", "Single object", "Multiple object", "Fields and performance", "Linking Fields to Field Categories" ], "headings": [ "Fields", "Fields permissions", "System fields", "Creating and editing fields", "Fields", "Field information", "Field settings", "Advanced settings", "List and Dashboard Settings", "Choices", "Field types", "Fixed-length text", "Long text", "Date", "Whole number", "Decimal", "Currency", "Yes/No", "Single choice", "Multiple choice", "User", "File", "Single object", "Multiple object", "Fields and performance", "Linking Fields to Field Categories" ], "name": "Fields", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Fields store object information, document metadata, and coding choices within Relativity. You can use fields to display metadata on views and layouts. You can also use fields to create associations between different objects in Relativity.", "title": "Fields" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Filters.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Filters.htm" }, "description": "Filtering provides a fast and easy way to search for items in a list in Relativity. You can use filters to search for values in the fields on the active view, and across all records available in the searchable set. Filters are also available for item lists on tabs and pop-up windows.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Filters", "Showing and hiding filters in the item list", "Filter types", "Using Boolean filters", "Using numeric filters for numbers", "Using List filters", "Using date filters", "Using multi-list filters", "Using text box filters", "Text box filter search examples", "Using advanced text box filtering", "Changing item sets per page", "Saving filters as a search" ], "headings": [ "Filters", "Showing and hiding filters in the item list", "Filter types", "Using Boolean filters", "Using numeric filters for numbers", "Using List filters", "Using date filters", "Using multi-list filters", "Using text box filters", "Text box filter search examples", "Using advanced text box filtering", "Changing item sets per page", "Saving filters as a search" ], "name": "Filters", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Filtering provides a fast and easy way to search for items in a list in Relativity. You can use filters to search for values in the fields on the active view, and across all records available in the searchable set. Filters are also available for item lists on tabs and pop-up windows.", "title": "Filters" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "RelativityOne FOIA (Advanced Access)", "Table of Contents", "Public and agency portals", "FOIA Portal", "RelativityOne FOIA", "FOIA\u0026#160;Workflow", "Permissions", "Getting started in AA" ], "headings": [ "RelativityOne FOIA (Advanced Access)", "Table of Contents", "Public and agency portals", "FOIA Portal", "RelativityOne FOIA", "FOIA\u0026#160;Workflow", "Permissions", "Getting started in AA" ], "name": "RelativityOne Government FOIA", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "RelativityOne Government FOIA" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Admin.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Admin.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "FOIA Admin (Advanced Access)", "Table of Contents", "FOIA Portal Settings", "Portal Status", "Public Agency Profile", "Submission Form", "Audit Log \u0026amp; Activity History", "Case Tracking Number Configuration", "Working Days Configuration", "Letter Template Management", "Adding a custom template", "Agency \u0026amp; Component Configuration" ], "headings": [ "FOIA Admin (Advanced Access)", "Table of Contents", "FOIA Portal Settings", "Portal Status", "Public Agency Profile", "Submission Form", "Audit Log \u0026amp; Activity History", "Case Tracking Number Configuration", "Working Days Configuration", "Letter Template Management", "Adding a custom template", "Agency \u0026amp; Component Configuration" ], "name": "Administration", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Administration" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_DisclosureCenter.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_DisclosureCenter.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "FOIA\u0026#160;Disclosure Center (Advanced Access)", "Table of Contents" ], "headings": [ "FOIA\u0026#160;Disclosure Center (Advanced Access)", "Table of Contents" ], "name": "Disclosure Center", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Disclosure Center" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Intake.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Intake.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Intake (Advanced Access)", "Table of Contents", "Intake details for the coordinator", "Intake sub-sections" ], "headings": [ "Intake (Advanced Access)", "Table of Contents", "Intake details for the coordinator", "Intake sub-sections" ], "name": "FOIA Intake", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "FOIA Intake" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Portal.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Portal.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "FOIA Portal (Advanced Access)", "Table of Contents", "Features", "Reading Room", "View Requests", "Create Request" ], "headings": [ "FOIA Portal (Advanced Access)", "Table of Contents", "Features", "Reading Room", "View Requests", "Create Request" ], "name": "FOIA Portal", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "FOIA Portal" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Reports.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Reports.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "FOIA\u0026#160;Reports (Advanced Access)", "Table of Contents" ], "headings": [ "FOIA\u0026#160;Reports (Advanced Access)", "Table of Contents" ], "name": "Reports", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Reports" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Request.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Request.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Request (Advanced Access)", "Table of Contents", "Submitting the request", "FOIA Workflow" ], "headings": [ "Request (Advanced Access)", "Table of Contents", "Submitting the request", "FOIA Workflow" ], "name": "Request", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Request" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Respond.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Respond.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Respond (Advanced Access)", "Table of Contents", "Respond details for the coordinator", "Respond sub-sections" ], "headings": [ "Respond (Advanced Access)", "Table of Contents", "Respond details for the coordinator", "Respond sub-sections" ], "name": "FOIA Respond", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "FOIA Respond" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Review.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Review.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Review (Advanced Access)", "Table of Contents", "Review details for the coordinator", "Review sub-sections" ], "headings": [ "Review (Advanced Access)", "Table of Contents", "Review details for the coordinator", "Review sub-sections" ], "name": "FOIA Review", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "FOIA Review" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Search.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/FOIA/FOIA_Search.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Search (Advanced Access)", "Table of Contents", "Search details for the coordinator", "Search sub-sections" ], "headings": [ "Search (Advanced Access)", "Table of Contents", "Search details for the coordinator", "Search sub-sections" ], "name": "FOIA Search", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "FOIA Search" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/GlobalProtect_VPN.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/GlobalProtect_VPN.htm" }, "description": "Your VPN enables a secure connection between your computer and resources on your Relativity instance\u0027s network.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "GlobalProtect VPN client", "GlobalProtect VPN\u0026#160;requirements", "Port requirements", "Current VPN portal URL", "Accepting the invitation from Microsoft Entra ID", "Downloading and installing the GlobalProtect VPN client", "Logging in using your GlobalProtect VPN client", "Changing your VPN\u0026#160;password", "Adding an additional VPN region to GlobalProtect" ], "headings": [ "GlobalProtect VPN client", "GlobalProtect VPN\u0026#160;requirements", "Port requirements", "Current VPN portal URL", "Accepting the invitation from Microsoft Entra ID", "Downloading and installing the GlobalProtect VPN client", "Logging in using your GlobalProtect VPN client", "Changing your VPN\u0026#160;password", "Adding an additional VPN region to GlobalProtect" ], "name": "GlobalProtect VPN client", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Your VPN enables a secure connection between your computer and resources on your Relativity instance\u0027s network.", "title": "GlobalProtect VPN client" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Groups.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Groups.htm" }, "description": "With groups you can organize users in Relativity. A user can be a member of one or more groups. You can grant groups permission to view admin tabs from Home. You can also add groups to workspaces and set permissions per group on a workspace-by-workspace basis.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Groups", "System groups", "Creating and editing groups", "Fields", "Adding users to groups", "Adding external users through groups", "Adding or removing groups from a client domain" ], "headings": [ "Groups", "System groups", "Creating and editing groups", "Fields", "Adding users to groups", "Adding external users through groups", "Adding or removing groups from a client domain" ], "name": "Groups", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "With groups you can organize users in Relativity. A user can be a member of one or more groups. You can grant groups permission to view admin tabs from Home. You can also add groups to workspaces and set permissions per group on a workspace-by-workspace basis.", "title": "Groups" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Application_Field_Codes.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Application_Field_Codes.htm" }, "description": "Application Field Codes is how Relativity refers to fields that Microsoft documents use to store document data. For example, [Date] is a field code in Microsoft that shows the date of document creation. Excel and PowerPoint refer to these fields as header and footer, Word refers to them as field codes, and Visio refers to them as fields. But for simplicity, Relativity refers to them as field codes, regardless of which Microsoft application document you’re viewing.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Application Field Codes", "Application Field Codes in Relativity", "Application Field Code formats", "Creating or editing an Application Field Code", "Fields", "Linking an Application Field Code to a native imaging profile" ], "headings": [ "Application Field Codes", "Application Field Codes in Relativity", "Application Field Code formats", "Creating or editing an Application Field Code", "Fields", "Linking an Application Field Code to a native imaging profile" ], "name": "Application Field Codes", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Application Field Codes is how Relativity refers to fields that Microsoft documents use to store document data. For example, [Date] is a field code in Microsoft that shows the date of document creation. Excel and PowerPoint refer to these fields as header and footer, Word refers to them as field codes, and Visio refers to them as fields. But for simplicity, Relativity refers to them as field codes, regardless of which Microsoft application document you’re viewing.", "title": "Application Field Codes" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Image_upload.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Image_upload.htm" }, "description": "Use Relativity\u0027s image upload feature to open a file in the viewer and upload a single image for that record without having to use the RDC to create a load file to re-import the image. You can manage review and productions more efficiently by reducing the number of steps involved and avoiding some of the errors that were previously common when importing an image.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Image upload", "Required security permissions", "Uploading an image", "Audits for image upload" ], "headings": [ "Image upload", "Required security permissions", "Uploading an image", "Audits for image upload" ], "name": "Image upload", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Use Relativity\u0027s image upload feature to open a file in the viewer and upload a single image for that record without having to use the RDC to create a load file to re-import the image. You can manage review and productions more efficiently by reducing the number of steps involved and avoiding some of the errors that were previously common when importing an image.", "title": "Image upload" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging.htm" }, "description": "You can use imaging to convert a group of documents to images using imaging profiles and sets. You can fine-tune how your images generate by creating reusable profiles that use specific image settings.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Imaging", "Security permissions for imaging", "Troubleshooting imaging", "Image on the fly", "Mass image" ], "headings": [ "Imaging", "Security permissions for imaging", "Troubleshooting imaging", "Image on the fly", "Mass image" ], "name": "Imaging Documents", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use imaging to convert a group of documents to images using imaging profiles and sets. You can fine-tune how your images generate by creating reusable profiles that use specific image settings.", "title": "Imaging Documents" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_errors.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_errors.htm" }, "description": "Errors are common when you run an imaging set, and you may encounter several of them when you go to check the progress of your set.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Imaging errors", "Viewing imaging errors", "Imaging Sets tab", "Documents tab", "Review Interface", "Imaging error scenarios", "Error email notification", "Retrying imaging errors", "Password Bank in imaging workflow" ], "headings": [ "Imaging errors", "Viewing imaging errors", "Imaging Sets tab", "Documents tab", "Review Interface", "Imaging error scenarios", "Error email notification", "Retrying imaging errors", "Password Bank in imaging workflow" ], "name": "Imaging errors", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Errors are common when you run an imaging set, and you may encounter several of them when you go to check the progress of your set.", "title": "Imaging errors" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_history.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_history.htm" }, "description": "You can view the audit history when a job is run for an imaging set, mass image, or image-on-the-fly job by going to the History tab and filtering for Imaging in the name column.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Imaging history", "headings": "Imaging history", "name": "Imaging history", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can view the audit history when a job is run for an imaging set, mass image, or image-on-the-fly job by going to the History tab and filtering for Imaging in the name column.", "title": "Imaging history" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_jobs_in_the_Worker_Manager_queue.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_jobs_in_the_Worker_Manager_queue.htm" }, "description": "The Imaging Queue displays all current imaging jobs running in your environment. You can view the queue if you have system admin rights to see the tab.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Imaging jobs in the Processing and Imaging Queue", "headings": "Imaging jobs in the Processing and Imaging Queue", "name": "Imaging jobs in the Worker Manager queue", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Imaging Queue displays all current imaging jobs running in your environment. You can view the queue if you have system admin rights to see the tab.", "title": "Imaging jobs in the Worker Manager queue" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_native_types.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_native_types.htm" }, "description": "On the Native Types tab, you see a list of file types that Relativity supports. Refer to this list when selecting file types that you want to restrict from imaging. The Relativity Desktop Client also supports the same list of file types.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Imaging native types", "Editing a native type", "Generating a complete list of native types and their respective imaging engines" ], "headings": [ "Imaging native types", "Editing a native type", "Generating a complete list of native types and their respective imaging engines" ], "name": "Imaging native types", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "On the Native Types tab, you see a list of file types that Relativity supports. Refer to this list when selecting file types that you want to restrict from imaging. The Relativity Desktop Client also supports the same list of file types.", "title": "Imaging native types" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_profiles.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_profiles.htm" }, "description": "An imaging profile controls the settings used to image a group of documents. You can convert documents to black and white TIFF files or colored JPEG files. After you create a profile, you can use it in multiple imaging sets, update the profile settings, and set permissions on it. Imaging profiles, as well as any updates to the default profile, are included in workspace templates.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Imaging profiles", "Creating and editing an imaging profile", "Fields", "Native file imaging profile validation", "Numerical Field Values", "Format Specific Requirements", "Field Dependencies", "Viewing imaging profile details", "Restricted native types", "Application field codes" ], "headings": [ "Imaging profiles", "Creating and editing an imaging profile", "Fields", "Native file imaging profile validation", "Numerical Field Values", "Format Specific Requirements", "Field Dependencies", "Viewing imaging profile details", "Restricted native types", "Application field codes" ], "name": "Imaging profiles", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "An imaging profile controls the settings used to image a group of documents. You can convert documents to black and white TIFF files or colored JPEG files. After you create a profile, you can use it in multiple imaging sets, update the profile settings, and set permissions on it. Imaging profiles, as well as any updates to the default profile, are included in workspace templates.", "title": "Imaging profiles" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_sets.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_sets.htm" }, "description": "An imaging set consists of an imaging profile and a saved search containing the documents you want to image. You run the imaging job from the imaging set console. In addition, on the Imaging Set Details page, you can view document-level error messages and rerun an imaging job if it failed.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Imaging sets", "Using imaging sets", "Creating and editing an imaging set", "Fields" ], "headings": [ "Imaging sets", "Using imaging sets", "Creating and editing an imaging set", "Fields" ], "name": "Imaging sets", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "An imaging set consists of an imaging profile and a saved search containing the documents you want to image. You run the imaging job from the imaging set console. In addition, on the Imaging Set Details page, you can view document-level error messages and rerun an imaging job if it failed.", "title": "Imaging sets" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_Warnings.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Imaging_Warnings.htm" }, "description": "The Imaging Warnings object identifies possible cut-off content on imaged MSG\u0026#160;or EML\u0026#160;files and stores that information.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Imaging Warnings", "Special considerations", "Imaging Warnings tab", "Imaging Warning layout", "Warning Type pivot table", "All imaging warnings", "Core Reviewer layouts", "Re-imaging emails with tables" ], "headings": [ "Imaging Warnings", "Special considerations", "Imaging Warnings tab", "Imaging Warning layout", "Warning Type pivot table", "All imaging warnings", "Core Reviewer layouts", "Re-imaging emails with tables" ], "name": "Imaging Warnings", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Imaging Warnings object identifies possible cut-off content on imaged MSG\u0026#160;or EML\u0026#160;files and stores that information.", "title": "Imaging Warnings" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Monitoring_imaging_status.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Monitoring_imaging_status.htm" }, "description": "In the imaging status section, you can monitor the progress of the imaging job by referring to the Status field after clicking the Refresh Page link on the console.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Monitoring imaging status", "headings": "Monitoring imaging status", "name": "Monitoring imaging status", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "In the imaging status section, you can monitor the progress of the imaging job by referring to the Status field after clicking the Refresh Page link on the console.", "title": "Monitoring imaging status" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Native_imaging_-_dithering_algorithm_options.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Native_imaging_-_dithering_algorithm_options.htm" }, "description": "Relativity native imaging offers multiple dithering algorithms that you can apply towards imaging your documents.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Native imaging - dithering algorithm options", "Dithering algorithm details", "Dithering results for text-rich documents", "Dithering results for image-rich documents" ], "headings": [ "Native imaging - dithering algorithm options", "Dithering algorithm details", "Dithering results for text-rich documents", "Dithering results for image-rich documents" ], "name": "Native Imaging - Dithering Algorithm Options", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity native imaging offers multiple dithering algorithms that you can apply towards imaging your documents.", "title": "Native Imaging - Dithering Algorithm Options" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/QC_Review.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/QC_Review.htm" }, "description": "QC Review is a feature that allows you to prevent users from viewing or editing images in an Imaging Set until a QC reviewer has a chance to review the images. The QC reviewer has access to the images, but the images are hidden from other groups until you release them. A permission setting in the Admin Operations section of the Workspace Details tab determines whether or not members of a particular group are able to view images held for QC Review. If a user without sufficient permissions views a document in an Imaging Set that is held for QC\u0026#160;Review, the Image radio button is unavailable in the Viewer until you release the Imaging Set.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "QC Review", "Hiding images for QC", "Releasing images", "QC Review fields", "Image QC Review Status" ], "headings": [ "QC Review", "Hiding images for QC", "Releasing images", "QC Review fields", "Image QC Review Status" ], "name": "QC Review", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "QC Review is a feature that allows you to prevent users from viewing or editing images in an Imaging Set until a QC reviewer has a chance to review the images. The QC reviewer has access to the images, but the images are hidden from other groups until you release them. A permission setting in the Admin Operations section of the Workspace Details tab determines whether or not members of a particular group are able to view images held for QC Review. If a user without sufficient permissions views a document in an Imaging Set that is held for QC\u0026#160;Review, the Image radio button is unavailable in the Viewer until you release the Imaging Set.", "title": "QC Review" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Running_an_imaging_set.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Running_an_imaging_set.htm" }, "description": "To run an imaging set, click Image Documents on the imaging set console. This kicks off the conversion of documents to images.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Running an imaging set", "Special considerations", "Unsupported file types", "Imaging Set console", "Imaging profile caching", "Password Bank" ], "headings": [ "Running an imaging set", "Special considerations", "Unsupported file types", "Imaging Set console", "Imaging profile caching", "Password Bank" ], "name": "Running an imaging set", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To run an imaging set, click Image Documents on the imaging set console. This kicks off the conversion of documents to images.", "title": "Running an imaging set" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Supported_file_types_for_imaging.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Imaging/Supported_file_types_for_imaging.htm" }, "description": "Relativity Imaging supports many different file types. Learn about supported and unsupported file types for Native and Basic imaging.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Supported file types for imaging", "\u0026#160;Categories" ], "headings": [ "Supported file types for imaging", "\u0026#160;Categories" ], "name": "Supported file types for imaging", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity Imaging supports many different file types. Learn about supported and unsupported file types for Native and Basic imaging.", "title": "Supported file types for imaging" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Access_DB__MDB__Load_file_specifications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Access_DB__MDB__Load_file_specifications.htm" }, "description": "Using load files, Relativity can load the following types of files: Metadata, extracted text, and native files, image and extracted text files, and processed data.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Access DB (MDB) load file specifications", "Export table", "Parties table", "Correspondence_Type_Persons_and_Organizations field logic", "Pages table", "Export_Extras table", "Example of values in Export_Extras table", "Export recommendations and considerations" ], "headings": [ "Access DB (MDB) load file specifications", "Export table", "Parties table", "Correspondence_Type_Persons_and_Organizations field logic", "Pages table", "Export_Extras table", "Example of values in Export_Extras table", "Export recommendations and considerations" ], "name": "Access DB (MDB) load file specifications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Using load files, Relativity can load the following types of files: Metadata, extracted text, and native files, image and extracted text files, and processed data.", "title": "Access DB (MDB) load file specifications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Exporting_workflows_overview.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Exporting_workflows_overview.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Exporting data using Import/Export", "headings": "Exporting data using Import/Export", "name": "Exporting data using Import/Export", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Exporting data using Import/Export" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Folders_export.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Folders_export.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Exporting a folder load file", "headings": "Exporting a folder load file", "name": "Folder load file export", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Folder load file export" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Production_load_file_export.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Production_load_file_export.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Exporting a production set load file", "Export Settings" ], "headings": [ "Exporting a production set load file", "Export Settings" ], "name": "Production load file export", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Production load file export" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Production_with_Access_DB_load_file_export__MDB_.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Production_with_Access_DB_load_file_export__MDB_.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Exporting a production set with Access DB\u0026#160;load file (MDB)", "headings": "Exporting a production set with Access DB\u0026#160;load file (MDB)", "name": "Production with Access DB load file export (MDB)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Production with Access DB load file export (MDB)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/RDO_file_export.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/RDO_file_export.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Exporting an RDO load file", "headings": "Exporting an RDO load file", "name": "RDO load file export", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "RDO load file export" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Saved_Search_load_file_export.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Saved_Search_load_file_export.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Exporting a saved search load file", "headings": "Exporting a saved search load file", "name": "Saved search load file export", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Saved search load file export" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Saved_Search_or_Folder_with_Access_DB_load_file_export__MDB_.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Export_Workflows/Saved_Search_or_Folder_with_Access_DB_load_file_export__MDB_.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Exporting a saved search or a folder with Access DB\u0026#160;load file (MDB)", "headings": "Exporting a saved search or a folder with Access DB\u0026#160;load file (MDB)", "name": "Saved Search or Folder with Access DB load file export (MDB)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Saved Search or Folder with Access DB load file export (MDB)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Activate_and_Deactivate_Express_Transfer.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Activate_and_Deactivate_Express_Transfer.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Activating and deactivating Express Transfer", "Prerequisites", "Considerations when to use and not use Express Transfer with Import/Export", "Activating Express Transfer", "Deactivating Express Transfer", "Data transfer performance considerations" ], "headings": [ "Activating and deactivating Express Transfer", "Prerequisites", "Considerations when to use and not use Express Transfer with Import/Export", "Activating Express Transfer", "Deactivating Express Transfer", "Data transfer performance considerations" ], "name": "Activating and deactivating Express Transfer", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Activating and deactivating Express Transfer" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Connectivity_Check.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Connectivity_Check.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Express Transfer Connectivity check", "Network Throughput Check" ], "headings": [ "Express Transfer Connectivity check", "Network Throughput Check" ], "name": "Connectivity check", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Connectivity check" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Express_Transfer_Job_Tracking_and_History.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Express_Transfer_Job_Tracking_and_History.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Express Transfer Job tracking and history", "Prerequisites", "In Progress Tab", "History tab", "Filtering Express Transfer jobs", "Viewing and copying details of Express Transfer jobs" ], "headings": [ "Express Transfer Job tracking and history", "Prerequisites", "In Progress Tab", "History tab", "Filtering Express Transfer jobs", "Viewing and copying details of Express Transfer jobs" ], "name": "Express Transfer job tracking and history", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Express Transfer job tracking and history" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Express_Transfer_Overview.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Express_Transfer_Overview.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Express Transfer overview", "Prerequisites", "Considerations when to use and not use Express Transfer with Import/Export" ], "headings": [ "Express Transfer overview", "Prerequisites", "Considerations when to use and not use Express Transfer with Import/Export" ], "name": "Express Transfer overview", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Express Transfer overview" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Express_Transfer_Preferences.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Express_Transfer_Preferences.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Express Transfer Preferences", "Automatically checking for software updates", "Limit bandwidth", "Exclude temporary Microsoft Office files from data import", "Configuring proxy settings", "Minimize on close" ], "headings": [ "Express Transfer Preferences", "Automatically checking for software updates", "Limit bandwidth", "Exclude temporary Microsoft Office files from data import", "Configuring proxy settings", "Minimize on close" ], "name": "Express Transfer preferences", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Express Transfer preferences" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Express_Transfer_Reporting.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Express_Transfer_Reporting.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Express Transfer reporting jobs failed or completed with errors", "headings": "Express Transfer reporting jobs failed or completed with errors", "name": "Express Transfer reporting jobs failed or completed with errors", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Express Transfer reporting jobs failed or completed with errors" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Express_Transfer_System_Tray_Menu.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Express_Transfer_System_Tray_Menu.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Express Transfer system tray menu", "headings": "Express Transfer system tray menu", "name": "Express Transfer system tray menu", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Express Transfer system tray menu" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Installing_Express_Transfer.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Express_Transfer/Installing_Express_Transfer.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Installing and updating Express Transfer desktop application", "Requirements", "System requirements", "Port access", "Prerequisites", "Installing Express Transfer", "Silent installation of Express Transfer", "Locating the Express Transfer version number", "Automatically checking for software updates", "Manually checking for software updates" ], "headings": [ "Installing and updating Express Transfer desktop application", "Requirements", "System requirements", "Port access", "Prerequisites", "Installing Express Transfer", "Silent installation of Express Transfer", "Locating the Express Transfer version number", "Automatically checking for software updates", "Manually checking for software updates" ], "name": "Installing Express Transfer", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Installing Express Transfer" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/GeneralRecommendationsStructImportAndExportJobs.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/GeneralRecommendationsStructImportAndExportJobs.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "General recommendations for structured data import and export jobs", "Load file import recommendations", "Load file export recommendations" ], "headings": [ "General recommendations for structured data import and export jobs", "Load file import recommendations", "Load file export recommendations" ], "name": "General recommendations", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "General recommendations" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Export_Jobs_Scheduled_with_Automated_Workflows.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Export_Jobs_Scheduled_with_Automated_Workflows.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Scheduling Import/Export jobs with Automated Workflows", "Before you begin", "Limitations", "Scheduling a job", "Viewing scheduler-related jobs in Import/Export" ], "headings": [ "Scheduling Import/Export jobs with Automated Workflows", "Before you begin", "Limitations", "Scheduling a job", "Viewing scheduler-related jobs in Import/Export" ], "name": "Scheduling Import/Export jobs with Automated Workflows", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Scheduling Import/Export jobs with Automated Workflows" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Export_Load_file_specifications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Export_Load_file_specifications.htm" }, "description": "Using load files, Relativity can load the following types of files: Metadata, extracted text, and native files, image and extracted text files, and processed data.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Import/Export load file specifications", "Supported file types", "Metadata, extracted text, and native files", "Encoding", "Header row", "Fields", "Accepted date formats", "Delimiters", "Default delimiters", "ZIP archive with extracted text and natives", "Image and extracted text files", "Supported image file formats", "Load file format", "ZIP archive with images", "Importing extracted text during an image load", "Processed data", "Transcript file types supported", "Multiple references to the same native file" ], "headings": [ "Import/Export load file specifications", "Supported file types", "Metadata, extracted text, and native files", "Encoding", "Header row", "Fields", "Accepted date formats", "Delimiters", "Default delimiters", "ZIP archive with extracted text and natives", "Image and extracted text files", "Supported image file formats", "Load file format", "ZIP archive with images", "Importing extracted text during an image load", "Processed data", "Transcript file types supported", "Multiple references to the same native file" ], "name": "IE load file specifications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Using load files, Relativity can load the following types of files: Metadata, extracted text, and native files, image and extracted text files, and processed data.", "title": "IE load file specifications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Export_Overview.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Export_Overview.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Import/Export overview", "Getting started with Import/Export checklist", "Available import and export workflows", "Import/Export transfer modes", "Considerations when to use and not use Express Transfer with Import/Export", "Supported file types", "Data upload size limitation", "Concurrent and consecutive jobs" ], "headings": [ "Import/Export overview", "Getting started with Import/Export checklist", "Available import and export workflows", "Import/Export transfer modes", "Considerations when to use and not use Express Transfer with Import/Export", "Supported file types", "Data upload size limitation", "Concurrent and consecutive jobs" ], "name": "Import Export overview", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Import Export overview" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Export_Queue.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Export_Queue.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Import/Export queue", "headings": "Import/Export queue", "name": "Import Export Queue", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Import Export Queue" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Workflows/Access_DB_load_file_import__MDB_.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Workflows/Access_DB_load_file_import__MDB_.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Importing an Access DB load file (MDB)", "Load File Field Mappings options" ], "headings": [ "Importing an Access DB load file (MDB)", "Load File Field Mappings options" ], "name": "Access DB load file import (MDB)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Access DB load file import (MDB)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Workflows/Document_load_file_import.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Workflows/Document_load_file_import.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Importing a document load file", "Load File Field Mappings options", "Pre-check Load File optional step" ], "headings": [ "Importing a document load file", "Load File Field Mappings options", "Pre-check Load File optional step" ], "name": "Document load file import", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Document load file import" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Workflows/Image_load_file_import.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": 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You can view, edit, and enable the Message of the Day (MotD), monitor all users within Relativity, check your license expiration date, view alerts and queue statuses, and view or edit group admin security settings.", "title": "Instance Details tab" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Integration_Points/Azure_AD_provider.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Integration_Points/Azure_AD_provider.htm" }, "description": "Relativity can import Entity (Employee/Custodian) data from Microsoft Azure Active Directory through Relativity Integration Points (RIP).", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Microsoft Entra ID provider", "Registering an Azure application and credentials", "Finding Azure credentials", "Removing application access" ], "headings": [ "Microsoft Entra ID provider", "Registering an Azure application and credentials", "Finding Azure credentials", "Removing application access" ], "name": "Microsoft Entra ID provider", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity can import Entity (Employee/Custodian) data from Microsoft Azure Active Directory through Relativity Integration Points (RIP).", "title": "Microsoft Entra ID provider" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Integration_Points/Exporting_data_through_Integration_Points.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Integration_Points/Exporting_data_through_Integration_Points.htm" }, "description": "Integration Points provides you with the ability to export data directly from your workspace through the same functionality that the Relativity Desktop Client (RDC) provides for exporting the document object. 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You can make your profiles specific to each data source provider so that you can then reuse those settings and avoid having to remap fields multiple times.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Integration Points profiles", "Creating Integration Point profiles", "Copying Integration Point profiles", "Configuring an Integration Point Profile for copying", "For Setup", "For Connect to Source" ], "headings": [ "Integration Points profiles", "Creating Integration Point profiles", "Copying Integration Point profiles", "Configuring an Integration Point Profile for copying", "For Setup", "For Connect to Source" ], "name": "Integration Points profiles", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You have the option of creating and saving profiles, which you can use to run future import or export jobs through Integration Points. You can make your profiles specific to each data source provider so that you can then reuse those settings and avoid having to remap fields multiple times.", "title": "Integration Points profiles" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Integration_Points/Monitoring_job_history_and_errors.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Integration_Points/Monitoring_job_history_and_errors.htm" }, "description": "After you create an integration point and initiate the import process, you can monitor the job status on the Job History tab. 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data between workspaces" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Integration_Points/Relativity_Integration_Points.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Integration_Points/Relativity_Integration_Points.htm" }, "description": "Relativity Integration Points offers a solution to configure integrations from third party systems to Relativity objects.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Integration Points", "Integration Points scenarios" ], "headings": [ "Integration Points", "Integration Points scenarios" ], "name": "Relativity Integration Points", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity Integration Points offers a solution to configure integrations from third party systems to Relativity objects.", "title": "Relativity Integration Points" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Integration_Points/Viewing_destination_workspaces.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Integration_Points/Viewing_destination_workspaces.htm" }, "description": "You can go to the Destination Workspace tab to view all of the workspaces that are designated as destinations for documents that you push through integration points.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Viewing destination workspaces", "headings": "Viewing destination workspaces", "name": "Viewing destination workspaces", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can go to the Destination Workspace tab to view all of the workspaces that are designated as destinations for documents that you push through integration points.", "title": "Viewing destination workspaces" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Investigations_in_RelativityOne.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Investigations_in_RelativityOne.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Investigations in RelativityOne", "Search for Key Documents", "Search by term", "Visualize and document searches", "Search by document concepts", "Search by document attributes", "Review Communications", "Document Findings", "Tips" ], "headings": [ "Investigations in RelativityOne", "Search for Key Documents", "Search by term", "Visualize and document searches", "Search by document concepts", "Search by document attributes", "Review Communications", "Document Findings", "Tips" ], "name": "Investigations in RelativityOne", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Investigations in RelativityOne" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Keyboard_shortcuts/Creating_keyboard_shortcuts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Keyboard_shortcuts/Creating_keyboard_shortcuts.htm" }, "description": "Any user with permissions to create or edit a field or choice can create keyboard shortcuts. You can only configure shortcuts for document fields and their associated choices.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Creating keyboard shortcuts", "headings": "Creating keyboard shortcuts", "name": "Creating keyboard shortcuts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Any user with permissions to create or edit a field or choice can create keyboard shortcuts. You can only configure shortcuts for document fields and their associated choices.", "title": "Creating keyboard shortcuts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Keyboard_shortcuts/Keyboard_shortcuts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Keyboard_shortcuts/Keyboard_shortcuts.htm" }, "description": "With keyboard shortcuts you can edit and navigate in the Core Reviewer Interface. Using keyboard shortcuts, you can change viewer modes, populate choices, save edits, cancel edits, and move between and within documents. Keyboard shortcuts are enabled by default.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Keyboard shortcuts", "Keyboard shortcuts legend", "Special considerations for keyboard shortcuts", "Document field type shortcuts", "Document choice shortcuts" ], "headings": [ "Keyboard shortcuts", "Keyboard shortcuts legend", "Special considerations for keyboard shortcuts", "Document field type shortcuts", "Document choice shortcuts" ], "name": "Keyboard Shortcuts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "With keyboard shortcuts you can edit and navigate in the Core Reviewer Interface. Using keyboard shortcuts, you can change viewer modes, populate choices, save edits, cancel edits, and move between and within documents. Keyboard shortcuts are enabled by default.", "title": "Keyboard Shortcuts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Keyword_search.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Keyword_search.htm" }, "description": "Keyword search (or SQL\u0026#160;index search) is Relativity\u0027s default search engine. You can use a keyword search to query a full text index. The long text and fixed-length text fields included in this index vary by workspace.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Keyword search", "Fields", "Example keyword search strings", "Using the NOT operator in keyword searches", "Understanding noise words", "Keyword search noise words - without double quotes", "Keyword search noise words - with double quotes", "Single digits as noise words", "Punctuation as noise words", "At sign (@) and dashes", "Hyphens and dashes", "Default noise word list", "Running a keyword search", "Running a keyword search in the search panel", "Running a keyword search in the Search browser" ], "headings": [ "Keyword search", "Fields", "Example keyword search strings", "Using the NOT operator in keyword searches", "Understanding noise words", "Keyword search noise words - without double quotes", "Keyword search noise words - with double quotes", "Single digits as noise words", "Punctuation as noise words", "At sign (@) and dashes", "Hyphens and dashes", "Default noise word list", "Running a keyword search", "Running a keyword search in the search panel", "Running a keyword search in the Search browser" ], "name": "Keyword search", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Keyword search (or SQL\u0026#160;index search) is Relativity\u0027s default search engine. You can use a keyword search to query a full text index. The long text and fixed-length text fields included in this index vary by workspace.", "title": "Keyword search" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Adding_and_editing_an_object_list.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Adding_and_editing_an_object_list.htm" }, "description": "You can add a list of child objects to layouts for the parent object type, and you can add associative object lists to objects related by a single or multiple object field. Use the Layout Options console to add these lists to layouts when child or associative objects exist for the current object type.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Adding and editing an object list", "Adding and editing an object list", "Child and associative object lists", "Object list properties" ], "headings": [ "Adding and editing an object list", "Adding and editing an object list", "Child and associative object lists", "Object list properties" ], "name": "Adding and editing an object list", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can add a list of child objects to layouts for the parent object type, and you can add associative object lists to objects related by a single or multiple object field. Use the Layout Options console to add these lists to layouts when child or associative objects exist for the current object type.", "title": "Adding and editing an object list" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Adding_fields_and_text.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Adding_fields_and_text.htm" }, "description": "Use the fields in the Layout Options console to create your layout. Search for available fields in the search box. Relativity automatically places wild cards at the beginning and end of the entered characters. The list of available fields is dependent on the layout Object Type and any fields created with the same Object Type.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Adding fields and text", "Layout options", "Adding fields to a category", "Removing fields from a category", "Making a field one or two column", "Making a field read-only", "Other fields considerations", "Field properties" ], "headings": [ "Adding fields and text", "Layout options", "Adding fields to a category", "Removing fields from a category", "Making a field one or two column", "Making a field read-only", "Other fields considerations", "Field properties" ], "name": "Adding fields and text", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Use the fields in the Layout Options console to create your layout. Search for available fields in the search box. Relativity automatically places wild cards at the beginning and end of the entered characters. The list of available fields is dependent on the layout Object Type and any fields created with the same Object Type.", "title": "Adding fields and text" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Copy_from_Previous.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Copy_from_Previous.htm" }, "description": "You can design a layout to include the Copy from Previous toolbar. This enhances review by providing the ability to copy coding values from one document to another within a review session.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Copy from Previous", "Adding the Copy from Previous toolbar", "Using Copy from Previous" ], "headings": [ "Copy from Previous", "Adding the Copy from Previous toolbar", "Using Copy from Previous" ], "name": "Copy from Previous", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can design a layout to include the Copy from Previous toolbar. This enhances review by providing the ability to copy coding values from one document to another within a review session.", "title": "Copy from Previous" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Creating_a_new_category.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Creating_a_new_category.htm" }, "description": "Categories act as headers that visually divide the layout into different sections. You can create a category for each sub-task in a review.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating a new category", "Adding and editing categories", "Category properties" ], "headings": [ "Creating a new category", "Adding and editing categories", "Category properties" ], "name": "Creating a new category", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Categories act as headers that visually divide the layout into different sections. You can create a category for each sub-task in a review.", "title": "Creating a new category" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Layouts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Layouts.htm" }, "description": "Layouts are web-based coding forms that give you the ability to view and edit document fields. You can use layouts to develop workflows specific to the needs of your case. You can develop layouts that contain only the fields required to complete specific review tasks, making the review process clean and intuitive. You can also use object-level permissions to turn layouts on and off as necessary.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Layouts", "Layouts permissions", "Creating and editing layouts", "Layout Information fields", "Changing layouts", "Using the layout builder", "Layout Options console", "Creating and editing a layout group", "Saving the layout", "Adding a choice to a layout", "Pop-ups on the layout" ], "headings": [ "Layouts", "Layouts permissions", "Creating and editing layouts", "Layout Information fields", "Changing layouts", "Using the layout builder", "Layout Options console", "Creating and editing a layout group", "Saving the layout", "Adding a choice to a layout", "Pop-ups on the layout" ], "name": "Layouts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Layouts are web-based coding forms that give you the ability to view and edit document fields. You can use layouts to develop workflows specific to the needs of your case. You can develop layouts that contain only the fields required to complete specific review tasks, making the review process clean and intuitive. You can also use object-level permissions to turn layouts on and off as necessary.", "title": "Layouts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Using_the_rich_text_editor.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Layouts/Using_the_rich_text_editor.htm" }, "description": "The rich text editor provides support for hyperlinks, images, and tables, and is optimized for copying/pasting from Microsoft Word.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Using the rich text editor", "Rich text editor features", "Copying and pasting" ], "headings": [ "Using the rich text editor", "Rich text editor features", "Copying and pasting" ], "name": "Using the rich text editor", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The rich text editor provides support for hyperlinks, images, and tables, and is optimized for copying/pasting from Microsoft Word.", "title": "Using the rich text editor" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Australian_Document_ID.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Australian_Document_ID.htm" }, "description": "The Australian Document ID Relativity script gives you the flexibility to renumber your Relativity documents and Host/Family fields into a standard Prefix, Box, Folder and Document format. For example, ABC.001.001.0001.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Australian Document ID", "Special considerations", "Downloading the script from the Community", "Installing to the Relativity Script Library", "Installing Australian Document ID application to a workspace", "Running the solution" ], "headings": [ "Australian Document ID", "Special considerations", "Downloading the script from the Community", "Installing to the Relativity Script Library", "Installing Australian Document ID application to a workspace", "Running the solution" ], "name": "Australian Document ID", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Australian Document ID Relativity script gives you the flexibility to renumber your Relativity documents and Host/Family fields into a standard Prefix, Box, Folder and Document format. For example, ABC.001.001.0001.", "title": "Australian Document ID" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Billing_statistics_-_case_rollup.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Billing_statistics_-_case_rollup.htm" }, "description": "The Billing Statistics -\u0026#160;Case Rollup script is a billing script that reports on peak billable data for all cases in a Relativity environment; this can be used in environments where the auto-emailed statistics feature is not possible.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Billing statistics - case rollup", "headings": "Billing statistics - case rollup", "name": "Billing statistics - case rollup", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Billing Statistics -\u0026#160;Case Rollup script is a billing script that reports on peak billable data for all cases in a Relativity environment; this can be used in environments where the auto-emailed statistics feature is not possible.", "title": "Billing statistics - case rollup" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Billing_statistics_-_users.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Billing_statistics_-_users.htm" }, "description": "This script is a billing script that reports on all users who had their Relativity access enabled during a specific month. This script can be run at any time from Home.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Billing statistics - users", "headings": "Billing statistics - users", "name": "Billing statistics - users", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This script is a billing script that reports on all users who had their Relativity access enabled during a specific month. This script can be run at any time from Home.", "title": "Billing statistics - users" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Billing_statistics_-RelOne_-case_rollup.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Billing_statistics_-RelOne_-case_rollup.htm" }, "description": "The Billing Statistics -\u0026#160;Case Rollup script is a billing script that reports on peak billable data for all cases in a Relativity environment; this can be used in environments where the auto-emailed statistics feature is not possible.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Billing statistics - RelativityOne - case rollup", "headings": "Billing statistics - RelativityOne - case rollup", "name": "Billing Statistics - RelativityOne - Case Rollup", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Billing Statistics -\u0026#160;Case Rollup script is a billing script that reports on peak billable data for all cases in a Relativity environment; this can be used in environments where the auto-emailed statistics feature is not possible.", "title": "Billing Statistics - RelativityOne - Case Rollup" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Case_permission_audit_report.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Case_permission_audit_report.htm" }, "description": "For a given Relativity instance, the Case Permission Audit Report script generates a report that lists all users, workspaces, and groups, as well as each group\u0027s permissions. This report helps system admins manage their environment\u0027s permissions.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Case permission audit report", "Special considerations", "Inputs", "Outputs", "Running the script" ], "headings": [ "Case permission audit report", "Special considerations", "Inputs", "Outputs", "Running the script" ], "name": "Case permission audit report", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "For a given Relativity instance, the Case Permission Audit Report script generates a report that lists all users, workspaces, and groups, as well as each group\u0027s permissions. This report helps system admins manage their environment\u0027s permissions.", "title": "Case permission audit report" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Check_Converted_Documents.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Check_Converted_Documents.htm" }, "description": "This script returns previously converted documents and their document types.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Check Converted Documents", "Inputs", "Results" ], "headings": [ "Check Converted Documents", "Inputs", "Results" ], "name": "Check Converted Documents", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This script returns previously converted documents and their document types.", "title": "Check Converted Documents" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Choice_field_stratified_sampling.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Choice_field_stratified_sampling.htm" }, "description": "This script selects a specified number of sample documents across categories chosen by the user, ensuring that each category is represented equally.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Choice field stratified sampling", "Special considerations", "Inputs", "Results" ], "headings": [ "Choice field stratified sampling", "Special considerations", "Inputs", "Results" ], "name": "Choice field stratified sampling", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This script selects a specified number of sample documents across categories chosen by the user, ensuring that each category is represented equally.", "title": "Choice field stratified sampling" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Copy_to_Legacy_Document_Fields.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Copy_to_Legacy_Document_Fields.htm" }, "description": "This script updates Bates fields you create on the Document table with the Bates numbering information stored in the Production Information RDO of a production you select.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Copy To Legacy Document Fields", "Special considerations", "Inputs", "Results" ], "headings": [ "Copy To Legacy Document Fields", "Special considerations", "Inputs", "Results" ], "name": "Copy To Legacy Document Fields", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This script updates Bates fields you create on the Document table with the Bates numbering information stored in the Production Information RDO of a production you select.", "title": "Copy To Legacy Document Fields" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Create_Cluster_Upgrade_Jobs.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Create_Cluster_Upgrade_Jobs.htm" }, "description": "This Relativity script creates job entries in the EDDS.eddsdbo.ClusterUpgradeJobs database table. The job entries are used to upgrade Analytics clusters for performance improvements introduced in CAAT 3.17.2 and above.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Create Cluster Upgrade Jobs", "Special considerations", "Inputs", "Results" ], "headings": [ "Create Cluster Upgrade Jobs", "Special considerations", "Inputs", "Results" ], "name": "Create cluster upgrade jobs", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This Relativity script creates job entries in the EDDS.eddsdbo.ClusterUpgradeJobs database table. The job entries are used to upgrade Analytics clusters for performance improvements introduced in CAAT 3.17.2 and above.", "title": "Create cluster upgrade jobs" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Create_sample_set.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Create_sample_set.htm" }, "description": "This script is used to randomly sample documents from a saved search to create a sample set. This is a case functionality script to be run at the case level. This script should not be run at the system level.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Create sample set", "headings": "Create sample set", "name": "Create sample set", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This script is used to randomly sample documents from a saved search to create a sample set. This is a case functionality script to be run at the case level. This script should not be run at the system level.", "title": "Create sample set" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Forgotten_password_reset_audit.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Forgotten_password_reset_audit.htm" }, "description": "This Relativity script provides audit records for user password reset requests generated using the Forgot your password? link on the login screen.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Forgotten password reset audit", "headings": "Forgotten password reset audit", "name": "Forgotten password reset audit", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This Relativity script provides audit records for user password reset requests generated using the Forgot your password? link on the login screen.", "title": "Forgotten password reset audit" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Globally_administer_keyboard_shortcuts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Globally_administer_keyboard_shortcuts.htm" }, "description": "The Relativity script for globally administering keyboard shortcuts forces the assignment of a keyboard shortcut for a specific system function across all workspaces. The script overwrites existing keyboard shortcuts currently assigned to other system functions, fields, or choices. After the script runs, the updated keyboard shortcut is available for use in the Core Reviewer Interface.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Globally administer keyboard shortcuts", "Category", "Special considerations", "Inputs", "Results" ], "headings": [ "Globally administer keyboard shortcuts", "Category", "Special considerations", "Inputs", "Results" ], "name": "Globally administer keyboard shortcuts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Relativity script for globally administering keyboard shortcuts forces the assignment of a keyboard shortcut for a specific system function across all workspaces. The script overwrites existing keyboard shortcuts currently assigned to other system functions, fields, or choices. After the script runs, the updated keyboard shortcut is available for use in the Core Reviewer Interface.", "title": "Globally administer keyboard shortcuts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Lockbox_Bypass_Report.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Lockbox_Bypass_Report.htm" }, "description": "The Lockbox Bypass Report script provides audit history of changes to the Lockbox instance setting, by whom, and when.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Lockbox Bypass report", "Running the script", "Outputs" ], "headings": [ "Lockbox Bypass report", "Running the script", "Outputs" ], "name": "Lockbox Bypass report", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Lockbox Bypass Report script provides audit history of changes to the Lockbox instance setting, by whom, and when.", "title": "Lockbox Bypass report" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Lockbox_Report.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Lockbox_Report.htm" }, "description": "The Lockbox Report script will list out all workspaces where anyone at Relativity ODA LLC has current access to along with the name of the group that the Relativity ODC LLC user is linked to.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Lockbox report", "Special considerations", "Running the script", "Outputs" ], "headings": [ "Lockbox report", "Special considerations", "Running the script", "Outputs" ], "name": "Lockbox report", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Lockbox Report script will list out all workspaces where anyone at Relativity ODA LLC has current access to along with the name of the group that the Relativity ODC LLC user is linked to.", "title": "Lockbox report" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Monitor_Cluster_Upgrade_Jobs.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Monitor_Cluster_Upgrade_Jobs.htm" }, "description": "This Relativity script checks and reports the status of all Analytics cluster upgrade jobs recorded in the EDDS.eddsdbo.ClusterUpgradeJobs database table.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Monitor Cluster Upgrade Jobs", "Special considerations", "Inputs", "Results" ], "headings": [ "Monitor Cluster Upgrade Jobs", "Special considerations", "Inputs", "Results" ], "name": "Monitor cluster upgrade jobs", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This Relativity script checks and reports the status of all Analytics cluster upgrade jobs recorded in the EDDS.eddsdbo.ClusterUpgradeJobs database table.", "title": "Monitor cluster upgrade jobs" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Populate_parent_ID_to_child.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Populate_parent_ID_to_child.htm" }, "description": "Populate parent ID to child is a workspace-level script that propagates the Document ID of the parent document to any children of that document.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Populate parent ID to child", "Special considerations", "Recommended prep work", "Inputs", "Running the script" ], "headings": [ "Populate parent ID to child", "Special considerations", "Recommended prep work", "Inputs", "Running the script" ], "name": "Populate parent ID to child", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Populate parent ID to child is a workspace-level script that propagates the Document ID of the parent document to any children of that document.", "title": "Populate parent ID to child" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Processing_Statistics.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Processing_Statistics.htm" }, "description": "This Relativity system-level script provides you with the option of displaying.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Processing Statistics", "Category", "Special considerations", "Input and preparation", "Script results", "Returned output - detailed display type", "File size changes in script report", "Returned output - summary display type" ], "headings": [ "Processing Statistics", "Category", "Special considerations", "Input and preparation", "Script results", "Returned output - detailed display type", "File size changes in script report", "Returned output - summary display type" ], "name": "Processing Statistics", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This Relativity system-level script provides you with the option of displaying.", "title": "Processing Statistics" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Propagate_sent_date_to_family_documents.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Propagate_sent_date_to_family_documents.htm" }, "description": "This Relativity script sets all email families documents to the same sent date as their parent documents in a case. This allows for chronological sorting within all documents.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Propagate sent date to family documents", "Special considerations", "Inputs", "Results" ], "headings": [ "Propagate sent date to family documents", "Special considerations", "Inputs", "Results" ], "name": "Propagate sent date to family documents", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This Relativity script sets all email families documents to the same sent date as their parent documents in a case. This allows for chronological sorting within all documents.", "title": "Propagate sent date to family documents" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Relativity_Script_Library.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Relativity_Script_Library.htm" }, "description": "The following is a list of standard scripts available in Relativity. This list may vary per version of Relativity.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Relativity Script Library", "headings": "Relativity Script Library", "name": "Relativity Script Library", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The following is a list of standard scripts available in Relativity. This list may vary per version of Relativity.", "title": "Relativity Script Library" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Report_sample-based_statistics.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Report_sample-based_statistics.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Report sample-based statistics", "Report types", "Inputs", "Results" ], "headings": [ "Report sample-based statistics", "Report types", "Inputs", "Results" ], "name": "Report sample-based statistics", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Report sample-based statistics" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Reviewer_statistics.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Reviewer_statistics.htm" }, "description": "The Relativity Reviewer Statistics scripts report on the efficiency of reviewers over the specified date range.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Reviewer statistics", "Inputs", "Results" ], "headings": [ "Reviewer statistics", "Inputs", "Results" ], "name": "Reviewer statistics", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Relativity Reviewer Statistics scripts report on the efficiency of reviewers over the specified date range.", "title": "Reviewer statistics" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Saved_search_gap_and_overlap_check.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Saved_search_gap_and_overlap_check.htm" }, "description": "This workspace script finds documents with gaps in Bates numbers or overlapping Bates numbers.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Saved search gap and overlap check", "Special considerations", "Inputs", "Outputs", "Running the script" ], "headings": [ "Saved search gap and overlap check", "Special considerations", "Inputs", "Outputs", "Running the script" ], "name": "Saved search gap and overlap check", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This workspace script finds documents with gaps in Bates numbers or overlapping Bates numbers.", "title": "Saved search gap and overlap check" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Set_duplicate_flag_field.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Set_duplicate_flag_field.htm" }, "description": "This Relativity script identifies and sets a Yes/No field on all case documents to indicate them as original or duplicate.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Set duplicate flag field", "Special considerations", "Inputs", "Results" ], "headings": [ "Set duplicate flag field", "Special considerations", "Inputs", "Results" ], "name": "Set duplicate flag field", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This Relativity script identifies and sets a Yes/No field on all case documents to indicate them as original or duplicate.", "title": "Set duplicate flag field" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Set_extracted_text_size_field.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Set_extracted_text_size_field.htm" }, "description": "This Relativity script stores a document\u0027s extracted text data length (in Kilobytes) in a decimal field; used for documents in a case where the field’s value is empty.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Set extracted text size field", "headings": "Set extracted text size field", "name": "Set extracted text size field", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This Relativity script stores a document\u0027s extracted text data length (in Kilobytes) in a decimal field; used for documents in a case where the field’s value is empty.", "title": "Set extracted text size field" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Set_native_file_size_field_v4.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Set_native_file_size_field_v4.htm" }, "description": "This Relativity script stores the native file size (in Kilobytes), for each case document in a decimal field; used where the field’s value is empty.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Set native file size field v4", "Special considerations", "Inputs", "Results" ], "headings": [ "Set native file size field v4", "Special considerations", "Inputs", "Results" ], "name": "Set native file size field v4", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This Relativity script stores the native file size (in Kilobytes), for each case document in a decimal field; used where the field’s value is empty.", "title": "Set native file size field v4" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Set_production_beg-end_attach_fields.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Set_production_beg-end_attach_fields.htm" }, "description": "This script populates the production beginning and end attachment range fields for each document included in a production. This is a case functionality script to be run at a case level.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Set production beg/end attach fields", "Special considerations", "Inputs", "Results" ], "headings": [ "Set production beg/end attach fields", "Special considerations", "Inputs", "Results" ], "name": "Set production beg/end attach fields", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This script populates the production beginning and end attachment range fields for each document included in a production. This is a case functionality script to be run at a case level.", "title": "Set production beg/end attach fields" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Set_Relativity_folder_path_field.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Set_Relativity_folder_path_field.htm" }, "description": "This Relativity case script stores the current Relativity folder path of each document in a long text field. This allows you to see the full path structure of a folder for example, Custodian / J Smith / Inbox.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Set Relativity folder path field", "Special considerations", "Inputs", "Results" ], "headings": [ "Set Relativity folder path field", "Special considerations", "Inputs", "Results" ], "name": "Set Relativity folder path field", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This Relativity case script stores the current Relativity folder path of each document in a long text field. This allows you to see the full path structure of a folder for example, Custodian / J Smith / Inbox.", "title": "Set Relativity folder path field" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Total_Automated_Workflows_in_Instance.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Total_Automated_Workflows_in_Instance.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Total Automated Workflows in Instance", "Inputs", "Results" ], "headings": [ "Total Automated Workflows in Instance", "Inputs", "Results" ], "name": "Total Automated Workflows in Instance", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Total Automated Workflows in Instance" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Upgrade_legacy_applications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Library_scripts/Upgrade_legacy_applications.htm" }, "description": "This Relativity script performs an upgrade of version 6.8 Relativity applications and earlier. It can also be used to upgrade a 6.9 or 6.10 Relativity application if it was exported with the ADS Utility.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Upgrade legacy applications", "Inputs", "Results" ], "headings": [ "Upgrade legacy applications", "Inputs", "Results" ], "name": "Upgrade legacy applications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This Relativity script performs an upgrade of version 6.8 Relativity applications and earlier. It can also be used to upgrade a 6.9 or 6.10 Relativity application if it was exported with the ADS Utility.", "title": "Upgrade legacy applications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Lists.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Lists.htm" }, "description": "Lists provide a simple way to save a list of objects, such as documents, without specifying the types of conditions you do for a saved search. Since lists aren\u0027t based on conditions, they remain constant unless you replace an existing list.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Lists", "Enabling lists on an object", "Viewing items in a list", "Incorporating a list of documents as a search criterion in a saved search", "Creating a view from a saved list" ], "headings": [ "Lists", "Enabling lists on an object", "Viewing items in a list", "Incorporating a list of documents as a search criterion in a saved search", "Creating a view from a saved list" ], "name": "Lists", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Lists provide a simple way to save a list of objects, such as documents, without specifying the types of conditions you do for a saved search. Since lists aren\u0027t based on conditions, they remain constant unless you replace an existing list.", "title": "Lists" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Log_Extractor.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Log_Extractor.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Log Extractor", "Data Logging Security", "Required permissions", "Creating a log request for a custom application", "Log lifespan", "Log Extractor changes following back-end log aggregator update", "Data Loss in Logs" ], "headings": [ "Log Extractor", "Data Logging Security", "Required permissions", "Creating a log request for a custom application", "Log lifespan", "Log Extractor changes following back-end log aggregator update", "Data Loss in Logs" ], "name": "Log extractor", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Log extractor" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Markup_sets.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Markup_sets.htm" }, "description": "Markup sets are securable sets of redactions available to reviewers for applying text redactions to documents in the viewer.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Markup sets", "Permissions", "Creating and editing a markup set", "Fields", "Copying markup sets" ], "headings": [ "Markup sets", "Permissions", "Creating and editing a markup set", "Fields", "Copying markup sets" ], "name": "Markup sets", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Markup sets are securable sets of redactions available to reviewers for applying text redactions to documents in the viewer.", "title": "Markup sets" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Cancel_Production_Job.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Cancel_Production_Job.htm" }, "description": "To cancel multiple production jobs from the Production Queue tab, use the Cancel Production Job mass operation.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Cancel production job", "Security configuration", "Using Cancel Production Job" ], "headings": [ "Cancel production job", "Security configuration", "Using Cancel Production Job" ], "name": "Cancel Production Job", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To cancel multiple production jobs from the Production Queue tab, use the Cancel Production Job mass operation.", "title": "Cancel Production Job" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Invite_users.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Invite_users.htm" }, "description": "You can use the Invite operation to send out invitation to newly-created users to log in to Relativity and set their passwords. The mass operation is available from the mass operations bar. This feature is useful when setting up a large number of reviewers in a new case.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Invite users", "headings": "Invite users", "name": "Invite users", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the Invite operation to send out invitation to newly-created users to log in to Relativity and set their passwords. The mass operation is available from the mass operations bar. This feature is useful when setting up a large number of reviewers in a new case.", "title": "Invite users" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_convert.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_convert.htm" }, "description": "Use Mass convert to pre-convert a large set of documents into HTML5 format before review. By using mass convert you can eliminate document load time in the viewer.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Mass convert", "Conversion options", "Limitations" ], "headings": [ "Mass convert", "Conversion options", "Limitations" ], "name": "Mass convert", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Use Mass convert to pre-convert a large set of documents into HTML5 format before review. By using mass convert you can eliminate document load time in the viewer.", "title": "Mass convert" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_copy.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_copy.htm" }, "description": "Use Mass copy to copy items within Relativity. By using mass copy you can easily copy and rename items to improve workflows.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Mass copy", "headings": "Mass copy", "name": "Mass copy", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Use Mass copy to copy items within Relativity. By using mass copy you can easily copy and rename items to improve workflows.", "title": "Mass copy" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_delete.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_delete.htm" }, "description": "You can use the Mass delete operation to remove a group of documents or objects from Relativity in a single operation. When you delete documents, you can also remove their images and natives from the file servers. Mass delete is available from the mass operations bar.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Mass delete", "Mass delete permissions", "Deleting documents that were published through Processing has two key effects:", "Special considerations", "Performing a mass delete on other objects", "Enabling or disabling snapshot auditing on delete" ], "headings": [ "Mass delete", "Mass delete permissions", "Deleting documents that were published through Processing has two key effects:", "Special considerations", "Performing a mass delete on other objects", "Enabling or disabling snapshot auditing on delete" ], "name": "Mass delete", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the Mass delete operation to remove a group of documents or objects from Relativity in a single operation. When you delete documents, you can also remove their images and natives from the file servers. Mass delete is available from the mass operations bar.", "title": "Mass delete" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_edit.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_edit.htm" }, "description": "You can use the mass edit operation to modify fields and coding values for multiple documents or objects at the same time. You can use any layout that you have rights to. Mass edit is available from the mass operations bar.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Mass edit", "Working with multi-choice fields on the mass edit form" ], "headings": [ "Mass edit", "Working with multi-choice fields on the mass edit form" ], "name": "Mass edit", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the mass edit operation to modify fields and coding values for multiple documents or objects at the same time. You can use any layout that you have rights to. Mass edit is available from the mass operations bar.", "title": "Mass edit" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_export_to_file.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_export_to_file.htm" }, "description": "Use the Export to file (previously known as Export to Excel) operation to export the contents of the current list to a file. Any items and fields in the current view or report are exported. Unicode characters are permitted. Mass export to file is available from the mass operations bar.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Mass export to file", "Considerations", "Using mass export to file", "Fields" ], "headings": [ "Mass export to file", "Considerations", "Using mass export to file", "Fields" ], "name": "Mass export to file", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Use the Export to file (previously known as Export to Excel) operation to export the contents of the current list to a file. Any items and fields in the current view or report are exported. Unicode characters are permitted. Mass export to file is available from the mass operations bar.", "title": "Mass export to file" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_image.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_image.htm" }, "description": "Mass imaging creates TIFF or JPEG images for a document set based on the settings in the imaging profile you select. Relativity also provides a default imaging profile that you can use out-of-the-box. You can customize profiles to create color JPEG images, adjust image size, and leverage other formatting options. Mass image is available from the mass operations bar.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Mass image", "headings": "Mass image", "name": "Mass image", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Mass imaging creates TIFF or JPEG images for a document set based on the settings in the imaging profile you select. Relativity also provides a default imaging profile that you can use out-of-the-box. You can customize profiles to create color JPEG images, adjust image size, and leverage other formatting options. Mass image is available from the mass operations bar.", "title": "Mass image" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_move.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_move.htm" }, "description": "You can use the mass move operation to move selected documents from their current folder to another existing folder. If you mass move any documents, any custom security applied to those documents is lost. The document inherits the rights of the new parent folder. Mass move is available from the mass operations bar.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Mass move", "headings": "Mass move", "name": "Mass move", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the mass move operation to move selected documents from their current folder to another existing folder. If you mass move any documents, any custom security applied to those documents is lost. The document inherits the rights of the new parent folder. Mass move is available from the mass operations bar.", "title": "Mass move" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_operation_jobs.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_operation_jobs.htm" }, "description": "You can use the mass move operation to move selected documents from their current folder to another existing folder. If you mass move any documents, any custom security applied to those documents is lost. The document inherits the rights of the new parent folder. Mass move is available from the mass operations bar.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Mass Operation Jobs status", "headings": "Mass Operation Jobs status", "name": "Mass operation jobs", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the mass move operation to move selected documents from their current folder to another existing folder. If you mass move any documents, any custom security applied to those documents is lost. The document inherits the rights of the new parent folder. Mass move is available from the mass operations bar.", "title": "Mass operation jobs" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_operations.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_operations.htm" }, "description": "Using mass operations, you can perform actions on a set of documents at once instead of performing the same action for each individual document. Some mass operations are available to reviewers, while some are limited to system admins. Access to each mass operation can be granted individually.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Mass operations", "List of standard mass operations", "Mass operations permissions" ], "headings": [ "Mass operations", "List of standard mass operations", "Mass operations permissions" ], "name": "Mass operations", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Using mass operations, you can perform actions on a set of documents at once instead of performing the same action for each individual document. Some mass operations are available to reviewers, while some are limited to system admins. Access to each mass operation can be granted individually.", "title": "Mass operations" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_PDF.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_PDF.htm" }, "description": "With the Mass PDF operation you can save natives, images, and produced document as PDFs and print them once you save them. The Mass PDF application is available from the mass operations bar on the document list.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "print,printing,printed,PDF,mass,save", "headings": [ "Mass PDF", "Considerations", "PDF permissions", "PDF profile", "PDF Profile Types", "Creating PDF", "Rendering options for Relativity PDF engine", "Rendering options for Native Application PDF", "Branding PDF", "Creating PDFs via mass operation", "Using the Password Bank to Create PDFs from Password-Protected Natives", "Mass PDF progress bar" ], "name": "Mass PDF", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "print", "printing", "printed", "PDF", "mass", "save", "With the Mass PDF operation you can save natives, images, and produced document as PDFs and print them once you save them. The Mass PDF application is available from the mass operations bar on the document list." ], "title": "Mass PDF" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_replace.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_replace.htm" }, "description": "You can use the mass replace operation to replace existing long or fixed-length field text with new content. Mass replace is available from the mass operations bar.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Mass replace", "headings": "Mass replace", "name": "Mass replace", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the mass replace operation to replace existing long or fixed-length field text with new content. Mass replace is available from the mass operations bar.", "title": "Mass replace" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_Save_as_List.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Mass_Save_as_List.htm" }, "description": "To save a group of documents as a list, follow this procedure. The same steps apply to other objects with Lists enabled. Always begin by clicking the tab of the object for which you want to save a new list. Mass Save as List\u0026#160;is available from the mass operations bar and the related items pane in the viewer. Mass Save as List\u0026#160;is available from the mass operations bar and the related items pane in the viewer.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Mass Save as List", "headings": "Mass Save as List", "name": "Mass Save as List", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To save a group of documents as a list, follow this procedure. The same steps apply to other objects with Lists enabled. Always begin by clicking the tab of the object for which you want to save a new list. Mass Save as List\u0026#160;is available from the mass operations bar and the related items pane in the viewer. Mass Save as List\u0026#160;is available from the mass operations bar and the related items pane in the viewer.", "title": "Mass Save as List" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Move_to_folder_path.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Move_to_folder_path.htm" }, "description": "Move to folder path is a mass operation used for moving documents to a new folder that you specify in a text field on the document object. This solution is one component of the Document Utilities application. Visit the Relativity Customer Portal to download the Document Utilities application.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Move to folder path", "Prerequisites for the move to folder path mass operation", "Installing the Document Utilities application", "Setting required security permissions", "Running the move to folder path mass operation", "Fields for move to folder path mass operation" ], "headings": [ "Move to folder path", "Prerequisites for the move to folder path mass operation", "Installing the Document Utilities application", "Setting required security permissions", "Running the move to folder path mass operation", "Fields for move to folder path mass operation" ], "name": "Move to folder path", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Move to folder path is a mass operation used for moving documents to a new folder that you specify in a text field on the document object. This solution is one component of the Document Utilities application. Visit the Relativity Customer Portal to download the Document Utilities application.", "title": "Move to folder path" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/PDF_Queue.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/PDF_Queue.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "PDF Queue", "PDF Queue columns", "Cancel a PDF\u0026#160;job" ], "headings": [ "PDF Queue", "PDF Queue columns", "Cancel a PDF\u0026#160;job" ], "name": "PDF Queue", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "PDF Queue" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/PDF_Sets.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/PDF_Sets.htm" }, "description": "With the Mass PDF operation you can save natives, images, and produced document as PDFs and print them once you save them. The Mass PDF application is available from the mass operations bar on the document list.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "print,printing,printed,PDF,mass,save", "headings": [ "PDF Sets", "Prerequisites", "Executing PDF\u0026#160;Sets", "PDF\u0026#160;Lists page", "Current limitations" ], "name": "PDF Sets", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "print", "printing", "printed", "PDF", "mass", "save", "With the Mass PDF operation you can save natives, images, and produced document as PDFs and print them once you save them. The Mass PDF application is available from the mass operations bar on the document list." ], "title": "PDF Sets" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Retry_Production_Job.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Retry_Production_Job.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Retry Production Job", "Security configuration", "Retrying production jobs" ], "headings": [ "Retry Production Job", "Security configuration", "Retrying production jobs" ], "name": "Retry Production Job", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Retry Production Job" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Set_long_text_field_size.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Set_long_text_field_size.htm" }, "description": "You can use the set long text size operation to calculate long text for each selected document and save the value in a decimal field. This feature can be used with both SQL and Data Grid long text fields.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Set long text field size", "Before you begin", "Set long text field size considerations", "Using the mass operation" ], "headings": [ "Set long text field size", "Before you begin", "Set long text field size considerations", "Using the mass operation" ], "name": "Set long text size", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the set long text size operation to calculate long text for each selected document and save the value in a decimal field. This feature can be used with both SQL and Data Grid long text fields.", "title": "Set long text size" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Tally_sum_average.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Mass_operations/Tally_sum_average.htm" }, "description": "You can use the tally/sum/average operation to tally, sum, or average the values of fixed-length text, choice, user, and number fields associated with documents or objects. This operation is commonly used to determine the number of pages in a print job or production. For documents, it\u0027s recorded under the document history. Tally/sum/average is available from the mass operations bar.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Tally/sum/average", "Considerations" ], "headings": [ "Tally/sum/average", "Considerations" ], "name": "Tally/sum/average", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the tally/sum/average operation to tally, sum, or average the values of fixed-length text, choice, user, and number fields associated with documents or objects. This operation is commonly used to determine the number of pages in a print job or production. For documents, it\u0027s recorded under the document history. Tally/sum/average is available from the mass operations bar.", "title": "Tally/sum/average" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Matters.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Matters.htm" }, "description": "Clients in Relativity are associated with one or more matters. Matters are used to define the different cases, disputes or advising that a firm may be involved with for a client. Within Relativity, a matter must be associated with an existing client. A matter can also be associated with one or more workspaces, but it\u0027s not required.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Matters", "Creating or editing a matter", "Adding or removing matters from a client domain" ], "headings": [ "Matters", "Creating or editing a matter", "Adding or removing matters from a client domain" ], "name": "Matters", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Clients in Relativity are associated with one or more matters. Matters are used to define the different cases, disputes or advising that a firm may be involved with for a client. Within Relativity, a matter must be associated with an existing client. A matter can also be associated with one or more workspaces, but it\u0027s not required.", "title": "Matters" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/OCR/OCR.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/OCR/OCR.htm" }, "description": "Optical Character Recognition (OCR) translates images of text, such as scanned and redacted documents, into actual text characters.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "OCR", "Document characteristics that affect OCR quality", "Creating and editing an OCR\u0026#160;profile", "OCR profile fields", "Creating and editing an OCR\u0026#160;set", "OCR set fields", "Running an OCR\u0026#160;set", "Viewing OCR\u0026#160;text" ], "headings": [ "OCR", "Document characteristics that affect OCR quality", "Creating and editing an OCR\u0026#160;profile", "OCR profile fields", "Creating and editing an OCR\u0026#160;set", "OCR set fields", "Running an OCR\u0026#160;set", "Viewing OCR\u0026#160;text" ], "name": "OCR", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Optical Character Recognition (OCR) translates images of text, such as scanned and redacted documents, into actual text characters.", "title": "OCR" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/OCR/OCR_on_redacted_production_documents.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/OCR/OCR_on_redacted_production_documents.htm" }, "description": "Preparing redacted documents for production in an efficient manner is a common challenge in eDiscovery. This topic provides details on completing OCR\u0026#160;on redacted documents and exporting the text.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "OCR on redacted production documents", "Running the OCR job", "Exporting a production" ], "headings": [ "OCR on redacted production documents", "Running the OCR job", "Exporting a production" ], "name": "OCR on redacted production documents", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Preparing redacted documents for production in an efficient manner is a common challenge in eDiscovery. This topic provides details on completing OCR\u0026#160;on redacted documents and exporting the text.", "title": "OCR on redacted production documents" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/OCR/OCR_queue.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/OCR/OCR_queue.htm" }, "description": "Your permission settings determine whether or not you have access to the OCR Queue tab from Home. The OCR Queue tab allows you to view all submitted OCR jobs in the environment to check their status, priority, and the workspace to which they belong. You can only access the OCR Queue tab from Home.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "OCR queue", "headings": "OCR queue", "name": "OCR queue", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Your permission settings determine whether or not you have access to the OCR Queue tab from Home. The OCR Queue tab allows you to view all submitted OCR jobs in the environment to check their status, priority, and the workspace to which they belong. You can only access the OCR Queue tab from Home.", "title": "OCR queue" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Persistent_highlight_sets/Creating_efficient_searches_for_persistent_highlighting.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Persistent_highlight_sets/Creating_efficient_searches_for_persistent_highlighting.htm" }, "description": "Creating efficient searches improves the performance of persistent highlighting, whether you\u0027re working with a Terms Search or Highlight Fields. Use the following guidelines to create efficient searches.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating efficient searches for persistent highlighting", "Using terms search", "Using highlight fields" ], "headings": [ "Creating efficient searches for persistent highlighting", "Using terms search", "Using highlight fields" ], "name": "Creating efficient searches for persistent highlighting", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Creating efficient searches improves the performance of persistent highlighting, whether you\u0027re working with a Terms Search or Highlight Fields. Use the following guidelines to create efficient searches.", "title": "Creating efficient searches for persistent highlighting" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Persistent_highlight_sets/Creating_persistent_highlight_sets.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Persistent_highlight_sets/Creating_persistent_highlight_sets.htm" }, "description": "To create a new persistent highlight set, follow these steps.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating persistent highlight sets", "Fields" ], "headings": [ "Creating persistent highlight sets", "Fields" ], "name": "Creating persistent highlight sets", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To create a new persistent highlight set, follow these steps.", "title": "Creating persistent highlight sets" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Persistent_highlight_sets/Entering_highlight_terms.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Persistent_highlight_sets/Entering_highlight_terms.htm" }, "description": "If you choose Terms as the source of your highlighting, you have to enter the terms in the Terms field text box to save the new highlight set. You also have the option of applying color-coding to these terms in the Viewer.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Entering highlight terms", "Color-coding persistent highlights", "Guidelines for adding terms or phrases" ], "headings": [ "Entering highlight terms", "Color-coding persistent highlights", "Guidelines for adding terms or phrases" ], "name": "Entering highlight terms", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "If you choose Terms as the source of your highlighting, you have to enter the terms in the Terms field text box to save the new highlight set. You also have the option of applying color-coding to these terms in the Viewer.", "title": "Entering highlight terms" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Persistent_highlight_sets/Persistent_highlight_sets.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Persistent_highlight_sets/Persistent_highlight_sets.htm" }, "description": "Persistent highlight sets allow you to configure and apply term highlighting to assist with document review in the viewer. In the Persistent Highlight Pane of the viewer, you can see all sets saved in a workspace and apply or hide term highlights in the document you\u0027re reviewing.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Persistent highlight sets", "Getting started with persistent highlight sets", "Showing and hiding persistent highlight sets in the Viewer", "Navigating persistent highlight hits in the Viewer", "Recent searches in the Persistent Highlight Sets pane", "Navigating highlighted terms in the Viewer", "Persistent highlight set behavior across Viewers", "Persistent highlight behavior", "Using multiple persistent highlight sets", "Performance considerations", "Individual document size", "Number of terms", "Types of operators used", "Local machine" ], "headings": [ "Persistent highlight sets", "Getting started with persistent highlight sets", "Showing and hiding persistent highlight sets in the Viewer", "Navigating persistent highlight hits in the Viewer", "Recent searches in the Persistent Highlight Sets pane", "Navigating highlighted terms in the Viewer", "Persistent highlight set behavior across Viewers", "Persistent highlight behavior", "Using multiple persistent highlight sets", "Performance considerations", "Individual document size", "Number of terms", "Types of operators used", "Local machine" ], "name": "Persistent highlight sets", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Persistent highlight sets allow you to configure and apply term highlighting to assist with document review in the viewer. In the Persistent Highlight Pane of the viewer, you can see all sets saved in a workspace and apply or hide term highlights in the document you\u0027re reviewing.", "title": "Persistent highlight sets" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Persistent_highlight_sets/Using_the_highlight_fields_source.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Persistent_highlight_sets/Using_the_highlight_fields_source.htm" }, "description": "Using the Highlight Fields source in a persistent highlight set allows you to choose a field referencing a list of terms to highlight.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Using the highlight fields source", "Best practices" ], "headings": [ "Using the highlight fields source", "Best practices" ], "name": "Using the highlight fields source", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Using the Highlight Fields source in a persistent highlight set allows you to choose a field referencing a list of terms to highlight.", "title": "Using the highlight fields source" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Pivot/Pivot.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Pivot/Pivot.htm" }, "description": "Using Pivot, you can quickly analyze your workspace data to identify trends or patterns. You can use Pivot to summarize data in tables or charts, simplifying the analysis process. You can also create ad hoc Pivot reports using the options available on the Pivot menu.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Pivot", "headings": "Pivot", "name": "Pivot", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Using Pivot, you can quickly analyze your workspace data to identify trends or patterns. You can use Pivot to summarize data in tables or charts, simplifying the analysis process. You can also create ad hoc Pivot reports using the options available on the Pivot menu.", "title": "Pivot" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Pivot/Pivot_profiles.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Pivot/Pivot_profiles.htm" }, "description": "Using Pivot profiles, you can create, save, and edit custom Pivot settings to use at any time. Once saved, these profiles are accessible via a drop-down menu in the upper left corner of the item list.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Pivot profiles", "Creating or editing a pivot profile" ], "headings": [ "Pivot profiles", "Creating or editing a pivot profile" ], "name": "Pivot profiles", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Using Pivot profiles, you can create, save, and edit custom Pivot settings to use at any time. Once saved, these profiles are accessible via a drop-down menu in the upper left corner of the item list.", "title": "Pivot profiles" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Pivot/Running_Pivot_reports_in_the_new_UI_framework.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Pivot/Running_Pivot_reports_in_the_new_UI_framework.htm" }, "description": "The Pivot menu displays options to run reports on pivot-enabled fields in views and saved searches.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Running Pivot reports", "Pivot color map", "Adding a Pivot widget", "Pivot options", "Properties", "Display type", "Export", "Options", "Working with Pivot chart results", "Using bar charts", "Using pie charts", "Using stacked bar charts", "Using line charts", "Filtering the Document list from a Pivot chart", "Exporting a Pivot or cluster visualization widget", "Working with Pivot table results", "Filtering the Document list from a Pivot table", "Filtering on numeric fields in a Pivot table", "Filtering on the Group By (X) field in a Pivot table" ], "headings": [ "Running Pivot reports", "Pivot color map", "Adding a Pivot widget", "Pivot options", "Properties", "Display type", "Export", "Options", "Working with Pivot chart results", "Using bar charts", "Using pie charts", "Using stacked bar charts", "Using line charts", "Filtering the Document list from a Pivot chart", "Exporting a Pivot or cluster visualization widget", "Working with Pivot table results", "Filtering the Document list from a Pivot table", "Filtering on numeric fields in a Pivot table", "Filtering on the Group By (X) field in a Pivot table" ], "name": "Running Pivot reports", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Pivot menu displays options to run reports on pivot-enabled fields in views and saved searches.", "title": "Running Pivot reports" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Data_sources/Data_sources.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Data_sources/Data_sources.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Preservation sources", "Creating a preservation data source", "Viewing preservation source details", "Data sources in wizard", "Understanding data services" ], "headings": [ "Preservation sources", "Creating a preservation data source", "Viewing preservation source details", "Data sources in wizard", "Understanding data services" ], "name": "Data sources", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Data sources" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Data_sources/Google_Workspace.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Data_sources/Google_Workspace.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Google Workspace preservation source", "Considerations", "Requirements", "Setting up a Google data source", "Create a Google\u0026#160;Cloud project", "Enable required APIs for the project", "Set up OAuth2 consent screen", "Create credentials", "Google Workspace user account setup", "Create admin role for Vault API", "Create admin role for the user accounts listing", "Create admin role for the groups listing", "Enable required privileges", "Create the Google Workspace data source", "Preservation data source fields", "Data source details" ], "headings": [ "Google Workspace preservation source", "Considerations", "Requirements", "Setting up a Google data source", "Create a Google\u0026#160;Cloud project", "Enable required APIs for the project", "Set up OAuth2 consent 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Preserve in-place application connects to Slack.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Slack preservation source", "Requirements", "Considerations", "Creating the Slack data source", "Data source details" ], "headings": [ "Slack preservation source", "Requirements", "Considerations", "Creating the Slack data source", "Data source details" ], "name": "Slack preservation source", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Preserve in-place application connects to Slack.", "title": "Slack preservation source" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Manage_preservations.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Manage_preservations.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Manage preservations", "Manage Preservations console", "Release a hold" ], "headings": [ "Manage preservations", "Manage Preservations console", "Release a hold" ], "name": "Manage preservations", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Manage preservations" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Preservation_data.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Preservation_data.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Preservation data", "Preservation hold jobs", "Preservation error", "Entity status", "Non-custodial data" ], "headings": [ "Preservation data", "Preservation hold jobs", "Preservation error", "Entity status", "Non-custodial data" ], "name": "Preservation data", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Preservation data" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Preservation_in_place.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Preservation_in_place.htm" }, "description": "A\u0026#160;Preservation Hold preserves files and emails in an custodian\u0027s Microsoft Office 365 account (OneDrive and Exchange) as well as any files in an custodian\u0027s Sharepoint. A Preservation Hold ensures that original copies, prior to any edits or deletions, of emails and files are preserved in an Office 365 Preservation Library. The Preservation Library ensures that there is no loss of data through accidental or willful deletion or editing of items under a Preservation Hold.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Preservation in-place", "Prerequisites", "Considerations", "Installing the app", "Permissions" ], "headings": [ "Preservation in-place", "Prerequisites", "Considerations", "Installing the app", "Permissions" ], "name": "Preservation hold", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "A\u0026#160;Preservation Hold preserves files and emails in an custodian\u0027s Microsoft Office 365 account (OneDrive and Exchange) as well as any files in an custodian\u0027s Sharepoint. A Preservation Hold ensures that original copies, prior to any edits or deletions, of emails and files are preserved in an Office 365 Preservation Library. The Preservation Library ensures that there is no loss of data through accidental or willful deletion or editing of items under a Preservation Hold.", "title": "Preservation hold" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Preservations.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Preservation/Preservations.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Preservations", "Prerequisites", "Considerations", "Preservation roles", "Create a role", "Assign the role", "Creating a preservation", "Using the preservation wizard" ], "headings": [ "Preservations", "Prerequisites", "Considerations", "Preservation roles", "Create a role", "Assign the role", "Creating a preservation", "Using the preservation wizard" ], "name": "Preservations", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Preservations" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Printing_in_Relativity.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Printing_in_Relativity.htm" }, "description": "Relativity includes a few options which you can employ when you need to print natives or images of documents in Relativity. These easily accessible features support printing a large group of documents or a single document at a time.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Printing in Relativity", "Save as PDF", "Mass PDF" ], "headings": [ "Printing in Relativity", "Save as PDF", "Mass PDF" ], "name": "Printing in Relativity", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity includes a few options which you can employ when you need to print natives or images of documents in Relativity. These easily accessible features support printing a large group of documents or a single document at a time.", "title": "Printing in Relativity" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Deduplication_considerations.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Deduplication_considerations.htm" }, "description": "This page describes the workflows for global deduplication, custodial deduplication, or no deduplication.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "deduplication, global deduplication, custodial deduplication, global deduplication with document-level errors, fields used in deduplication", "headings": [ "Deduplication considerations", "Global deduplication", "Custodial deduplication", "No deduplication", "Global deduplication with attachments", "Global deduplication with document-level errors", "Technical notes for deduplication", "Fields used for comparing files in deduplication", "Calculating MD5/SHA1/SHA256 hashes", "Calculating deduplication hashes for emails", "Calculating the Relativity deduplication hash" ], "name": "Deduplication considerations", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "deduplication", "global deduplication", "custodial deduplication", "global deduplication with document-level errors", "fields used in deduplication", "This page describes the workflows for global deduplication, custodial deduplication, or no deduplication." ], "title": "Deduplication considerations" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Discovering_files.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Discovering_files.htm" }, "description": "Discovery is the phase of processing in which the processing engine retrieves deeper levels of metadata not accessible during Inventory and prepares files for publishing to a workspace.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "running file discovery, monitoring discovery status, canceling discovery", "headings": [ "Discovering files", "Running file discovery", "Discovery process", "Container extraction", "Special considerations - OCR and text extraction", "Monitoring discovery status", "Discover job details", "Canceling discovery" ], "name": "Discovering files", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "running file discovery", "monitoring discovery status", "canceling discovery", "Discovery is the phase of processing in which the processing engine retrieves deeper levels of metadata not accessible during Inventory and prepares files for publishing to a workspace." ], "title": "Discovering files" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Files_tab.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Files_tab.htm" }, "description": "The Files tab in Relativity Processing allows you to view and analyze a list of all discovered documents and their metadata before deduplication and publishing.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "files tab views, retrying delete exceptions, republishing files, retrying exceptions, filters, download, replace, single download and replace, mass download and replace", "headings": [ "Files tab", "Views on the Files tab", "All Files view", "All Files view (MDS)", "Deleted Documents view", "Deleted files view", "Current Files with Exceptions", "Current files with exceptions view", "All Files with Exceptions", "All files with exceptions view", "Details modal", "Retrying delete exceptions", "Republishing files from the Files tab", "Republishing files where job errors are present", "Common use cases for using the Republish mass operation", "Retrying exceptions", "Saved filters", "Saved filters (MDS)", "Right-click options", "Single Download / Replace", "Mass download and replacement of errored files", "Mass download of errored files", "Mass replacement of errored files" ], "name": "Files tab", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "files tab views", "retrying delete exceptions", "republishing files", "retrying exceptions", "filters", "download", "replace", "single download and replace", "mass download and replace", "The Files tab in Relativity Processing allows you to view and analyze a list of all discovered documents and their metadata before deduplication and publishing." ], "title": "Files tab" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/FINRA/Hard_Delete.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/FINRA/Hard_Delete.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Hard Delete", "Setting up for hard delete", "Deleting files from the review workspace", "Deleting files from the repository workspace", "Auditing delete actions", "Relativity Audit", "Invariant Log File Export", "Navigating to the delete log using the Staging Explorer", "Reviewing the CSV log", "Special considerations", "Structured Analytics", "Backups", "Cold Storage", "Containers (Processing)", "Data Grid", "Document Transformation", "dtSearch", "Other Jobs in the Workspace", "Error Deletions (Processing)", "Inventory (Processing)", "ROSE" ], "headings": [ "Hard Delete", "Setting up for hard delete", "Deleting files from the review workspace", "Deleting files from the repository workspace", "Auditing delete actions", "Relativity Audit", "Invariant Log File Export", "Navigating to the delete log using the Staging Explorer", "Reviewing the CSV log", "Special considerations", "Structured Analytics", "Backups", "Cold Storage", "Containers (Processing)", "Data Grid", "Document Transformation", "dtSearch", "Other Jobs in the Workspace", "Error Deletions (Processing)", "Inventory (Processing)", "ROSE" ], "name": "Hard Publish Delete", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Hard Publish Delete" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/FINRA/Metadata_Retention.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/FINRA/Metadata_Retention.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Metadata Retention", "File Download and Replace", "Metadata retention", "Metadata retention behavior", "Multiple Replacement Operations", "Special Considerations" ], "headings": [ "Metadata Retention", "File Download and Replace", "Metadata retention", "Metadata retention behavior", "Multiple Replacement Operations", "Special Considerations" ], "name": "Metadata retention", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Metadata retention" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Inventory.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Inventory.htm" }, "description": "Use Inventory to narrow down your files before discovering them by eliminating irrelevant raw data from the discovery process through a variety of preliminary filters. With inventory you can exclude certain file types, file locations, file sizes, NIST\u0026#160;files, date ranges, and sender domains.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "inventory overview, monitoring inventory status, inventory job details, inbentory progress, discovering files from inventory", "headings": [ "Inventory overview", "Inventory process", "Monitoring inventory status", "Inventory job details", "Inventory filters", "Discovering files from Inventory" ], "name": "Inventory Overview", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "inventory overview", "monitoring inventory status", "inventory job details", "inbentory progress", "discovering files from inventory", "Use Inventory to narrow down your files before discovering them by eliminating irrelevant raw data from the discovery process through a variety of preliminary filters. With inventory you can exclude certain file types, file locations, file sizes, NIST\u0026#160;files, date ranges, and sender domains." ], "title": "Inventory Overview" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/InventoryProcessing.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/InventoryProcessing.htm" }, "description": "This page provides details on inventory processing, applying filters, and managing inventory errors.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "inventory, inventory filters, inventory errors, rerunning inventory", "headings": [ "Inventory processing", "Running inventory", "Canceling inventory", "Filtering files", "Applying a Date range filter", "Applying a File Size filter", "Applying a deNIST filter", "Applying a Location filter", "Applying a File Type filter", "Applying a Sender Domain filter", "Removing filters", "Inventory errors", "Inventory error scenarios", "Re-inventory" ], "name": "Inventory processing", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "inventory", "inventory filters", "inventory errors", "rerunning inventory", "This page provides details on inventory processing, applying filters, and managing inventory errors." ], "title": "Inventory processing" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Mapping_processing_fields.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Mapping_processing_fields.htm" }, "description": "This topic provides a list of system-mapped fields, optional fields, source path, message id, comment, and deduplication considerations.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "mapping processing fields, system-mapped fields, optional fields, field considerations", "headings": [ "Mapping processing fields", "Mapping fields", "Relativity system field considerations", "Field mapping validations", "System-mapped fields", "Optional fields", "Email Store Name field", "Virtual path", "Processing folder path", "Email folder path", "Source path", "Message ID considerations", "Comments considerations", "De-duped custodian and path considerations" ], "name": "Mapping processing fields", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "mapping processing fields", "system-mapped fields", "optional fields", "field considerations", "This topic provides a list of system-mapped fields, optional fields, source path, message id, comment, and deduplication considerations." ], "title": "Mapping processing fields" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Password_bank.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Password_bank.htm" }, "description": "The Password Bank is a password repository used to decrypt certain password-protected files during inventory, discovery, and basic and native imaging. This topic describes workflows that use the password bank, validations and exceptions, and viewing audits.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "password bank, encrypted documentation, validations and exceptions, viewing audits", "headings": [ "Password bank", "Password bank in processing workflow", "Password Bank in imaging workflow", "Creating or deleting a Password Bank entry", "Fields", "Example password", "Validations and exceptions", "Viewing audits" ], "name": "Password bank", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "password bank", "encrypted documentation", "validations and exceptions", "viewing audits", "The Password Bank is a password repository used to decrypt certain password-protected files during inventory, discovery, and basic and native imaging. This topic describes workflows that use the password bank, validations and exceptions, and viewing audits." ], "title": "Password bank" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Post-publish_delete.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Post-publish_delete.htm" }, "description": "This topic provides an overview of post-publish delete in processing, including running post-publish delete, and retrying delete errors.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "post-publish delete, running post-publish delete jobs, deleted documents, retrying delete errors.", "headings": [ "Post-publish delete", "Overview", "Post-publish delete and duplicate documents", "Running post-publish delete", "Interacting with deleted documents", "Retrying delete errors" ], "name": "Post-publish delete", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "post-publish delete", "running post-publish delete jobs", "deleted documents", "retrying delete errors.", "This topic provides an overview of post-publish delete in processing, including running post-publish delete, and retrying delete errors." ], "title": "Post-publish delete" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_Administration.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_Administration.htm" }, "description": "This topic provides an overview of processing administration, including security permissions, monitoring active jobs, post-publish delete job performance, processing history.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing administration, post-publish delete, monitoring processing jobs, processing history", "headings": [ "Processing administration", "Security considerations for processing administration", "Monitoring active jobs", "Post-publish delete job performance", "Active jobs mass operations", "Processing history" ], "name": "Administration", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing administration", "post-publish delete", "monitoring processing jobs", "processing history", "This topic provides an overview of processing administration, including security permissions, monitoring active jobs, post-publish delete job performance, processing history." ], "title": "Administration" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_duplication_workflow.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_duplication_workflow.htm" }, "description": "The Processing Duplication Workflow is a way to identify and mark duplicate documents after discovery. This way you can review only one copy of each document, while leaving all copies of the document in place across the workspace.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing duplication workflow, downloading, installing, configuring duplication scripts, all custodians script, all source locations script, update duplicate status script", "headings": [ "Processing duplication workflow", "Downloading and installing the solution to your instance", "Supported versions", "Components", "Considerations", "Deploying and configuring the solution", "Adding the solution to a workspace", "Before you run the scripts", "Fields", "Saved searches", "Other considerations", "Running the scripts", "All Custodians script", "All Source Locations script", "Update Duplicate Status script" ], "name": "Processing duplication workflow", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing duplication workflow", "downloading", "installing", "configuring duplication scripts", "all custodians script", "all source locations script", "update duplicate status script", "The Processing Duplication Workflow is a way to identify and mark duplicate documents after discovery. This way you can review only one copy of each document, while leaving all copies of the document in place across the workspace." ], "title": "Processing duplication workflow" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_duplication_workflow_EDRM.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_duplication_workflow_EDRM.htm" }, "description": "This topic describes how to use EDRM MIH to identify duplicates in emails.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing duplication in emails, using edrm MIH, viewing edrm mih results, mapping to the edrm mih field from a load file, esporting edrm mih values", "headings": [ "Using EDRM MIH to identify duplicates in emails", "How to use EDRM MIH in Relativity", "Fields and saved search", "Viewing EDRM MIH results", "How to map the EDRM MIH field from a load file", "How to export the EDRM MIH values", "Limitations" ], "name": "Using EDRM MIH to identify duplicates in emails", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing duplication in emails", "using edrm MIH", "viewing edrm mih results", "mapping to the edrm mih field from a load file", "esporting edrm mih values", "This topic describes how to use EDRM MIH to identify duplicates in emails." ], "title": "Using EDRM MIH to identify duplicates in emails" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_error_overview.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_error_overview.htm" }, "description": "This topic provides an overview of processing errors and exceptions, including a description of the types of exceptions you may encounter, exception levels, and where to find exception and error details.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing exception, processing errors, excption details, error details, resolution", "headings": [ "Exception and error overview", "Types of processing exceptions", "Exception levels", "Processing phases where exceptions\r\nmay occur", "Processing exception tabs", "Files tab", "Job Errors tab", "Viewing exceptions from a processing set", "Retrying exceptions after making changes to the processing profile", "Required security permissions" ], "name": "Exception and error overview", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing exception", "processing errors", "excption details", "error details", "resolution", "This topic provides an overview of processing errors and exceptions, including a description of the types of exceptions you may encounter, exception levels, and where to find exception and error details." ], "title": "Exception and error overview" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_error_resolution.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_error_resolution.htm" }, "description": "This topic lists the types of exceptions and erros in processing, exception levels, exception phases, and how to resolve them.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing exceptions, processing errors, resolutions, file exceptions, job exceptions, errors", "headings": [ "Exception and error resolution", "Types of processing exceptions", "Exception levels", "Processing phases where exceptions\r\nmay occur", "File exceptions", "File exception actions", "Resolving file exceptions", "Retrying an exception from the processing set", "Retry file exceptions mass action", "Replacing corrupted files", "Resolving a password-protected file exception", "Publish documents with field length exceptions", "Troubleshooting corrupted .msg files in a .pst container", "Job errors", "Job error workflow", "Resolving job errors" ], "name": "Exception and error resolution", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing exceptions", "processing errors", "resolutions", "file exceptions", "job exceptions", "errors", "This topic lists the types of exceptions and erros in processing, exception levels, exception phases, and how to resolve them." ], "title": "Exception and error resolution" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_error_workflow.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_error_workflow.htm" }, "description": "Errors can occur during your processing job, and Relativity provides a number of objects to make it easy to identify and address them, including the Document and Job Errors tabs and the Current Category field, among others. Once you identify an error, you can then use the Error Actions console available on the error details layout to retry or ignore that error, depending on your current needs.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Error workflow", "headings": "Error workflow", "name": "Error workflow", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Errors can occur during your processing job, and Relativity provides a number of objects to make it easy to identify and address them, including the Document and Job Errors tabs and the Current Category field, among others. Once you identify an error, you can then use the Error Actions console available on the error details layout to retry or ignore that error, depending on your current needs.", "title": "Error workflow" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_FAQs.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_FAQs.htm" }, "description": "Common questions about Relativity processing.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "faqs, fredquently asked questions", "headings": [ "Frequently asked questions", "Date and time", "DeNIST", "Discover", "Errors", "Media processing", "Other", "Password-protected files" ], "name": "Frequently asked questions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "faqs", "fredquently asked questions", "Common questions about Relativity processing." ], "title": "Frequently asked questions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_history.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_history.htm" }, "description": "This topic describes the resources for viewing historical data on processing jobs.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing history, audit.", "headings": [ "Processing history", "Processing history tab", "Exporting the processing history list", "Audit tab", "Object type", "Dynamic numbering considerations" ], "name": "Processing history", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing history", "audit.", "This topic describes the resources for viewing historical data on processing jobs." ], "title": "Processing history" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_in_Relativity.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_in_Relativity.htm" }, "description": "This topic gives an overview of Relativity processing including a basic workflow.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing overview, processing workflow", "headings": [ "Processing", "Basic processing workflow" ], "name": "Processing", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing overview", "processing workflow", "This topic gives an overview of Relativity processing including a basic workflow." ], "title": "Processing" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_profiles.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_profiles.htm" }, "description": "A processing profile is an object that stores the numbering, deNIST, extraction, and deduplication settings that the processing engine refers to when publishing the documents in each data source that you attach to your processing set.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing profiles, inventory settings, discover settings, extraction settings, short message conversion settings, deduplication settings, publish settings", "headings": [ "Processing profiles", "Creating or editing a processing profile", "Fields", "Inventory / Discover settings", "Extraction settings", "Short message conversion settings", "Deduplication settings", "Publish settings", "Other considerations" ], "name": "Processing profiles", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing profiles", "inventory settings", "discover settings", "extraction settings", "short message conversion settings", "deduplication settings", "publish settings", "A processing profile is an object that stores the numbering, deNIST, extraction, and deduplication settings that the processing engine refers to when publishing the documents in each data source that you attach to your processing set." ], "title": "Processing profiles" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_reports.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_reports.htm" }, "description": "In the Reports tab, you can generate reports in Relativity to understand the progress and results of processing jobs.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing reports, discovery results, file size summary, inventory details, job exceptions, text exceptions", "headings": [ "Reports", "Generating a processing report", "Data Migration", "Master Document Replacement Summary", "Discovery Exclusion Results", "Discovered Files by Custodian", "Discovered Files by File Type", "Document Exception", "File Size Summary", "Inventory Details", "Inventory Details by Custodian", "Inventory Exclusion Results", "Inventory Exclusion Results by Custodian", "Inventory Summary", "Job Exception", "Text Extraction" ], "name": "Reports", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing reports", "discovery results", "file size summary", "inventory details", "job exceptions", "text exceptions", "In the Reports tab, you can generate reports in Relativity to understand the progress and results of processing jobs." ], "title": "Reports" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_sets.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_sets.htm" }, "description": "A processing set is an object to which you attach a processing profile and at least one data source and then use as the basis for a processing job.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing sets, creating a processing set, adding a data source, deleting a processing set, avoiding data loss", "headings": [ "Processing sets", "Processing sets default view", "Creating a processing set", "Processing set fields", "Adding a data source", "Data source fields", "Data", "Custodian Options", "Advanced Options", "Order considerations", "Edit considerations for data sources", "Processing data source view", "Job Errors view", "Processing Data Sources tab", "Deleting a processing set", "Permissions", "Avoiding data loss across sets", "Copying natives during processing" ], "name": "Processing sets", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing sets", "creating a processing set", "adding a data source", "deleting a processing set", "avoiding data loss", "A processing set is an object to which you attach a processing profile and at least one data source and then use as the basis for a processing job." ], "title": "Processing sets" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_to_Data_Grid.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Processing_to_Data_Grid.htm" }, "description": "This topic describes how to enable and process to data grid.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing to data grid", "headings": [ "Processing to Data Grid", "Enabling processing to Data Grid" ], "name": "Processing to Data Grid", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing to data grid", "This topic describes how to enable and process to data grid." ], "title": "Processing to Data Grid" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Publishing_files.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Publishing_files.htm" }, "description": "Publishing files to a workspace is the step that loads processed data into the environment so reviewers can access the files. At any point after file discovery is complete, you can publish the discovered files to a workspace.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "publishing files, publish, monitoring publish status, canceling publish, republishing files, retrying exceptions and errors", "headings": [ "Publishing files", "Running file publish", "Publish process", "Monitoring publish status", "Publish job details", "Canceling publishing", "Republishing a processing set", "Retrying exceptions after publish" ], "name": "Publishing files", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "publishing files", "publish", "monitoring publish status", "canceling publish", "republishing files", "retrying exceptions and errors", "Publishing files to a workspace is the step that loads processed data into the environment so reviewers can access the files. At any point after file discovery is complete, you can publish the discovered files to a workspace." ], "title": "Publishing files" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Quick-create_set_s_.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Quick-create_set_s_.htm" }, "description": "With the quick-create set(s) feature, you can streamline the creation of data sources, custodians, and processing sets based on a specific file structure or PST from a single object.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "using quick create sets, processing quick create", "headings": [ "Quick-create set(s)", "Required security permissions", "Using quick-create set(s)", "Validations and errors" ], "name": "Quick-create set(s)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "using quick create sets", "processing quick create", "With the quick-create set(s) feature, you can streamline the creation of data sources, custodians, and processing sets based on a specific file structure or PST from a single object." ], "title": "Quick-create set(s)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Supported_file_types_for_processing.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Supported_file_types_for_processing.htm" }, "description": "Relativity supports file types where the metadata and text can be extracted and processed for further review and publication. If the metadata or text cannot be extracted, the file type is not supported.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "supported file types, processing, google workspace, microsoft, cellebrite, slack, microsoft teams", "headings": [ "Supported file types for processing", "Supported and unsupported file types for processing", "\u0026#160;Categories" ], "name": "Supported file types", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "supported file types", "processing", "google workspace", "microsoft", "cellebrite", "slack", "microsoft teams", "Relativity supports file types where the metadata and text can be extracted and processed for further review and publication. If the metadata or text cannot be extracted, the file type is not supported." ], "title": "Supported file types" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Cellebrite.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Cellebrite.htm" }, "description": "This topic describes short message conversion for Cellebrite, including generated RSMF fields, troubleshooting, and known issues and limitation.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "short message conversion, cellebrite", "headings": [ "Short message conversion for Cellebrite", "Recommended workflow", "Generated RSMF fields", "Email data extracted from Cellebrite", "Deduplication mechanism in Relativity Processing (UFDR-specific)", "Troubleshooting", "Known issues and limitations", "Resources" ], "name": "Short message conversion for Cellebrite", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "short message conversion", "cellebrite", "This topic describes short message conversion for Cellebrite, including generated RSMF fields, troubleshooting, and known issues and limitation." ], "title": "Short message conversion for Cellebrite" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Google.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Google.htm" }, "description": "This topic describes processing considerations for Google Workspace, Google Vault, using Collect, and metadata fields.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "google workspace, google vault, collect", "headings": [ "Google Workspace", "Collect", "Google Vault", "Other considerations", "Google Workspace metadata field lists" ], "name": "Supported file types - Google Workspace", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "google workspace", "google vault", "collect", "This topic describes processing considerations for Google Workspace, Google Vault, using Collect, and metadata fields." ], "title": "Supported file types - Google Workspace" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Microsoft.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Microsoft.htm" }, "description": "This topic covers additional supported file type (for processing) information for Microsoft.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "supported file types, microsoft, outlook, email image extraction, microsoft office child extraction", "headings": [ "Microsoft", "Outlook message item (.msg) to MIME encapsulation (.mht)\u0026#160;conversion", "Email image extraction support", "Microsoft Office child extraction support", "Excel files" ], "name": "Supported file types - Microsoft", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "supported file types", "microsoft", "outlook", "email image extraction", "microsoft office child extraction", "This topic covers additional supported file type (for processing) information for Microsoft." ], "title": "Supported file types - Microsoft" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Other.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Other.htm" }, "description": "This topic covers additional supported file type (for processing) information for other software considerations.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "supported file types, multi-part forensic files, native text extraction and ocr, password-protected rar files, multi-part container, calendar, vcard", "headings": [ "Other software support", "Multi-part forensic file considerations", "Password-protected .rar files", "Lotus Notes", "Multi-part container considerations", "Calendar file, vCard file considerations" ], "name": "Supported file types - other software support", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "supported file types", "multi-part forensic files", "native text extraction and ocr", "password-protected rar files", "multi-part container", "calendar", "vcard", "This topic covers additional supported file type (for processing) information for other software considerations." ], "title": "Supported file types - other software support" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Slack.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Slack.htm" }, "description": "This topic describes short message conversion for Slack, including generated RSMF fields, processing org-level exports, troubleshooting, and known issues and limitation.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "short message conversion, slack", "headings": [ "Short message conversion for Slack", "Required file structure", "Understanding JSON files for Slack data exports", "Generated RSMF fields", "Processing organization-level exports", "Troubleshooting", "Known issues and limitations", "Resources" ], "name": "Short message conversion for Slack", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "short message conversion", "slack", "This topic describes short message conversion for Slack, including generated RSMF fields, processing org-level exports, troubleshooting, and known issues and limitation." ], "title": "Short message conversion for Slack" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Teams.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/SupportedFileTypes-Teams.htm" }, "description": "This topic describes short message conversion for Microsoft Teams, including generated RSMF fields, troubleshooting, and known issues and limitation.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "short message conversion, microsoft teams", "headings": [ "Short message conversion for Microsoft Teams", "Microsoft eDiscovery (Standard) PST exports", "Microsoft eDiscovery \r\n\t\t(Premium) HTML exports", "Generated RSMF fields", "Metadata used to group Teams conversations", "Troubleshooting", "Known issues and limitations", "Resources" ], "name": "Short message conversion for Microsoft Teams", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "short message conversion", "microsoft teams", "This topic describes short message conversion for Microsoft Teams, including generated RSMF fields, troubleshooting, and known issues and limitation." ], "title": "Short message conversion for Microsoft Teams" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Throughput_factors.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Processing/Throughput_factors.htm" }, "description": "This topic explains several factors that may affect processing throughput, or performance for processing discover and publish jobs.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "processing throughput, calculating processing discover throughput, discover job performance, publish job performance", "headings": [ "Factors that affect processing throughput", "Calculating processing discover throughput", "Discover job performance", "Factors related to the processing discover job", "Processing profile settings that may impact discover job performance", "Publishing job performance", "Factors related to the processing publish job", "Processing profile settings that may impact publish job performance" ], "name": "Processing throughput", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "processing throughput", "calculating processing discover throughput", "discover job performance", "publish job performance", "This topic explains several factors that may affect processing throughput, or performance for processing discover and publish jobs." ], "title": "Processing throughput" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Advanced_Formatting_for_Branding.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Advanced_Formatting_for_Branding.htm" }, "description": "Advanced Formatting is a type of branding available on the Production Set form. With Advanced Formatting, you can brand headers and footers with a combination of fields from the Advanced Formatting drop-down list, free-form text, and carriage returns.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Advanced Formatting for Branding", "Production object", "Example of Advanced Formatting with the production object", "Document object", "Example of Advanced Formatting with the document object", "Page object", "Example of Advanced Formatting with the page object", "Script examples" ], "headings": [ "Advanced Formatting for Branding", "Production object", "Example of Advanced Formatting with the production object", "Document object", "Example of Advanced Formatting with the document object", "Page object", "Example of Advanced Formatting with the page object", "Script examples" ], "name": "Advanced formatting for branding", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Advanced Formatting is a type of branding available on the Production Set form. With Advanced Formatting, you can brand headers and footers with a combination of fields from the Advanced Formatting drop-down list, free-form text, and carriage returns.", "title": "Advanced formatting for branding" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Branding_queue.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Branding_queue.htm" }, "description": "The Branding Queue displays production jobs receiving branding of redactions, header, footer, or other modifications. A production job displays in this queue only while it has a status of branding. The production job remains in the production queue until all branding is complete.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Branding queue", "Branding queue fields" ], "headings": [ "Branding queue", "Branding queue fields" ], "name": "Branding queue", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Branding Queue displays production jobs receiving branding of redactions, header, footer, or other modifications. A production job displays in this queue only while it has a status of branding. The production job remains in the production queue until all branding is complete.", "title": "Branding queue" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/Check_for_production_conflicts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/Check_for_production_conflicts.htm" }, "description": "You can perform a conflict check that compares the documents in the production against those in a saved search selected in the Production Restrictions field on the workspace details page. For example, the saved search may include conditions that identify privileged documents and their families, which you would not want to produce.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Check for production conflicts", "headings": "Check for production conflicts", "name": "Check for production conflicts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can perform a conflict check that compares the documents in the production against those in a saved search selected in the Production Restrictions field on the workspace details page. For example, the saved search may include conditions that identify privileged documents and their families, which you would not want to produce.", "title": "Check for production conflicts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/Production_console.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/Production_console.htm" }, "description": "You can use the production console to preview your production documents, review branding errors if any, stage your production to populate the production information object, and run the production. The production console also contains a progress bar which seamlessly updates the production statuses.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Production console", "Manage Production", "Run Production", "Post Production", "Advanced Options" ], "headings": [ "Production console", "Manage Production", "Run Production", "Post Production", "Advanced Options" ], "name": "Production console", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the production console to preview your production documents, review branding errors if any, stage your production to populate the production information object, and run the production. The production console also contains a progress bar which seamlessly updates the production statuses.", "title": "Production console" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/Run_a_production.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/Run_a_production.htm" }, "description": "To run a production, click Run Production in the production console. After you click Run Production, the status bar updates as the documents produce.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Run a production", "Checking production status", "Production Summary fields", "Branding Summary fields", "Post Production Summary fields" ], "headings": [ "Run a production", "Checking production status", "Production Summary fields", "Branding Summary fields", "Post Production Summary fields" ], "name": "Run a production", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To run a production, click Run Production in the production console. After you click Run Production, the status bar updates as the documents produce.", "title": "Run a production" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/Stage_a_production.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/Stage_a_production.htm" }, "description": "Before you can run a production, you must stage the production. Staging the production takes a snapshot of the data sources to prepare documents. After you assign your data sources, placeholders, and production set, you can stage your production.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Stage a production", "Stage a production", "Staging Summary fields", "Staging errors" ], "headings": [ "Stage a production", "Stage a production", "Staging Summary fields", "Staging errors" ], "name": "Stage a production", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Before you can run a production, you must stage the production. Staging the production takes a snapshot of the data sources to prepare documents. After you assign your data sources, placeholders, and production set, you can stage your production.", "title": "Stage a production" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/Stage_and_run_a_production.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/Stage_and_run_a_production.htm" }, "description": "To stage and run a production in a single step, click Stage and Run\u0026#160;Production on the Production console.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Stage and run a production", "Staging and running a production", "Staging", "Validation", "Production", "Branding", "Post Production", "Checking production status", "Staging Summary fields", "Production Summary fields", "Branding Summary fields", "Post Production Summary fields" ], "headings": [ "Stage and run a production", "Staging and running a production", "Staging", "Validation", "Production", "Branding", "Post Production", "Checking production status", "Staging Summary fields", "Production Summary fields", "Branding Summary fields", "Post Production Summary fields" ], "name": "Stage and run a production", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To stage and run a production in a single step, click Stage and Run\u0026#160;Production on the Production console.", "title": "Stage and run a production" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/View_documents.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_console/View_documents.htm" }, "description": "You can view the total number of image and native files to produce and other specific information about each document included in the production by clicking the View Documents button in the Production console.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "View documents", "headings": "View documents", "name": "View documents", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can view the total number of image and native files to produce and other specific information about each document included in the production by clicking the View Documents button in the Production console.", "title": "View documents" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_data_source.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_data_source.htm" }, "description": "The production data source attaches saved searches to your production set. With the production data source you can specify the type of production and select placeholders from your placeholder library to customize your production. By setting the placeholder on the data source you can include multiple placeholders within a single production. The placeholder is based on the saved search attached to the production data source.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Production data source", "Adding a production data source" ], "headings": [ "Production data source", "Adding a production data source" ], "name": "Production data source", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The production data source attaches saved searches to your production set. With the production data source you can specify the type of production and select placeholders from your placeholder library to customize your production. By setting the placeholder on the data source you can include multiple placeholders within a single production. The placeholder is based on the saved search attached to the production data source.", "title": "Production data source" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_errors.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_errors.htm" }, "description": "When staging and running a production job, staging, validation, and branding errors can occur.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Production errors", "Staging errors", "Validation errors", "Branding errors", "Post Production errors" ], "headings": [ "Production errors", "Staging errors", "Validation errors", "Branding errors", "Post Production errors" ], "name": "Production errors", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "When staging and running a production job, staging, validation, and branding errors can occur.", "title": "Production errors" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_overview.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_overview.htm" }, "description": "Production is an application that allows you to prepare relevant and non-privileged documents to turn over to opposing counsel after review. Relativity\u0027s production application makes it easy to customize your productions from placeholders to custom branding.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Production", "Security permissions to run productions", "Upgrading production", "Basic production workflow", "Production information", "Production information tab" ], "headings": [ "Production", "Security permissions to run productions", "Upgrading production", "Basic production workflow", "Production information", "Production information tab" ], "name": "Production", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Production is an application that allows you to prepare relevant and non-privileged documents to turn over to opposing counsel after review. Relativity\u0027s production application makes it easy to customize your productions from placeholders to custom branding.", "title": "Production" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_placeholders.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_placeholders.htm" }, "description": "You can create your own unique placeholders for productions using images or custom text. Once you create the placeholders, you can attach the placeholders to the production data source. You can also produce the same document in multiple productions with different placeholders. The Production Placeholder library automatically includes a default image placeholder. If you need to attach a placeholder to a production data source, see Production Data Source.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Placeholders", "Creating an image placeholder", "Creating a custom placeholder", "Creating a PDF placeholder", "Previewing placeholders" ], "headings": [ "Placeholders", "Creating an image placeholder", "Creating a custom placeholder", "Creating a PDF placeholder", "Previewing placeholders" ], "name": "Placeholders", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can create your own unique placeholders for productions using images or custom text. Once you create the placeholders, you can attach the placeholders to the production data source. You can also produce the same document in multiple productions with different placeholders. The Production Placeholder library automatically includes a default image placeholder. If you need to attach a placeholder to a production data source, see Production Data Source.", "title": "Placeholders" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_queue.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_queue.htm" }, "description": "The Production Queue tab displays all current production jobs running in your environment, and any jobs in error status. A job remains in this queue until the completion of branding and other processing.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Production queue", "Change job priority", "Retry Production Job mass operation", "Security Configuration", "Retrying production jobs", "Cancel Production Job mass operation", "Security Configuration", "Canceling multiple production jobs", "Production queue fields" ], "headings": [ "Production queue", "Change job priority", "Retry Production Job mass operation", "Security Configuration", "Retrying production jobs", "Cancel Production Job mass operation", "Security Configuration", "Canceling multiple production jobs", "Production queue fields" ], "name": "Production queue", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Production Queue tab displays all current production jobs running in your environment, and any jobs in error status. A job remains in this queue until the completion of branding and other processing.", "title": "Production queue" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_sets.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Production_sets.htm" }, "description": "When you want to produce documents in a case workspace, you can create a production set that defines the markup set for redactions, the document numbering, the appearance of the numbering, and other settings that Relativity uses when you run the production. Post production workflow details are found in this topic.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Production sets", "Post production", "Creating and editing a production set", "Basic Settings", "Numbering", "Branding", "Sorting", "Sort order limitations", "Post Production", "Rerun Post Production", "Other", "Viewing production set details", "Production set details options", "Previewing a production", "Tracking multiple redaction sets" ], "headings": [ "Production sets", "Post production", "Creating and editing a production set", "Basic Settings", "Numbering", "Branding", "Sorting", "Sort order limitations", "Post Production", "Rerun Post Production", "Other", "Viewing production set details", "Production set details options", "Previewing a production", "Tracking multiple redaction sets" ], "name": "Production sets", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "When you want to produce documents in a case workspace, you can create a production set that defines the markup set for redactions, the document numbering, the appearance of the numbering, and other settings that Relativity uses when you run the production. Post production workflow details are found in this topic.", "title": "Production sets" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Re-production.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Production/Re-production.htm" }, "description": "You can use the Re-produce mass operation to re-produce select documents from a produced production without having to run the whole production again. For each production that is modified, Relativity creates a new production job, which is a re-production job. Re-production jobs store the modified documents and reuse the numbering format, bates numbers, and branding options from the original productions.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Re-production", "Special considerations", "Security configuration", "Re-production types", "Replace produced images with placeholder (I-P)", "Replace placeholder with images (P-I)", "Re-produce documents (same number of pages) (I-I)", "Re-production scenarios", "Re-produce documents", "Re-production job status", "Re-production views" ], "headings": [ "Re-production", "Special considerations", "Security configuration", "Re-production types", "Replace produced images with placeholder (I-P)", "Replace placeholder with images (P-I)", "Re-produce documents (same number of pages) (I-I)", "Re-production scenarios", "Re-produce documents", "Re-production job status", "Re-production views" ], "name": "Re-production", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the Re-produce mass operation to re-produce select documents from a produced production without having to run the whole production again. For each production that is modified, Relativity creates a new production job, which is a re-production job. Re-production jobs store the modified documents and reuse the numbering format, bates numbers, and branding options from the original productions.", "title": "Re-production" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Configure.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Configure.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Configure Purview Sync", "Prerequisites", "Configuring Purview Sync", "Testing the application" ], "headings": [ "Configure Purview Sync", "Prerequisites", "Configuring Purview Sync", "Testing the application" ], "name": "Configure Purview Sync", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Configure Purview Sync" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Data_transformation.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Data_transformation.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Data transformation", "Processing", "Processing custodians", "Automatic overlay and using Microsoft fields", "Relativity Short Messaging File conversion" ], "headings": [ "Data transformation", "Processing", "Processing custodians", "Automatic overlay and using Microsoft fields", "Relativity Short Messaging File conversion" ], "name": "Data transformation", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Data transformation" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/FAQ.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/FAQ.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Purview Sync frequently asked questions", "headings": "Purview Sync frequently asked questions", "name": "Purview Sync frequently asked questions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Purview Sync frequently asked questions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Import.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Import.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Importing data", "Prerequisites", "Considerations", "Importing", "Import fields", "Processing fields", "Imports list", "Import details", "Cancel and retry job" ], "headings": [ "Importing data", "Prerequisites", "Considerations", "Importing", "Import fields", "Processing fields", "Imports list", "Import details", "Cancel and retry job" ], "name": "Importing data", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Importing data" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Install.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Install.htm" }, "description": "Follow the prerequisites and procedure to install the Purview Sync application in Relativity.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Install Purview Sync", "Prerequisites", "Installing the app" ], "headings": [ "Install Purview Sync", "Prerequisites", "Installing the app" ], "name": "Install Purview Sync", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Follow the prerequisites and procedure to install the Purview Sync application in Relativity.", "title": "Install Purview Sync" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Purview_Sync.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Purview_Sync.htm" }, "description": "Purview Sync is used collect custodian data in Microsoft 365 directly from Microsoft Purview Premium to RelativityOne.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Purview Sync", "Prerequisites", "Licensing requirements", "Permissions", "Supported data formats", "Choosing to use Purview Sync or Collect", "Delegated and application permissions", "Inactive and archived mailboxes", "Teams data" ], "headings": [ "Purview Sync", "Prerequisites", "Licensing requirements", "Permissions", "Supported data formats", "Choosing to use Purview Sync or Collect", "Delegated and application permissions", "Inactive and archived mailboxes", "Teams data" ], "name": "Purview Sync", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Purview Sync is used collect custodian data in Microsoft 365 directly from Microsoft Purview Premium to RelativityOne.", "title": "Purview Sync" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Register.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Register.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Register Purview Sync with Azure", "Automating Purview Sync registration in Azure Active Directory with a script", "Requirements", "Automating the registration", "Registering an Azure application and credentials manually", "Authentication", "Creating a client secret", "Setting API permissions", "Create the service principal", "Grant users eDiscovery permissions in Microsoft Purview", "Setting up Compliance Admin roles", "Purview eDiscovery Premium Permission Management for users" ], "headings": [ "Register Purview Sync with Azure", "Automating Purview Sync registration in Azure Active Directory with a script", "Requirements", "Automating the registration", "Registering an Azure application and credentials manually", "Authentication", "Creating a client secret", "Setting API permissions", "Create the service principal", "Grant users eDiscovery permissions in Microsoft Purview", "Setting up Compliance Admin roles", "Purview eDiscovery Premium Permission Management for users" ], "name": "Register Purview Sync with Azure", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Register Purview Sync with Azure" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Registration_troubleshooting.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Purview_Sync/Registration_troubleshooting.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Purview Sync Application registration issues troubleshooting", "Common issues", "Considerations" ], "headings": [ "Purview Sync Application registration issues troubleshooting", "Common issues", "Considerations" ], "name": "Purview Sync Application registration issues troubleshooting", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Purview Sync Application registration issues troubleshooting" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Queue_Management.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Queue_Management.htm" }, "description": "The Queue Management tab is the parent tab of the following queue sub-tabs.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Queue Management", "Permissions", "Branding queue", "dtSearch queue admin", "Import/Export queue", "Mass Operations Jobs", "OCR queue", "PDF queue", "Processing and imaging queue", "Production queue", "Queue management best practices", "Processing scaling and queue management", "Client domain resource management", "Client domain best practices", "Service providers" ], "headings": [ "Queue Management", "Permissions", "Branding queue", "dtSearch queue admin", "Import/Export queue", "Mass Operations Jobs", "OCR queue", "PDF queue", "Processing and imaging queue", "Production queue", "Queue management best practices", "Processing scaling and queue management", "Client domain resource management", "Client domain best practices", "Service providers" ], "name": "Queue Management", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Queue Management tab is the parent tab of the following queue sub-tabs.", "title": "Queue Management" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Regular_expressions/Searching_with_regular_expressions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Regular_expressions/Searching_with_regular_expressions.htm" }, "description": "A regular expression is a form of advanced searching that looks for specific patterns, as opposed to certain terms and phrases. With RegEx you can use pattern matching to search for particular strings of characters rather than constructing multiple, literal search queries.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Searching with regular expressions (regex)", "Use cases for regular expressions", "Regular expression metacharacters", "Regular expression quantifiers", "Escaping regular expression metacharacters", "Additional resources" ], "headings": [ "Searching with regular expressions (regex)", "Use cases for regular expressions", "Regular expression metacharacters", "Regular expression quantifiers", "Escaping regular expression metacharacters", "Additional resources" ], "name": "Searching with regular expressions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "A regular expression is a form of advanced searching that looks for specific patterns, as opposed to certain terms and phrases. With RegEx you can use pattern matching to search for particular strings of characters rather than constructing multiple, literal search queries.", "title": "Searching with regular expressions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Regular_expressions/Using_regular_expressions_with_dtSearch.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Regular_expressions/Using_regular_expressions_with_dtSearch.htm" }, "description": "You can use regular expression with your dtSearch index to search for things like Bates numbers, zip codes, and phone numbers. You can use regular expression in conjunction with proximity, stemming, and fuzzy searching in dtSearch.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Using regular expressions with dtSearch", "Regular expression search strings", "Regular expression metacharacters", "View regular expression metacharacters examples", "Regular expression groups", "Escaping regular expression metacharacters", "Regular expression caveats in dtSearch", "Common dtSearch regular expression examples" ], "headings": [ "Using regular expressions with dtSearch", "Regular expression search strings", "Regular expression metacharacters", "View regular expression metacharacters examples", "Regular expression groups", "Escaping regular expression metacharacters", "Regular expression caveats in dtSearch", "Common dtSearch regular expression examples" ], "name": "Using regular expressions with dtSearch", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use regular expression with your dtSearch index to search for things like Bates numbers, zip codes, and phone numbers. You can use regular expression in conjunction with proximity, stemming, and fuzzy searching in dtSearch.", "title": "Using regular expressions with dtSearch" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Relativity_Redact/Automated_image_markup_project.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Relativity_Redact/Automated_image_markup_project.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Automated image markup project", "Before you begin", "Creating an image markup project manually", "Creating an image markup project using .csv or .xlsm rules", ".csv or .xlsm rules", "Fields", "Create image markup project section", "Rules section", "Running the project", "Reviewing markups" ], "headings": [ "Automated image markup project", "Before you begin", "Creating an image markup project manually", "Creating an image markup project using .csv or .xlsm rules", ".csv or .xlsm rules", "Fields", "Create image markup project section", "Rules section", "Running the project", "Reviewing markups" ], "name": "Automated image markup project", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Automated image markup project" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Relativity_Redact/Automated_image_template_project.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Relativity_Redact/Automated_image_template_project.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Automated image template markup project", "Before you begin", "Creating an image template markup project", "Fields", "Running the project", "Reviewing markups" ], "headings": [ "Automated image template markup project", "Before you begin", "Creating an image template markup project", "Fields", "Running the project", "Reviewing markups" ], "name": "Automated image template markup project", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Automated image template markup project" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Relativity_Redact/Automated_PDF_markup_project.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Relativity_Redact/Automated_PDF_markup_project.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Automated PDF markup project", "Before you begin", "Supported file types", "Creating a PDF markup project manually", "Creating a PDF markup project using .csv or .xlsm rules", ".csv or .xlsm rules", "Fields", "Create PDF markup project section", "Rules section", "Running the project", "Removing a markup applied by a project", "Reviewing markups" ], "headings": [ 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"Reviewing documents using Review Center", "Reviewing documents in the queue", "Finding previously viewed documents", "Queue card statistics", "Viewing the dashboard", "Best practices for Review Center review", "Coding according to the \"four corners\" rule", "Factors that affect Review Center\u0027s predictions" ], "name": "Reviewing documents using Review Center", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Reviewing documents using Review Center" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Sampling.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Sampling.htm" }, "description": "Relativity\u0027s sampling functionality allows you to generate a randomized subset of items from a larger population. 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You can use that randomized sample to QC the list items or to identify characteristics of the whole population. To execute sampling, Relativity uses a randomization algorithm called the Fisher-Yates shuffle, which guarantees an efficient and unbiased result.", "title": "Sampling" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Common_Saved_Searches_application.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Common_Saved_Searches_application.htm" }, "description": "There are a standard set of searches common to basic use of Relativity. The searches provided in this application provide a starting point for common searches needed for basic functions. There are still fields that might need to be displayed, but the conditions of these searches are set. This template may be a starting point for you.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Common Saved Searches application", "Installing the application", "Using the application" ], "headings": [ "Common Saved Searches application", "Installing the application", "Using the application" ], "name": "Common Saved Searches Applications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "There are a standard set of searches common to basic use of Relativity. The searches provided in this application provide a starting point for common searches needed for basic functions. There are still fields that might need to be displayed, but the conditions of these searches are set. This template may be a starting point for you.", "title": "Common Saved Searches Applications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Creating_or_editing_a_saved_search.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Creating_or_editing_a_saved_search.htm" }, "description": "To create or edit a saved search.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Create and edit a saved search", "Considerations", "Create a saved search", "Search fields", "Information", "Advanced", "Conditions", "Fields", "Sort", "Pop-up pickers", "Select items pop-up picker", "System user fields", "Folder name field", "Search bar", "Recent Searches", "Link a Relativity application to a saved search", "Link a dashboard to a saved search", "Rerun out-of-date saved searches" ], "headings": [ "Create and edit a saved search", "Considerations", "Create a saved search", "Search fields", "Information", "Advanced", "Conditions", "Fields", "Sort", "Pop-up pickers", "Select items pop-up picker", "System user fields", "Folder name field", "Search bar", "Recent Searches", "Link a Relativity application to a saved search", "Link a dashboard to a saved search", "Rerun out-of-date saved searches" ], "name": "Creating or editing a saved search", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To create or edit a saved search.", "title": "Creating or editing a saved search" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Defining_criteria_for_saved_searches.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Defining_criteria_for_saved_searches.htm" }, "description": "You define the criteria used for saved searches in the Conditions section of the saved search form. You can build complex queries using a combination of fields and operators that are set to required values. This page provides information about the operators available for building these queries, as well as specific options for searching batches and developing combined searches.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Defining criteria for saved searches", "Operators", "Fixed-length, long, or extracted text operators", "Whole number, decimal, and currency operators", "User operators", "Date operators", "Yes or no operators", "Single and multiple choice field operators", "Batch fields as search conditions", "Using saved searches as conditions (combined searches)", "Preventing circular references", "Including related items in combined searches", "Lists as search conditions" ], "headings": [ "Defining criteria for saved searches", "Operators", "Fixed-length, long, or extracted text operators", "Whole number, decimal, and currency operators", "User operators", "Date operators", "Yes or no operators", "Single and multiple choice field operators", "Batch fields as search conditions", "Using saved searches as conditions (combined searches)", "Preventing circular references", "Including related items in combined searches", "Lists as search conditions" ], "name": "Defining criteria for saved searches", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You define the criteria used for saved searches in the Conditions section of the saved search form. You can build complex queries using a combination of fields and operators that are set to required values. This page provides information about the operators available for building these queries, as well as specific options for searching batches and developing combined searches.", "title": "Defining criteria for saved searches" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Saved_search.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Saved_search.htm" }, "description": "A saved search is a saved set of criteria that returns the latest documents that meet that criteria. For example, if you want to reference documents that contain the terms confidential\u0026#160;and property and are also marked as Relevant, you can create a saved search with that criteria. However, saved searches can be much more complex.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Saved search", "Permissions", "Navigating the saved searches browser", "Filtering the list of saved searches", "Performing mass operations on saved searches", "Controlling the visibility of saved searches", "Organizing saved searches in folders", "Adding sub-folders to the root", "Managing subfolders", "Adding existing searches to folders" ], "headings": [ "Saved search", "Permissions", "Navigating the saved searches browser", "Filtering the list of saved searches", "Performing mass operations on saved searches", "Controlling the visibility of saved searches", "Organizing saved searches in folders", "Adding sub-folders to the root", "Managing subfolders", "Adding existing searches to folders" ], "name": "Saved search", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "A saved search is a saved set of criteria that returns the latest documents that meet that criteria. For example, if you want to reference documents that contain the terms confidential\u0026#160;and property and are also marked as Relevant, you can create a saved search with that criteria. However, saved searches can be much more complex.", "title": "Saved search" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Saved_search_history.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Saved_search_history.htm" }, "description": "On the History tab, you can view the audit records for saved searches, unsaved searches, and queries performed on views (such as filtering on a column).", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Saved search history", "headings": "Saved search history", "name": "Saved search history", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "On the History tab, you can view the audit records for saved searches, unsaved searches, and queries performed on views (such as filtering on a column).", "title": "Saved search history" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Saving_searches_on_the_Documents_tab.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Saved_search/Saving_searches_on_the_Documents_tab.htm" }, "description": "On the Documents tab, you can click Save as Search to save a search based on the criteria that you\u0027ve already set for filtering, Keyword searches, dtSearches, or Analytics. You can enter a unique name for the search, select an owner, and choose a folder for it. Relativity also saves any settings that you have selected for the view, sort order, or other features that control how your results appear.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Saving searches on the Documents tab", "headings": "Saving searches on the Documents tab", "name": "Saving searches on the Documents tab", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "On the Documents tab, you can click Save as Search to save a search based on the criteria that you\u0027ve already set for filtering, Keyword searches, dtSearches, or Analytics. You can enter a unique name for the search, select an owner, and choose a folder for it. Relativity also saves any settings that you have selected for the view, sort order, or other features that control how your results appear.", "title": "Saving searches on the Documents tab" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Script_groups.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Script_groups.htm" }, "description": "You can use script groups in Relativity to create a dashboard view into your scripting activities. Script groups are an extension of the Relativity script page that allow you to dynamically create script dashboards based on the category specified in the Relativity script XML. These dashboards provide you with a radio button list of all scripts, and they provide a centralized location to run your similar scripts.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Script groups", "Setting up a script group" ], "headings": [ "Script groups", "Setting up a script group" ], "name": "Script groups", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use script groups in Relativity to create a dashboard view into your scripting activities. Script groups are an extension of the Relativity script page that allow you to dynamically create script dashboards based on the category specified in the Relativity script XML. These dashboards provide you with a radio button list of all scripts, and they provide a centralized location to run your similar scripts.", "title": "Script groups" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Scripts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Scripts.htm" }, "description": "You can use Relativity scripts to create and execute flexible SQL-based scripts to customize and augment Relativity functionality. Scripts are Relativity artifacts. This means they have the same features as standard Relativity objects, allowing them to be secured and audited.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Scripts", "Script compatibility and updates", "Creating a new library script", "Selecting an existing library script", "Creating a new workspace script", "Adding a library script to the script tab", "Running a library script" ], "headings": [ "Scripts", "Script compatibility and updates", "Creating a new library script", "Selecting an existing library script", "Creating a new workspace script", "Adding a library script to the script tab", "Running a library script" ], "name": "Scripts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use Relativity scripts to create and execute flexible SQL-based scripts to customize and augment Relativity functionality. Scripts are Relativity artifacts. This means they have the same features as standard Relativity objects, allowing them to be secured and audited.", "title": "Scripts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/Create.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/Create.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Create and edit search term reports", "Considerations", "Create search term report", "Adding search terms report information", "Adding terms and highlight colors", "Workspace templates", "Editing search term reports", "Editing terms", "Editing highlight colors", "Deleting terms", "Copying a search terms report" ], "headings": [ "Create and edit search term reports", "Considerations", "Create search term report", "Adding search terms report information", "Adding terms and highlight colors", "Workspace templates", "Editing search term reports", "Editing terms", "Editing highlight colors", "Deleting terms", "Copying a search terms report" ], "name": "Create and edit search term reports", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Create and edit search term reports" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/Errors.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/Errors.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Errors", "Syntax errors", "Support errors" ], "headings": [ "Errors", "Syntax errors", "Support errors" ], "name": "Errors", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Errors" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/Hit_count.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/Hit_count.htm" }, "description": "This recipe describes how to calculate and store the number of terms in a Search Terms Report (STR) that hit on a document.\u0026#xD;\u0026#xA;You can then sort, filter and search for documents based on the number of STR hits, allowing you to prioritize review based on STR hit count or create searches that return documents having a minimum number of STR hits.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Search terms report hit count", "Prerequisites", "Downloading the Delimiter Count by\u0026#160;Saved Search script", "Creating Search term report fields", "Saved search", "Import", "Run script" ], "headings": [ "Search terms report hit count", "Prerequisites", "Downloading the Delimiter Count by\u0026#160;Saved Search script", "Creating Search term report fields", "Saved search", "Import", "Run script" ], "name": "Search terms report hit count", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This recipe describes how to calculate and store the number of terms in a Search Terms Report (STR) that hit on a document.\u0026#xD;\u0026#xA;You can then sort, filter and search for documents based on the number of STR hits, allowing you to prioritize review based on STR hit count or create searches that return documents having a minimum number of STR hits.", "title": "Search terms report hit count" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/Run.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/Run.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Run a search terms report", "Search terms reports status" ], "headings": [ "Run a search terms report", "Search terms reports status" ], "name": "Run a search terms report", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Run a search terms report" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/STR.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/STR.htm" }, "description": "Search terms reports provide the ability to identify documents containing specific keywords or terms that are important to a case. You can enter multiple terms and generate a report listing the number of hits for each term in a document. You can determine the output of the report by selecting one of the following type options.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "search terms report, search term report", "headings": [ "Search terms reports", "Permissions" ], "name": "Search terms reports", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "search terms report", "search term report", "Search terms reports provide the ability to identify documents containing specific keywords or terms that are important to a case. You can enter multiple terms and generate a report listing the number of hits for each term in a document. You can determine the output of the report by selecting one of the following type options." ], "title": "Search terms reports" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/Tag_hits.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_term_reports/Tag_hits.htm" }, "description": "Enabling the Tag option gives you the changes to access documents in the Field Tree browser and tag terms in a saved search.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Tag Hits", "Tagged documents in the Field Tree browser", "Tagged search terms in a saved search" ], "headings": [ "Tag Hits", "Tagged documents in the Field Tree browser", "Tagged search terms in a saved search" ], "name": "Tag hits", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Enabling the Tag option gives you the changes to access documents in the Field Tree browser and tag terms in a saved search.", "title": "Tag hits" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_terms_report_hit_count.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_terms_report_hit_count.htm" }, "description": "This recipe describes how to calculate and store the number of terms in a Search Terms Report (STR) that hit on a document.\u0026#xD;\u0026#xA;You can then sort, filter and search for documents based on the number of STR hits, allowing you to prioritize review based on STR hit count or create searches that return documents having a minimum number of STR hits.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Search terms report hit count", "Search terms report hit count" ], "headings": [ "Search terms report hit count", "Search terms report hit count" ], "name": "Search terms report hit count", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This recipe describes how to calculate and store the number of terms in a Search Terms Report (STR) that hit on a document.\u0026#xD;\u0026#xA;You can then sort, filter and search for documents based on the number of STR hits, allowing you to prioritize review based on STR hit count or create searches that return documents having a minimum number of STR hits.", "title": "Search terms report hit count" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_terms_reports.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Search_terms_reports.htm" }, "description": "Search terms reports provide the ability to identify documents containing specific keywords or terms that are important to a case. You can enter multiple terms and generate a report listing the number of hits for each term in a document. You can determine the output of the report by selecting one of the following type options.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "search terms report, search term report", "headings": [ "Search terms reports", "Search terms reports" ], "name": "Search terms reports", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "search terms report", "search term report", "Search terms reports provide the ability to identify documents containing specific keywords or terms that are important to a case. You can enter multiple terms and generate a report listing the number of hits for each term in a document. You can determine the output of the report by selecting one of the following type options." ], "title": "Search terms reports" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/aiR_Assist.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/aiR_Assist.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "aiR Assist (Advanced Access)", "How aiR Assist works", "LLM model in use", "Important Limits", "Understanding aiR Assist responses", "Language support", "Supported use cases", "Release notes" ], "headings": [ "aiR Assist (Advanced Access)", "How aiR Assist works", "LLM model in use", "Important Limits", "Understanding aiR Assist responses", "Language support", "Supported use cases", "Release notes" ], "name": "aiR Assist (Advanced Access)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "aiR Assist (Advanced Access)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Asking_a_question.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Asking_a_question.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Asking a question (Advanced Access)", "Navigating the Question box and Responses", "Navigating the Ask a question box", "Navigating the responses", "Copy answer", "Feedback controls (thumbs up/thumbs down)", "Asking a question", "Starting a new chat conversation", "Conversation history and sessions", "Intent detection", "In-product feedback survey" ], "headings": [ "Asking a question (Advanced Access)", "Navigating the Question box and Responses", "Navigating the Ask a question box", "Navigating the responses", "Copy answer", "Feedback controls (thumbs up/thumbs down)", "Asking a question", "Starting a new chat conversation", "Conversation history and sessions", "Intent detection", "In-product feedback survey" ], "name": "Asking a question (Advanced Access)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Asking a question (Advanced Access)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Best_Practices.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Best_Practices.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Best practices (Advanced Access)", "Prompting aiR Assist" ], "headings": [ "Best practices (Advanced Access)", "Prompting aiR Assist" ], "name": "Best practices (Advanced Access)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Best practices (Advanced Access)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Frequently_Asked_Questions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Frequently_Asked_Questions.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Frequently asked questions (Advanced Access)", "Question FAQs", "Answer/Response FAQs", "Conversation FAQs", "Index FAQs", "Document FAQs" ], "headings": [ "Frequently asked questions (Advanced Access)", "Question FAQs", "Answer/Response FAQs", "Conversation FAQs", "Index FAQs", "Document FAQs" ], "name": "Frequently asked questions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Frequently asked questions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Installation.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Installation.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Installation and permissions (Advanced Access)", "aiR Assist installation", "Permissions", "Permissions and access control for indexing data" ], "headings": [ "Installation and permissions (Advanced Access)", "aiR Assist installation", "Permissions", "Permissions and access control for indexing data" ], "name": "Installation and permissions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Installation and permissions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Metadata_Mapping.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Metadata_Mapping.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Metadata Mapping (Advanced Access)", "Configuring metadata mapping", "Using metadata for queries" ], "headings": [ "Metadata Mapping (Advanced Access)", "Configuring metadata mapping", "Using metadata for queries" ], "name": "Metadata Mapping (Advanced Access)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Metadata Mapping (Advanced Access)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Using_Conversation_Manager.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Using_Conversation_Manager.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Using Conversation Manager (Advanced Access)", "Navigating the Conversations panel", "Opening conversation manager", "Renaming a conversation", "Deleting a conversation" ], "headings": [ "Using Conversation Manager (Advanced Access)", "Navigating the Conversations panel", "Opening conversation manager", "Renaming a conversation", "Deleting a conversation" ], "name": "Using Conversation Manager (Advanced Access)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Using Conversation Manager (Advanced Access)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Using_Index_Manager.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/aiR_Assist/Using_Index_Manager.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Using Index Manager (Advanced Access)", "Permissions and access control", "Indexes in aiR for Case Strategy", "Indexes outside aiR for Case Strategy", "Indexing rules and limitations", "Data preparation recommendations", "Throughput expectations", "Navigating Index Manager", "Creating a new index", "Rebuilding an index", "Deleting an index", "Monitoring the index build process", "Error handling and retrying index jobs" ], "headings": [ "Using Index Manager (Advanced Access)", "Permissions and access control", "Indexes in aiR for Case Strategy", "Indexes outside aiR for Case Strategy", "Indexing rules and limitations", "Data preparation recommendations", "Throughput expectations", "Navigating Index Manager", "Creating a new index", "Rebuilding an index", "Deleting an index", "Monitoring the index build process", "Error handling and retrying index jobs" ], "name": "Using Index Manager (Advanced Access)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Using Index Manager (Advanced Access)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Multiple_object_searching.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Multiple_object_searching.htm" }, "description": "This page describes the logic behind multiple object searching.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Multiple object searching", "These Conditions", "These Conditions and These Conditions", "NOT\u0026#160;These Conditions", "These NOT", "None of these and Not all of these operators" ], "headings": [ "Multiple object searching", "These Conditions", "These Conditions and These Conditions", "NOT\u0026#160;These Conditions", "These NOT", "None of these and Not all of these operators" ], "name": "Multiple object searching", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This page describes the logic behind multiple object searching.", "title": "Multiple object searching" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Search_conditions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Search_conditions.htm" }, "description": "You can use the search conditions option to build complex queries by selecting fields, operators, and values. While this feature has the same functionality as the search condition section of the saved search form, it\u0027s conveniently available from the Documents tab and Relativity Dynamic Object tabs. This option displays up to five rows, with each row representing a separate criterion. Depending on the type of field you select, different operators appear. You can use this option alone or in conjunction with keyword searches, dtSearches, Analytics, or Cluster visualization. When you use search options in conjunction with another search feature, documents must both meet the search criteria and also the conditions specified.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Search conditions", "Setting up search conditions", "Setting up search conditions in the Search panel", "Setting up search conditions in the Search browser", "Using the multiple object condition builder", "Canceling queries", "Frequently asked searching questions", "Multiple terms in dtSearch queries", "Proximity searches in dtSearch queries", "Using reserved characters in dtSearch queries", "Multiple conditions", "Nesting searches" ], "headings": [ "Search conditions", "Setting up search conditions", "Setting up search conditions in the Search panel", "Setting up search conditions in the Search browser", "Using the multiple object condition builder", "Canceling queries", "Frequently asked searching questions", "Multiple terms in dtSearch queries", "Proximity searches in dtSearch queries", "Using reserved characters in dtSearch queries", "Multiple conditions", "Nesting searches" ], "name": "Search conditions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the search conditions option to build complex queries by selecting fields, operators, and values. While this feature has the same functionality as the search condition section of the saved search form, it\u0027s conveniently available from the Documents tab and Relativity Dynamic Object tabs. This option displays up to five rows, with each row representing a separate criterion. Depending on the type of field you select, different operators appear. You can use this option alone or in conjunction with keyword searches, dtSearches, Analytics, or Cluster visualization. When you use search options in conjunction with another search feature, documents must both meet the search criteria and also the conditions specified.", "title": "Search conditions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Search_panel.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Search_panel.htm" }, "description": "Using the search panel, you can build complex searches using drag-and-drop to rearrange and visualize nested conditions. You can easily set conditions and drag and drop them into logic groups. The logic display at the top of the panel updates automatically to reflect your drag-and-drop changes. You can access your dtSearch and keyword search indexes and fields in the workspace when creating your search.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Search panel", "Permissions", "Collapsing, expanding, and moving the search panel", "Condition card icons", "Using the auto-run search setting", "Creating a search in the search panel", "Applying logic groups to search conditions", "Navigating the search panel", "Copying conditions", "Toggling conditions on and off", "Expanding/collapsing cards", "Removing conditions" ], "headings": [ "Search panel", "Permissions", "Collapsing, expanding, and moving the search panel", "Condition card icons", "Using the auto-run search setting", "Creating a search in the search panel", "Applying logic groups to search conditions", "Navigating the search panel", "Copying conditions", "Toggling conditions on and off", "Expanding/collapsing cards", "Removing conditions" ], "name": "Search panel", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Using the search panel, you can build complex searches using drag-and-drop to rearrange and visualize nested conditions. You can easily set conditions and drag and drop them into logic groups. The logic display at the top of the panel updates automatically to reflect your drag-and-drop changes. You can access your dtSearch and keyword search indexes and fields in the workspace when creating your search.", "title": "Search panel" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Searching.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Searching.htm" }, "description": "Relativity includes flexible search features designed to facilitate the document review process. These easily accessible features support a range of searching needs from filtering on fields and simple keyword searches to the development of complex queries. The following list summarizes the searching features available in Relativity.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Searching", "Filters", "Search panel", "Keyword searches", "Saved searches", "dtSearch", "Analytics", "Regular expressions", "aiR Assist", "Additional features" ], "headings": [ "Searching", "Filters", "Search panel", "Keyword searches", "Saved searches", "dtSearch", "Analytics", "Regular expressions", "aiR Assist", "Additional features" ], "name": "Searching overview", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity includes flexible search features designed to facilitate the document review process. These easily accessible features support a range of searching needs from filtering on fields and simple keyword searches to the development of complex queries. The following list summarizes the searching features available in Relativity.", "title": "Searching overview" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Searching_with_the_Entity_object_and_name_normalization.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Searching_with_the_Entity_object_and_name_normalization.htm" }, "description": "This topic describes the types of searches you can conduct using the Entity object and Name Normalization results.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Searching with the Entity object and name normalization", "Considerations", "Emails within a specific organization", "Communications between two specific individuals and no one else", "Communications between any two individuals and no one else", "Emails across entity metadata", "Emails sent from two different internal domains", "Emails someone sent to themselves", "Entities that communicated on privileged documents", "Emails where a specific person drops off of a communication" ], "headings": [ "Searching with the Entity object and name normalization", "Considerations", "Emails within a specific organization", "Communications between two specific individuals and no one else", "Communications between any two individuals and no one else", "Emails across entity metadata", "Emails sent from two different internal domains", "Emails someone sent to themselves", "Entities that communicated on privileged documents", "Emails where a specific person drops off of a communication" ], "name": "Searching with the Entity object and name normalization", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This topic describes the types of searches you can conduct using the Entity object and Name Normalization results.", "title": "Searching with the Entity object and name normalization" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Searching_workflows.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Searching_workflows.htm" }, "description": "Relativity provides great flexibility to help you identify documents through searches so that you can ready them for further review and analysis. This recipe highlights some of that flexibility, such as setting up multiple search indexes, applying various search techniques, and using filters properly when executing searches.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Searching workflows", "Workflow details", "Best practices for advanced operators", "Proximity search", "Auto-Recognition", "Searching for times", "Filters", "Troubleshooting workflow" ], "headings": [ "Searching workflows", "Workflow details", "Best practices for advanced operators", "Proximity search", "Auto-Recognition", "Searching for times", "Filters", "Troubleshooting workflow" ], "name": "Searching workflows", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity provides great flexibility to help you identify documents through searches so that you can ready them for further review and analysis. This recipe highlights some of that flexibility, such as setting up multiple search indexes, applying various search techniques, and using filters properly when executing searches.", "title": "Searching workflows" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Short_message_search/Creating_a_short_message_search.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Short_message_search/Creating_a_short_message_search.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating a short message search", "Defining search criteria operators", "Long text operators", "Fixed-length text operators", "Date operators", "Whole number operators", "Yes/No operators", "Searchable fields" ], "headings": [ "Creating a short message search", "Defining search criteria operators", "Long text operators", "Fixed-length text operators", "Date operators", "Whole number operators", "Yes/No operators", "Searchable fields" ], "name": "Creating a short message search", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Creating a short message search" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Short_message_search/Short_message_search.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Short_message_search/Short_message_search.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Using short message search", "Short message search workflow", "Short message terminology", "Considerations" ], "headings": [ "Using short message search", "Short message search workflow", "Short message terminology", "Considerations" ], "name": "Short message search", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Short message search" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Short_message_search/Short_message_search_index.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Searching/Short_message_search/Short_message_search_index.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Building a short message search index", "Installing the Search AI application", "Building the full index", "Running incremental index builds", "Automating incremental index builds using Automated Workflows", "Retry errors", "Eventing" ], "headings": [ "Building a short message search index", "Installing the Search AI application", "Building the full index", "Running incremental index builds", "Automating incremental index builds using Automated Workflows", "Retry errors", "Eventing" ], "name": "Short message search index", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Short message search index" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_Center/Security_Alerts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_Center/Security_Alerts.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Security Alerts", "Security alert types", "Alert severity levels", "Security alert states", "Dismissing Alerts", "Resolving Alerts and Automated Remediation", "Moving Alerts back to Unresolved", "Tracking State Change History", "Alert Timelines section", "Alert Type and Level graph", "Alert Details section", "Summary tab", "Events tab", "Remediation Steps tab", "Security Alerts grid", "Alert Notifications tab" ], "headings": [ "Security Alerts", "Security alert types", "Alert severity levels", "Security alert states", "Dismissing Alerts", "Resolving Alerts and Automated Remediation", "Moving Alerts back to Unresolved", "Tracking State Change History", "Alert Timelines section", "Alert Type and Level graph", "Alert Details section", "Summary tab", "Events tab", "Remediation Steps tab", "Security Alerts grid", "Alert Notifications tab" ], "name": "Security Alerts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Security Alerts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_Center/Security_Best_Practices.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_Center/Security_Best_Practices.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Security Best Practices", "Shared Security in RelativityOne", "Client Security Best Practices", "List of Best Practices", "1. Reduce access users with basic authentication", "2. Passwords have a minimum required length", "3. Previous passwords cannot be reused within a secure limit", "4. The AdminsCanSetPasswords Instance Setting is False", "5. Reduce the number of inactive user accounts", "6. Prevent unauthorized data access via Lockbox Controls", "7. Security High and Critical alert types are reviewed", "8. System Administrators are in the Security Notifications group" ], "headings": [ "Security Best Practices", "Shared Security in RelativityOne", "Client Security Best Practices", "List of Best Practices", "1. Reduce access users with basic authentication", "2. Passwords have a minimum required length", "3. Previous passwords cannot be reused within a secure limit", "4. The AdminsCanSetPasswords Instance Setting is False", "5. Reduce the number of inactive user accounts", "6. Prevent unauthorized data access via Lockbox Controls", "7. Security High and Critical alert types are reviewed", "8. System Administrators are in the Security Notifications group" ], "name": "Security Best Practices", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Security Best Practices" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_Center/SecurityCenter.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_Center/SecurityCenter.htm" }, "description": "RelativityOne Security Center", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "RelativityOne Security Center", "Permissions", "System administrators", "Client domain administrators", "Security Center dashboard", "User 2-factor authentication", "Notifying users who do not have 2-factor authentication (2FA) enabled", "Enforcing 2-factor authentication (2FA)", "Login map and activity details", "Login map controls", "Using the login map", "The Login Activity Details grid", "User activity", "Disabling users", "Deleting users", "Lockbox access", "JIT\u0026#160;access detail behavior", "Viewing Relativity staff access to a workspace", "Removing Relativity staff access to a workspace", "Relativity employee workspace access", "Access data columns", "Threat Intel" ], "headings": [ "RelativityOne Security Center", "Permissions", "System administrators", "Client domain administrators", "Security Center dashboard", "User 2-factor authentication", "Notifying users who do not have 2-factor authentication (2FA) enabled", "Enforcing 2-factor authentication (2FA)", "Login map and activity details", "Login map controls", "Using the login map", "The Login Activity Details grid", "User activity", "Disabling users", "Deleting users", "Lockbox access", "JIT\u0026#160;access detail behavior", "Viewing Relativity staff access to a workspace", "Removing Relativity staff access to a workspace", "Relativity employee workspace access", "Access data columns", "Threat Intel" ], "name": "RelativityOne Security Center", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "RelativityOne Security Center", "title": "RelativityOne Security Center" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Feature_permissions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Feature_permissions.htm" }, "description": "Relativity allows you to manage varying levels of security for users, systemadmins, and individual objects such as views, tabs, and fields, across your instance of Relativity and in each workspace. User access permissions are assigned at the group level, allowing you to quickly edit security for a number of users simultaneously. After configuring a group\u0027s access permissions, you can preview the effective security rights by impersonating a general member of the group or a specific user in your environment.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Feature permissions", "Currently modernized features", "Considerations", "Scenarios", "Using the Features tab", "Modernized feature permissions behavior", "Aligning permissions with modernized features (migration tooling)", "Identifying out-of-alignment permissions", "Aligning a group\u0027s permissions", "Frequently asked questions", "Workspace-level permissions", "Instance-level permissions" ], "headings": [ "Feature permissions", "Currently modernized features", "Considerations", "Scenarios", "Using the Features tab", "Modernized feature permissions behavior", "Aligning permissions with modernized features (migration tooling)", "Identifying out-of-alignment permissions", "Aligning a group\u0027s permissions", "Frequently asked questions", "Workspace-level permissions", "Instance-level permissions" ], "name": "Feature permissions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity allows you to manage varying levels of security for users, systemadmins, and individual objects such as views, tabs, and fields, across your instance of Relativity and in each workspace. User access permissions are assigned at the group level, allowing you to quickly edit security for a number of users simultaneously. After configuring a group\u0027s access permissions, you can preview the effective security rights by impersonating a general member of the group or a specific user in your environment.", "title": "Feature permissions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Instance_security.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Instance_security.htm" }, "description": "With instance security you can apply permissions to system admin groups to limit or grant access to particular system admin objects. You can access the Admin Security dialog from the Instance Details tab.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Instance security", "Features", "Object Security tab", "Tab Visibility tab", "Admin Operations tab", "A Note on View Admin Repository", "Group Permissions report", "Reading the Group Permissions Report", "Uneditable admin permission settings for the Everyone group", "Script and application library permissions", "System administrator privileges" ], "headings": [ "Instance security", "Features", "Object Security tab", "Tab Visibility tab", "Admin Operations tab", "A Note on View Admin Repository", "Group Permissions report", "Reading the Group Permissions Report", "Uneditable admin permission settings for the Everyone group", "Script and application library permissions", "System administrator privileges" ], "name": "Instance security", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "With instance security you can apply permissions to system admin groups to limit or grant access to particular system admin objects. You can access the Admin Security dialog from the Instance Details tab.", "title": "Instance security" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Lockbox.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Lockbox.htm" }, "description": "Customer lockbox.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "RelativityOne lockbox", "Instance settings:", "Lockbox reports", "Lockbox security notifications" ], "headings": [ "RelativityOne lockbox", "Instance settings:", "Lockbox reports", "Lockbox security notifications" ], "name": "RelativityOne Lockbox", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Customer lockbox.", "title": "RelativityOne Lockbox" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Managing_security.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Managing_security.htm" }, "description": "Relativity allows you to manage varying levels of security for users, systemadmins, and individual objects such as views, tabs, and fields, across your instance of Relativity and in each workspace. User access permissions are assigned at the group level, allowing you to quickly edit security for a number of users simultaneously. After configuring a group\u0027s access permissions, you can preview the effective security rights by impersonating a general member of the group or a specific user in your environment.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Security and permissions", "Levels of Security in Relativity" ], "headings": [ "Security and permissions", "Levels of Security in Relativity" ], "name": "Security and Permissions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity allows you to manage varying levels of security for users, systemadmins, and individual objects such as views, tabs, and fields, across your instance of Relativity and in each workspace. User access permissions are assigned at the group level, allowing you to quickly edit security for a number of users simultaneously. After configuring a group\u0027s access permissions, you can preview the effective security rights by impersonating a general member of the group or a specific user in your environment.", "title": "Security and Permissions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Permissions_scenarios.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Permissions_scenarios.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Permissions scenarios", "Hierarchical structure", "Client domains", "User groups", "Template groups", "Review templates", "Investigation templates", "Early case assessment (ECA) templates", "Security workspace templates", "Object-level permissions", "Item-level permissions", "Document unitization", "Important considerations", "Deployment and configuration", "Scenarios", "Additive permissions and Staging Explorer across workspaces", "Frequently asked questions" ], "headings": [ "Permissions scenarios", "Hierarchical structure", "Client domains", "User groups", "Template groups", "Review templates", "Investigation templates", "Early case assessment (ECA) templates", "Security workspace templates", "Object-level permissions", "Item-level permissions", "Document unitization", "Important considerations", "Deployment and configuration", "Scenarios", "Additive permissions and Staging Explorer across workspaces", "Frequently asked questions" ], "name": "Permissions scenarios", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Permissions scenarios" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Preview_security.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Preview_security.htm" }, "description": "The preview security feature allows system admins to interact with Relativity as if they are logged in as a specific user or a member of a specific group. This allows a system admin to more easily verify that the correct permissions are applied without logging in to Relativity under a different account.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Preview security", "Previewing security from the Workspace Details tab", "Previewing security from the Groups tab", "Previewing security from the Users tab", "Preview security audit" ], "headings": [ "Preview security", "Previewing security from the Workspace Details tab", "Previewing security from the Groups tab", "Previewing security from the Users tab", "Preview security audit" ], "name": "Preview security", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The preview security feature allows system admins to interact with Relativity as if they are logged in as a specific user or a member of a specific group. This allows a system admin to more easily verify that the correct permissions are applied without logging in to Relativity under a different account.", "title": "Preview security" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Sanitizer_object.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Sanitizer_object.htm" }, "description": "The Sanitizer object is a Relativity system object that stores the Sanitizer Whitelist information. The Sanitizer Whitelist is used to parse embedded HTML code in HTML-enabled and custom text fields and labels.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Sanitizer object", "Sanitizer Allow list", "Modifying the allow list", "Sanitizer tab", "Adding the Sanitizer tab" ], "headings": [ "Sanitizer object", "Sanitizer Allow list", "Modifying the allow list", "Sanitizer tab", "Adding the Sanitizer tab" ], "name": "Sanitizer object", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Sanitizer object is a Relativity system object that stores the Sanitizer Whitelist information. The Sanitizer Whitelist is used to parse embedded HTML code in HTML-enabled and custom text fields and labels.", "title": "Sanitizer object" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Setting_instance_permissions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Setting_instance_permissions.htm" }, "description": "Edit instance permission settings from the Instance Details tab.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Setting instance permissions", "Groups Management tab", "Add/Remove Groups", "Features tab", "Considerations", "Using the Features tab", "Frequently asked questions", "Object Security tab", "Tab Visibility tab", "Admin Operations tab" ], "headings": [ "Setting instance permissions", "Groups Management tab", "Add/Remove Groups", "Features tab", "Considerations", "Using the Features tab", "Frequently asked questions", "Object Security tab", "Tab Visibility tab", "Admin Operations tab" ], "name": "Setting instance permissions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Edit instance permission settings from the Instance Details tab.", "title": "Setting instance permissions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Setting_permissions_on_Relativity_objects.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Setting_permissions_on_Relativity_objects.htm" }, "description": "Individual items inherit their objects\u0027 rights. For example, a group\u0027s rights to an individual field are determined by its field rights across the workspace. In some cases, you may want to change the security for certain items.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Relativity object security", "Securing a folder for selected groups", "Folder security inheritance", "Identify and edit item-level security" ], "headings": [ "Relativity object security", "Securing a folder for selected groups", "Folder security inheritance", "Identify and edit item-level security" ], "name": "Relativity object security", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Individual items inherit their objects\u0027 rights. For example, a group\u0027s rights to an individual field are determined by its field rights across the workspace. In some cases, you may want to change the security for certain items.", "title": "Relativity object security" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Setting_workspace_permissions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Setting_workspace_permissions.htm" }, "description": "Edit workspace permissions using the Workspace Security dialog accessible from the Workspace Details tab. Access the dialog using the following steps in a workspace.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Setting workspace permissions", "Group Management", "Add/Remove Groups", "Saving permissions for a group", "Features tab", "Considerations", "Using the Features tab", "Frequently asked questions", "Object Security tab", "Assigning object-level permissions", "Tab Visibility tab", "Selecting parent and child tabs", "Other Settings tab" ], "headings": [ "Setting workspace permissions", "Group Management", "Add/Remove Groups", "Saving permissions for a group", "Features tab", "Considerations", "Using the Features tab", "Frequently asked questions", "Object Security tab", "Assigning object-level permissions", "Tab Visibility tab", "Selecting parent and child tabs", "Other Settings tab" ], "name": "Setting workspace permissions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Edit workspace permissions using the Workspace Security dialog accessible from the Workspace Details tab. Access the dialog using the following steps in a workspace.", "title": "Setting workspace permissions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Workspace_security.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Security_permissions/Workspace_security.htm" }, "description": "Relativity’s security rights are highly customizable. Each group you add to a workspace can have vastly different permissions than others. You can also copy an existing group’s permissions to save time on configuring them.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Workspace security", "Workspace permissions", "Features", "Object security", "Object list", "Tab visibility", "Browsers", "Mass operations", "Admin operations", "Customer lockbox", "Workspace admin group" ], "headings": [ "Workspace security", "Workspace permissions", "Features", "Object security", "Object list", "Tab visibility", "Browsers", "Mass operations", "Admin operations", "Customer lockbox", "Workspace admin group" ], "name": "Workspace security", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity’s security rights are highly customizable. Each group you add to a workspace can have vastly different permissions than others. You can also copy an existing group’s permissions to save time on configuring them.", "title": "Workspace security" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Sentiment_analysis/Running_sentiment_analysis.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Sentiment_analysis/Running_sentiment_analysis.htm" }, "description": "Sentiment analysis is an artificial intelligence tool that scores documents on the likelihood that they contain negativity, anger, desire, or other emotions. Through this analysis, you can quickly and easily locate documents that show unusual or highly charged interactions between participants.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Sentiment analysis", "Installing Sentiment Analysis", "Running sentiment analysis", "Choosing the document set", "Running the sentiment analysis mass operation", "Reviewing sentiment analysis results", "Common ways to use sentiment analysis", "How sentiment analysis works", "Predictions versus certainty", "How emails are analyzed", "Sentiment list", "Language and culture considerations", "Addressing bias in sentiment analysis", "Best practices for interpreting results" ], "headings": [ "Sentiment analysis", "Installing Sentiment Analysis", "Running sentiment analysis", "Choosing the document set", "Running the sentiment analysis mass operation", "Reviewing sentiment analysis results", "Common ways to use sentiment analysis", "How sentiment analysis works", "Predictions versus certainty", "How emails are analyzed", "Sentiment list", "Language and culture considerations", "Addressing bias in sentiment analysis", "Best practices for interpreting results" ], "name": "Running sentiment analysis", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Sentiment analysis is an artificial intelligence tool that scores documents on the likelihood that they contain negativity, anger, desire, or other emotions. Through this analysis, you can quickly and easily locate documents that show unusual or highly charged interactions between participants.", "title": "Running sentiment analysis" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Sentiment_analysis/Sentiment_analysis_results.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Sentiment_analysis/Sentiment_analysis_results.htm" }, "description": "After you have run sentiment analysis on a set of documents, the results are available as a set of fields attached to each document. These can be viewed either from the document list page or from the Sentiment Results tab.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Sentiment analysis results", "Adding results to the document view", "Filtering and sorting results", "Viewing the Sentiment Analysis Jobs tab", "Viewing job details", "Viewing the Sentiment Results tab", "Viewing results details", "Highlighting sentiments in the Viewer", "Troubleshooting sentiment analysis errors", "Job-level errors", "Document-level errors" ], "headings": [ "Sentiment analysis results", "Adding results to the document view", "Filtering and sorting results", "Viewing the Sentiment Analysis Jobs tab", "Viewing job details", "Viewing the Sentiment Results tab", "Viewing results details", "Highlighting sentiments in the Viewer", "Troubleshooting sentiment analysis errors", "Job-level errors", "Document-level errors" ], "name": "Sentiment analysis results", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "After you have run sentiment analysis on a set of documents, the results are available as a set of fields attached to each document. These can be viewed either from the document list page or from the Sentiment Results tab.", "title": "Sentiment analysis results" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Sentiment_analysis/Sentiment_analysis_security_permissions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Sentiment_analysis/Sentiment_analysis_security_permissions.htm" }, "description": "This topic contains information on the security permissions required for working with sentiment analysis.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Sentiment analysis security permissions", "Running the sentiment analysis mass operation", "Viewing sentiment analysis jobs and results" ], "headings": [ "Sentiment analysis security permissions", "Running the sentiment analysis mass operation", "Viewing sentiment analysis jobs and results" ], "name": "Sentiment analysis security permissions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This topic contains information on the security permissions required for working with sentiment analysis.", "title": "Sentiment analysis security permissions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Simple_File_Upload/Simple_File_Upload.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Simple_File_Upload/Simple_File_Upload.htm" }, "description": "Simple File Upload, formerly Single File Upload, gives users the ability to add new documents to Relativity without using the Relativity Desktop Client.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Simple File Upload", "Special considerations", "Workspace security permissions", "Accessing Simple File Upload", "Uploading new documents", "Replacing documents" ], "headings": [ "Simple File Upload", "Special considerations", "Workspace security permissions", "Accessing Simple File Upload", "Uploading new documents", "Replacing documents" ], "name": "Simple file upload", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Simple File Upload, formerly Single File Upload, gives users the ability to add new documents to Relativity without using the Relativity Desktop Client.", "title": "Simple file upload" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Staging_Area.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Staging_Area.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Staging Area", "Staging Area folders", "Billable", "Best Practices" ], "headings": [ "Staging Area", "Staging Area folders", "Billable", "Best Practices" ], "name": "Staging Area", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Staging Area" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Store.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Store.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "RelativityOne Store", "headings": "RelativityOne Store", "name": "RelativityOne Store", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "RelativityOne Store" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Summary_reports.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Summary_reports.htm" }, "description": "Summary reports provide aggregate tallies of field values. Field types available for reporting are limited to the following.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Summary reports", "headings": "Summary reports", "name": "Summary reports", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Summary reports provide aggregate tallies of field values. Field types available for reporting are limited to the following.", "title": "Summary reports" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Tab_Sync/Tab_Sync.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Tab_Sync/Tab_Sync.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Tab Sync", "Tab Sync considerations", "Tab Sync limitations", "Installing Tab Sync", "Running a Tab Sync job workflow", "Selecting a source template", "Workspace source template", "Tab Profile source template", "Choosing sync settings", "Selecting a destination workspace", "Removing a destination workspace", "Previewing changes to each destination workspace", "Email summary report", "Tab Sync errors and troubleshooting" ], "headings": [ "Tab Sync", "Tab Sync considerations", "Tab Sync limitations", "Installing Tab Sync", "Running a Tab Sync job workflow", "Selecting a source template", "Workspace source template", "Tab Profile source template", "Choosing sync settings", "Selecting a destination workspace", "Removing a destination workspace", "Previewing changes to each destination workspace", "Email summary report", "Tab Sync errors and troubleshooting" ], "name": "Tab Sync", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Tab Sync" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Tabs.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Tabs.htm" }, "description": "A workspace contains tabs that provide you with easy access to different Relativity features, including documents, search terms reports, views, and other default functionality. Relativity is a highly customizable platform. You can apply any template with a tabs arrangement that best serves your review needs. Some workspace templates also include custom tabs for specialized functionality.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Tabs", "Creating and editing tabs", "Fields", "Tab Information", "Tab Location", "Nesting children tabs" ], "headings": [ "Tabs", "Creating and editing tabs", "Fields", "Tab Information", "Tab Location", "Nesting children tabs" ], "name": "Tabs", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "A workspace contains tabs that provide you with easy access to different Relativity features, including documents, search terms reports, views, and other default functionality. Relativity is a highly customizable platform. You can apply any template with a tabs arrangement that best serves your review needs. Some workspace templates also include custom tabs for specialized functionality.", "title": "Tabs" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Annotating_transcripts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Annotating_transcripts.htm" }, "description": "When you open a transcript in the Viewer, you can add the following annotations: Notes, Designations, Exhibits, URLs.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Annotating transcripts", "Transcripts layout", "Adding notes", "Expanding notes", "Adding designations inline", "Uploading designations", "Resolving upload designations warnings and errors", "Linking to exhibits", "Linking to URLs", "Working with Case Dynamics" ], "headings": [ "Annotating transcripts", "Transcripts layout", "Adding notes", "Expanding notes", "Adding designations inline", "Uploading designations", "Resolving upload designations warnings and errors", "Linking to exhibits", "Linking to URLs", "Working with Case Dynamics" ], "name": "Annotating transcripts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "When you open a transcript in the Viewer, you can add the following annotations: Notes, Designations, Exhibits, URLs.", "title": "Annotating transcripts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Copying_text_from_a_transcript.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Copying_text_from_a_transcript.htm" }, "description": "You can copy transcript text with or without page:line numbers with the Transcripts application.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Copying text from a transcript", "Copying text only", "Copying text with page:line numbers" ], "headings": [ "Copying text from a transcript", "Copying text only", "Copying text with page:line numbers" ], "name": "Copying text from a transcript", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can copy transcript text with or without page:line numbers with the Transcripts application.", "title": "Copying text from a transcript" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Installing_the_Transcripts_application.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Installing_the_Transcripts_application.htm" }, "description": "This page provides instructions for how to install the Transcripts application.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Installing the Transcripts application", "Transcripts application compatibility matrix", "Installing the Transcripts application", "Security permissions", "Reviewer security permissions" ], "headings": [ "Installing the Transcripts application", "Transcripts application compatibility matrix", "Installing the Transcripts application", "Security permissions", "Reviewer security permissions" ], "name": "Installing the Transcripts application", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This page provides instructions for how to install the Transcripts application.", "title": "Installing the Transcripts application" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Printing_transcripts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Printing_transcripts.htm" }, "description": "This page provides instructions for how to print transcripts from the Viewer.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Printing transcripts", "headings": "Printing transcripts", "name": "Printing transcripts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This page provides instructions for how to print transcripts from the Viewer.", "title": "Printing transcripts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Supported_file_types_for_the_Transcripts_application.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Supported_file_types_for_the_Transcripts_application.htm" }, "description": "Transcripts provides the capacity to upload the following file types: .ptf, .xmptf, .rtf, .trn, .lef, .xmef, .txt, xmp4.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Supported file types for the Transcripts application", "Supported file types", "Special considerations", "Transcripts sync to video", ".txt files", "Transcripts with hyperlinked exhibits", ".lef files", "Text transcript file types", ".ptf files", ".xmptf files", ".rtf files", ".trn files", ".xmef files", ".txt files" ], "headings": [ "Supported file types for the Transcripts application", "Supported file types", "Special considerations", "Transcripts sync to video", ".txt files", "Transcripts with hyperlinked exhibits", ".lef files", "Text transcript file types", ".ptf files", ".xmptf files", ".rtf files", ".trn files", ".xmef files", ".txt files" ], "name": "Supported file types for the Transcripts application", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Transcripts provides the capacity to upload the following file types: .ptf, .xmptf, .rtf, .trn, .lef, .xmef, .txt, xmp4.", "title": "Supported file types for the Transcripts application" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Transcript_reports.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Transcript_reports.htm" }, "description": "You can export the different annotations and items that have been linked to the transcript(s), including Case Dynamics items.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Transcript reports", "Creating a transcript report", "Annotations Digest", "Key\u0026#160;Terms" ], "headings": [ "Transcript reports", "Creating a transcript report", "Annotations Digest", "Key\u0026#160;Terms" ], "name": "Transcript reports", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can export the different annotations and items that have been linked to the transcript(s), including Case Dynamics items.", "title": "Transcript reports" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Transcript_video_clips.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Transcript_video_clips.htm" }, "description": "You can create, save, merge, and export video clips with the transcripts application.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Transcript video clips", "Sample video files", "View video clips", "Create a video clip", "Edit a video clip", "Edit a saved video clip", "Export a video clip in .css or .csv", "Export fields" ], "headings": [ "Transcript video clips", "Sample video files", "View video clips", "Create a video clip", "Edit a video clip", "Edit a saved video clip", "Export a video clip in .css or .csv", "Export fields" ], "name": "Transcript video clips", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can create, save, merge, and export video clips with the transcripts application.", "title": "Transcript video clips" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Transcripts_application.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Transcripts_application.htm" }, "description": "The Transcripts application gives users the ability to upload, review, code, and annotate transcript files in Relativity.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "transcripts,transcript,transcripts application", "headings": [ "Transcripts application", "Transcripts application topics" ], "name": "Transcripts application", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "transcripts", "transcript", "transcripts application", "The Transcripts application gives users the ability to upload, review, code, and annotate transcript files in Relativity." ], "title": "Transcripts application" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Transcripts_tab.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Transcripts_tab.htm" }, "description": "The Transcripts tab contains individual tabs with views for Notes, Exhibits, URLs, Comments, Designations, and Designation types.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Transcripts tab", "Notes tab", "Exhibits tab", "URLs tab", "Comments tab", "Designations tab", "Designation Types tab" ], "headings": [ "Transcripts tab", "Notes tab", "Exhibits tab", "URLs tab", "Comments tab", "Designations tab", "Designation Types tab" ], "name": "Transcripts tab", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Transcripts tab contains individual tabs with views for Notes, Exhibits, URLs, Comments, Designations, and Designation types.", "title": "Transcripts tab" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Uploading_transcripts.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Uploading_transcripts.htm" }, "description": "When uploading Transcripts, Relativity automatically creates folders named after the Deponent Name field. Transcripts are stored in these folders, along with any corresponding attachments.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Uploading transcripts", "Special considerations", "Upload a transcript from the Documents tab", "Uploading a video of an interview", "Mass importing transcripts with Import/Export", "Before you begin", "Importing transcripts with Import/Export", "Reading transcripts with page number", "Supported file types", "Editing the Transcripts Import Layout" ], "headings": [ "Uploading transcripts", "Special considerations", "Upload a transcript from the Documents tab", "Uploading a video of an interview", "Mass importing transcripts with Import/Export", "Before you begin", "Importing transcripts with Import/Export", "Reading transcripts with page number", "Supported file types", "Editing the Transcripts Import Layout" ], "name": "Uploading transcripts", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "When uploading Transcripts, Relativity automatically creates folders named after the Deponent Name field. Transcripts are stored in these folders, along with any corresponding attachments.", "title": "Uploading transcripts" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Word_Index.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Transcripts_application/Word_Index.htm" }, "description": "The Word Index lists out all the different terms that are found in the transcript.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Word Index", "Using the Word Index", "Word Index fields" ], "headings": [ "Word Index", "Using the Word Index", "Word Index fields" ], "name": "Word index", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Word Index lists out all the different terms that are found in the transcript.", "title": "Word index" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Translate/Translate.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Translate/Translate.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Translate", "Translate requirements", "Installing the Translate application", "Translate permissions", "Translating multiple documents", "Translating a single document", "Fields", "Populated fields", "Working with translated documents", "Re-translating documents", "Mass exporting translated documents", "Viewing a job\u0027s status and usage", "Supported languages", "Troubleshooting Translate jobs", "Deployment and processing geographies" ], "headings": [ "Translate", "Translate requirements", "Installing the Translate application", "Translate permissions", "Translating multiple documents", "Translating a single document", "Fields", "Populated fields", "Working with translated documents", "Re-translating documents", "Mass exporting translated documents", "Viewing a job\u0027s status and usage", "Supported languages", "Troubleshooting Translate jobs", "Deployment and processing geographies" ], "name": "Translate", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Translate" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Users.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Users.htm" }, "description": "Users are individuals who have access to the Relativity environment. You create users and add them to groups, which are then associated with workspaces. Users are also directly associated to clients. This diagram illustrates how clients, groups, and workspaces relate to users.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Users", "User status", "Creating and editing a user", "Adding a user log-in type", "Fields", "Viewing user audit records", "Sending messages to users", "Bounce list removal", "Forcing users to log out", "Adding or removing users from a client domain", "Auto-disable users" ], "headings": [ "Users", "User status", "Creating and editing a user", "Adding a user log-in type", "Fields", "Viewing user audit records", "Sending messages to users", "Bounce list removal", "Forcing users to log out", "Adding or removing users from a client domain", "Auto-disable users" ], "name": "Users", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Users are individuals who have access to the Relativity environment. You create users and add them to groups, which are then associated with workspaces. Users are also directly associated to clients. This diagram illustrates how clients, groups, and workspaces relate to users.", "title": "Users" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Utility_Server.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Utility_Server.htm" }, "description": "The Utility Server is a virtual machine that can optionally be connected to your RelativityOne instance. It contains additional support tools to help you work with data in your RelativityOne staging area before editing and loading it into your RelativityOne instance.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Utility Server (UVM)", "Utility Server access", "Connecting to your Utility Server", "Logging off or disconnecting Utility Server sessions", "Data, applications and storage capacity on the Utility Server" ], "headings": [ "Utility Server (UVM)", "Utility Server access", "Connecting to your Utility Server", "Logging off or disconnecting Utility Server sessions", "Data, applications and storage capacity on the Utility Server" ], "name": "Utility Server (UVM)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Utility Server is a virtual machine that can optionally be connected to your RelativityOne instance. It contains additional support tools to help you work with data in your RelativityOne staging area before editing and loading it into your RelativityOne instance.", "title": "Utility Server (UVM)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/aiR_for_Review_Analysis.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/aiR_for_Review_Analysis.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "aiR for Review Analysis", "Permissions", "Reviewing aiR for Review Analysis results", "aiR for Review Analysis highlighting", "aiR for Review Analysis results order" ], "headings": [ "aiR for Review Analysis", "Permissions", "Reviewing aiR for Review Analysis results", "aiR for Review Analysis highlighting", "aiR for Review Analysis results order" ], "name": "aiR for Review Analysis", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "aiR for Review Analysis" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Document_Comments.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Document_Comments.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Document Comments", "Permission", "Comments searching", "Adding a comment", "Replying to a comment", "Editing a comment", "Deleting a comment" ], "headings": [ "Document Comments", "Permission", "Comments searching", "Adding a comment", "Replying to a comment", "Editing a comment", "Deleting a comment" ], "name": "Document Comments", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Document Comments" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Document_compare.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Document_compare.htm" }, "description": "You can use Document Compare to view the key differences between the extracted text of two documents. To access the Document Compare system field, you must first add it to a view.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Document Compare", "headings": "Document Compare", "name": "Document compare", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use Document Compare to view the key differences between the extracted text of two documents. To access the Document Compare system field, you must first add it to a view.", "title": "Document compare" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Markups.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Markups.htm" }, "description": "Markups in Relativity refer to highlights and redactions. You can add markups to documents using the Relativity image viewer. When you open a document in the core reviewer interface, select Image to image the document if necessary and open the document as an image.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Markups", "Permissions", "Highlights", "Creating highlights", "Redactions", "Creating basic redactions", "Creating inverse redactions", "Creating full-page redactions", "Creating mass redactions", "Editing markups", "Deleting markups", "Working with overlapping markups", "Working with markups outside of page boundaries", "Editing redaction text with a markup set", "Editing redaction text", "Editing font size in text box redactions", "Mass deleting markups", "Controlling markup visibility", "Viewing markup history", "Using the Markup Navigation pane", "Reviewing markups using Redact" ], "headings": [ "Markups", "Permissions", "Highlights", "Creating highlights", "Redactions", "Creating basic redactions", "Creating inverse redactions", "Creating full-page redactions", "Creating mass redactions", "Editing markups", "Deleting markups", "Working with overlapping markups", "Working with markups outside of page boundaries", "Editing redaction text with a markup set", "Editing redaction text", "Editing font size in text box redactions", "Mass deleting markups", "Controlling markup visibility", "Viewing markup history", "Using the Markup Navigation pane", "Reviewing markups using Redact" ], "name": "Markups", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Markups in Relativity refer to highlights and redactions. You can add markups to documents using the Relativity image viewer. When you open a document in the core reviewer interface, select Image to image the document if necessary and open the document as an image.", "title": "Markups" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Running_conceptual_analytics_from_the_viewer.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Running_conceptual_analytics_from_the_viewer.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Running conceptual analytics from the viewer", "Permissions and special considerations", "Running a concept search from the viewer", "Running find similar documents from the viewer", "Running keyword expansion from the viewer", "Navigating results", "Changing the active index" ], "headings": [ "Running conceptual analytics from the viewer", "Permissions and special considerations", "Running a concept search from the viewer", "Running find similar documents from the viewer", "Running keyword expansion from the viewer", "Navigating results", "Changing the active index" ], "name": "Running conceptual analytics from the viewer", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Running conceptual analytics from the viewer" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Sentiment_analysis_highlights.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Sentiment_analysis_highlights.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Sentiment analysis highlights", "Permissions", "Utilizing sentiment analysis highlights" ], "headings": [ "Sentiment analysis highlights", "Permissions", "Utilizing sentiment analysis highlights" ], "name": "Sentiment analysis highlights", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Sentiment analysis highlights" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Short_Message_Viewer.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Short_Message_Viewer.htm" }, "description": "The Relativity Short Message Viewer displays conversations or individual messages sent using SMS such as iMessage and instant messenger services such as Skype Messenger, Slack, and Bloomberg.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Short Message Viewer", "Permissions", "Short Message Viewer", "Short Message Viewer toolbar options", "Left drawer Short Message Viewer options", "Navigating the Short Message Viewer", "Platform Icon", "Conversation Pane", "Navigating the Conversation", "Viewer interface for missing information", "Troubleshooting attachments", "RSMF Slicing", "Timeline Navigator", "Copying text in the viewer", "Audit Records", "Adjusting the Time Zone in Short Message Viewer", "Short Message Image Viewer", "Navigating the Short Message Image Viewer", "Short Message Report and Outline of Conversations", "Navigating the conversation", "Short Message Image Viewer interface for missing information", "Extracted Text Viewer" ], "headings": [ "Short Message Viewer", "Permissions", "Short Message Viewer", "Short Message Viewer toolbar options", "Left drawer Short Message Viewer options", "Navigating the Short Message Viewer", "Platform Icon", "Conversation Pane", "Navigating the Conversation", "Viewer interface for missing information", "Troubleshooting attachments", "RSMF Slicing", "Timeline Navigator", "Copying text in the viewer", "Audit Records", "Adjusting the Time Zone in Short Message Viewer", "Short Message Image Viewer", "Navigating the Short Message Image Viewer", "Short Message Report and Outline of Conversations", "Navigating the conversation", "Short Message Image Viewer interface for missing information", "Extracted Text Viewer" ], "name": "Short Message Viewer", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Relativity Short Message Viewer displays conversations or individual messages sent using SMS such as iMessage and instant messenger services such as Skype Messenger, Slack, and Bloomberg.", "title": "Short Message Viewer" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Viewer.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Viewer.htm" }, "description": "Relativity\u0027s Review Interface displays workspace documents. You can use the Viewer type tabs to toggle the loaded formats of documents, such as Native Viewer, Image Viewer, Extracted Text Viewer, or Productions Viewer. Using the Viewer, you can control the form of document that displays in the interface.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Viewer", "Native Viewer", "Navigating the Native Viewer", "Copying text in the Viewer", "Streaming audio and video files", "Document Intelligence", "Image Viewer", "Navigating the Image Viewer", "Saving an image as a PDF", "Extracted Text Viewer", "Navigating the Extracted Text Viewer", "Extracted Text Viewer toolbar options", "Left drawer Viewer options", "Right drawer Viewer options", "Document actions menu", "Viewer settings menu", "Viewer breadcrumbs", "Productions Viewer", "Navigating the Productions Viewer", "Imaging on the fly", "PDF Viewer", "PDF Viewer toolbar options", "Left drawer Viewer options", "Right drawer Viewer options", "Document actions menu", "Viewer settings menu", "Viewer Breadcrumbs", "Document actions menu", "Viewer settings menu", "Pop Out Viewer", "Standalone Viewer", "Document preview panel", "Related items card", "Document actions in the related items card", "Document and Production History card", "Document and Production History card permissions", "Documents card", "Email thread visualization tool", ".eml and .msg header dates and times in the Viewer", "Thumbnail Viewer" ], "headings": [ "Viewer", "Native Viewer", "Navigating the Native Viewer", "Copying text in the Viewer", "Streaming audio and video files", "Document Intelligence", "Image Viewer", "Navigating the Image Viewer", "Saving an image as a PDF", "Extracted Text Viewer", "Navigating the Extracted Text Viewer", "Extracted Text Viewer toolbar options", "Left drawer Viewer options", "Right drawer Viewer options", "Document actions menu", "Viewer settings menu", "Viewer breadcrumbs", "Productions Viewer", "Navigating the Productions Viewer", "Imaging on the fly", "PDF Viewer", "PDF Viewer toolbar options", "Left drawer Viewer options", "Right drawer Viewer options", "Document actions menu", "Viewer settings menu", "Viewer Breadcrumbs", "Document actions menu", "Viewer settings menu", "Pop Out Viewer", "Standalone Viewer", "Document preview panel", "Related items card", "Document actions in the related items card", "Document and Production History card", "Document and Production History card permissions", "Documents card", "Email thread visualization tool", ".eml and .msg header dates and times in the Viewer", "Thumbnail Viewer" ], "name": "Viewer", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity\u0027s Review Interface displays workspace documents. You can use the Viewer type tabs to toggle the loaded formats of documents, such as Native Viewer, Image Viewer, Extracted Text Viewer, or Productions Viewer. Using the Viewer, you can control the form of document that displays in the interface.", "title": "Viewer" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Viewer_precedence.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Viewer_precedence.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Viewer precedence", "headings": "Viewer precedence", "name": "Viewer precedence", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Viewer precedence" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Viewer_troubleshooting_and_FAQ.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Viewer_troubleshooting_and_FAQ.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Viewer troubleshooting and FAQ", "General Viewer troubleshooting", "What can you do if a document is not loading?", "What browser settings can cause Viewer performance issues?", "What prevents a document from being downloaded?", "How can I disable Viewer extensions to troubleshoot performance issues?", "Troubleshooting Viewer errors", "Short Message Viewer troubleshooting", "Why are images not displayed in-line within the Native Short Message Viewer?", "How do I resolve common error messages received from the RSMF Validator located in the Short Message Viewer?", "PDF Viewer troubleshooting", "What won’t a PDF load?", "Excel troubleshooting", "Persistent highlighting in the Viewer", "Highlight terms are missing in either the Native or Extracted Text Viewer but the text exists on the Extracted Text or Native Viewer.", "The Search Terms Report shows a hit within the document, but the Persistent\r\n\t\tHighlighting pane does not." ], "headings": [ "Viewer troubleshooting and FAQ", "General Viewer troubleshooting", "What can you do if a document is not loading?", "What browser settings can cause Viewer performance issues?", "What prevents a document from being downloaded?", "How can I disable Viewer extensions to troubleshoot performance issues?", "Troubleshooting Viewer errors", "Short Message Viewer troubleshooting", "Why are images not displayed in-line within the Native Short Message Viewer?", "How do I resolve common error messages received from the RSMF Validator located in the Short Message Viewer?", "PDF Viewer troubleshooting", "What won’t a PDF load?", "Excel troubleshooting", "Persistent highlighting in the Viewer", "Highlight terms are missing in either the Native or Extracted Text Viewer but the text exists on the Extracted Text or Native Viewer.", "The Search Terms Report shows a hit within the document, but the Persistent\r\n\t\tHighlighting pane does not." ], "name": "Viewer troubleshooting and FAQ", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Viewer troubleshooting and FAQ" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Viewer-supported_file_types.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Viewer/Viewer-supported_file_types.htm" }, "description": "This is a sample page that shows the new supported file types formatting.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "preview, supported file types, viewer", "headings": [ "Viewer-supported file types", "\u0026#160;Categories", "Viewer audio and video-supported file types", "Troubleshooting errors", "Supported audio file types", "Supported video file types", "Text-only designation", "File ID\u0026#160;only designation" ], "name": "Viewer-supported file types", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": [ "preview", "supported file types", "viewer", "This is a sample page that shows the new supported file types formatting." ], "title": "Viewer-supported file types" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Views.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Views.htm" }, "description": "Views are customizable lists of items in Relativity.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Views", "Workspace system views", "System views from Home", "Creating a view", "Creating a view with field categories", "Creating a view without field categories", "Information tab", "Other tab", "Fields tab", "Conditions tab", "Sort tab", "Editing view information", "Using the four-step wizard", "Basic Information", "Fields", "Conditions", "Sort", "Linking a dashboard to a view" ], "headings": [ "Views", "Workspace system views", "System views from Home", "Creating a view", "Creating a view with field categories", "Creating a view without field categories", "Information tab", "Other tab", "Fields tab", "Conditions tab", "Sort tab", "Editing view information", "Using the four-step wizard", "Basic Information", "Fields", "Conditions", "Sort", "Linking a dashboard to a view" ], "name": "Views", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Views are customizable lists of items in Relativity.", "title": "Views" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Cold_Storage.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Cold_Storage.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Cold Storage", "Permissions", "Migrating a Workspace to Cold Storage", "Retrieving a Workspace from Cold Storage", "Key points about Cold Storage retrieval:", "Deleting a workspace from Cold Storage", "Key points about Cold Storage deletion:", "Frequently Asked Questions (FAQ)", "Troubleshooting Cold Storage Operations", "Additional Considerations" ], "headings": [ "Cold Storage", "Permissions", "Migrating a Workspace to Cold Storage", "Retrieving a Workspace from Cold Storage", "Key points about Cold Storage retrieval:", "Deleting a workspace from Cold Storage", "Key points about Cold Storage deletion:", "Frequently Asked Questions (FAQ)", "Troubleshooting Cold Storage Operations", "Additional Considerations" ], "name": "Cold Storage", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Cold Storage" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Recycle_Bin.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Recycle_Bin.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Recycle Bin", "Billing and permissions", "Moving to the Recycle Bin", "Managing workspaces in the recycle bin" ], "headings": [ "Recycle Bin", "Billing and permissions", "Moving to the Recycle Bin", "Managing workspaces in the recycle bin" ], "name": "Recycle Bin", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Recycle Bin" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Repository_workspaces_in_RelativityOne.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Repository_workspaces_in_RelativityOne.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Repository workspaces in RelativityOne", "Setting up a repository workspace", "Example 1", "Example 2", "Special considerations" ], "headings": [ "Repository workspaces in RelativityOne", "Setting up a repository workspace", "Example 1", "Example 2", "Special considerations" ], "name": "Repository Workspaces in RelativityOne", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Repository Workspaces in RelativityOne" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Workspace_navigation.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Workspace_navigation.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Document and item list navigation", "Browsers panel", "Document browser menu", "View bar", "Document Preview panel", "Navigating the Document Preview panel", "Item list", "Freeze and unfreeze columns in a list", "Copy column values", "Saving a search from the Documents tab", "Previewing a document", "Sorting" ], "headings": [ "Document and item list navigation", "Browsers panel", "Document browser menu", "View bar", "Document Preview panel", "Navigating the Document Preview panel", "Item list", "Freeze and unfreeze columns in a list", "Copy column values", "Saving a search from the Documents tab", "Previewing a document", "Sorting" ], "name": "Document and item list navigation", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Document and item list navigation" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Workspaces.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Workspaces.htm" }, "description": "003", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Workspaces", "Creating and editing a workspace", "Fields", "Viewing workspace details", "Deleting a workspace", "Using the utilities console", "System Settings", "Managing system keyboard shortcuts", "Viewing the personal items of workspace users", "Cold storage management", "Adding and editing production restrictions", "Managing production restrictions in templates", "Workspace admin group" ], "headings": [ "Workspaces", "Creating and editing a workspace", "Fields", "Viewing workspace details", "Deleting a workspace", "Using the utilities console", "System Settings", "Managing system keyboard shortcuts", "Viewing the personal items of workspace users", "Cold storage management", "Adding and editing production restrictions", "Managing production restrictions in templates", "Workspace admin group" ], "name": "Workspaces", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "003", "title": "Workspaces" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Workspaces_tab.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity/Workspaces/Workspaces_tab.htm" }, "description": "003", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Workspaces tab", "Using the Workspaces tab", "Common Workspaces tab icons and actions", "Managing your instance connections", "Creating a new workspace in one of your instances", "Searching for a workspace", "Workspaces security permissions", "Linking additional Relativity instances", "Linking to additional RelativityOne instance workspaces", "Linking to Relativity Server instance workspaces", "Required prerequisites for configuration", "Configuring your primary and duplicate RelativityOne instances" ], "headings": [ "Workspaces tab", "Using the Workspaces tab", "Common Workspaces tab icons and actions", "Managing your instance connections", "Creating a new workspace in one of your instances", "Searching for a workspace", "Workspaces security permissions", "Linking additional Relativity instances", "Linking to additional RelativityOne instance workspaces", "Linking to Relativity Server instance workspaces", "Required prerequisites for configuration", "Configuring your primary and duplicate RelativityOne instances" ], "name": "Workspaces Tab", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "003", "title": "Workspaces Tab" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Adding_custodian_portal_settings.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Adding_custodian_portal_settings.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Adding custodian portal settings", "Custodian Portal settings fields" ], "headings": [ "Adding custodian portal settings", "Custodian Portal settings fields" ], "name": "Adding custodian portal settings", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Adding custodian portal settings" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Adding_email_settings.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Adding_email_settings.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Adding email settings", "Email processor types and requirements", "Graph API\u0026#160;email settings requirements", "Gmail settings requirements", "SMTP\u0026#160;email settings requirements", "Adding Outgoing Email settings", "Outgoing email fields", "Validating outgoing email settings", "Testing the outgoing email settings", "Adding Incoming Email settings", "Incoming email fields", "Validating incoming email settings", "Testing your incoming email settings", "Troubleshooting email settings" ], "headings": [ "Adding email settings", "Email processor types and requirements", "Graph API\u0026#160;email settings requirements", "Gmail settings requirements", "SMTP\u0026#160;email settings requirements", "Adding Outgoing Email settings", "Outgoing email fields", "Validating outgoing email settings", "Testing the outgoing email settings", "Adding Incoming Email settings", "Incoming email fields", "Validating incoming email settings", "Testing your incoming email settings", "Troubleshooting email settings" ], "name": "Adding email settings", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Adding email settings" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Adding_general_settings.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Adding_general_settings.htm" }, "description": "Update the fields in the General section of Legal Hold Settings.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Adding general settings", "General settings fields", "Entity OneDrive URL\u0026#160;field (Legacy)", "Setting up OneDrive" ], "headings": [ "Adding general settings", "General settings fields", "Entity OneDrive URL\u0026#160;field (Legacy)", "Setting up OneDrive" ], "name": "Adding general settings", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Update the fields in the General section of Legal Hold Settings.", "title": "Adding general settings" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Attachments_library.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Attachments_library.htm" }, "description": "The Libraries tab includes the Attachments libraries.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Attachments library", "headings": "Attachments library", "name": "Attachments library", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Libraries tab includes the Attachments libraries.", "title": "Attachments library" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Azure_AD.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Azure_AD.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Integrating Azure with Legal Hold", "headings": "Integrating Azure with Legal Hold", "name": "Importing custodians from Entra\u0026#160;ID", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Importing custodians from Entra\u0026#160;ID" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Azure_AD_For_Custodian_Portal_SSO.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Azure_AD_For_Custodian_Portal_SSO.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Integrating Azure AD for Custodian Portal SSO", "Understanding Code flow and Implicit flow", "Registering an Azure application and credentials", "Creating a client secret", "Setting API\u0026#160;Permissions", "Editing the custodian portal authentication provider", "Custodian portal authentication provider fields", "Configuring the redirect URL", "Enabling ID tokens for Azure application", "Troubleshooting Claims" ], "headings": [ "Integrating Azure AD for Custodian Portal SSO", "Understanding Code flow and Implicit flow", "Registering an Azure application and credentials", "Creating a client secret", "Setting API\u0026#160;Permissions", "Editing the custodian portal authentication provider", "Custodian portal authentication provider fields", "Configuring the redirect URL", "Enabling ID tokens for Azure application", "Troubleshooting Claims" ], "name": "Azure AD for custodian portal SSO", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Azure AD for custodian portal SSO" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Azure_AD_for_Importing_Custodians.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Azure_AD_for_Importing_Custodians.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Integrating Azure AD\u0026#160;for importing custodians", "Registering an application and credentials", "Creating a client secret", "Adding permissions", "Azure AD\u0026#160;Provider setup and run" ], "headings": [ "Integrating Azure AD\u0026#160;for importing custodians", "Registering an application and credentials", "Creating a client secret", "Adding permissions", "Azure AD\u0026#160;Provider setup and run" ], "name": "Azure AD for importing custodians", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Azure AD for importing custodians" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Config_SharePoint_Discovery_for_Preservation.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Config_SharePoint_Discovery_for_Preservation.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Setting up SharePoint Discovery for preservation holds (Legacy)", "Configuring SharePoint Discovery", "Limitations of SharePoint Discovery" ], "headings": [ "Setting up SharePoint Discovery for preservation holds (Legacy)", "Configuring SharePoint Discovery", "Limitations of SharePoint Discovery" ], "name": "Configuring SharePoint discovery for preservation", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Configuring SharePoint discovery for preservation" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Creating_communications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Creating_communications.htm" }, "description": "Send hold notices, questionnaires, follow-up communications, or anything else you need to send to a custodian or group of specificed custodians regarding their involvement in the project or hold.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating a communication", "Requirements", "Create a communication", "Communication detail layout fields", "Detail tab", "Email tab", "Portal Content tab", "Reminder \u0026amp; Escalation tab", "Summary BCC tab", "Communication types", "General notice", "Alert group", "Email acknowledgement", "Release notice", "Using the editor window", "Hyperlinks", "Email merge fields", "Email merge fields list" ], "headings": [ "Creating a communication", "Requirements", "Create a communication", "Communication detail layout fields", "Detail tab", "Email tab", "Portal Content tab", "Reminder \u0026amp; Escalation tab", "Summary BCC tab", "Communication types", "General notice", "Alert group", "Email acknowledgement", "Release notice", "Using the editor window", "Hyperlinks", "Email merge fields", "Email merge fields list" ], "name": "Creating a communication", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Send hold notices, questionnaires, follow-up communications, or anything else you need to send to a custodian or group of specificed custodians regarding their involvement in the project or hold.", "title": "Creating a communication" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Creating_entities.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Creating_entities.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating legal hold entities", "Creating and editing an entity", "Legal Hold layout", "Basic Contact", "Company", "Location", "Other", "Custodian Interaction level", "Entity console" ], "headings": [ "Creating legal hold entities", "Creating and editing an entity", "Legal Hold layout", "Basic Contact", "Company", "Location", "Other", "Custodian Interaction level", "Entity console" ], "name": "Creating legal hold entities", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Creating legal hold entities" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Creating_questionnaires.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Creating_questionnaires.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Creating a questionnaire", "Questionnaire fields", "Adding conditions", "Question types", "Question categories", "Creating a questionnaire" ], "headings": [ "Creating a questionnaire", "Questionnaire fields", "Adding conditions", "Question types", "Question categories", "Creating a questionnaire" ], "name": "Creating questionnaires", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Creating questionnaires" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Creating_reports.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Creating_reports.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Running a report", "headings": "Running a report", "name": "Creating a report", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Creating a report" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Custodian_communications_tab.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Custodian_communications_tab.htm" }, "description": "Relativity Legal Hold customers want to work with custodian information in a more dynamic way when analyzing their legal holds. The Custodian Role and The Custodian Status tabs in Relativity store important information that ties custodians to projects and communications. The challenge with working in these two areas of Relativity Legal Hold is that the data presented can be voluminous and it can appear to be duplicated. For example, custodians are listed for every project they are on in the Custodian Role tab and for every communication they receive in the Custodian Status tab.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Custodian communications tab", "Views", "Dashboards" ], "headings": [ "Custodian communications tab", "Views", "Dashboards" ], "name": "Custodian communications tab", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity Legal Hold customers want to work with custodian information in a more dynamic way when analyzing their legal holds. The Custodian Role and The Custodian Status tabs in Relativity store important information that ties custodians to projects and communications. The challenge with working in these two areas of Relativity Legal Hold is that the data presented can be voluminous and it can appear to be duplicated. For example, custodians are listed for every project they are on in the Custodian Role tab and for every communication they receive in the Custodian Status tab.", "title": "Custodian communications tab" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Custodian_portal.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Custodian_portal.htm" }, "description": "The Custodian portal is only accessible to custodians via a secure link in a communication sent from Legal Hold. In the portal, custodians can acknowledge their participation in a hold, answer questionnaires, view all of the active projects they\u0027re associated with, and easily address any other outstanding tasks.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Custodian portal", "Custodian portal browser compatibility", "Accessing the Custodian Portal", "Customizing the Custodian Portal", "SSO for Custodian Portal", "Custodian console" ], "headings": [ "Custodian portal", "Custodian portal browser compatibility", "Accessing the Custodian Portal", "Customizing the Custodian Portal", "SSO for Custodian Portal", "Custodian console" ], "name": "Custodian portal", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Custodian portal is only accessible to custodians via a secure link in a communication sent from Legal Hold. In the portal, custodians can acknowledge their participation in a hold, answer questionnaires, view all of the active projects they\u0027re associated with, and easily address any other outstanding tasks.", "title": "Custodian portal" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Custodian_portal_authentication_provider.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Custodian_portal_authentication_provider.htm" }, "description": "The Custodian Portal Authentication Provider is a connection betweel Relativity Legal Hold and and an organization\u0027s SSO provider that condirms the client, URL, and claim type before letting the custodian into the custodian portal.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Custodian Portal Authentication Provider", "Considerations", "Enabling Custodian Portal SSO", "Authentication Provider fields", "Advanced fields", "Okta SSO setup", "Securing the custodian portal link" ], "headings": [ "Custodian Portal Authentication Provider", "Considerations", "Enabling Custodian Portal SSO", "Authentication Provider fields", "Advanced fields", "Okta SSO setup", "Securing the custodian portal link" ], "name": "Custodian Portal Authentication Provider", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Custodian Portal Authentication Provider is a connection betweel Relativity Legal Hold and and an organization\u0027s SSO provider that condirms the client, URL, and claim type before letting the custodian into the custodian portal.", "title": "Custodian Portal Authentication Provider" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Custodian_projects_tab.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Custodian_projects_tab.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Custodian Projects tab", "Views and dashboards", "Views", "Dashboards", "Mass operation" ], "headings": [ "Custodian Projects tab", "Views and dashboards", "Views", "Dashboards", "Mass operation" ], "name": "Custodian projects tab", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Custodian projects tab" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Custodian_status_dashboard.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Custodian_status_dashboard.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Custodian status dashboard", "headings": "Custodian status dashboard", "name": "Custodian status dashboard", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Custodian status dashboard" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Deleting_a_custodian.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Deleting_a_custodian.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Deleting a custodian", "Deleting a custodian on a preservation hold" ], "headings": [ "Deleting a custodian", "Deleting a custodian on a preservation hold" ], "name": "Deleting a custodian", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Deleting a custodian" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Gmail_API.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Gmail_API.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Gmail API", "Considerations", "Requirements", "Create a Google\u0026#160;Cloud project", "Enable required APIs for the project", "Set up OAuth2 consent screen", "Create credentials", "Add email settings", "Outgoing email fields" ], "headings": [ "Gmail API", "Considerations", "Requirements", "Create a Google\u0026#160;Cloud project", "Enable required APIs for the project", "Set up OAuth2 consent screen", "Create credentials", "Add email settings", "Outgoing email fields" ], "name": "Gmail API", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Gmail API" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Graph_API.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Graph_API.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Microsoft Graph API - Application permissions", "Considerations", "Licenses", "Requirements", "Registering an Azure application and credentials", "Adding permissions", "Creating a client secret", "Adding email settings", "Outgoing email fields" ], "headings": [ "Microsoft Graph API - Application permissions", "Considerations", "Licenses", "Requirements", "Registering an Azure application and credentials", "Adding permissions", "Creating a client secret", "Adding email settings", "Outgoing email fields" ], "name": "Graph API", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Graph API" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Graph_API_Delegated.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Graph_API_Delegated.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Microsoft Graph API - Delegated permissions", "Considerations", "Licenses", "Requirements", "Registering an Azure application and credentials", "Adding permissions", "Configuring the redirect URL", "Creating a client secret", "Authenticating with Microsoft", "Fields", "Adding email settings", "Outgoing email fields", "Incoming email fields" ], "headings": [ "Microsoft Graph API - Delegated permissions", "Considerations", "Licenses", "Requirements", "Registering an Azure application and credentials", "Adding permissions", "Configuring the redirect URL", "Creating a client secret", "Authenticating with Microsoft", "Fields", "Adding email settings", "Outgoing email fields", "Incoming email fields" ], "name": "Graph API - Delegated permissions", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Graph API - Delegated permissions" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Importing_data_to_Relativity.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Importing_data_to_Relativity.htm" }, "description": "After installing Legal Hold, you can use the Relativity Desktop Client (RDC) to migrate hold information from a legacy system into Legal Hold. See Relativity Desktop Client. See the Relativity Desktop Client guide.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Importing hold data to RelativityOne", "Considerations", "Prerequisites", "Load file types", "Importing the legacy data", "Load file order", "Import/Export", "Migrating with ARM", "Importing custodian data using Microsoft Entra ID" ], "headings": [ "Importing hold data to RelativityOne", "Considerations", "Prerequisites", "Load file types", "Importing the legacy data", "Load file order", "Import/Export", "Migrating with ARM", "Importing custodian data using Microsoft Entra ID" ], "name": "Importing legal hold data to Relativity", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "After installing Legal Hold, you can use the Relativity Desktop Client (RDC) to migrate hold information from a legacy system into Legal Hold. See Relativity Desktop Client. See the Relativity Desktop Client guide.", "title": "Importing legal hold data to Relativity" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Importing_entities_-_ImportExport.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Importing_entities_-_ImportExport.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Importing custodians with Import/Export", "Legal Hold custodian load file", "Importing legal hold custodians", "Choose the Load File Type", "Choose Load File and Location", "Load File Settings", "Load File Field Mappings", "Import Settings", "Import Summary" ], "headings": [ "Importing custodians with Import/Export", "Legal Hold custodian load file", "Importing legal hold custodians", "Choose the Load File Type", "Choose Load File and Location", "Load File Settings", "Load File Field Mappings", "Import Settings", "Import Summary" ], "name": "Importing entities - ImportExport", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Importing entities - ImportExport" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Importing_entities_-_Integration_points.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Importing_entities_-_Integration_points.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Importing entities with Integration Points", "Considerations", "Importing from Microsoft Entra\u0026#160;ID", "Setup", "Connect to source", "Map fields", "Reporting on Microsoft Entra ID imports", "Importing a .csv file", "Setup", "Connect to source", "Map fields", "Importing custodians with managers", "Importing from LDAP", "Setup", "Connect to source", "Map fields" ], "headings": [ "Importing entities with Integration Points", "Considerations", "Importing from Microsoft Entra\u0026#160;ID", "Setup", "Connect to source", "Map fields", "Reporting on Microsoft Entra ID imports", "Importing a .csv file", "Setup", "Connect to source", "Map fields", "Importing custodians with managers", "Importing from LDAP", "Setup", "Connect to source", "Map fields" ], "name": "Importing entities - integration points", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Importing entities - integration points" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Installing_Legal_Hold.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Installing_Legal_Hold.htm" }, "description": "To successfully use Relativity Legal Hold, you need to access, configure, and secure the workspaces.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Installing Legal Hold", "Installing Legal Hold", "RelativityOne Hold and Collect template", "Install Legal Hold from the Application Library", "Configuring Legal Hold", "Post-installation verification test" ], "headings": [ "Installing Legal Hold", "Installing Legal Hold", "RelativityOne Hold and Collect template", "Install Legal Hold from the Application Library", "Configuring Legal Hold", "Post-installation verification test" ], "name": "Installing Relativity Legal Hold", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To successfully use Relativity Legal Hold, you need to access, configure, and secure the workspaces.", "title": "Installing Relativity Legal Hold" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Item_selectors.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Item_selectors.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Item selectors", "headings": "Item selectors", "name": "Item selectors", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Item selectors" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Legal_Hold_Settings.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Legal_Hold_Settings.htm" }, "description": "Configuring general settings, preservation settings, and email settings.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Adding legal hold settings", "headings": "Adding legal hold settings", "name": "Adding legal hold settings", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Configuring general settings, preservation settings, and email settings.", "title": "Adding legal hold settings" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Mailbox.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Mailbox.htm" }, "description": "The Mailbox tab contains all information related to received communications in Legal Hold.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Mailbox", "Accessing the mailbox", "Using the mailbox", "Message statuses", "Requeue errored messages", "Responding to emails from Legal Hold", "Troubleshooting" ], "headings": [ "Mailbox", "Accessing the mailbox", "Using the mailbox", "Message statuses", "Requeue errored messages", "Responding to emails from Legal Hold", "Troubleshooting" ], "name": "Mailbox", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Mailbox tab contains all information related to received communications in Legal Hold.", "title": "Mailbox" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Managing_projects.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Managing_projects.htm" }, "description": "Managing a legal hold project icnludes creating, reviewing, updating, and closing projects.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Managing a legal hold project", "Creating a project", "Using the project wizard", "Project Details layout fields", "Assigning custodians to a project", "Securing a project", "Closing a project", "Closing a project with a preservation hold", "Deleting a project" ], "headings": [ "Managing a legal hold project", "Creating a project", "Using the project wizard", "Project Details layout fields", "Assigning custodians to a project", "Securing a project", "Closing a project", "Closing a project with a preservation hold", "Deleting a project" ], "name": "Legal Hold project management", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Managing a legal hold project icnludes creating, reviewing, updating, and closing projects.", "title": "Legal Hold project management" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Managing_workspace_security.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Managing_workspace_security.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Managing Legal Hold workspace security", "Accessing and configuring Legal Hold", "Legal Hold template", "Managing workspace security" ], "headings": [ "Managing Legal Hold workspace security", "Accessing and configuring Legal Hold", "Legal Hold template", "Managing workspace security" ], "name": "Securing a workspace", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Securing a workspace" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Optional_load_files.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Optional_load_files.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Optional load files", "Questionnaire load file", "Required fields", "Optional fields", "Questionnaire question load file", "Required fields", "Optional fields", "Questionnaire response answer load file", "Required fields", "Optional fields", "Questionnaire responses load file", "Task load files", "Required fields", "Optional fields" ], "headings": [ "Optional load files", "Questionnaire load file", "Required fields", "Optional fields", "Questionnaire question load file", "Required fields", "Optional fields", "Questionnaire response answer load file", "Required fields", "Optional fields", "Questionnaire responses load file", "Task load files", "Required fields", "Optional fields" ], "name": "Optional load files", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Optional load files" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Portal.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Portal.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Custodian portal (admin)", "Portal states", "Active holds", "Tasks requiring attention", "Completed tasks" ], "headings": [ "Custodian portal (admin)", "Portal states", "Active holds", "Tasks requiring attention", "Completed tasks" ], "name": "Custodian portal (admin)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Custodian portal (admin)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Preservation_hold.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Preservation_hold.htm" }, "description": "A\u0026#160;Preservation Hold preserves files and emails in an custodian\u0027s Microsoft Office 365 account (OneDrive and Exchange) as well as any files in an custodian\u0027s Sharepoint. A Preservation Hold ensures that original copies, prior to any edits or deletions, of emails and files are preserved in an Office 365 Preservation Library. The Preservation Library ensures that there is no loss of data through accidental or willful deletion or editing of items under a Preservation Hold.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Preservation hold (Legacy)", "Permissions", "Prerequisites", "Licenses", "Considerations", "Adding a preservation hold to a project", "Adding a preservation case", "Deleting a preservation case", "Preservation hold status" ], "headings": [ "Preservation hold (Legacy)", "Permissions", "Prerequisites", "Licenses", "Considerations", "Adding a preservation hold to a project", "Adding a preservation case", "Deleting a preservation case", "Preservation hold status" ], "name": "Preservation hold", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "A\u0026#160;Preservation Hold preserves files and emails in an custodian\u0027s Microsoft Office 365 account (OneDrive and Exchange) as well as any files in an custodian\u0027s Sharepoint. A Preservation Hold ensures that original copies, prior to any edits or deletions, of emails and files are preserved in an Office 365 Preservation Library. The Preservation Library ensures that there is no loss of data through accidental or willful deletion or editing of items under a Preservation Hold.", "title": "Preservation hold" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Preservation_Hold_Settings.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Preservation_Hold_Settings.htm" }, "description": "The Hold Admin tab contains all Legal Hold configuration, Global Reminder settings, and custodian roles.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Adding preservation hold settings using Modern Authentication (Legacy)", "Background information", "Permissions", "Adding preservation hold settings", "Setup in Microsoft", "Run PowerShell Script to create a Service Principal", "Preservation Hold Settings configuration", "Validate preservation hold settings", "Deleting a preservation hold setting" ], "headings": [ "Adding preservation hold settings using Modern Authentication (Legacy)", "Background information", "Permissions", "Adding preservation hold settings", "Setup in Microsoft", "Run PowerShell Script to create a Service Principal", "Preservation Hold Settings configuration", "Validate preservation hold settings", "Deleting a preservation hold setting" ], "name": "Adding preservation hold settings", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Hold Admin tab contains all Legal Hold configuration, Global Reminder settings, and custodian roles.", "title": "Adding preservation hold settings" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Projects.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Projects.htm" }, "description": "The Projects tab contains all information related to all Legal Hold projects. In this tab, you can create, review, update, and close projects.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Projects", "Projects landing page", "Project dashboards", "Legal Hold layouts", "Project views", "Project Details", "Project console", "Project lock down" ], "headings": [ "Projects", "Projects landing page", "Project dashboards", "Legal Hold layouts", "Project views", "Project Details", "Project console", "Project lock down" ], "name": "Projects", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "The Projects tab contains all information related to all Legal Hold projects. In this tab, you can create, review, update, and close projects.", "title": "Projects" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Question_library.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Question_library.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Question library", "Creating a question from the Questions tab" ], "headings": [ "Question library", "Creating a question from the Questions tab" ], "name": "Question library", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Question library" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Question_responses.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Question_responses.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Question responses", "Using Relativity pivot to analyze question responses", "Updating responses" ], "headings": [ "Question responses", "Using Relativity pivot to analyze question responses", "Updating responses" ], "name": "Question responses", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Question responses" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Relativity_Legal_Hold.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Relativity_Legal_Hold.htm" }, "description": "Relativity Legal Hold", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Legal Hold", "Starting with the Hold And Collect template", "Preparing to use Legal Hold", "Legal Hold technical requirements", "Legal Hold considerations", "Legal Hold documentation based on personas", "Training", "Installing Legal Hold" ], "headings": [ "Legal Hold", "Starting with the Hold And Collect template", "Preparing to use Legal Hold", "Legal Hold technical requirements", "Legal Hold considerations", "Legal Hold documentation based on personas", "Training", "Installing Legal Hold" ], "name": "Relativity Legal Hold", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity Legal Hold", "title": "Relativity Legal Hold" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Reminders.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Reminders.htm" }, "description": "There are multiple reminders within Legal Hold. Learn the basics of each in this topic and follow the links to other topics for specific instruction on each reminder.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Legal hold reminders", "Considerations", "Reminder types", "Project reminders", "Global reminders", "Enabling reminders", "Scheduling a global reminder", "Scheduling a project reminder", "Schedule Email Job and Email layout fields", "Sending a reminder", "Scheduling an automatic reminder", "Sending an escalation", "Scheduling an automatic escalation", "Reminder consoles", "Global Reminder console", "Project Reminder console", "Disabling reminders", "Disabling escalations" ], "headings": [ "Legal hold reminders", "Considerations", "Reminder types", "Project reminders", "Global reminders", "Enabling reminders", "Scheduling a global reminder", "Scheduling a project reminder", "Schedule Email Job and Email layout fields", "Sending a reminder", "Scheduling an automatic reminder", "Sending an escalation", "Scheduling an automatic escalation", "Reminder consoles", "Global Reminder console", "Project Reminder console", "Disabling reminders", "Disabling escalations" ], "name": "Reminders", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "There are multiple reminders within Legal Hold. Learn the basics of each in this topic and follow the links to other topics for specific instruction on each reminder.", "title": "Reminders" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Reports.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Reports.htm" }, "description": "Run Legal Hold reports to analyze and manage your projects from the Legal Hold tab \u0026gt; Reports tab.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Reports", "Considerations", "Report types", "Active Preservation Holds Report", "All Preservation Holds Report", "Communication Summary Report", "Custodian Active Projects Report", "Custodian Change Report", "Custodian Open Items Report", "Custodians Report", "Employment Status Change Report", "Global Summary Report", "Non-Responsive Custodians Report", "Questionnaire Response report" ], "headings": [ "Reports", "Considerations", "Report types", "Active Preservation Holds Report", "All Preservation Holds Report", "Communication Summary Report", "Custodian Active Projects Report", "Custodian Change Report", "Custodian Open Items Report", "Custodians Report", "Employment Status Change Report", "Global Summary Report", "Non-Responsive Custodians Report", "Questionnaire Response report" ], "name": "Reporting", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Run Legal Hold reports to analyze and manage your projects from the Legal Hold tab \u0026gt; Reports tab.", "title": "Reporting" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Required_load_files.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Required_load_files.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Required load files", "Import order", "Entity load file", "Required fields", "Optional fields", "Projects load file", "Required fields", "Optional fields", "Communications load file", "Load file considerations", "Required fields", "Optional fields", "Attachments load file", "Custodian Role load file", "Required fields", "Optional fields", "Custodian Status load file", "Required fields", "Optional fields", "Message load file" ], "headings": [ "Required load files", "Import order", "Entity load file", "Required fields", "Optional fields", "Projects load file", "Required fields", "Optional fields", "Communications load file", "Load file considerations", "Required fields", "Optional fields", "Attachments load file", "Custodian Role load file", "Required fields", "Optional fields", "Custodian Status load file", "Required fields", "Optional fields", "Message load file" ], "name": "Required load files", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Required load files" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Responding_to_emails.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Responding_to_emails.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Responding to emails", "headings": "Responding to emails", "name": "Responding to emails", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Responding to emails" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Roles.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Roles.htm" }, "description": "All Legal Hold roles configuration and assignments.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Assigning roles to custodians", "Creating a role", "Assigning a role" ], "headings": [ "Assigning roles to custodians", "Creating a role", "Assigning a role" ], "name": "Roles", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "All Legal Hold roles configuration and assignments.", "title": "Roles" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Scheduled_reports.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Scheduled_reports.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Scheduling a report", "Creating a scheduled report", "Create Scheduled Report layout fields", "Disabling or deleting a scheduled report" ], "headings": [ "Scheduling a report", "Creating a scheduled report", "Create Scheduled Report layout fields", "Disabling or deleting a scheduled report" ], "name": "Scheduling a report", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Scheduling a report" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Sending_a_communication.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Sending_a_communication.htm" }, "description": "Send a communication, escalation, and reminder.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Sending a communication", "Communication details", "Communication console", "Scheduling a communication", "Sending a reminder", "Scheduling an automatic reminder", "Sending an escalation", "Scheduling an automatic escalation", "Approving a communication", "Reviewing communications", "Acknowledging on behalf of a custodian" ], "headings": [ "Sending a communication", "Communication details", "Communication console", "Scheduling a communication", "Sending a reminder", "Scheduling an automatic reminder", "Sending an escalation", "Scheduling an automatic escalation", "Approving a communication", "Reviewing communications", "Acknowledging on behalf of a custodian" ], "name": "Sending a communication", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Send a communication, escalation, and reminder.", "title": "Sending a communication" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Sending_questionnaires.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Sending_questionnaires.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Sending questionnaires", "Sending a questionnaire", "Resending a questionnaire", "Tracking question responses" ], "headings": [ "Sending questionnaires", "Sending a questionnaire", "Resending a questionnaire", "Tracking question responses" ], "name": "Sending a questionnaire", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Sending a questionnaire" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Tasks.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Tasks.htm" }, "description": "Within Legal Hold, there is a new Tasks tab. Create different types of tasks for specific projects to manage custodians, IT requests, HR requests, and other user tasks associated with your legal hold projects.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Task tracking", "Adding a task" ], "headings": [ "Task tracking", "Adding a task" ], "name": "Tasks", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Within Legal Hold, there is a new Tasks tab. Create different types of tasks for specific projects to manage custodians, IT requests, HR requests, and other user tasks associated with your legal hold projects.", "title": "Tasks" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Workspace_security.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Legal_Hold/Workspace_security.htm" }, "description": "To successfully use the latest version of Relativity Legal Hold, you need to manage permissions.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Securing a legal hold project", "Securing a project", "Instance security", "Configuring Legal Hold" ], "headings": [ "Securing a legal hold project", "Securing a project", "Instance security", "Configuring Legal Hold" ], "name": "Workspace security", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "To successfully use the latest version of Relativity Legal Hold, you need to manage permissions.", "title": "Workspace security" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/Configuring_your_environments.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/Configuring_your_environments.htm" }, "description": "You can use the Relativity User and Group Synchronization application to synchronize groups, users, OpenID login methods, and clients from a designated master instance to a connected duplicate instance.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Configuring your environments", "Provision your environments", "Configure your duplicate instance", "Configure your primary instance", "(Optional) Set up single sign-on" ], "headings": [ "Configuring your environments", "Provision your environments", "Configure your duplicate instance", "Configure your primary instance", "(Optional) Set up single sign-on" ], "name": "Configuring Your Environments", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the Relativity User and Group Synchronization application to synchronize groups, users, OpenID login methods, and clients from a designated master instance to a connected duplicate instance.", "title": "Configuring Your Environments" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/Installing_the_User_and_Group_Synchronization_applications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/Installing_the_User_and_Group_Synchronization_applications.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Installing the User and Group Synchronization applications", "Install both applications" ], "headings": [ "Installing the User and Group Synchronization applications", "Install both applications" ], "name": "Installing the User and Group Synchronization Applications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Installing the User and Group Synchronization Applications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/Relativity_hybrid_model.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/Relativity_hybrid_model.htm" }, "description": "With the introduction of RelativityOne, hybrid environments (combining cloud and on-premise instances) are becoming a common deployment scenario. The Relativity hybrid model provides a compelling alternative to on-premises hosting of cases.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "The Relativity hybrid model", "Basic high-level workflow for setting up the hybrid model", "Single sign-on workflow (SSO)" ], "headings": [ "The Relativity hybrid model", "Basic high-level workflow for setting up the hybrid model", "Single sign-on workflow (SSO)" ], "name": "Relativity Hybrid Model", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "With the introduction of RelativityOne, hybrid environments (combining cloud and on-premise instances) are becoming a common deployment scenario. The Relativity hybrid model provides a compelling alternative to on-premises hosting of cases.", "title": "Relativity Hybrid Model" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/User_synchronization.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/User_synchronization.htm" }, "description": "You can use the Relativity User and Group Synchronization application to synchronize groups, users, OpenID login methods, and clients from a designated master instance to a connected duplicate instance.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Relativity User and Group Synchronization", "User and Group Synchronization topics" ], "headings": [ "Relativity User and Group Synchronization", "User and Group Synchronization topics" ], "name": "User Synchronization", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "You can use the Relativity User and Group Synchronization application to synchronize groups, users, OpenID login methods, and clients from a designated master instance to a connected duplicate instance.", "title": "User Synchronization" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/Working_with_User_and_Group_Synchronization.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/Working_with_User_and_Group_Synchronization.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Working with User and Group Synchronization", "Special considerations", "Specifying which users to sync with your duplicate instance", "User sync data flow", "Special considerations", "Object fields that are synced to the duplicate instance", "Viewing User and Group Synchronization information", "Excluding groups and clients from synchronization" ], "headings": [ "Working with User and Group Synchronization", "Special considerations", "Specifying which users to sync with your duplicate instance", "User sync data flow", "Special considerations", "Object fields that are synced to the duplicate instance", "Viewing User and Group Synchronization information", "Excluding groups and clients from synchronization" ], "name": "Working with User and Group Synchronization", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Working with User and Group Synchronization" }, { "url": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/Workspace_Portal.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Relativity_Unified_Experience/Workspace_Portal.htm" }, "description": "In Relativity, a workspace provides a secure data repository for documents used in cases or for applications developed with Dynamic Objects. Workspace portal refers to a Relativity application that enables you to view all your workspaces from a single tab that exists in both your master on-premise Relativity instance and a satellite RelativityOne instance in the cloud. You can navigate between the instances seamlessly using single sign-on, and easily create and edit new workspaces in either environment.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Workspace Portal", "headings": "Workspace Portal", "name": "Workspace Portal", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "In Relativity, a workspace provides a secure data repository for documents used in cases or for applications developed with Dynamic Objects. Workspace portal refers to a Relativity application that enables you to view all your workspaces from a single tab that exists in both your master on-premise Relativity instance and a satellite RelativityOne instance in the cloud. You can navigate between the instances seamlessly using single sign-on, and easily create and edit new workspaces in either environment.", "title": "Workspace Portal" }, { "url": "https://help.relativity.com/RelativityOne/Content/Resources/Redirects/PSP.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Resources/Redirects/PSP.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Premier Success Program (PSP)", "headings": "Premier Success Program (PSP)", "name": "Premier Success Program (PSP)", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Premier Success Program (PSP)" }, { "url": "https://help.relativity.com/RelativityOne/Content/Resources/Redirects/PSPGov.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Resources/Redirects/PSPGov.htm" }, "description": "TODO", "type": 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"https://help.relativity.com/RelativityOne/Content/Site_Resources/aiR_Units_in_RelativityOne_Standard_Workspaces.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Site_Resources/aiR_Units_in_RelativityOne_Standard_Workspaces.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "aiR Units in RelativityOne standard workspaces", "Key definitions for standard workspaces with aiR", "Available aiR products included and the associated aiR Unit usage details", "How aiR Unit Analyses are counted", "How aiR for Review counts each aiR Unit Analysis", "How aiR for Privilege counts each aiR Unit Analysis" ], "headings": [ "aiR Units in RelativityOne standard workspaces", "Key definitions for standard workspaces with aiR", "Available aiR products included and the associated aiR Unit usage details", "How aiR Unit Analyses are counted", "How aiR for Review counts each aiR Unit Analysis", "How aiR for Privilege counts each aiR Unit Analysis" ], "name": "aiR Units in RelativityOne standard workspaces", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "aiR Units in RelativityOne standard workspaces" }, { "url": "https://help.relativity.com/RelativityOne/Content/Site_Resources/Certification_exam_resources.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Site_Resources/Certification_exam_resources.htm" }, "description": "Find links to documentation resources for each of our certification exams.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Certification exam resources", "headings": "Certification exam resources", "name": "Certification exam resources", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Find links to documentation resources for each of our certification exams.", "title": "Certification exam resources" }, { 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"mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Site_Resources/Products.htm" }, "description": "Describes the available capabilities and extend products in Relativity", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Capabilities", "Standard Capabilities", "Legal Hold", "Collect", "Purview Sync", "Processing", "Analytics \u0026amp;\u0026#160;Assisted Review", "Production", "Review", "Supporting applications", "Mobile", "Extend Capabilities", "aiR for Privilege", "aiR for Review", "Contracts", "aiR for Data Breach Response", "Translate", "aiR for Case Strategy" ], "headings": [ "Capabilities", "Standard Capabilities", "Legal Hold", "Collect", "Purview Sync", "Processing", "Analytics \u0026amp;\u0026#160;Assisted Review", "Production", "Review", "Supporting applications", "Mobile", "Extend Capabilities", "aiR for Privilege", "aiR for Review", "Contracts", "aiR for Data Breach Response", "Translate", "aiR for Case Strategy" ], "name": "Capabilities", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Describes the available capabilities and extend products in Relativity", "title": "Capabilities" }, { "url": "https://help.relativity.com/RelativityOne/Content/Site_Resources/RecipesHome.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Site_Resources/RecipesHome.htm" }, "description": "Relativity\u0027s Solutions team has written a number of knowledge base articles, which act as supplemental material to the content found on this documentation site.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Knowledge base", "Conceptual Analytics", "Legal Hold", "Non-English Languages", "Processing", "Production", "Review", "Review Center", "Searching", "Structured Analytics", "Workspace Administration" ], "headings": [ "Knowledge base", "Conceptual Analytics", "Legal Hold", "Non-English Languages", "Processing", "Production", "Review", "Review Center", "Searching", "Structured Analytics", "Workspace Administration" ], "name": "Knowledge base", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Relativity\u0027s Solutions team has written a number of knowledge base articles, which act as supplemental material to the content found on this documentation site.", "title": "Knowledge base" }, { "url": "https://help.relativity.com/RelativityOne/Content/Site_Resources/Relativity_A-Z.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Site_Resources/Relativity_A-Z.htm" }, "description": "This page contains an alphabetical list of features available on the documentation site.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Relativity A-Z", "A", "B", "C", "D", "F", "G", "I", "K", "L", "M", "O", "P", "Q", "R", "S", "T", "U", "V", "W" ], "headings": [ "Relativity A-Z", "A", "B", "C", "D", "F", "G", "I", "K", "L", "M", "O", "P", "Q", "R", "S", "T", "U", "V", "W" ], "name": "Relativity A-Z", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "This page contains an alphabetical list of features available on the documentation site.", "title": "Relativity A-Z" }, { "url": "https://help.relativity.com/RelativityOne/Content/Site_Resources/Resources.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Site_Resources/Resources.htm" }, "description": "In addition to the documentation on this site, Relativity provides a host of resources to help you use Relativity and its applications.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Resources", "Tutorials", "Relativity Community", "Relativity Support team" ], "headings": [ "Resources", "Tutorials", "Relativity Community", "Relativity Support team" ], "name": "Resources", "inLanguage": "en", "isPartOf": 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"https://help.relativity.com/RelativityOne/Content/Site_Resources/Solutions.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Site_Resources/Solutions.htm" }, "description": "Customize and optimize your Relativity environments using these solutions and custom recipes.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Solutions, knowledge base, and white papers", "Solving review case challenges with Analytics", "Relativity Community site", "Relativity white papers" ], "headings": [ "Solutions, knowledge base, and white papers", "Solving review case challenges with Analytics", "Relativity Community site", "Relativity white papers" ], "name": "Solutions, Recipes, and White Papers", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Customize and optimize your Relativity environments using these solutions and custom recipes.", "title": "Solutions, Recipes, and White Papers" }, { "url": "https://help.relativity.com/RelativityOne/Content/Site_Resources/Supporting_Applications.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Site_Resources/Supporting_Applications.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Supporting applications", "headings": "Supporting applications", "name": "Supporting applications", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Supporting applications" }, { "url": "https://help.relativity.com/RelativityOne/Content/Site_Resources/User_quick_reference.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Site_Resources/User_quick_reference.htm" }, "description": "Use these quick reference guides to quickly access information about the following topics.", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Quick reference 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"Drop-down text", "Heading Hyperlinks", "Feedback form" ], "headings": [ "Using this site", "Search features", "Version switcher", "Toolbar buttons", "Support for smaller screens and devices", "Drop-down text", "Heading Hyperlinks", "Feedback form" ], "name": "Using this site", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": "Whether you\u0027re a reviewer, administrator, or IT specialist, this site provides key information about Relativity and it offers several features to help you find and use that information.", "title": "Using this site" }, { "url": "https://help.relativity.com/RelativityOne/Content/Sitemap.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Sitemap.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Sitemap", "headings": "Sitemap", "name": "Sitemap", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Sitemap" }, { "url": "https://help.relativity.com/RelativityOne/Content/Solutions/Recommendations_for_managing_very_large_workspaces_in_RelativityOne.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Solutions/Recommendations_for_managing_very_large_workspaces_in_RelativityOne.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": [ "Recommendations for managing large and very large workspaces in RelativityOne", "What\u0027s New, Release Notes, and Known Issues", "Identifying a need to scale and RelativityOne’s automated response", "Proactive Monitoring of RelativityOne Environments", "Contacting RelativityOne in advance for upcoming large and complex projects" ], "headings": [ "Recommendations for managing large and very large workspaces in RelativityOne", "What\u0027s New, Release Notes, and Known Issues", "Identifying a need to scale and RelativityOne’s automated response", "Proactive Monitoring of RelativityOne Environments", "Contacting RelativityOne in advance for upcoming large and complex projects" ], "name": "Recommendations for managing large and very large workspaces in RelativityOne", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Recommendations for managing large and very large workspaces in RelativityOne" }, { "url": "https://help.relativity.com/RelativityOne/Content/Solutions/Reviewing_documents_in_Relativity.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Solutions/Reviewing_documents_in_Relativity.htm" }, "description": "This guide walks you through a generic workflow for a first-pass review. 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To start your first-pass review, log in to Relativity by browsing to your Relativity website. The login screen appears and you can enter your email address and password. After logging in to Relativity, a list of workspaces you have access to appears. To access workspace documents, click on the name of the relevant workspace. The workspace opens with a list of available documents and you can begin your review.", "title": "Reviewing documents in Relativity" }, { "url": "https://help.relativity.com/RelativityOne/Content/Solutions/Solving_review_case_challenges_with_Analytics/Implementing_clustering_with_batching.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Solutions/Solving_review_case_challenges_with_Analytics/Implementing_clustering_with_batching.htm" }, "description": "The steps required to complete a large document review with limited time and limited access to subject matter experts involve creating document clusters automatically with Analytics, followed by batching documents for review based on the resulting clusters. 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The following sets of steps explain how to.", "title": "Implementing clustering with batching" }, { "url": "https://help.relativity.com/RelativityOne/Content/Solutions/Solving_review_case_challenges_with_Analytics/Solving_review_case_challenges_with_Analytics.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Solutions/Solving_review_case_challenges_with_Analytics/Solving_review_case_challenges_with_Analytics.htm" }, "description": "Relativity Analytics allows you to speed up review and identify critical documents in a case by searching and quickly organizing document sets. Search results depend on how and where similar ideas and concepts in a document collection intersect. 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Search results depend on how and where similar ideas and concepts in a document collection intersect. You can leverage Analytics throughout the review workflow to go faster and work smarter.", "title": "Solving review case challenges with Analytics" }, { "url": "https://help.relativity.com/RelativityOne/Content/Solutions/Supported_languages_matrix.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Solutions/Supported_languages_matrix.htm" }, "description": "This table displays each language supported by a Relativity feature and its corresponding functionality status. The features include OCR, Relativity Assisted Review, Structured Analytics, Processing, and the Viewer. Stemming, date recognition, and querying on abbreviations (i.e., a single letter followed by a period) are only available in English text in a dtSearch index. 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Stemming, date recognition, and querying on abbreviations (i.e., a single letter followed by a period) are only available in English text in a dtSearch index. The SQL Server settings determine the languages available for word-break characters used in the full text index.", "title": "Supported languages matrix" }, { "url": "https://help.relativity.com/RelativityOne/Content/Solutions/White_Papers/White_Papers.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Solutions/White_Papers/White_Papers.htm" }, "description": "TODO", "type": "TechArticle", "dateModified": "2026-04-24", "tags": "Relativity White Papers", "headings": "Relativity White Papers", "name": "Relativity White Papers", "inLanguage": "en", "isPartOf": "https://help.relativity.com/RelativityOne", "about": { }, "title": "Relativity White Papers" }, { "url": "https://help.relativity.com/RelativityOne/Content/Solutions/Workflow_solutions_for_very_large_workspaces.htm", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://help.relativity.com/RelativityOne/Content/Solutions/Workflow_solutions_for_very_large_workspaces.htm" }, "description": "Very large Relativity workspaces (VLRWs) require a great deal of time and effort to maintain. 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