Note: Keyboard shortcuts were updated in Relativity 9.0 in accordance with cross-browser compatibility. Beginning in Relativity 9.0, you can't overwrite browser shortcuts. Additionally, some shortcuts that worked in the ActiveX viewer supported before Relativity 9.0 may require remapping, as they won't work in the newly supported browsers.
Users with permissions to edit fields and choices can create additional shortcuts using the Keyboard Shortcuts property on the field or choice.
You can modify the key combinations for system keyboard shortcuts if you have security permission for the Admin Operation called Modify System Keyboard Shortcuts. For more information about this permission see workspace security.
This page contains the following information:
See the following pages for more information on keyboard shortcuts:
- Creating keyboard shortcuts
- Keyboard shortcuts quick reference
Using keyboard shortcuts
You're a system admin facilitating a document review project for a health care provider involved in litigation related to an information breach, and you need your reviewers to tag as many documents as quickly as possible for the following issue choices:
- Social security number
To equip your reviewers for efficient issue coding, you edit each choice and specify a key combination in the Keyboard Shortcut field.
You then provide each reviewer with a list of the shortcuts and corresponding choices so that they can automatically enter those shortcuts on a coding layout, thus reducing the number of clicks required of them.
By default, standard user actions use system keyboard shortcuts. Keyboard shortcuts are listed in the shortcut legend along with those used by the browser. The shortcut legend is accessible via the icon in the viewer. Within the legend, you can sort, filter, Export to Excel, and print. You can print by right-clicking and choosing the browser's print option.
The Keyboard Shortcuts Legend includes the following sortable columns:
- Keyboard Shortcut - the key combination used to execute the shortcut during document review.
- Action - the action that results from using the keyboard shortcut.
- Viewer Mode - the viewer mode for which each shortcut is available. You can use most of the system category shortcuts in all viewer modes.
- Category - the shortcut type. Below, the legend displays only those shortcuts designated by the System and the browser. This column also lists all field and choice shortcuts that your system admin configured via field and choice properties.
Keep in mind the following when working with Relativity’s keyboard shortcuts feature:
- For Mac users, keyboard shortcuts marked with Ctrl map over to the Command key.
- Keyboard shortcuts are active when:
- Keyboard shortcuts are enabled.
- Focus is in the Core Reviewer Interface.
- The viewer is either docked or undocked while the browser only has one tab open.
- If the shortcut overlaps with a Windows shortcut, both shortcuts are triggered. For example, if a program installed on a user’s computer uses the Ctrl + Alt + R shortcut, clicking Ctrl + Alt + R triggers that action regardless of whether a user is in any of Relativity's supported browsers.
- Keyboard shortcuts aren't triggered when:
- Keyboard shortcuts are disabled.
- Focus is not in the Core Reviewer Interface.
- The viewer is undocked or in standalone mode and the browser has more than one tab open.
- Viewing a document in native mode.
- When the numbers 0-9 are used as shortcuts, they only fire when you press these digits in the main section of the keyboard. The shortcut doesn't fire if you press those digits found in the keypad.
- Keyboard shortcuts only execute in the Core Reviewer Interface.
- Keyboard shortcuts only execute in the Viewer Modes listed in the legend.
- If the document viewer is undocked, shortcuts that move the cursor focus to a text box only execute if the browser has a single tab open.
The following table outlines what document field types users can define shortcuts for and what behavior the shortcuts trigger:
|Field Type||Can define shortcut?||Layout Display Type||Behavior|
|Fixed Length Text||Yes||Text||Focus jumps to textbox|
|Long Text||Yes||Text Only||Focus jumps to textbox|
|Rich Text||NO ACTION|
|Date||Yes||Date||Focus jumps to textbox|
|Whole Number||Yes||Integer||Focus jumps to textbox|
|User||Yes||Drop-down menu||Drop-down menu choices are toggled|
|Boolean||Yes||Checkbox||Checkbox state is toggled|
|Drop-down menu||Drop-down menu choices are toggled|
|Radiobutton||Radio button selected|
The following table outlines what document choices users can define shortcuts for and what behavior the shortcuts trigger:
|Choice Type||Can define shortcut?||Layout Display Type||Behavior|
|Choice associated with Document Single Choice Field||Yes||Radio button||Choice is selected/deselected|
|Drop-down menu||Choice is selected/deselected|
|Choice associated with Document Multiple Choice Field||Yes||Checkbox||Choice is selected/deselected|
|Popup Picker||NO ACTION|