Viewer

Relativity's viewer displays workspace documents. You can use the viewer menu to toggle the loaded formats of documents, such as native, image, extracted text, or production. Using the viewer, you can control the form of document that displays in the interface. If a document hasn't been imaged, you can image documents on the fly in the viewer.

If you don't see the document in the viewer, it either hasn't been loaded to the workspace, its conversion failed, or you don't have permission to see it.

In every mode of the viewer you have the option to Email Link to Document. By clicking , you can quickly send an email with a link to a specific document in Relativity. A new email message window opens and a secure link to the document copies into the body of the message.

Note: In the primary viewer mode of the Viewer, you can expand the email header to display full email addresses. If you collapse or expand an email header, the viewer maintains the expanded or collapsed state as you navigate through documents in the set.
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This page contains the following:

See these related pages:

Also see these related recipes:

Viewer mode

Viewer mode displays an HTML rendering of the document that is as close to the original version of the document as possible. Viewer mode provides options for navigating through a single document and between documents in a document set. In Viewer mode you can also conduct text searching, highlighting text to copy and paste, zooming, arranging, and saving pages you review. You also have the option to print single documents from the viewer by saving the document as a PDF. For more information, see Save as PDF.

Note: Beginning in Relativity 9.0, you can view files that are password protected in Viewer mode if those files are run through a processing or imaging set and the password is in the password bank. For more information, see Password bank.

Viewer mode provides the following toolbar options:

Note: Relativity automatically hides toolbar buttons and controls that aren't applicable to the currently loaded document type so that your toolbar isn't cluttered while you're reviewing documents.

  • Show/Hide Persistent Highlight Pane Persistent Highlight Pane icon on Viewer toolbar - displays or hides a panel containing all persistent highlight sets in the workspace. See Persistent highlight sets for more information.
  • Show/Hide Persistent Highlight Pane Persistent Highlight Pane icon on Viewer toolbar - displays or hides a panel containing all Search Highlights from the criteria entered in the Search Bar and any persistent highlight sets in the workspace. See Persistent highlight sets for more information.
  • Zoom Out/In Zoom Out icon Zoom In icon - zooms out and in on the current document in increments of 10% within a range of 10% to 500%. If you attempt to zoom out to a percentage lower than 10%, the viewer automatically sets the display to 10%. If you attempt to zoom in to a percentage higher than 500%, the viewer automatically sets the display to 500%. Your zoom setting persists as you navigate through a document set. This means that if you've set one document to 150% and you go to the next document, the next document defaults to 150% zoom.
  • To specify a zoom percentage without using the zoom out/in toolbar buttons, type the number in the percentage field and press the Enter key.

    Viewer toolbar zoom percentage control

  • Reset Zoom Reset Zoom icon - resets the zoom to 100%.
  • Find Previous/Next Move Previous icon Find Next icon - searches for terms in the current document and navigates through the hits. This searches the entire document, not just the active page.
    • Entering a term and either clicking the left or right arrow button or pressing Enter in this text box scrolls to and highlights the text of the next instance of the term (from the placement of the cursor).
    • Searching in this text box is not case sensitive
    • Search results match partially-entered words.
    • Matching is done on the literal character typed into the search-box, including non-alphanumeric characters. This means that the viewer doesn't treat non-alphanumeric characters as wildcards.
  • Fit Actual Fit To Actual icon - fits the document display to the actual size it was in its native application. By default, this resets the zoom percentage to 100%.
  • Fit Width Fit width icon - increases the size of the document to fit the maximum width of the viewer. This setting persists when you re-size the window.
  • Fit Page Fit height icon - fits the entire document into the total size of the page. Clicking this zooms out the document and reduces the font size.
  • Replace document - replace a document native for the selected document.
  • Upload Image - upload an image for the selected document.
  • Generate image - generate images for the current document.
  • Print/Save as PDF - gives you the option of saving the current native document as a PDF file. Beginning in Relativity 9.4.254.2, when you click this option, a new window appears stating Saving. The document then opens in a new window in your browser as a PDF where you can then choose to save or print the document image.

    Prior to Relativity 9.4.254.2,clicking this option opens the following window, in which you must click Save as PDF again to save the document as a PDF. Note that the options for saving an image as a PDF are different than for a native.

    Save Native as PDF dialog box

    Note: You can't print highlights and redactions on a native transcript in the HTML viewer. In order to do this, you must revert to the ActiveX viewer. See Reverting to the ActiveX viewer

    Searchable PDF Improvements per Configuration

    When you Save as PDF from the Viewer or using the Mass Save As PDF Operations bar, most types of searchable PDFs will now have significantly smaller file sizes. More specifically, images without highlights, but configured to be searchable and stamped, will benefit from the most dramatic decrease in file size. But overall, the Save As PDF feature now generates reduced file saves for a wide range of configurations when creating searchable PDFs. In order to accomplish this for previously unknown file-types and mixed TIFF and JPEG Save As PDF jobs, Relativity now treats each page individually, instead of treating the entire document as a whole, allowing for the best file-size-reduction technique possible for each page.

    Image FormatRedactionsHighlightsFile Size Reduction
    TIFFYesNoUp to 76%
    TIFFYesYesUp to 43%
    JPEGYesNoUp to 43%
    JPEGYesYesUp to 43%

    After you click Save as PDF, a copy of the document converts to a PDF file you can save from your web browser downloads.

    Save document as PDF download dialog

Relativity assigns Save as PDF file names based on the type of file you save. Refer to the following for the file name format specific to the available file types:

  • Native - DocumentIdentifier_native.pdf
  • Image - DocumentIdentifier_image.pdf
  • Production - BatesNumber_ProductionName.pdf

Beginning in Relativity 9.4.254.2, when you click this option, a new window appears stating Saving. The document then opens in a new window in your browser as a PDF where you can then choose to save or print the document image.

  • Show/Hide Hidden Cells Show/Hide Cells icon - displays or hides all hidden cells in a Microsoft Excel spreadsheet. This functionality is only available for Excel files and doesn't work on imaged documents because Relativity only images unhidden cells.
  • Go To Next/Previous Highlight Go to Previous Highlight button icon on Viewer toolbar Go to Next Highlight button icon on Viewer toolbar - moves through previous and next highlighted terms in the document.
  • About About icon - displays the version of the native file converter that converted the document when you opened it from the document list, the native document viewer version, and the latest installed version of the native document viewer.
    • If the "native document viewer version" doesn't match the "document converted by version", you'll receive a conversion mismatch warning when you try to view a document in the viewer. If you receive this, contact your system admin, as an upgrade may be required.

Document Conversion

Beginning in Relativity 9.3.242.6, a new instance setting, MinimumSupportedVersionOfOutsideIn, will determine the OutsideIn version to use when converting a document. The earliest OutsideIn version Relativity will support is 2017.1. Any document converted using a prior OutsideIn version will automatically re-convert with at least the minimum supported version input as the value in this instance setting (see image below). As a result, users will no longer have to mass-convert to benefit from the latest OutsideIn version.

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Documents automatically re-convert in the following priority:

  • Priority One - documents currently being viewed
  • Priority Two - the next three documents in the review set
  • Priority Three - related documents, checked-out batch documents, the first 10 documents in a list

All other documents not subject to the requirements listed above must be manually re-converted.

Note: If you don't have permission to the Local Access option on the Document object, you can't use the Ctrl+C or Ctrl+Ins options in either Viewer or Extracted Text mode.

Document Intelligence

Document Intelligence notifies you that there is hidden or annotated content present in the current document in the viewer. This hidden content are the annotations and modifications tracked in certain document formats. For more information on the file types, see Tracking annotations. When hidden content is found in a document, a pop-up modal appears in the lower right corner. Highlighting and bordering is also visible in the viewer where the changes were made and a annotation bar is available to sort and view each annotation. Once the notifications appear, you can then choose whether or not to view tracked changes, hidden text and comments in the HTML5 Viewer.

Note: Document Intelligence does not work in the Active X Viewer.

Tracking annotations

The various file types each have distinct annotations that are tracked. Below is each file type that is supported and the related tracked changes:

File type File extensions Annotation type Tracked changes
Excel .xls, .xlsx, .xlsb Tracked Changes, formulas, hidden pages/columns/rows, Comments

Inserted cell, moved cell, modified cell, cleared cell

Inserted column, deleted column

Inserted row, deleted row

Inserted sheet, renamed sheet

Word .doc, .docx Tracked Changes, comments, hidden text Insertions, deletions, moves
PowerPoint .ppt Speaker notes, comments, hidden slides  
PDF .pdf Comments  

Using notifications and the annotation bar

When using Document Intelligence, an orange pop-up modal appears in the bottom right corner of the viewer when hidden content exists. Click on the pop-up modal to see the hidden content on that document. If there is no hidden content found, the modal will say so. If there is hidden content found, it lists each piece of content. Click Show these items to open the annotation bar.

A hidden content icon is available when a supported file type is in the viewer. Click to open or close the annotations bar. If you are viewing an unsupported file type, the icon is not available. For supported file types, see the Tracking annotations.

Annotation bar

The annotation bar is for sorting and viewing the hidden content found with Document Intelligence. Each annotation has a card that lists the tracked change, a description of the change, time and date, and author of the change.

If there are multiple annotation cards in the annotation bar, then you can sort them in multiple ways. Click the Sort By drop down menu for these options:

  • Location
  • Author A-Z
  • Author Z-A
  • Oldest first
  • Newest first
  • Annotation type
Annotation types and highlights

Each type of annotation comes with its distinct highlight in the viewer. Below is a table that lists each annotation type with its highlight in the viewer:

File type Modification Annotation
Excel Inserted cell Green dotted border around cell.
Excel Deleted cell Red dotted border around cell.
Excel Modified cell Purple dotted border around cell.
Excel

Moved cell

Red dotted border around original location; green dotted border around new location.
Excel Inserted row Green shading in the row header.
Excel Deleted row Red shading with "DEL" in the row header. If the row is added then deleted, the shading is purple.
Excel Inserted column Green shading in column header.
Excel Deleted column Red shading with "DEL" in the column header. If the row is added then deleted, the shading is purple.
Excel Inserted sheet Green shading in the sheet tab.
Excel Hidden sheet Grey text in the sheet tab.
Excel Modified sheet Purple shading on the sheet tab.
Word Comments Blue background on text and note bubble in document.
Word Insertions Green shading behind text.
Word Deletions Red shading behind text.
Word Moves Purple shading behind text.
Word Hidden text Red shading behind text.
PowerPoint Speaker notes Page under sheet.
PowerPoint Comments Note bubble in presentation.
PowerPoint Hidden slide Hidden icon in bottom left corner of slide.
PDF Comments Note bubble in document.
Leader lines

Clicking on an annotation in the viewer connects the selected annotation to the related annotation tile in the annotation bar. Click on another annotation to view the leader line to that annotation card. One grey connector line is available at a time. Click the same annotation to remove the leader line.

Note: The "Has Hidden Data" field is populated during Processing. The Hidden Content that the Viewer finds may not be perfectly in-sync with the Hidden Data that the Processing engine finds.

Copying text in the viewer

While viewing a document in Viewer mode, you have several right-click options, including the Copy option. Use this option to copy text from the document you're currently viewing and then paste it into another application.

To do this:

  1. Highlight the text you want copied.
  2. Right-click, and then select Copy from the menu.
  3. Copy the text from the Copy Text window with another right-click, and then Copy or a Control+C or Command+C keyboard command.

You can't copy text if you:

  • Haven't highlighted any text.
  • Don't have permission to the Local Access option on the Document object. This is the same permission that permits you to open the file in its native application. For more information, see Object list in the Workspace security topic.

Native mode

In native mode, you can download a file in the format that a software application used to create it. This file format is referred to as a native form. This viewer option is only available if a native copy of a document exists in Relativity. In addition, you need to meet the following requirements:

  • You must have permissions to download the file. If you’re a reviewer but you don’t have permissions, then you can’t download the file.
  • Your group must be given the Local Access permission. For more information, see Workspace Security.

Streaming audio and video files

Starting in Relativity 9.7, audio and video files can be streamed in native mode. Audio and video file type compatibility varies depending on your internet browser.

Note: If an audio or video file has not been opened in the Viewer, it may display with a value of No for the Supported by Viewer field. Once a file has been successfully opened by the Viewer, the Supported By Viewer field displays Yes.

For more information about which file types are compatible with your browser, see Viewer audio and video-supported file types.

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Note: To adjust how large of files can be streamed in the Viewer, edit the MaximumNativeSizeForViewerForMediaFilesinMegaBytes instance setting.

The audio and video controls that display in the Viewer depend on your internet browser.

Browser Audio Controls Video Controls

Downloading native files

You can download various file types from the viewer. If you don't see this option in the viewer, you may not have sufficient permissions or the Prevent Native Download setting for that particular file type has been set to Yes. See Editing a native type for more information about Prevent Native Download settings.

Depending on your browser, some of the following steps for downloading a native file will be slightly different:

  1. Locate file icon next to the document identifier.
      Notes: The icon is different for different file types.
  2. Click the file icon.

  3. In your browser, click Keep.
  4. Click .
  5. Click Open.

    Note: You can also select to Always open files of this type or to Show in folder.

     

For more information, see Viewer-supported file types.

Image mode

When you switch to Image mode, the viewer displays a TIFF or JPEG version of the document. You can highlight and redact images in this mode. Image mode is available only if you've loaded an imaged version of the document in the viewer or if you've manually imaged the file through the Image button on the right side of the toolbar.

Note: If an error occurs while switching to image mode, ensure that the values for the MaximumImageCountForViewer and DocumentTimeout instance settings are high enough to process the image you're trying to open.

When you open a document that has not yet been imaged, you have the option to image the document on the fly while in Viewer mode. For more information, see Imaging on the fly.

The redactions that are burned into a produced image are the redactions that were on the image at the time that you produced it. If you add or remove redactions from an image after you've produced it, then the image and the produced version of that image will be out of sync.

Relativity automatically hides toolbar buttons and controls that aren't applicable to the currently loaded document type so that your toolbar isn't cluttered while you're reviewing documents. The viewer displays the following icons for the image version of the document:

  • Show/Hide Thumbnails Show/Hide thumbnails icon - displays a thumbnail version of the document in a new pane on the left side of the viewer. Each page of the document you're reviewing has its own numbered thumbnail.
  • Zoom Out/In Zoom Out icon Zoom In icon - zooms out and in on the current document in increments of 10% within a range of 10% to 500%. If you attempt to zoom out to a percentage lower than 10%, the viewer automatically sets the display to 10%. If you attempt to zoom in to a percentage higher than 500%, the viewer automatically sets the display to 500%. Your zoom setting persists as you navigate through a document set. This means that if you've set one document to 150% and you go to the next document, the next document defaults to 150% zoom.
  • To specify a zoom percentage without using the zoom out/in toolbar buttons, type the number in the percentage field and press the Enter key.

    Viewer toolbar zoom percentage control

  • Reset Zoom Reset Zoom icon - resets the zoom to 100%.
  • Fit Actual Fit To Actual icon - fits the document display to the actual size it was in its native application. By default, this resets the zoom percentage to 100%.
  • Fit Width Fit width icon - increases the size of the document to fit the maximum width of the viewer. This setting persists when you re-size the window.
  • Fit Page Fit height icon - fits the entire document into the total size of the page. Clicking this zooms out the document and reduces the font size.
  • Rotate all pages Rotate all pages icon - rotates all pages in a document clockwise 90 degrees.
  • Rotate current page Rotate current page icon - rotates only the current page clockwise 90 degrees.
  • Note: Image rotation is persistent. Any pages that you rotate will be rotated the next time you return to them in the viewer and for other users who view them after you rotate them. Rotation is also applied when you run the production containing the images.

  • Print/Save as PDF - gives you the option of saving the image as a PDF. For more information, see Saving an image as a PDF.
  • Selector Selector icon - select within a document.
  • Highlight - <Color> Highlight color icon - highlights the selected text with the color you specify from the drop-down. The default color is yellow. Select from the following:
    • Pink
    • Orange
    • Yellow
    • Green
    • Blue
    • Purple
  • Redact - <Style> Redact icon - enables single redaction tool. For more information on redacting, see Creating basic redactions. Select from the following types of redactions:
    • Black - applies a solid black box to the selected text.
    • Cross - applies a white box with an X in the middle of it over the selected text.
    • Text - applies a box over the selected text, in which you can add text such as "Privileged" or "Redacted."
    • White - applies a solid white box over the selected text.
  • Redact - Inverse Inverse redaction icon - enables the inverse redaction tool. For more information, see Creating inverse redactions.
  • Redact - Full page Redact full page icon - enables the full-page redaction tool. The drop-down menu for this redaction type offers the same options as the basic Redact icon, except that the redaction you choose is applied to the entire page.  For example, if you select White, the entire page becomes white. For more information, see Creating full-page redactions.
  • Mass Redact Mass redact icon - apply a full-page redaction across all images or a range of images in the document. For more information, see Creating mass redactions.
  • Font Size Font size drop down menu - change the font size of the text within a text box redaction. For more information, see Editing font size in text box redactions.
  • Delete Redactions and Highlights Delete redactions and highlights icon - mass delete markups from any or all images in the document. For more information, see Mass deleting markups.
  • Markup Visibility Markup visibility icon - changes the visibility mode of the markups between full visibility, transparent and hidden. By default, this is set to Solid, which means all highlights and redactions appear as solid as you applied them. For more information, see Controlling markup visibility.
  • Replace document - replace a document native for the selected document.
  • Upload Image - upload an image for the selected document.
  • Delete Images button - click to delete an existing document image.

Note: If you don't have permission to the Local Access option on the Document object, you can't use the Ctrl+C or Ctrl+Ins options in either Viewer or Extracted Text mode.

Saving an image as a PDF

Clicking this icon brings up the following window, in which you can specify your PDF settings:

  • Print range - select from the following standard print range options:
    • All images - saves all images in the document.
    • Current image - saves only the image you're currently on.
    • Image range - saves a range of images that you specify in the text box to the right.
  • Print options- select from the following options:
    • Make text searchable - check this box to create searchable text in an electronic PDF.
      • Fastest performance - runs the OCR job with the lowest accuracy and highest speed.
      • Highest accuracy - runs the OCR job with the highest accuracy and the slowest speed
      • Standard OCR - runs the OCR job with medium accuracy and average speed.
    • Include highlights- check this box to include in the PDF any highlights that you added to the images in the document.
    • Include redactions- check this box to include in the PDF any redactions you applied to the images in the document. If you check this box, select one of the following redaction display options:
      • Normal- saves the PDF with the redactions displayed normally, as you applied them to the images in the document.
      • Transparent - saves the PDF with semi-transparent redactions. Note that with this option, the reader of the PDF can see both the text under the redaction and a trace of the redaction itself.
      • Note: Transparent redactions are useful when an attorney needs to access a hard copy (because they are unable to log in to a Relativity environment) of a document in order to approve the redactions that someone else applied to that document. In this case, the attorney needs a printed copy of the document that clearly displays both the redacted text and the fact that the text was redacted. Transparent redactions are also relevant when a judge needs to decide if one side of the litigation covered up too much a piece of evidence (the document).

    • Include slip sheet- includes a slip sheet between the images in the document. If you check this box, you must select one of the following from the drop-down to the right:
      • (Blank Page)- includes a blank page slip sheet.
      • (Identifier Only)- includes a page with the document identifier stamped on it.
      • <Document layouts> - includes a slip sheet with the fields from any document coding layout. The values for the document are shown for those fields.
    • Stamp identifier- select whether you’d like to print any identifier value on the images in the PDF. You have the following options:
      • None - doesn't include any identifier.
      • Document Identifier- includes the images' document identifiers.
      • Image Number- includes the images' page identifiers.
    • Stamp location- select the location on each image in which you'd like either the Document Identifier or the Image Number stamp to appear. This is not available if you selected None for the Stamp identifier setting. Select from the following locations:
      • Top Left
      • Top Center
      • Top Right
      • Bottom Left
      • Bottom Center
      • Bottom Right

Extracted text mode

When you switch to Extracted Text or Long Text mode, the viewer toolbar displays a drop-down menu of extracted text and all long text fields made available in the viewer on the field edit/creation page. See Creating and editing fields. The drop-down menu lists long-text fields that contain text for the current document open in the viewer and those you have permissions to.

Note: Relativity displays all long text fields made available in the viewer in the drop-down menu, regardless of whether that field contains text for the current document. If you select a long text field from the drop-down, and the current document doesn't have text for that field, the viewer appears blank.

Extracted text mode provides the following options:

Note: Relativity automatically hides toolbar buttons and controls that aren't applicable to the currently loaded document type so that your toolbar isn't cluttered while you're reviewing documents.

Extracted text mode toolbar in HTML5 viewer

  • Show/Hide Persistent Highlight Pane Persistent Highlight Pane icon on Viewer toolbar - displays or hides a panel containing all persistent highlight sets in the workspace.
  • Zoom Out/In Zoom Out icon Zoom In icon - zooms out and in on the current document in increments of 10% within a range of 10% to 500%. If you attempt to zoom out to a percentage lower than 10%, the viewer automatically sets the display to 10%. If you attempt to zoom in to a percentage higher than 500%, the viewer automatically sets the display to 500%. Your zoom setting persists as you navigate through a document set. This means that if you've set one document to 150% and you go to the next document, the next document defaults to 150% zoom.
  • To specify a zoom percentage without using the zoom out/in toolbar buttons, type the number in the percentage field and press the Enter key.

    Viewer toolbar zoom percentage control

  • Reset zoom Reset Zoom icon - resets the zoom function to 100 percent.
  • Find previous and next Find Next icon - searches for terms in the current document and navigates through the hits.
    • Entering a term and either clicking the left or right arrow button or pressing Enter in this text box scrolls to and highlights the text of the next instance of the term (from the placement of the cursor).
    • Searching in this text box is not case sensitive
    • Search results match partially-entered words.
    • Matching is done on the literal character typed into the search-box, including non-alphanumeric characters. This means that the viewer doesn't treat non-alphanumeric characters as wildcards.
    • When you've reached the last term in a multi-page document, a pop-up modal will appear prompting you to change the page. Click Close and use the file navigator to move to the next page.
  • Fit Width Fit width icon - fits the document to the window. This function is only available in the preview mode.
  • Go To Next/Previous Highlight Go to Previous Highlight button icon on Viewer toolbarGo to Next Highlight button icon on Viewer toolbar - moves through previous and next highlighted terms in the document. For multi-page files, use the file navigator at the bottom of the page to move to the next highlighted term.

Note: If you don't have permission to the Local Access option on the Document object, you can't use the Ctrl+C or Ctrl+Ins options in either Viewer or Extracted Text mode.

Productions mode

When you switch to Productions mode, the viewer toolbar displays a drop-down menu of available production sets that contain the document currently open in the viewer. For information about creating production sets, see Production sets.

Note: The redactions that are burned into a produced image are the redactions that were on the image at the time that you produced it. If you add or remove redactions from an image after you've produced it, then the image and the produced version of that image will be out of sync.

Select a production set from the drop-down menu to see how a document was produced in the selected production. If a document isn't included in a production, the productions mode option is unavailable.

Productions mode provides the following options:

Note: Relativity automatically hides toolbar buttons and controls that aren't applicable to the currently loaded document type so that your toolbar isn't cluttered while you're reviewing documents.

Productions mode toolbar in HTML5 viewer

  • Show/Hide Thumbnails Show or hide thumbnail images button - displays or hides a panel containing thumbnail images for pages of a document open in the viewer.
  • Zoom Out/In Zoom Out icon Zoom In icon - zooms out and in on the current document in increments of 10% within a range of 10% to 500%. If you attempt to zoom out to a percentage lower than 10%, the viewer automatically sets the display to 10%. If you attempt to zoom in to a percentage higher than 500%, the viewer automatically sets the display to 500%. Your zoom setting persists as you navigate through a document set. This means that if you've set one document to 150% and you go to the next document, the next document defaults to 150% zoom.
  • To specify a zoom percentage without using the zoom out/in toolbar buttons, type the number in the percentage field and press the Enter key.

    Viewer toolbar zoom percentage control

  • Reset zoom Reset Zoom icon - resets the zoom function to 100 percent.
  • Fit Actual Fit To Actual icon - fits the document display to the actual size it was in its native application. By default, this resets the zoom percentage to 100%.
  • Fit Width Fit width icon - increases the size of the document to fit the maximum width of the viewer. This setting persists when you re-size the window.
  • Fit Page Fit height icon - fits the entire document into the total size of the page. Clicking this zooms out the document and reduces the font size.
  • Rotate all pages Rotate all pages icon - rotates all pages in a document clockwise 90 degrees.
  • Rotate current page Rotate current page icon - rotates only the current page clockwise 90 degrees.
  • Note: Image rotation is persistent. Any pages that you rotate are rotated the next time you return to them in the viewer and for other users. Rotation is also applied when you run the production containing the images.

  • Print/Save as PDF - gives you the option of saving the image as a PDF. For more information, see Saving an image as a PDF.
  • About About icon - displays the version of the production viewer.

Imaging on the fly

You can image a single document on the fly using the Image button in the viewer.

You can image a single document on the fly using the button in the viewer.

Note: Beginning in Relativity 9.5.342.116, the Imaging Request Agent is required to run any imaging job in your environment. This agent is responsible for performing background tasks when any imaging request is submitted via mass imaging, image on the fly, or imaging set. For initial installations of Relativity 9.5.342.116, an Imaging Request Agent is automatically installed and enabled in your environment. If you're upgrading to Relativity 9.5.342.116 or if at any point you need to install an additional agent, you need to do so manually. Beginning in Relativity 9.5.370.136, the Imaging Response Agent is also required to run any imaging job in your environment. This agent is responsible for properly picking up imaging set, mass imaging and image-on-the-fly messages from Service Bus (as published by Workers) and directing them to the proper finalization logic in Relativity. For initial installations of Relativity 9.5.370.136, an Imaging Response Agent is automatically installed and enabled in your environment. If you're upgrading to Relativity 9.5.370.136 or if at any point you need to install an additional agent, you need to do so manually. For details, see Installing imaging agents.

Using this feature, you can select any imaging profile you have permissions to view and use it to image the document.

Note: If the source file of the document you are imaging is changed during the conversion process, for example through overlay, that document becomes undeliverable and you receive an error. To resolve this error, refresh the page or re-image the document.

After imaging a document on the fly, you can access thumbnail renderings of the imaged pages of the document. See Adding information to CaseMap.

Imaging some file formats can cause problems. Consider the following:

  • Many PDFs render and image very well. However, you may have problems rendering and imaging some PDFs due to the variety of their content.
  • While most Microsoft Office documents render and image well, you may experience issues when imaging documents with embedded files.
  • You may have problems rendering and imaging vector-based documents like Visio and CAD.

For more information, see Viewer-supported file types.

Note: The default priority for all image-on-the-fly jobs is determined by the current value of the ImageOnTheFlyJobPriorityDefault entry in the Instance setting table.

Standalone document viewer

To view the document in a separate browser window, click the standalone document viewer icon Stand alone document viewer icon in the upper right of the core reviewer interface. This opens another viewer pane with an Unsynced designation at the top of the screen. This means that the standalone viewer isn't yet set to synchronize with the core reviewer interface.

To synchronize the standalone viewer with the core viewer, click Unsynced. This switches the standalone viewer setting to Synced where you can view text and images, natives, and productions side-by-side while navigating through the document queue.

Note: Keyboard shortcuts are available for use in the standalone viewer. For example, if you execute the shortcut for Save & Next in the standalone viewer, each window performs the operation and moves to the next document.

Related items pane

The related items pane is located at the bottom-right corner of the core reviewer interface. Related items are customizable groups of documents within a workspace. Common examples are family groups, duplicates, or similar documents.

The related items toolbar includes the following:

Related Items menu bar

  • Related items - displays a group of documents related to the active document. Options vary within the workspace. Hover over each icon to display the name of the item. Examples include: family group, duplicates, and thread group.
  • RAR Overturn Analysis RAR overturn analysis icon on related items pane - displays overturned documents, seed documents, and seed excerpts. See Viewing overturned and seed documents in the Overturn Analysis pane.
  • Document history Document history icon - displays a history of actions taken on the current document. You may not have access to document history. If you store your audits in Data Grid, this displays the field name, old value, and new value.

    Note: In the document history pane, you can click the Details link to display a pop-up with the audit history for the document. Click Run Details to display information about document imaging jobs, including the name of the imaging profile and the formatting options used during mass imaging or imaging on the fly.

  • Production Production icon - displays all productions in which the document was included. You may not have permissions to view production information.
  • Linked Linked document icon - displays all linked records on the active document.
  • Search results Search icon - displays the results of a Relativity Analytics search. See Searching .
  • Batch sets Batch sets icon - shows all the batch sets for the active record. See Batches. You may not have permissions to view this section.

Use the related items pane to quickly identify documents related to the active document. You can also use this pane act on those groups of related items.

For instance, in the example of the related items pane below, the active document is highlighted and listed with two related family documents. You can select some or all of the documents in the related items pane and click Go. This opens a window for you to access all of your active layouts – the same layouts available in the layouts pane. Using these layouts, you can make coding decisions and apply them to the selected documents using mass editing. See Mass edit.

Thumbnail viewer

When in Image or Productions mode, you can access and browse thumbnail renderings of a document's pages. Quickly scan, locate, and navigate to pages in an open document.

Any highlights or redactions you apply to images won't appear in the thumbnail viewer images.

To open the thumbnail viewer when in Image or Productions mode, click the Show/Hide Thumbnails Show or hide thumbnail images button button on the viewer toolbar. The thumbnail viewer opens on the left side of the screen. Scroll up and down to navigate all pages in the open document and click a page to view it.

Note: To access to the thumbnail viewer, you must have the Admin Operation permission View Image Thumbnails. If you don't have this permission, contact your system admin.

The number of thumbnail images in a set is determined by the size of your browser window. Resize your browser window to view a different number of thumbnails per set.