This page provides information on all new or modified functionality in Aero UI, as released in each AA version. Aero UI is the next-generation user interface for RelativityOne. Aero UI makes it easy for any user to get into RelativityOne and get to work right away – all users can feel confident in the software, while preserving the power you need to conduct e-discovery. Aero UI is a collection of updates to the user experience including new features and functionality that improve how you interact with the software.
AA2 - May 16th, 2020
The following pages and components have been updated with Aero UI Styling, including a modern look and feel, updated colors, font sizes, font types, spacing, and more:
- Search Terms Report
- Item List updates
We have also updated many forms pages in Aero to utilize single primary call to action buttons using the dark blue color to reduce visual noise.
You can now Save as PDF directly from the Aero Viewer, as well as from the Document list as a mass operation, using the new PDF application.
Note: this feature was released in a patch on 4/25
- You can now mass edit directly from the Aero Viewer within the Related Items card.
- Copy from Previous is now available.
- Document coding layouts configured to show two columns of content now display as expected.
Note: the icons will ship in a patch between AA2 and AA3.
We’ve been working to improve performance across the platform; with this update, you’ll notice improved performance on the following:
- Navigating list and form pages
- Loading page content
- Coding layout speeds
You can now scroll vertically to see all tabs in the overflow menu due to navigation improvements.
Search Term Reports
In addition to updated styling, we have introduced the ability to edit a term or terms without needing to delete and re-add the term and the color selections. Users can select the term or terms they would like to edit and use the new Edit option to make their changes.
After the update is entered, the user will simply need to Run Pending Terms to get updated STR hits.
We have also updated the Field Tree to include the number of hits for each term.
- Enabling Developer Mode now displays a banner at the top of users' screens to let them know what mode they’re in.
- Administrators can now preview user permissions in Aero UI using the Preview Security button.
Core and application pages have been rebuilt with a modern look and feel, including updated colors, font sizes, font types, spacing, and more.
- The Mobile application for RelativityOne has been updated with Aero styling.
- List and forms pages have updated styling, including the Documents list page and RDO view and layout pages.
- The Workspace Portal tab will be replaced by a new Workspace List tab called Workspaces.
- The following applications have updated Aero UI styling:
- Choice Editor
A rebuilt Document Viewer experience features lightning-fast performance, intuitive enhancements to core review features, and comprehensive review API coverage:
- Document Preview – the document preview feature allows the user to review any of the available viewer modes a document supports while composing searches, interacting with data visualizations, or jumping from saved searches to folder views without having to jump into the full review interface. What’s new about this feature is the ability to click on the Control Number toolbar button within the Document Preview to open up the full review interface.
- Instant Navigation – JumpIns, JumpOuts, and doc-to-doc navigation are lightning-fast.
- Document Actions and Viewer Settings – we've addressed button/icon overload by moving all the various actions you can perform on a document into a Document Actions drop-down underneath the Control Number in the review interface header. Additionally, all the ‘toggle options’ have been moved into a Viewer Settings drop-down you can open when clicking on the gear-icon which is also in the review interface header.
- Native Viewer – you can now extend features only in some viewers available to all viewers. For example, the Native Viewer supports thumbnails as well as page layout options. Also introduced the ability to quickly navigate individual highlight terms and sets as well as the ability to show highlight terms that have zero hits with the goal of helping you QC whether those terms were composed correctly.
- Image Viewer – we've re-organized and re-styled the image viewer’s redaction tools, moved the actions to delete, create, and replace images to the Document Actions drop-down, but we’ve also introduced the ability to generate images within the image viewer itself.
- Text Viewer – the text viewer now shows you all the same advanced highlighting capabilities in the Native Viewer. The Text Viewer will now support highlighting fuzzy, stemming, proximity, and regular expressions. Also introduced text viewer-specific viewing options like word wrap and the ability to adjust tab delimiter spacing.
- Overall Redesign of the Review Interface – the front-end of the Reviewer Interface has been simplified by introducing a common container for content, called a ‘card’. Everything you see in the Review Interface is a card, the Viewers, coding layout, related items, document list, case dynamics are all cards. The non-Viewer cards are grouped together and can be expanded and collapsed like the Document List (now to the left of the viewer) and the Coding Layout / Related Items card groups to the right of the viewer. Throughout the Advanced Access program, new capabilities will be introduced to the card framework so that any card will have the ability to be popped out to allow the user to configure any number of review layouts.
The following improvements are available in RIP:
- Field Mappings - map the Source fields on the left to the Destination fields on the right.
- Map All Fields – auto-map all applicable Source and Destination fields. Fields that are validated as not relevant for auto-mapping will remain unmapped in the Source and Destination columns.
- If you decide to manually map not relevant Source and Destination fields and click Save, you will see a message that the integration point may fail because of those fields and three options.
- Proceed - continue with manual mapping.
- Clear and Proceed - filter out irrelevant manually mapped fields and continue.
- Cancel - come back to Field Mappings layout.
- If the maximum length value for fixed-length text fields is greater in Source than in Destination, these fields are excluded from auto-mapping.
- If the maximum length value for fixed-length text fields is equal to or lower in Source than in Destination, these fields are included in auto-mapping.
- Map Saved Search – when you click this button, RIP only auto-maps the fields included in the Saved Search that you selected in Source.
- If you choose to map fields manually, consider the following rules:
- You must map at least the Object Identifier field for only the Relativity source provider.
- The field types must match. For example, you are not able to map a single-choice field to a multi-object field.
- You must map the Extracted Text field in order to promote data into the review workspace.
- When mapping single or multi-object fields in your integration point, you will receive an error during export if the review workspace does not contain the associated child objects found in the source ECA workspace. The error states, "An object field references a child object which does not exist."
Note: If there is no Object Identifier field in the Saved Search, it will be automatically added upon mapping.
The header at the top of the screen has several improvements:
- Introducing breadcrumbs, located at the top center of the screen. The breadcrumbs will display the current page that a user is on, similar to a folder path.
- Introducing an avatar, which is an image containing the user’s initials. You can click the avatar to access the user menu.
Tab navigation has several improvements to drive better organization and more intuitive workflows for end-users.
- Introducing the sidebar, a left-hand navigation pane that holds tabs and icons for those tabs. It is meant to contain the most frequently used tabs.
- Introducing the All Tabs Menu, which is a single location a user can go to see every tab to which they have access and is flagged as visible.
- There will now be three levels of hierarchy, including the sidebar on the left-hand side and the two horizontal levels on the tab strip.
- Standard migration strategy is in place for all instances and workspaces to accommodate the move to a sidebar with three levels of tab hierarchy. Current tabs will not be deleted or changing permissions, but you can expect to see some tabs move to the sidebar. Because everyone will see something different when they log in for the first time based on apps installed and permissions, we encourage you to explore the new tab navigation for a few minutes to get yourself acquainted.
- Introducing Parent tab support in ADS. Install, uninstall, import and export of Parent tabs in an application will be handled by ADS.
For more information on upgrading to the new navigation paradigm, see Upgrade considerations.
- Enhancement/Discovered Files - You can now track the publish status of each discovered file with the new Is Published field.