

While Relativity has its own document viewer for e-discovery, the Contracts Viewer is a review interface made for contract review that makes the review process easier.
When you've imported a document into Relativity, but haven't run Contracts OCR, clicking on that document will display the viewer. Clicking on any document you've run through Contracts OCR will display the Contracts Viewer. You must run Contracts OCR to enable the Contracts Viewer. You don't need to run any other type of contracts analysis. The Contracts Viewer lets reviewers pinpoint key clauses, data points, and contract metadata.
Following are details on navigating the Contracts Viewer and all its functions.
This section provides an overview of how you can navigate definitions in the Contracts Viewer after extracting definitions from contracts.
You can navigate to where a contract defines terms using the definitions pane in the viewer or the definitions object list.
To navigate to where a contract defines terms via the Definitions pane:
The contract will navigate to where it defines that term and underline the definition in orange.
To navigate to where a contract defines terms via the Definitions object list:
To add definitions to the list:
The sections that analysis create appear beneath the Table of Contents on the left side of the Contracts Viewer.
Each section displays a section heading, which it extracts verbatim from the contract. Below the heading is the section type, provided by Contracts Analysis or manual entry.
When you click a section in the left pane, you're navigated to that section in the extracted text. The section is also marked with a blue highlight to the left of the text.
Right-clicking on a section in the left pane will display the following options:
Reviewers require the flexibility to navigate to contracts across their batch. This can help spot patterns and similarities for faster review and augment coding decisions using similar contracts.
To access the document list directly from the Contracts Viewer, select List View beneath the Contract Navigation Pane.
The document list appears in place of the Section Navigation Pane.
You can sort, filter, and click to access contracts from the document list.
Open the detailed list view in its own tab or window and arrange side by side for dual coding power.
The first item located at the top of the navigation pane is always the Root Agreement. The second item that appears is the Related Documents tab, which displays all related documents including amendments, exhibits, addendums, etc. Administrators can configure this using the Contracts Related Documents field.
Click the Related Documents button to expand and view all related documents.
Click a related document to view its sections. When you click on a section, you're redirected to its location in the extracted text, marked with a blue highlight to the left of the text.
The Data Points pane helps reviewers locate and navigate to key data in contracts. For more information on setting up data points, see Create and edit regular expressions and Set up data points in the viewer.
To navigate data points:
Whether you're in the first pass review or the final QC stage, the Highlights Minimap provides a visual snapshot of important data points and reviewer actions across a document.
Clicking on the Highlights Minimap navigates to search results, coded fields, data points, or comments. A different color categorizes each action, providing a visual overview of key contract data across the document.
Below are descriptions of each of the colors that appear in the highlights minimap:
The Contracts toolbar appears at the top of the Contracts viewer. This section explains how to use various functions in the Contracts toolbar.
The Contracts Viewer's search functionality offers reviewers flexible options and intuitive navigation controls to find desired results.
There are four main search options in Contracts :
When the Auto-run toggle is on, Contracts will run your search and return results as you type.
When the Auto-run toggle is off Contracts will only run your search and return results after you press the Enter key.
After running a search, results will appear below the search bar in the results list. The results list helps reviewers understand the location of a result in the contract.
Results appear in order of which section of the contract they appear in, with results Not in a Section appearing first.
The section heading appears in bold, with the section type noted in parentheses.
The number of the result you're currently viewing and the total number of results found shows in the search bar. You can use the arrows in the search bar to navigate to result locations in the contract.
Clicking on a result in the result list will also navigate you to it's place in the contract.
To expand or collapse your search results, click the three dots below the search bar.
With the Contracts Viewer reviewers can open the current document in Relativity's review interface. Click the Relativity icon to open a new browser tab that shows the same document in Relativity.
By keeping both tabs open, you can switch back and forth between the Contracts and Relativity Viewers. Or, you can separate tabs into their individual windows, allowing a side-by-side view.
When both tabs are open the action of navigating from document to document in the Contracts Viewer will duplicate in the Relativity Viewer. For instance, if you click to the next document in the Contracts Viewer, the Relativity Viewer will replicate that action and proceed to the next document.
This can save time by removing extra or redundant clicks and opening new tabs or windows.
You can click the Show PDF button to view the original PDF of the contract in Contracts Image Viewer.
Whether clicking on a section, data point, or field, the Image Viewer will navigate to your highlight and display it in an active state, as the Text Viewer does.
As you toggle between the text and PDF, Contracts will keep your location in the document based on last-clicked highlight.
If you right click on the document in the image viewer, a context menu with an option to Go To Text appears. Selecting Go To Text will take you to that exact location in the Text Viewer.
If you select text in the Image Viewer, a context menu that includes the option to Go To Text and the option to Send to Field appears. If you select Send to Field, you can click on a field on a layout to populate it. For more information see Coding contracts via send-to-field
To adjust text size of the contract you're viewing in the Contracts Viewer:
The Context menu is the main review interface of the Contracts Viewer. This section describes functions available in the Context menu.
If segmentation did not properly extract the section heading and you'd like to correct it, you can send text to the section heading field. You can select text in the viewer and, if it's within a section, send that text to the Section Heading field.
To send text to the section heading field:
The section with text you selected will go into a loading state on the left pane and the new section heading will appear.
You can create sections directly from the viewer context menu in the course of your review. You can use the left pane navigation and search to find the section you'd like to create.
To create sections from the Contracts Viewer:
The left pane of the viewer will reload with your newly created section. This section is now a new document in Relativity grouped with the parent contract via the Document Parts field.
Note: If the text you select to create a new section is part of an existing section, Contracts will auto-adjust the offsets and highlights associated with that existing section so that it will be smaller. If the text you select to create a new section covers an entire existing section, Contracts will delete that section and replace it with your new section.
If text is at the beginning or end of a section, you can select it in the viewer and remove it from the section. This can be helpful if segmentation mistakenly lumped a page number or footer at the end of a section.
To remove text from sections:
The section you removed text from will go into a loading state on the left pane.
You can create new definitions that you can navigate to later in the Contracts Viewer. You can create a new definition that will appear in the Contracts Definition object list and the definitions pane of the viewer by selecting text in the viewer and clicking Create New Definition. You can also add a new definition by using the definitions object list on a layout.
To create definitions by selecting text in the viewer:
To create definitions via the definitions object list:
You can create bookmarks in documents and link other text in the document to those bookmarks.
For example, you might see text in a contract that says “as referenced in Section 6.2.” You could go to Section 6.2, create a bookmark for it, and then create a link for the “as referenced in Section 6.2” text that will point to your bookmark.
You can also link text to sections that Contracts has found using Segmentation or that you created manually using Section Edit Mode.
To add a new bookmark:
To link text to a bookmark:
To link text to a section:
To delete a bookmark or link:
You can link to bookmarks or sections that are in other documents using the same steps.
After doing so, clicking on the link will open a new browser tab and navigate you to the appropriate bookmark or section in the other document.
When viewing a document in the Contracts Viewer, you can navigate between the same line of text in the image and text viewers.
To navigate to text in the text viewer from the image viewer:
This will navigate you to the same line in the Text Viewer.
To navigate to text in the image viewer from the text viewer:
This will navigate you to the same line in the Image Viewer.
With Context menu search reviewers can use text found in a contract to activate the full search functionality found in the Viewer Toolbar.
To enable Context menu search, use one of the following:
Coding refers to capturing and storing metadata about a contract or its clauses. You can code a contract by clicking into fields, from send-to-field, or via data point suggestions.
Relativity is flexible in creating custom fields with varying format options, so the sky is the limit in terms of the type of data you can extract. Examples of use cases include extracting a lease's renewal date, or determining the risk level of a change-in-control provision from an employment agreement.
Supported field types:
Unsupported field types:
In the Contracts Viewer, you can code contracts by clicking into fields. Contracts organizes fields by field type.
For information on field types in Relativity, see Fields.
Field types and their coding limitations
Field | Coding limitations |
---|---|
Fixed-Length Long Text | You can configure fixed-length text fields with length up to 4,999 characters and long text fields can exceed this. The technical limitation of a long text field is 2 GB. If you try to code a text field and you exceed these limitations, you'll receive an error. |
Date | After selecting a date using the date picker, it will always display in the format of "March 14, 2011." When you save, Contracts store it in a format friendly to your SQL server's regional settings. |
Currency Whole Number Decimal | Enter a whole number or decimal number. |
Yes/No | Select Yes or No from the drop-down menu. |
Single Choice | Enter a choice, or select from the drop-down menu. The list results will update as you type. |
Multiple Choice | Enter a choice, or select from the drop-down menu. The results will update as you type. |
You can use the send to field feature to send text found in a document to a field on a layout via the context menu of the Contracts Viewer.
You can intuitively select text and populate a field. Contracts saves the location of your text and links it to the field so that whenever you click that field again, it opens to that location in the document. This is powerful for QC workflows where the QCer wants to know why a reviewer made a certain coding decision.
Send to field works for all field types that Contracts supports for coding documents.
For each field type listed in Group 1, Contracts uses the contract text you select to send to field to populate the field value. It will then create a link between the text in the contract and the field.
Note: You can configure fixed-length text fields with length up to 4,999 characters. Long text fields can exceed this. The technical limitation of a long text field is 2 GB. If you try to code a text field and you exceed these limitations, you'll receive an error.
For the field types in Group 2, sending to field will create the link between the text in contract and the field but you must select your values to finish coding the field.
To send text to field from the text viewer:
Note: Send to field highlights appear as green blocks in the Highlights minimap.
To send to field from the image viewer, follow the steps for sending to field from the text viewer. The slide out at the top of the page will include the cropped image of your selection to compare to the extracted text below it. As with the text viewer, you can edit the text before sending to field.
For long text fields, you can send to one field many times from different locations. For example, if you have an All Assignment Language field and assignment language appears throughout the contract, you can send each location to the field.
When a long text field already contains text and you send to field again, you'll see a modal to append, prepend, or replace.
If you choose to Prepend or Append, hover over the field after you Save to see how many highlight locations that field has associated with it. If you click the field multiple times, it will cycle through all highlights.
Administrators can configure data point suggestions, which use regular expressions and persistent highlights results to suggest possible values to help reviewers make a coding decision.
For an explanation on how to configure data point suggestions, see Set up data points in the viewer.
Using data point suggestions, reviewers can expand a field to show suggested values, and send them to the field. This can guide reviewers in the direction of highly relevant data and increase the speed and accuracy of review projects.
To code documents using fields linked by data point suggestions:
When you are coding a document in the Contracts Viewer, your coding decisions will save on the parent root agreement by default . If you would like a coding decision to save on a section document instead:
You can create and save a new regular expression in the Contracts Viewer via the data points plane or via the search button and regular expression toggle.
To create and save a new regex via the search bar:
Your regular expression will show up in the data points pane in the left navigation of the viewer.
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