Navigating

Relativity is an application with many screens and functions. Being familiar with the interface will be helpful as you work with the software. This section describes some of the standard procedures you'll need to perform as you use the product. For example, to navigate well, you’ll need to understand RelativityOne tabs, views, and layouts. Use this section to familiarize yourself Relativity conventions with the interface as you work with the software.

RelativityOne guided tour

Take an interactive, guided tour of RelativityOne through our training site. For more information, see RelativityOne guided tour.

 

Take a guided tour of RelativityOne.

Get started navigating RelativityOne with:

• Logging into RelativityOne—the different ways you may use to log into RelativityOne.

• Navigation—learn to navigate the Review Interface used to review documents, and describes some of the standard procedures you'll need to perform as you use the product.

• RelativityOne conventions—standard toolbars and fields used in the RelativityOne user interface and objects.

• Views—the anatomy of views and how to use standard views, or create and edit customized views, that are used to work with Relativity objects.

• Tabs—create and edit tabs, which are used to provide easy access to different Relativity features.

• Mass operations—use mass operations to perform actions on a set of documents at once, instead of performing the same action for each individual document.

• Case workspace quick reference guide—use this guide to familiarize yourself with the case workspace. For more workspace navigation, see Tab QRG and Review interface QRG

• Review interface quick reference guide—use this guide to understand the review interface.