RelativityOne Review Workspace template

This sidebar tab gives access to Review Center queues. When you administer a project using Review Center, the reviewers use this tab to enter a queue and start reviewing documents.

Review Queues does not have any sub tabs.

The RelativityOne Review template includes preset views meant to guide workflows by dictating which documents get in front of users. Different views are useful for different actions on the workspace.

The RelativityOne Review template includes preset document dashboards meant to guide workflows by dictating how selected documents get displayed to users via lists, widgets, or visualizations. Different dashboards are useful for different actions on the workspace.

The RelativityOne Review template includes preset saved searches to help facilitate the workflows mapped on the tab sidebar. For more information on saved searches, see Creating or Editing a Saved Search.

This sidebar tab contains the Review Center dashboard. When you administer a project using Review Center, you can use this tab to track, manage, and edit all Review Center queues.

Review Center does not have any sub tabs.

To import documents into the Review Template, create a new Processing Set (or use Quick Create Sets to import multiple custodians’ files at once).

In order to process collected documents, they must first be uploaded to the RelativityOne Staging area by using the RelativityOne Staging Explorer.

The following tabs are shown by default in Processing:

• Processing Sets
• Document Errors
• Reports

Once documents have been processed into the system, use the tabs located in the Search Setup parent tab to update indexes and document metadata with the new documents.

The following tabs are shown by default in Search Setup:

• Search Indexes
• Search Terms Reports
• Persistent Highlight Sets
• Structured Analytics Set
• Analytics Indexes

Image responsive documents, produce documents (native and/or images), then OCR the produced documents to generate the production text.

The following tabs are shown by default in Imaging & Production:

• Imaging Sets
• Production Sets
• OCR Sets

This sidebar tab contains all the tabs used to administer a review.

The following tabs are shown by default in Review Management:

Review Library—if your review plan uses Review Center, use this to create and manage Review Center queue templates.

Active Learning Projects—if your review plan uses Active Learning, use this to administer Active Learning projects.

Batch Sets—if your review plan uses batching, use this to administer batch sets.

Entities—use this to update entity names in the workspace. You can also use this to update the privilege search terms report (STR) following the suggested instructions in the Workflow document.

Redact—use this to set up automated redactions as needed.

The Active Learning application is now read-only. To create an assisted review project, use Review Center.

The Workspace Setup tab contains all the tabs used to work with objects in Relativity in setting up a workspace.

The following tabs are shown by default in Workspace Setup:

• Choices
• Field Categories
• Fields
• Layouts
• Object Type
• Tabs
• Views

The Admin tab contains all the tabs used to administer a review and a workspace.

The following tabs are shown by default in Admin:

• Audit
• Automated Workflows
• Scripts
• User Status
• Workspace Details
• Relativity Applications