You can use imaging to convert a group of documents to images using imaging profiles and sets. You can fine-tune how your images generate by creating reusable profiles that use specific image settings.

With imaging sets, you can image a group of documents by selecting a saved search and a specific imaging profile. Imaging sets also provide error-handling functionality you can use to view error messages and rerun imaging on specific documents or jobs.

See these related pages:

Required security permissions for imaging

The following security permissions are required to image documents in Relativity. These apply to all imaging options, including image-on-the-fly, mass image, and imaging sets, unless otherwise noted.

Object security Tab visibility Other settings
  • Document – Add, View
  • Imaging Profile - View, Edit, Add
  • Imaging Set - View, Edit, Add
    • Notes: You can still use mass imaging and image-on-the-fly even if you don't have the Edit permission on the Imaging Set object.
  • Native Type - View
    • Notes: View permission for the Native Type object is needed to create a new Basic and/or Native Imaging Profile.

  • Documents
  • Imaging Profiles
  • Imaging Sets

Mass Operations

  • Image

System Field requirements

  • Has Images field

Note: When you run imaging on a specific saved search used in an imaging set, documents that don’t have the "Add Image" permission will be skipped.

Troubleshooting imaging

In the event a user reports missing Image commands (in the Viewer or mass operations menu), or the Imaging Sets Run button is disabled, address the following potential causes:

  • The Imaging application was uninstalled from Relativity Applications
  • The user is a member of a group that doesn't have one or both of the following security permissions granted:
    • Mass Images (Mass Actions permissions)
    • Add Image (Document security permissions)

Image on the fly

By using the Imaging option in the Viewer, you can image a single document on the fly with any imaging profile you have permissions to. For more information, see Imaging on the fly.

Mass image

You can image multiple documents at the same time by using the Mass Image operation in the document list. Select an Imaging Profile to use when imaging a group of documents. For more information on mass imaging, see Mass image.