Imaging

Imaging converts native documents into static image files (TIFF or JPEG) that you can review, redact, and produce. Use imaging profiles to control output settings like file format, DPI, and document-type-specific options. Then use imaging sets, mass image, or image on the fly to convert your documents.

There are three ways to image documents:

Imaging sets — image a group of documents based on 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.
Mass image — select multiple documents from a document list and image them at once using a specific imaging profile.
Image on the fly — image a single document directly in the Viewer using any imaging profile you have permission to use.

See these related pages:

Security permissions for imaging

The following security permissions are designated for imaging documents in RelativityOne. 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 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 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

Object security

Tab visibility

Other settings

Document – Add, View
Imaging Profile - View, Edit, Add
Imaging Set - View, Edit, Add
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
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

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.

Feature Permissions provide an alternative to Relativity's security management by shifting the focus from Object Types and Tab Visibility to feature-based permissions. This method is simply another option; any feature-specific permissions information already in this and other topics is still applicable. The Feature Permissions interface enables administrators to manage permissions at the feature level, offering a more intuitive experience. By viewing granular permissions associated with each feature, administrators can ensure comprehensive control, ultimately reducing complexity and minimizing errors. For details see Instance-level permissions and Workspace-level permissions.

Troubleshooting imaging

If Image commands are missing from the Viewer or mass operations menu, or the Run button on an imaging set is disabled, check the following:

Symptom	Possible cause	Resolution
Image commands missing from the Viewer or mass operations menu	The Imaging application is not installed in the workspace.	Reinstall the Imaging application from Relativity Applications.
Image commands missing from the Viewer or mass operations menu	The user's group does not have the Mass Images permission (under Mass Actions) or the Add Image document permission.	Grant the required permissions to the user's group. See the Security permissions section for details.
The Run button on an imaging set is disabled	The user's group does not have the required permissions.	Verify that the user has View, Edit, and Add permissions on the Imaging Set object, and the required document 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.