Using the rich text editor

The rich text editor provides support for hyperlinks, images, and tables.

It also features the following:

• Supports both inline and pop-up display type for a more seamless experience. See Adding fields and text.
• You can configure the maximum text values for long text fields using the instance setting MaximumNumberOfCharactersSupportedByLongText in the Instance setting guide.

The rich text editor is available in several circumstances:

• Long Text field—the Enable HTML field option is enabled on a long text field which is added to a layout. See Enable HTML in Field information.
  • Set the long text field with the Display Type: Inline Rich Text.
  • On the layout builder, make the long text field two column. This will render the inline text editor as a two column width in an RDO layout. See Adding fields and text.
• Contextual help or Custom text—when adding contextual help or custom text to a layout. See Layouts.
• Custom Label—when adding a custom label to a field.

  The Sanitizer object controls whether HTML attributes are sanitized and how specific HTML content is sanitized from fields on page render. You can modify the sanitizer object to add HTML alerts and links. We recommend not modifying the default setting. For more information, see Sanitizer object.

Rich text editor features

The rich text editor contains the following features:

• —change the font type. Arial is the default font type.
  • You can configure the default font using the instance setting, RichTextEditorFontDefault.
  • See RichTextEditorFontDefault in the Instance setting guide.
    In Microsoft Internet Explorer and Edge, the font type drop-down menu does not appear. You can, however, change the default font face in IE using the RichTextEditorFontDefault instance setting. See RichTextEditorFontDefault.
• —change text font size.
• —changes selected text background highlight color.
• —changes selected text color.
• —bolds selected text.
• —italicizes selected text.
• —underlines selected text.
• —adds a strikethrough to selected text.
• —add subscript or superscript to selected text.
• —arrange content in a bulleted or numbered list, outdent or indent text, and align text left, center, or right.
• —customize the space between each line of text.
• —insert hyperlink. Here, you can specify the URL, link text, and whether the link opens in a new tab.
  • Relativity requires HTTPS links only.
    • Links need to follow the following format: start with https://, and can include forward slashes, periods, and alphanumeric characters.
    • For example, <a href=”https://www.relativity.com/customers/” >Relativity Customers</a>.
  • To add a link, you must be in the Legal Hold admin group, or a group that has view permission for the Object security permission InstanceSettings. For more information, see Instance Details tab.
    
  • To add a link, you must update the DomainNameWhiteListUrls instance setting. It's a semicolon-delimited list of allowed domains. For example, "google.com;mozilla.org".
• —insert an image from a URL.
  Complete the following steps before inserting an image:
  1. Host the image at a public accessible HTTPS URL.
     • Relativity does not upload the image file. Relativity references the URL directly.
     • The URL must start with https:// and contain no trailing spaces or special characters. A trailing space alone breaks the image.
     • Test the URL in a private browsing window on a machine that is not signed in to your network. If the image does not load without a login, it does not render in Relativity.
     • URLs that require authentication, such as SharePoint, OneDrive, or an intranet, do not work.
  2. Add the domain to the Sanitizer safeURL allowlist.
     
     Adding a domain to DomainNameWhiteListUrls does not safelist it for images. If you insert links and images from the same domain, you need both settings.
     • If you are not a system admin or are unsuccessful in adding to the safeURL allow list, submit a ticket to add your image domain, contact Relativity Support.
       • Include the full image URL, the workspace name, the Artifiact ID.
       • State that it is for a Legal Hold communication.
     • The Sanitizer strips image URLs from domains not on its safeURL allowlist.
     • For system admins, if you have access to the Sanitizer object, you can append a safeURL regex rule yourself.
       • Back up the current value first. Edit in a local text editor.
       • Hide the Sanitizer tab afterward to prevent unintended changes.
       • For more information, see Sanitizer object.
  3. Insert the image by selecting the image icon in the rich text editor.
  4. Paste the URL.
  5. Verify the image before saving.
     • If the image appears as a blank square, the URL is not publicily accessible or the domain is not safelisted.
     • The editor does not display an error message. A blank square is the only signal.
  6. Resize the image when you first insert it.
     • Resize the image when you first insert it.
     • Resizing an image on a communication you are re-editing may not save.
• —insert a table.
• —use to undo or redo actions taken in the rich text editor.

Copying and pasting

You can copy and paste from Microsoft Word with most formatting staying intact. Always double-check formatting before saving the communication because formatting from another application may not be carried over.

Copying and pasting bullet or numbered lists from MS Word, Chrome, and Firefox convert into HTML lists in the rich text editor. The HTML lists will consist of <ul/> and <ol/> tags in the editor. These pasted lists can then be edited in like other lists in the editor.