Knowledge base

Relativity's Solutions team has written a number of knowledge base articles, which act as supplemental material to the content found on this documentation site. These articles generally contain details on specific workflows you could execute as part of your usage of Relativity features. Click the links below to jump to the list of knowledge base articles that are available on the Community for that feature set.

Note: The knowledge base articles referred to on this page were formerly known as "Recipes."

Note: You must have valid Relativity Community credentials in order to download any Community file linked to the documentation site. You'll need to enter those credentials on the Community login screen if you're not already logged in. If you're already logged in to the Community at the time you click a link, the file is automatically downloaded in the bottom left corner of your screen. If you get an error message stating "URL No Longer Exists" after clicking a Community link, it may be due to a single sign-on error related to the SAML Assertion Validator, and you should contact your IT department.

Assisted Review
Active Learning to QC previously coded data
Adding Documents to an Existing Sample-Based Learning Project
How to Calculate Precision and Recall Without a Control Set
How to handle Suppressed Duplicates at the end of your project
Removing documents from a Sample-Based Learning example set
RAR Checklist
Sample Based Learning RAR checklist
Starting a RAR project after review has begun
Statistical Sampling Explained
Understanding the Statistical Sampling Formula Statistical Sampling Explained
Conceptual Analytics
Cluster Visualization QC Workflow
Creating an optimized conceptual Analytics index
Estimating diskspace utilization for databases and Analytics indexes
Privilege QC using categorization
Statistical Sampling Explained
Tracking Categorized Documents to their example document
Use Case for Relativity Analytics - Clustering and Categorization
Using Categorization to Identify Hot Documents
Processing
Create and map field catalog
Non-English Languages
Setting Up CJK and other Unicode document workspaces in Relativity
Legal Hold
Advanced workflows with Relativity Legal Hold
Production
Locking Produced Documents from Editing
Importing Productions in Relativity with Natives
Maintaining Previous Bates Numbers Between Production Sets
Review
Coding the First Item in a Family Group by Using the Skip Function
Creating an Application for Managing Attorney Lists
Email threading and near dupe - workflow alternatives
Transfer Tags from Other Document Review Applications
Using Redactions From Other Applications
Using Case Dynamics Outlines for your Review Protocol
Searching
Build a Case Sensitive dtSearch Index
Creating Secured Saved Search Folders For Multiple Groups
Identifying emails between two or more specific individuals
Identifying standalone emails
Regular Expression Searching - SSN and EIN
Searching for custom object information on the Document object
Searching for dates in Relativity
QC Newly Loaded Data
Searching for handwritten documents
Searching for single standalone emails
Searching for Terms and Excluding Email Footers
Searching for unique identifiers
Using Saved Searches to Complete Conflict Checks
Structured Analytics
Email threading and near dupe - workflow alternatives
Email Threading Results - Identify threads with missing emails
Finding duplicates or near duplicates in a new set that match up to a previous set
Finding Groups of "Textual Exact Duplicates"
Troubleshooting a bad email thread
Using Email Thread Visualization in your QC workflows
Using Email Thread Visualization to leverage previously coded documents
Workspace Administration
Exporting to HTML for Expert Witness Review
Mass importing into a file field
Migrating Data from Summation
Searching for custom object information on the Document object
Setting Up CJK and other Unicode document workspaces in Relativity
Transfer Tags from Other Document Review Applications
Using Redactions From Other Applications
Using Custom Objects to Secure Coding Choices