Recipes

Recipes are workflow-based solutions for common tasks in Relativity. Our Solutions team writes and maintains these recipes. Recipes are organized on this page by feature set. Click the links below to jump to the list of recipes for that feature set.


Application Recipes
Assisted Review
Conceptual Analytics
Processing

Non-English Languages
Legal Hold

Production

Review

Searching
Structured Analytics

Workspace Administration

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.

Application Recipes
The following recipes include a link to a Relativity Application that helps enhance workflows:
Case Details Matrix Application
Common Saved Searches Application
Common Review Dashboard Application
Legal Hold Custodian Information Application
Pleadings application
Teach yourself RegEx
Assisted Review
Active Learning to QC previously coded data
Active Learning Useful Dashboards
Adding Documents to an Existing Sample-Based Learning Project
Estimating Recall in an Active Learning Project
How to Calculate Precision and Recall Without a Control Set
How to handle Suppressed Duplicates at the end of your project
Relativity Assisted Review Reviewer Protocol
Removing documents from a Sample-Based Learning example set
Sample Based Learning RAR checklist
RAR project after review has begun
Conceptual Analytics
Cluster Visualization QC Workflow
Optimized conceptual Analytics index
Estimating diskspace utilization for databases and Analytics indexes
Privilege QC using categorization
Tracking Categorized Documents to their example document
Statistical Sampling Explained
Use Case for Relativity Analytics - Clustering and Categorization
Using Categorization to Identify Hot Documents
Processing
Create and map field catalog
Processing duplication workflow
Non-English Languages
Adding Translated Text to Documents
Setting Up CJK and other Unicode document workspaces in Relativity
Legal Hold
Advanced workflows with Relativity Legal Hold
Legal Hold checklist
Legal Hold SMTP information
Production
Locking Produced Documents from Editing
Displaying production fields in a layout
Importing Productions in Relativity with Natives
Loading External Productions into Relativity
Maintaining Previous Bates Numbers Between Production Sets
OCR Redacted Production Documents & Export Text
Overlaying in the production object
Performing QC of Productions
Using Tokens to Customize Stamps in a Production
Review
Adding Translated Text to Documents
Coding the First Item in a Family Group by Using the Skip Function
Creating an Application for Managing Attorney Lists
Displaying Family Groups in a View
Email threading and near dupe - workflow alternatives
Reviewer QC Workflow Ideas
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
Common searches with the entity object and name normalization
Creating Secured Saved Search Folders For Multiple Groups
dtSearch Updating the Stop Word and Alphabet List to make them searchable
Identifying emails between two or more specific individuals
Identifying standalone emails
Overlaying Updated Hits on an Existing Search Terms Report
Regular Expression Searching - SSN and EIN
Search Terms Report Hit Count
Searching for symbols
Searching for custom object information on the Document object
Searching for a document set using control numbers
Searching for dates in Relativity
QC Newly Loaded Data
Searching for handwritten documents
Searching for single standalone emails
Searching for Terms while Excluding Email Footers
Searching for unique identifiers
Searching workflows
Tally all email recipients
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"
Running name normalization on only email header fields
Sampling for repeated content
Threading review setup
Troubleshooting a bad email thread
Using Email Thread Visualization in your QC workflows
Using Email Thread Visualization to leverage previously coded documents
Using Near Duplicate analysis in review
Workspace Administration
Creating commonly used dashboards in Relativity
Displaying Family Groups in a View
Exporting to HTML for Expert Witness Review
Mass importing into a file field
Migrating Data from Summation
Multi-matter workspace setup
Native Imaging - Dithering Algorithm Options
Overlaying Updated Hits on an Existing Search Term Report
Reporting and monitoring using Audit
Repository Workspaces in Relativity One
Searching for custom object information on the Document object
Setting up CJK (Chinese, Japanese, Korean) 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

Download a PDF of the entire recipe library >>