Quick reference guides

Use these quick reference guides to quickly access information about the following topics:

Advanced search—a guide to set up, configure and optimally utilize search indexes available in Relativity. To download a PDF, see Advanced search quick reference PDF.
Case workspace—a guide to navigating the Relativity case workspace. To download a PDF, see Case workspace quick reference PDF.
Review interface—a guide to working in the viewers and email thread visualization. To download a PDF, see Review interface quick reference PDF.
Dashboard and Pivot—a guide to interpreting the dashboard and pivot user interfaces. To download a PDF, see Dashboard and Pivot quick reference PDF.
Searching—a guide to searching operators, fields, and key differences between keyword and dtSearches. To download a PDF, see Searching quick reference PDF.
Tab navigation—a guide to setting up and navigating in Relativity using tabs. To download a PDF, see Tab navigation quick reference PDF.
Workspace security—a guide to applying permissions for groups within a workspace. To download a PDF, see Workspace security quick reference PDF.

Product quick reference guides

Analytics index—step-by-step instructions for creating an analytics conceptual index in order to run conceptual analytics tools. In addition, this guide explains the different stages of index creation. To download a PDF, see Analytics index quick reference PDF.
Azure AD—step-by-step guide to integrate Relativity and Microsoft Azure AD. To download a PDF, see Azure AD quick reference PDF.
Collect—high-level instructions for install Collect and running a collection job. To download a PDF, see Collect quick reference PDF.
Conceptual analytics setup basics—high-level instructions for setting up an analytics conceptual index and the conceptual analytics tools. To download a PDF, see Conceptual analytics setup basics PDF.
Connect: Relativity aiR primary contact—high-level workflow for enabling Connect for an instance. To download a PDF, see Connect - Relativity aiR primary contact quick reference PDF.
Connect: Admin—high-level workflow for connecting users to multiple instances. To download a PDF, see Connect: Admin quick reference PDF.
Connect: User—high-level workflow for signing in and navigating between multiple instances. To download a PDF, see Connect: User quick reference PDF.
Name normalization—high-level instructions for running name normalization and various workflows for using its results. To download a PDF, see Name normalization quick referencePDF.
Review Center: Admin—high-level workflow for creating and administering a Review Center queue. To download a PDF, see Review Center: Admin quick reference PDF.
Review Center: Reviewer—high-level workflow for reviewing documents in a Review Center queue. To download a PDF, see Review Center: Reviewer quick reference PDF.
Structured analytics quick reference guide—step-by-step instructions for creating and administering structured analytics. In particular, it discusses how to take advantage of running multiple structured analytics sets on the email threading and textual near duplicate operations. To download a PDF, see Structured analytics quick reference PDF.
Structured analytics - Email threading and TND setup basics—high-level workflows for setting up email threading and textual near duplicate identification separately or together. To download a PDF, see Structured Analytics - Email threading and TND setup basics PDF.
Structured analytics - Language identification setup basics—high-level workflow for setting up language identification. To download a PDF, see Structured analytics language identification quick reference PDF.
Structured analytics - Name normalization setup basics—high-level workflow for setting up name normalization. To download a PDF, see Name Normalization setup basics PDF.
Structured analytics - Repeated content identification—high-level workflow for setting up repeated content identification. To download a PDF, see Structured Analytics - Repeated content identification quick reference PDF.