Sitemap
| What's new |
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| What's new in RelativityOne |
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| What's new in RelativityOne Government |
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| What's new in RelativityOne Sandbox |
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| Release notes |
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| Known issues |
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| In-app What's New feature |
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| Getting started |
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| Technical aspects and requirements |
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| Browser specific considerations |
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| User software requirements |
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| RelativityOne technical overview |
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| RelativityOne Releases and Downtime Windows |
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| Customer lockbox |
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| Customer-managed keys (CMK) |
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| Sandbox environment |
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| Navigating |
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| Logging into RelativityOne |
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| Navigation |
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| Relativity conventions |
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| Views |
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| Tabs |
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| Mass operations |
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| Managing data |
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| Microsoft Azure AD provider |
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| Upload data |
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| Process data |
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| Data management |
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| Cold Storage |
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| RelativityOne Staging Explorer |
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| Managing workspaces |
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| Create a workspace |
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| Workspace security |
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| Create Relativity objects |
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| RelativityOne Workspace Templates |
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| Relativity applications |
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| Workspace reports |
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| Managing users and groups |
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| Create a group |
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| Create users |
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| Authentication |
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| Managing user authentication methods |
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| OpenID Connect |
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| Relativity OpenID Connect |
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| Azure AD OpenID Connect |
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| Okta OpenID Connect |
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| SAML 2.0 provider |
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| OAuth2 clients |
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| RelativityOne Connect |
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| SSO Troubleshooting console |
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| Federated instances |
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| Managing security and permissions |
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| Security and Permissions |
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| Instance security |
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| Workspace security |
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| Permissions scenarios |
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| Data transfer |
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| RelativityOne data management |
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| RelativityOne data migration |
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| Self-service data migration |
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| Third-party data migration partners |
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| Import/Export |
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| Installing Import/Export |
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| Permissions |
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| Using Import/Export with Express Transfer |
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| Installing and updating Express Transfer desktop application |
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| Activating and deactivating Express Transfer |
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| Express Transfer Connectivity check |
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| Express Transfer Job tracking and history |
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| Express Transfer reporting jobs failed or completed with errors |
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| Importing workflows via Import/Export |
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| Import/Export load file specifications |
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| Importing Document load files |
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| Importing Image load files |
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| Importing Production load files |
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| Importing Relativity Dynamic Object data |
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| Importing Raw Unstructured data for Processing |
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| Exporting workflows via Import/Export |
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| Exporting Folders |
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| Exporting Production Set load files |
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| Exporting RDO data load files |
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| Exporting Saved Search load files |
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| Import/Export Job tracking and history |
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| Import/Export Queue |
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| Migrate |
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| Migrate setup and configuration |
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| Using Migrate (workflow) |
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| ARM |
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| ARM Configuration |
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| Working with ARM |
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| Creating and running an Archive job |
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| Creating and running a Restore job |
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| Creating and running a Database Restore job |
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| GlobalProtect VPN client |
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| Utility Server |
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| RelativityOne Staging Explorer |
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| Permissions |
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| User access permissions to fileshares |
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| Staging Explorer Best Practices and Limitations |
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| Installing, launching, and updating RelativityOne Staging Explorer |
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| Navigation |
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| Transfer workflows |
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| File and folder operations (copy, move, and delete) |
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| Requesting a Connectivity Check |
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| Requesting a Throughput Check |
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| Throttle (Global bandwidth) setting |
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| Datagram size setting |
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| Updating Transfer Settings |
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| Editing transfer target rate |
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| Calculating folder size in Local/Staging panes |
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| Relativity Desktop Client |
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| Using the RDC installer |
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| Importing through the RDC |
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| Load file specifications overview |
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| Importing document metadata, files, and extracted text |
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| Importing an image file |
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| Importing a production file |
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| Importing data into a Relativity Dynamic Object |
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| Import errors for Desktop Client |
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| Exporting with the RDC |
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| Exporting a production set |
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| Exporting a saved search |
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| Exporting a folder |
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| Exporting a folder and its subfolders |
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| Exporting OCR and Extracted Text |
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| Configuring the RDC |
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| Relativity Desktop Client performance baselines |
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| RelativityOne Store |
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| Capabilities |
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| Analytics |
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| Solving review case challenges with Analytics |
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| Implementing clustering with batching |
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| Conceptual analytics |
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| Analytics indexes |
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| Analytics categorization sets |
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| Clustering |
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| Cluster visualization |
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| Concept searching |
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| Find similar documents |
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| Sampling for repeated content |
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| Keyword expansion |
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| Structured analytics |
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| Running structured analytics |
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| Analytics profiles |
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| Email threading |
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| Inclusive emails |
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| Email threading results |
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| Email thread visualization |
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| Name normalization |
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| Name normalization results |
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| Best practices for name normalization |
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| Running name normalization on email headers |
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| Alias object |
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| Communication analysis |
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| Textual near duplicate identification |
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| Textual near duplicate identification results |
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| Using Near Duplicate Analysis in Review |
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| Language identification |
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| Language identification results |
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| Supported email header formats |
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| Repeated content filters |
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| Using regular expressions with structured analytics |
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| Sentiment analysis |
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| Sentiment analysis results |
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| Sentiment analysis security permissions |
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| Assisted Review |
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| Active Learning |
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| Creating an Active Learning project |
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| Security permissions |
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| Reviewer access |
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| Choosing an Active Learning review queue |
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| Running Prioritized Review |
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| Running Coverage Review |
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| Best practices for Active Learning review |
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| Monitoring an Active Learning project |
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| Project Validation and Elusion Testing |
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| Project Validation statistics |
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| Reusing trained models |
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| Review statistics |
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| Active Learning performance baselines |
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| Review Center |
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| Creating a Review Center queue |
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| Monitoring a Review Center queue |
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| Reviewing documents using Review Center |
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| Review validation |
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| Review validation statistics |
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| Review Center security permissions |
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| Collect |
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| Installation |
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| Matters |
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| Custodian targets |
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| Data sources |
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| Bloomberg |
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| Box |
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| Google Workspace |
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| iManage |
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| Microsoft OneDrive |
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| Microsoft Outlook |
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| Microsoft Teams |
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| Refinitiv Eikon |
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| Slack |
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| X1 |
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| Collections |
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| Collection details |
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| Reports |
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| Status Summary |
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| Target Status |
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| Monitor |
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| Store |
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| Contracts |
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| Contracts OCR |
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| Analysis |
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| Classify contract types |
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| Segment contracts into sections |
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| Classify section types |
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| Auto-populate fields by training custom ML models |
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| Auto-populate fields with regular expressions |
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| Run reports on regular expression results |
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| Extract definitions from contracts |
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| Auto-group families based on shared field values |
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| Automate document assembly based on field values |
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| Analysis statuses and results |
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| Compare |
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| Compare contracts or sections |
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| Contracts Viewer |
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| Create and edit regular expressions |
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| Set up data points in the viewer |
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| Manually group contract families |
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| Set up object coding mode |
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| Custom Connectors |
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| Data Breach Response |
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| Installation and configuration |
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| Ingest documents |
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| Personal Information detectors |
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| Create a new detector |
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| Edit and delete detectors |
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| Out of the box detectors |
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| Run reports |
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| Review documents |
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| PI and Entity Search |
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| Project lead |
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| User administration |
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| Document ingestion |
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| Project dashboard |
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| Incorporate feedback |
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| Errors and flags |
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| Quality control |
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| Detector QC |
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| Spreadsheet QC tool |
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| Blocklisting |
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| Report generation |
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| Document report |
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| Entity centric report |
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| Unlinked PI log |
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| Reviewer progress report |
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| Entity normalization |
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| Entity normalization audit |
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| Integration Points |
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| Installing Integration Points |
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| Integration Points profiles |
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| Importing data through Integration Points |
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| Exporting data through Integration Points |
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| Promoting data between workspaces through Integration Points |
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| Viewing destination workspaces |
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| Monitoring job history and errors |
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| Microsoft Azure AD provider |
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| Legal Hold |
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| Installing Relativity Legal Hold |
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| Securing a workspace |
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| Importing legal hold data to Relativity |
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| Workspace security |
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| Integrating with Azure AD |
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| Integrating Azure AD for Custodian Portal SSO |
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| Integrating Azure AD for Importing Custodians |
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| Integrating Microsoft Graph API for email communications |
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| Adding legal hold settings |
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| Adding email settings |
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| Using Microsoft Graph API for sending email communications |
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| Adding general settings |
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| Adding custodian portal settings |
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| Custodian Portal Authentication Provider |
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| Creating legal hold entities |
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| Importing entities via Relativity Desktop Client |
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| Importing entities via Integration Points |
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| Deleting a custodian |
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| Roles |
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| Item selectors |
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| Reporting |
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| Creating a report |
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| Scheduling a report |
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| Mailbox |
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| Question responses |
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| Creating a communication |
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| Creating a questionnaire |
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| Question library |
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| Attachments library |
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| Tasks |
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| Custodian communications tab |
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| Custodian projects tab |
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| Custodian status dashboard |
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| Custodian portal |
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| Projects |
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| Legal Hold project management |
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| Preservation hold |
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| Adding preservation hold settings using Modern Authentication |
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| Setting up SharePoint Discovery for preservation holds |
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| Preservation to collection best practices |
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| Reminders |
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| Sending a communication |
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| Sending a questionnaire |
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| Responding to emails |
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| Mobile |
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| Navigation |
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| Mobile Admin |
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| Documents |
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| Coding documents |
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| Saved searches |
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| Folders |
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| Offline |
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| Support & Settings |
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| Security |
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| PI Detect |
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| Installation and configuration |
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| Ingest documents |
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| Personal Information detectors |
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| Create a new detector |
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| Edit and delete detectors |
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| Out of the box detectors |
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| Run reports |
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| Review documents |
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| Redact documents |
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| PI and Entity Search |
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| Project lead |
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| User administration |
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| Document ingestion |
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| Project dashboard |
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| Incorporate feedback |
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| Errors and flags |
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| Quality control |
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| Detector QC |
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| Spreadsheet QC tool |
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| Blocklisting |
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| Report generation |
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| Document report |
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| Reviewer progress report |
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| Processing |
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| Supported file types |
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| Password bank |
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| Mapping processing fields |
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| Quick-create set(s) |
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| Profiles |
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| Deduplication considerations |
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| Processing sets |
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| Inventory |
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| Discovering files |
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| Files tab |
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| Publishing files |
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| Post-publish delete |
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| Error overview |
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| Error resolution |
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| Processing duplication workflow |
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| Reports |
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| Administration |
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| Processing history |
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| Processing to Data Grid |
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| Frequently asked questions |
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| Production |
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| Imaging documents |
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| Imaging profiles |
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| Application Field Codes |
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| Image upload |
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| Imaging sets |
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| Running an imaging set |
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| Monitoring imaging status |
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| Imaging errors |
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| Imaging Warnings |
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| QC Review |
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| Imaging jobs in the Processing and Imaging Queue |
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| Imaging history |
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| Imaging native types |
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| Native Imaging - Dithering Algorithm Options |
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| Supported file types for imaging |
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| OCR |
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| OCR queue |
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| OCR on redacted production documents |
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| Production overview |
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| Production sets |
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| Advanced Formatting for Branding |
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| Production Data Source |
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| Placeholders |
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| Production console |
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| Stage and run a production |
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| Stage a production |
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| View documents |
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| Check for production conflicts |
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| Run a production |
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| Production errors |
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| Re-production |
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| Branding queue |
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| Production queue |
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| Reporting |
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| Environment-level user login and workspace |
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| Review |
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| Audit |
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| Reporting and monitoring using Audit |
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| Batches |
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| Assigning and checking batches in and out |
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| Building views for checked-out documents |
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| Batch Set Cleanup |
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| Clients |
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| Choices |
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| Dashboards |
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| Creating commonly-used dashboards |
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| Entity object |
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| Event Handler Express |
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| Using Event Handler Express |
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| Building your first event handler |
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| Fields |
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| Applying propagation to documents |
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| Field Categories |
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| Groups |
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| Instance Details tab |
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| Importing and exporting |
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| Command line import overview |
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| Simple File Upload |
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| Keyboard Shortcuts |
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| Creating keyboard shortcuts |
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| Layouts |
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| Adding and editing an object list |
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| Adding fields and text |
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| Creating a new category |
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| Copy from Previous |
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| Using the rich text editor |
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| Library scripts |
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| Analytics billable estimate |
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| Australian Document ID |
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| Billing statistics - RelativityOne - case rollup |
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| Billing statistics - case rollup |
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| Billing statistics - users |
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| Case permission audit report |
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| Check Converted Documents |
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| Choice field stratified sampling |
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| Copy To Legacy Document Fields |
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| Create cluster upgrade jobs |
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| Create sample set |
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| dtSearch index auto incremental build |
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| Forgotten password reset audit |
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| Globally administer keyboard shortcuts |
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| Lockbox Bypass report |
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| Lockbox report |
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| Monitor cluster upgrade jobs |
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| Populate parent ID to child |
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| Processing Statistics |
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| Propagate sent date to family documents |
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| Report sample-based statistics |
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| Reviewer statistics |
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| Saved search gap and overlap check |
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| Set duplicate flag field |
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| Set extracted text size field |
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| Set native file size field v4 |
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| Set production beg/end attach fields |
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| Set Relativity folder path field |
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| Total Automated Workflows in Instance |
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| Upgrade legacy applications |
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| Lists |
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| Markup sets |
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| Mass operations |
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| Mass operation jobs |
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| Cancel Production Job |
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| Mass edit |
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| Mass copy |
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| Mass move |
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| Mass delete |
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| Mass replace |
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| Mass image |
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| Tally/sum/average |
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| Mass export to file |
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| Mass convert |
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| Mass Save as List |
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| Mass PDF |
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| Re-production |
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| Invite users |
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| Retry Production Job |
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| Matters |
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| Persistent highlight sets |
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| Creating persistent highlight sets |
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| Entering highlight terms |
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| Using the highlight fields source |
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| Importing search terms for persistent highlighting |
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| Creating efficient searches for persistent highlighting |
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| Pivot |
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| Pivot profiles |
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| Running Pivot reports |
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| Printing in Relativity |
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| Queue Management |
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| Redact |
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| Automated image markup project |
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| Automated image template markup project |
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| Automated spreadsheet markup project |
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| Automated PDF markup project |
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| Automated production preparation project |
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| Automated spreadsheet propagation project |
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| Convert Spreadsheets Markup |
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| Facade redactions |
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| Manual markups with spreadsheet files |
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| Manual markups with PDF files |
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| Redact Audits |
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| Redact External Markups |
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| Redact Language Support |
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| Redact Project Status |
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| Redact Reports |
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| Redact Settings |
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| Redact System Logs and Client Usage Report |
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| Redacting PDF annotations and attachments |
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| Regular expression examples |
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| Reviewing markups to ensure accuracy |
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| Running and reverting a project |
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| Searching for documents with Redact fields |
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| Using Find and Redact |
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| Relativity objects |
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| Creating and editing Relativity Objects |
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| Deleting object dependencies |
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| Creating a question object |
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| Building Media Tracker with Relativity Dynamic Objects |
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| Creating a tab to bookmark an object |
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| Relativity's short message format |
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| Creating an RSMF file |
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| Processing an RSMF file |
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| RSMF-supported Emoji, Emoticons, and Attachments |
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| RSMF Slicing |
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| Reports |
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| Sampling |
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| Sanitizer object |
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| Scripts |
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| Script groups |
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| Searching in Relativity |
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| Search conditions |
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| Multiple object searching |
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| Search panel |
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| dtSearch |
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| Running a dtSearch |
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| Running a Dictionary search |
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| Using dtSearch syntax options |
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| Searching for symbols |
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| Making the noise word and alphabet list searchable |
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| dtSearch default alphabet file text |
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| Filters |
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| Keyword search |
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| Searching workflows |
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| Searching with the Entity object and name normalization |
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| Regular expressions |
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| Using regular expressions with dtSearch |
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| Saved search |
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| Creating or editing a saved search |
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| Defining criteria for saved searches |
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| Saving searches on the Documents tab |
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| Common Saved Searches application |
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| Saved search history |
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| Search terms reports |
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| Search terms report hit count |
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| Security and Permissions |
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| Instance security |
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| Setting instance permissions |
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| Workspace security |
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| Customer lockbox |
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| Setting workspace permissions |
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| Object security |
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| Client domains |
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| Preview security |
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| Sanitizer object |
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| RelativityOne Security Center |
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| Security Alerts |
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| Permissions scenarios |
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| Summary reports |
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| Tabs |
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| Tab Sync |
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| Translate |
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| Users |
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| Managing user authentication methods |
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| Viewer |
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| Document Compare |
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| Markups |
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| Running conceptual analytics from the viewer |
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| Sentiment analysis highlights |
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| Short Message Viewer |
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| Viewer-supported file types |
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| Viewer troubleshooting and FAQ |
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| Views |
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| Displaying family groups in a view |
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| Workspaces |
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| Workspaces tab |
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| Repository workspaces in RelativityOne |
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| Workspace navigation |
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| Recycle Bin |
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| Supporting applications |
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| Relativity applications |
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| Exporting applications |
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| Locking and unlocking applications |
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| Installing applications |
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| Troubleshooting application installation errors |
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| Uninstalling and deleting applications |
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| Upgrading applications |
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| Automated Workflows |
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| Case Dynamics |
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| Installing and upgrading Case Dynamics |
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| Working with Case Dynamics objects |
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| Organizing facts and issues |
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| Working with Outlines |
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| Reviewing documents with Case Dynamics |
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| Working with Timeline Builder |
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| Printing from Case Dynamics |
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| Creating Case Dynamics reports |
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| Case Dynamics fields |
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| Case Metrics |
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| Cost Explorer |
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| Customer-managed direct SQL access (CMDSA) |
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| Data Grid Text Migration application |
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| Text migration checklist |
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| Document utilities |
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| Document unitization |
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| Move to folder path |
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| Fields |
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| Auto increment field on object |
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| Populate Parent ID and Child ID |
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| Date field parsing |
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| Set native time zone offset with DST |
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| Track document field edits by reviewer |
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| Log Extractor |
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| Propagate coding post-import |
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| RelativityOne Activity Dashboard |
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| RelativityOne repository workspace |
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| Redactions |
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| Change redaction type |
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| Copy redactions across markup sets |
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| Copy redactions across workspaces |
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| Normalize redactions across a relational group |
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| Reproduce a redaction to a document universe |
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| Relativity hybrid model |
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| Workspace Portal |
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| Relativity User and Group Synchronization |
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| Installing the User and Group Synchronization applications |
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| Configuring your environments |
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| Working with User and Group Synchronization |
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| Staging Inventory Report |
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| System |
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| File validation agent |
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| User Import Application |
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| Transcripts application |
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| Installing the Transcripts application |
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| Uploading transcripts |
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| Supported file types for the Transcripts application |
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| Annotating transcripts |
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| Transcript video clips |
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| Copying text from a transcript |
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| Word Index |
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| Transcript reports |
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| Printing transcripts |
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| Transcripts tab |
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| User workspace access and last login |
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| Solutions |
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| Knowledge base |
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| Investigations in RelativityOne |
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| Early Case Assessment in RelativityOne |
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| Disable inactive users |
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| Reviewing documents in Relativity |
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| Reviewing and producing documents in RelativityOne |
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| White papers |
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| Workflow solutions for very large workspaces |
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| Recommendations for managing very large workspaces in RelativityOne |
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| Scaling Active Learning |
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| Resources |
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| Certification exam resources |
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| Relativity Certified Administrator (RCA) |
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| Project Management Specialist |
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| Review Management Specialist |
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| Data Management Specialist |
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| Analytics Specialist |
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| Processing Specialist |
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| Features A-Z |
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| PDF downloads |
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| Quick reference guides |
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| Advanced search |
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| Case workspace quick reference guide |
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| Review interface |
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| Dashboard and pivot |
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| Searching quick reference guide |
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| Tab navigation quick reference guide |
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| Workspace security quick reference |
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| Analytics index |
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| Azure AD integration |
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| Collect |
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| Conceptual analytics setup basics |
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| Connect: Primary contact |
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| Connect: RelativityOne admin |
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| Connect: User |
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| Email threading and TND setup basics |
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| Language identification setup basics |
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| Name normalization |
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| Name normalization setup basics |
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| Processing error resolution |
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| Repeated content identification setup basics |
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| Review Center: Admin |
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| Review Center: Reviewer |
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| Database schema updates table |
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| Supported languages matrix |
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| Using this site |
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