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| What's new |
| What's new in RelativityOne |
| What's new in RelativityOne Government |
| What's new in RelativityOne Sandbox |
| Release notes |
| Known issues |
| Getting started |
| Technical aspects and requirements |
| Browser specific considerations |
| User software requirements |
| RelativityOne technical overview |
| Accessing the RelativityOne backend |
| RelativityOne release process |
| RelativityOne downtime windows |
| Performance and Usage Guidelines |
| RelativityOne Lockbox |
| Customer-managed keys (CMK) |
| Sandbox environment |
| Navigation |
| Logging into RelativityOne |
| Navigation |
| Relativity conventions |
| Views |
| Tabs |
| Accessibility |
| AI Help Chatbot |
| In-app What's New feature |
| Mass operations |
| Managing data |
| Staging Area |
| Microsoft Entra ID provider |
| Upload data |
| Data management |
| Cold Storage |
| Managing workspaces |
| Create a workspace |
| Workspace security |
| Create Relativity objects |
| RelativityOne Workspace Templates |
| Relativity applications |
| Workspace reports |
| Managing authentication |
| Centralized Authentication |
| Managing User Authentication Methods |
| OpenID Connect |
| Relativity OpenID Connect |
| Microsoft Entra ID - OpenID Connect |
| Okta OpenID Connect |
| SAML 2.0 Provider |
| OAuth2 clients |
| RelativityOne Connect |
| SSO Troubleshooting console |
| Federated instances |
| Managing users and groups |
| Create a group |
| Create users |
| Managing security and permissions |
| Security and Permissions |
| Instance security |
| Workspace security |
| Feature permissions |
| Permissions scenarios |
| Data transfer |
| RelativityOne data management |
| Data migration |
| Self-service data migration |
| Third-party data migration |
| Import/Export |
| Installing Import/Export |
| Permissions |
| Import/Export load file specifications |
| Access DB (MDB) load file specifications |
| General recommendations |
| Using Import/Export with Express Transfer |
| Installing Express Transfer |
| Activating and deactivating Express Transfer |
| Express Transfer system tray menu |
| Express Transfer preferences |
| Connectivity check |
| Express Transfer job tracking and history |
| Express Transfer reporting jobs failed or completed with errors |
| Importing data using Import/Export |
| Importing Document load files |
| Importing Image load files |
| Importing Production load files |
| Importing RDO load files |
| Importing Access DB load files (MDB) |
| Importing transcript MDB data for Processing via Import/Export Limited General Availability |
| Importing Raw Unstructured data for Processing |
| Exporting data using Import/Export |
| Exporting Folder load files |
| Exporting Production Set load files |
| Exporting RDO load files |
| Exporting Saved Search load files |
| Exporting Saved Search or Folder with Access DB load files (MDB) |
| Exporting Production Set with Access DB load files (MDB) |
| Import/Export Job tracking and history |
| Import/Export Queue |
| Scheduling Import/Export jobs with Automated Workflows |
| Integration Points |
| Installing Integration Points |
| Integration Points profiles |
| Importing data through Integration Points |
| Exporting data through Integration Points |
| Transferring (promoting) data between workspaces |
| Viewing destination workspaces |
| Monitoring job history and errors |
| Microsoft Entra ID provider |
| Migrate |
| Migrate setup |
| Migrate workflow |
| Migrate files first workflow |
| ARM |
| ARM Configuration |
| Working with ARM |
| Creating and running an Archive job |
| Creating and running a Restore job |
| GlobalProtect VPN client |
| Utility Server |
| Staging Explorer |
| Permissions |
| User access permissions to fileshares |
| Best practices and limitations |
| Installing, launching, and updating Staging Explorer |
| Navigation |
| File and folder operations (copy, move, delete, zip, unzip) |
| Transfer workflows |
| Requesting a Throughput Check |
| Updating Transfer Settings |
| Calculating folder size in Local/Staging panes |
| Relativity Desktop Client |
| Capabilities |
| aiR for Case Strategy Limited General Availability |
| Generate facts and case documents |
| Generative AI considerations in aiR for Case Strategy |
| Using aiR Assist for Case Strategy |
| aiR for Privilege |
| Installation and configuration |
| Roles and security permissions |
| General settings |
| Known items |
| Create a project |
| Project pipeline steps |
| Prepare Project |
| Classify Domains |
| Match Equivalent Domains |
| Validate Entities |
| Confirm Privilege Status |
| Populate Privilege Results |
| Perform annotations |
| Domains |
| Equivalent Domains |
| Entities |
| Confirm Privilege Status |
| Review privilege results |
| Privilege results fields |
| Prioritize documents for review |
| Use Draft Log Descriptions |
| Propagate results to family members |
| Calculate accuracy |
| aiR for Review |
| Installation |
| Permissions |
| Best practices |
| Navigating the aiR for Review dashboard |
| Creating an aiR for Review project |
| Setting up the project |
| Using project sets |
| Deleting an aiR for Review project |
| Developing Prompt Criteria |
| Revising the Prompt Criteria |
| Exporting Prompt Criteria |
| Running the analysis |
| Analyzing aiR for Review results |
| Validating Prompt Criteria |
| Setting up Prompt Criteria validation |
| Prompt Criteria validation in Review Center |
| Prompt Criteria validation statistics |
| Managing aiR for Review jobs |
| Creating document views and saved searches |
| Running aiR for Review as a mass operation |
| Using aiR for Review with Review Center |
| Archiving and restoring workspaces |
| Analytics |
| Solving review case challenges with Analytics |
| Implementing clustering with batching |
| Conceptual analytics |
| Analytics indexes |
| Analytics categorization sets |
| Clustering |
| Cluster visualization |
| Concept searching |
| Find similar documents |
| Sampling for repeated content |
| Keyword expansion |
| Structured analytics |
| Running structured analytics |
| Analytics profiles |
| Email threading |
| Inclusive emails |
| Email threading results |
| Email thread visualization |
| Name normalization |
| Name normalization results |
| Best practices for name normalization |
| Running name normalization on email headers |
| Alias object |
| Communication Analysis |
| Textual near duplicate identification |
| Textual near duplicate identification results |
| Using Near Duplicate Analysis in Review |
| Language identification |
| Language identification results |
| Supported email header formats |
| Repeated content filters |
| Using regular expressions with structured analytics |
| Running sentiment analysis |
| Sentiment analysis results |
| Sentiment analysis security permissions |
| AV transcription |
| AV transcription in the Viewer |
| AV transcription languages |
| Collect |
| Installation |
| Matters |
| Custodian targets |
| Data sources |
| Bloomberg |
| Box |
| Cellebrite |
| ChatGPT Enterprise |
| Google data sources |
| Google Workspace |
| Google Gemini |
| iManage |
| Microsoft OneDrive |
| Microsoft Outlook |
| Microsoft Teams |
| Microsoft SharePoint |
| Refinitiv Eikon |
| Slack |
| X1 |
| Collections |
| Collection details |
| Reports |
| Status Summary |
| Target status |
| Monitor |
| Contracts |
| Contracts OCR |
| Analysis |
| Segment contracts into sections |
| Classify section types |
| Auto-populate essential fields with generative AI |
| Auto-populate fields by training custom ML models |
| Auto-populate fields with regular expressions |
| Run reports on regular expression results |
| Extract definitions from contracts |
| Auto-group families based on shared field values |
| Automate document assembly based on field values |
| Analysis statuses and results |
| Compare |
| Compare contracts or sections |
| Contracts Viewer |
| Create and edit regular expressions |
| Set up data points in the viewer |
| Manually group contract families |
| Set up object coding mode |
| Custom Connectors |
| Data Breach Response |
| Installation and configuration |
| User administration |
| Document ingestion |
| Personal Information detectors |
| Out of the box detectors |
| Data Analysis |
| Document flags |
| Project Dashboard |
| PI and Entity Search |
| Quality control |
| Detector QC |
| Spreadsheet QC tool |
| Blocklisting |
| Review documents |
| Entity Analysis |
| Entities |
| Conflicts |
| DBR Generative AI LGA |
| Legal Hold |
| Installation |
| Workspace security |
| Import legal hold data |
| Required load files |
| Optional load files |
| Custodian portal (admin) |
| Project security |
| Integrate with Azure |
| Integrate Entra ID for Custodian Portal SSO |
| Integrate Entra ID to import custodians |
| Integrate Microsoft Graph API for email communications |
| Add legal hold settings |
| Add email settings |
| Graph API |
| Gmail API |
| Add general settings |
| Add custodian portal settings |
| Custodian Portal Authentication Provider |
| Create and import custodians |
| Import custodians - Import/Export |
| Import custodians - Integration Points |
| Delete custodians |
| Roles |
| Item selectors |
| Reports |
| Create reports |
| Scheduled reports |
| Mailbox |
| Question responses |
| Create communications |
| Create questionnaires |
| Question library |
| Attachments library |
| Tasks |
| Custodian communications tab |
| Custodian projects tab |
| Custodian status dashboard |
| Custodian portal |
| Projects |
| Legal Hold project management |
| Preservation hold (Legacy) |
| Adding preservation hold settings using Modern Authentication (Legacy) |
| Configuring SharePoint discovery for preservation |
| Preservation to collection |
| Preserve in-place (New) |
| Data sources |
| Google Workspace |
| Microsoft 365 |
| Slack |
| Preservations |
| Preservation data |
| Manage preservations |
| Reminders |
| Send communications |
| Send questionnaires |
| Respond to emails |
| Mobile |
| Navigation |
| Mobile Admin |
| Documents |
| Coding documents |
| Saved searches |
| Folders |
| Offline |
| Support & Settings |
| Security |
| Processing |
| Supported file types |
| Password bank |
| Mapping processing fields |
| Quick-create set(s) |
| Processing profiles |
| Deduplication considerations |
| Processing sets |
| Inventory Overview |
| Inventory processing |
| Discovering files |
| Files tab |
| Publishing files |
| Post-publish delete |
| Exception and error overview |
| Exception and error resolution |
| Processing duplication workflow |
| Reports |
| Administration |
| Processing history |
| Processing to Data Grid |
| Processing throughput |
| Frequently asked questions |
| Production |
| Imaging documents |
| Imaging profiles |
| Application Field Codes |
| Image upload |
| Imaging sets |
| Running an imaging set |
| Monitoring imaging status |
| Imaging errors |
| Imaging Warnings |
| QC Review |
| Imaging jobs in the Processing and Imaging Queue |
| Imaging history |
| Imaging native types |
| Native Imaging - Dithering Algorithm Options |
| Supported file types for imaging |
| OCR |
| OCR queue |
| OCR on redacted production documents |
| Production overview |
| Production sets |
| Advanced formatting for branding |
| Production Data Source |
| Placeholders |
| Production console |
| Stage and run a production |
| Stage a production |
| View documents |
| Check for production conflicts |
| Run a production |
| Production errors |
| Re-production |
| Branding queue |
| Production queue |
| Reporting |
| Collect folder path data |
| Environment-level user login and workspace |
| Review |
| Audit |
| Reporting and Monitoring using Audit |
| Batches |
| Assigning and checking batches in and out |
| Building views for checked-out documents |
| Batch Set Cleanup |
| Clients |
| Choices |
| Color Map |
| Conditional Coding Rules |
| Installing Conditional Coding Rules application |
| Permissions |
| Best practices for building coding rules |
| Creating Conditional Coding Rules |
| Converting Legacy Event Handler Express items |
| Dashboards |
| Creating commonly-used dashboards |
| Entity object |
| Fields |
| Applying propagation to documents |
| Field Categories |
| Groups |
| Instance Details tab |
| Importing and exporting |
| Simple file upload |
| Inline editing |
| Keyboard Shortcuts |
| Creating keyboard shortcuts |
| Layouts |
| Adding and editing an object list |
| Adding fields and text |
| Creating a new category |
| Copy from Previous |
| Using the rich text editor |
| Library scripts |
| Analytics billable estimate |
| Australian Document ID |
| Billing Statistics - RelativityOne - Case Rollup |
| Billing statistics - case rollup |
| Billing statistics - users |
| Case permission audit report |
| Check Converted Documents |
| Choice field stratified sampling |
| Copy To Legacy Document Fields |
| Create cluster upgrade jobs |
| Create sample set |
| Forgotten password reset audit |
| Globally administer keyboard shortcuts |
| Lockbox Bypass report |
| Lockbox report |
| Monitor cluster upgrade jobs |
| Populate parent ID to child |
| Processing Statistics |
| Propagate sent date to family documents |
| Report sample-based statistics |
| Reviewer statistics |
| Saved search gap and overlap check |
| Set duplicate flag field |
| Set extracted text size field |
| Set native file size field v4 |
| Set production beg/end attach fields |
| Set Relativity folder path field |
| Total Automated Workflows in Instance |
| Upgrade legacy applications |
| Lists |
| Markup sets |
| Mass operations |
| Mass operation jobs |
| Cancel Production Job |
| Mass edit |
| Mass copy |
| Mass move |
| Mass delete |
| Mass replace |
| Mass image |
| Tally/sum/average |
| Mass export to file |
| Mass convert |
| Mass Save as List |
| Mass PDF |
| PDF Queue |
| PDF Sets |
| Re-production |
| Invite users |
| Retry Production Job |
| Matters |
| Persistent highlight sets |
| Creating persistent highlight sets |
| Entering highlight terms |
| Using the highlight fields source |
| Creating efficient searches for persistent highlighting |
| Pivot |
| Pivot profiles |
| Running Pivot reports |
| Printing in Relativity |
| Queue Management |
| Redact |
| Automated image markup project |
| Automated image template markup project |
| Automated spreadsheet markup project |
| Automated PDF markup project |
| Automated production preparation project |
| Automated spreadsheet propagation project |
| Blackout 5.2 migration |
| Convert Spreadsheets Markup |
| Manual markups with spreadsheet files |
| Manual markups with PDF files |
| Redact Audits |
| Redact Client Usage Report |
| Redact External Markups |
| Redact Language Support |
| Redact Project Status |
| Redact Reports |
| Redact Settings |
| Redact validation workflow |
| Redacting linked documents |
| Redacting PDF annotations and attachments |
| Regular expression examples |
| Reviewing markups to ensure accuracy |
| Running and reverting a Redact project |
| Searching for documents with Redact fields |
| Using Find and Redact |
| Relativity objects |
| Creating and editing Relativity Objects |
| Deleting object dependencies |
| Creating a question object |
| Building Media Tracker with Relativity Dynamic Objects |
| Creating a tab to bookmark an object |
| Relativity Short Message Format |
| Creating an RSMF file |
| Processing an RSMF file |
| RSMF-supported Emoji, Emoticons, and Attachments |
| RSMF Slicing |
| Short message coding |
| Short message investigative workflow |
| Reports |
| Sampling |
| Sanitizer object |
| Scripts |
| Script groups |
| Searching in Relativity |
| Search conditions |
| Multiple object searching |
| Search panel |
| dtSearch |
| dtSearch index |
| Noise word list |
| Alphabet list |
| Searching for symbols and emojis |
| Setting up CJK workspaces |
| Run a dtSearch |
| dtSearch syntax options |
| Run a dictionary search |
| dtSearch queue admin |
| Filters |
| Keyword search |
| Searching workflows |
| Searching with the Entity object and name normalization |
| Regular expressions |
| Using regular expressions with dtSearch |
| Saved search |
| Creating or editing a saved search |
| Defining criteria for saved searches |
| Saving searches on the Documents tab |
| Common Saved Searches Applications |
| Saved search history |
| Search terms reports |
| Create and edit search term reports |
| Tag hits |
| Run a search terms report |
| Search terms report hit count |
| Errors |
| Short message search |
| Building a short message search index |
| Creating a short message search |
| aiR Assist |
| Security and Permissions |
| Instance security |
| Setting instance permissions |
| Workspace security |
| RelativityOne Lockbox |
| Setting workspace permissions |
| Object security |
| Client Domains |
| Preview security |
| Sanitizer object |
| RelativityOne Security Center |
| Security Best Practices |
| Security Alerts |
| Permissions scenarios |
| Summary reports |
| Tabs |
| Tab Sync |
| Users |
| Managing user authentication methods |
| Viewer |
| aiR for Privilege Analysis |
| aiR for Review Analysis |
| Document Comments |
| Document Compare |
| Markups |
| Running conceptual analytics from the viewer |
| Sentiment analysis highlights |
| Short Message Viewer |
| Viewer-supported file types |
| Viewer troubleshooting and FAQ |
| Views |
| Displaying family groups in a view |
| Workspaces |
| Workspaces Tab |
| Repository Workspaces in RelativityOne |
| Document and item list navigation |
| Recycle Bin |
| Review Center |
| Creating a Review Center queue |
| Monitoring a Review Center queue |
| Reviewing documents using Review Center |
| Review validation |
| Review validation statistics |
| Reusing saved models |
| Review Center security permissions |
| Review Center performance baselines |
| Active Learning application history |
| Supporting applications |
| Relativity applications |
| Exporting applications |
| Locking and unlocking applications |
| Installing applications |
| Troubleshooting application installation errors |
| Uninstalling and deleting applications |
| Upgrading applications |
| Automated Workflows |
| Case Dynamics |
| aiR for Case Strategy Limited General Availability |
| Case Dynamics fields |
| Creating Case Dynamics reports |
| Installing and upgrading Case Dynamics |
| Organizing facts and issues |
| Printing from Case Dynamics |
| Reviewing documents with Case Dynamics |
| Working with Case Dynamics objects |
| Working with Outlines |
| Working with Timeline Builder |
| Case Metrics |
| Customer-managed direct SQL access (CMDSA) |
| Data Grid Text Migration application |
| Running text migration |
| Document utilities |
| Document unitization |
| Move to folder path |
| Fields |
| Auto increment field on object |
| Populate Parent ID and Child ID |
| Date field parsing |
| Set native time zone offset with DST |
| Track document field edits by reviewer |
| Log extractor |
| Management Console |
| Cost Explorer |
| Staging Reports |
| Usage Reports |
| Propagate coding post-import |
| RelativityOne repository workspace |
| Redactions |
| Change redaction type |
| Copy redactions across markup sets |
| Copy redactions across workspaces |
| Normalize redactions across a relational group |
| Reproduce a redaction to a document universe |
| Relativity hybrid model |
| Workspace Portal |
| User Synchronization |
| Installing the User and Group Synchronization Applications |
| Configuring Your Environments |
| Working with User and Group Synchronization |
| System |
| File validation application |
| User Import Application |
| Transcripts application |
| Relativity Transcripts Limited General Availability |
| Annotating transcripts |
| Copying text from a transcript |
| Installing the Transcripts application |
| Printing transcripts |
| Supported file types for the Transcripts application |
| Transcript reports |
| Transcripts tab |
| Transcript video clips |
| Uploading transcripts |
| Word index |
| User workspace access and last login |
| Workspace folder group security |
| Translate |
| Solutions |
| Knowledge base |
| Investigations in RelativityOne |
| Early Case Assessment in RelativityOne |
| Disable inactive users |
| Reviewing documents in Relativity |
| Reviewing and producing documents in RelativityOne |
| Recommendations for managing large and very large workspaces in RelativityOne |
| Workflow solutions for very large workspaces |
| Resources |
| Certification exam resources |
| Database schema updates table |
| Features A-Z |
| PDF downloads |
| Quick reference guides |
| Advanced search |
| Analytics index |
| Case workspace |
| Collect |
| Conceptual analytics setup basics |
| Connect: Primary contact |
| Connect: RelativityOne admin |
| Connect: User |
| Dashboard and pivot |
| Email threading and TND setup basics |
| Entra ID integration |
| Language identification setup basics |
| Name normalization |
| Name normalization setup basics |
| Repeated content identification setup basics |
| Structured analytics |
| Review Center: Admin |
| Review Center: Reviewer |
| Review interface |
| Searching |
| Searching symbols |
| Tab navigation |
| Workspace Security |
| Supported languages matrix |
| Transitioning from Relativity Server to RelativityOne |
| For Users |
| For Administrators |
| Using this site |
| White Papers |
