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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
In-app What's New feature
Getting started
Technical aspects and requirements
Browser specific considerations
User software requirements
RelativityOne technical overview
RelativityOne Releases and Downtime Windows
Performance and Usage Guidelines
RelativityOne Lockbox
Customer-managed keys (CMK)
Sandbox environment
Navigating
Logging into RelativityOne
Navigation
Relativity conventions
Views
Tabs
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
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
Permissions scenarios
Data transfer
RelativityOne data management
RelativityOne data migration
Self-service data migration
Third-party data migration partners
Import/Export
Installing Import/Export
Permissions
Import/Export load file specifications
General recommendations for structured data import and export jobs
Using Import/Export with Express Transfer
Installing and updating Express Transfer desktop application
Activating and deactivating Express Transfer
Express Transfer system tray menu
Express Transfer Preferences
Express Transfer Connectivity check
Express Transfer Job tracking and history
Express Transfer reporting jobs failed or completed with errors
Importing workflows via Import/Export
Importing Document load files
Importing Image load files
Importing Production load files
Importing Relativity Dynamic Object data
Importing Raw Unstructured data for Processing
Exporting workflows via Import/Export
Exporting Folders
Exporting Production Set load files
Exporting RDO data load files
Exporting Saved Search load files
Import/Export Job tracking and history
Import/Export Queue
Migrate
Migrate setup and configuration
Using Migrate (workflow)
ARM
ARM Configuration
Working with ARM
Creating and running an Archive job
Creating and running a Restore job
Creating and running a Database Restore job
GlobalProtect VPN client
Utility Server
Staging Explorer
Permissions
User access permissions to fileshares
Best practices, limitations, and data transfer performance considerations
Installing, launching, and updating RelativityOne Staging Explorer
Navigation
Transfer workflows
File and folder operations (copy, move, and delete)
Requesting a Throughput Check
Updating Transfer Settings
Calculating folder size in Local/Staging panes
Relativity Desktop Client
RelativityOne Store
Capabilities
aiR for Privilege
Installation and configuration
Create a project
Project pipeline steps
Prepare Project
Scrub Disclaimers
Identify Spammers
Classify Domains
Match Equivalent Domains
Validate Attorneys
Confirm Privilege Status
Populate Privilege Results
Perform annotations
Disclaimers
Spammers
Domains
Equivalent Domains
Entities
Confirm Privilege Status
Privilege results
aiR for Review
Running aiR for Review
Monitoring aiR for Review jobs
aiR for Review results
aiR for Review security permissions
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
Sentiment analysis
Sentiment analysis results
Sentiment analysis security permissions
Assisted Review
Active Learning
Creating an Active Learning project
Security permissions
Reviewer access
Choosing an Active Learning review queue
Running Prioritized Review
Running Coverage Review
Best practices for Active Learning review
Monitoring an Active Learning project
Project Validation and Elusion Testing
Project Validation statistics
Reusing trained models
Review statistics
Active Learning performance baselines
Review Center
Creating a Review Center queue
Monitoring a Review Center queue
Reviewing documents using Review Center
Review validation
Review validation statistics
Review Center security permissions
aiR for Review
Running aiR for Review
Monitoring aiR for Review jobs
aiR for Review results
aiR for Review security permissions
Collect
Installation
Matters
Custodian targets
Data sources
Bloomberg
Box
ChatGPT Enterprise
Google Workspace
iManage
Microsoft OneDrive
Microsoft Outlook
Microsoft Teams
Microsoft SharePoint
Refinitiv Eikon
Slack
X1
Collections
Collection details
Reports
Status Summary
Target Status
Monitor
Store
Contracts
Contracts OCR
Analysis
Classify contract types
Segment contracts into sections
Classify section types
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
Ingest documents
Personal Information detectors
Create a new detector
Edit and delete detectors
Out of the box detectors
Run reports
Document report
Review documents
PI and entity search
Project lead
User administration
Document ingestion
Incorporate feedback
Errors and flags
Quality control
Detector QC
Spreadsheet QC tool
Blocklisting
Entity normalization
Entity normalization audit
Integration Points
Installing Integration Points
Integration Points profiles
Importing data through Integration Points
Exporting data through Integration Points
Promoting data between workspaces through Integration Points
Viewing destination workspaces
Monitoring job history and errors
Microsoft Entra ID provider
Legal Hold
Installation
Workspace security
Import legal hold data
Workspace 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
Microsoft Graph API for sending communications
Add general settings
Add custodian portal settings
Custodian Portal Authentication Provider
Create and import custodians
Import custodians - Import/Export
Import custodians - Integration Points
Import custodians - RDC
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)
Setting up SharePoint Discovery for preservation holds (Legacy)
Preservation to collection best practices
Preserve in-place (New)
Data sources
Google Workspace preservation source
Microsoft 365 preservation source
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
PI Detect
Installation and configuration
Ingest documents
Personal Information detectors
Create a new detector
Edit and delete detectors
Out of the box detectors
Run reports
Document report
Review documents
Redact documents
PI and entity search
Project lead
User administration
Document ingestion
Incorporate feedback
Errors and flags
Quality control
Detector QC
Spreadsheet QC tool
Blocklisting
Reviewer progress report
Processing
Supported file types
Password bank
Mapping processing fields
Quick-create set(s)
Profiles
Deduplication considerations
Processing sets
Inventory overview
Inventory processing
Discovering files
Files tab
Publishing files
Post-publish delete
Error overview
Error resolution
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
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
Dashboards
Creating commonly-used dashboards
Entity object
Event Handler Express
Using Event Handler Express
Building your first event handler
Fields
Applying propagation to documents
Field Categories
Groups
Instance Details tab
Importing and exporting
Simple File Upload
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
dtSearch index auto incremental build
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
Re-production
Invite users
Retry Production Job
Matters
Persistent highlight sets
Creating persistent highlight sets
Entering highlight terms
Using the highlight fields source
Importing search terms for persistent highlighting
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
Convert Spreadsheets Markup
Facade redactions
Manual markups with spreadsheet files
Manual markups with PDF files
Redact Audits
Redact External Markups
Redact Language Support
Redact Project Status
Redact Reports
Redact Settings
Redact System Logs and Client Usage Report
Redacting PDF annotations and attachments
Regular expression examples
Reviewing markups to ensure accuracy
Running and reverting a 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 Advanced Access
Short Message Viewer coding Advanced Access
Reports
Sampling
Sanitizer object
Scripts
Script groups
Searching in Relativity
Search conditions
Multiple object searching
Search panel
dtSearch
Running a dtSearch
Running a Dictionary search
Using dtSearch syntax options
Searching for symbols
Making the dtSearch noise word and alphabet list searchable
Setting up CJK document workspaces in Relativity
dtSearch default alphabet file text
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
Search terms report hit count
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 Alerts
Permissions scenarios
Tabs
Tab Sync
Users
Managing user authentication methods
Viewer
aiR for Review Analysis
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
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 Advanced Access
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
Cost Explorer
Customer-managed direct SQL access (CMDSA)
Data Grid Text Migration application
Text migration checklist
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
Propagate coding post-import
RelativityOne Activity Dashboard
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
Staging Reports
Staging Inventory Report
System
File validation application
User Import Application
Transcripts application
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
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
Workflow solutions for very large workspaces
Recommendations for managing very large workspaces in RelativityOne
Scaling Active Learning
Resources
Certification exam resources
Features A-Z
PDF downloads
Quick reference guides
Active Learning
Advanced search
Case workspace
Review Interface quick reference guide
Dashboard and pivot quick reference guide
Searching
Tab navigation
Workspace Security
Analytics index
Entra ID integration
Collect
Conceptual analytics setup basics
Connect: Primary contact
Connect: RelativityOne admin
Connect: User
Email threading and TND setup basics
Language identification setup basics
Name normalization
Name normalization setup basics
Repeated content identification setup basics
Review Center - Admin
Review Center - Reviewer
Review Interface quick reference guide
Database schema updates table
Supported languages matrix
Using this site
White Papers