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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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