Last date modified: 2025 12 Aug

Case workspace quick reference guide

Use this guide to familiarize yourself with the case workspace. For more information on workspace navigation, see Tab navigation quick reference guide and Review interface quick reference guide.

Workspace layout with numbered sections that are described in a table below the image.

Case workspace areas
1New documentAdd new documents to Relativity using Simple File Upload.
2View barDetermines which documents and fields are displayed in the document list.
3Add Widget buttonAdd a new Pivot or Cluster widget to the dashboard.
4Dashboard functions Where you can save your current dashboard.
5Export Dashboard buttonClick to export this dashboard's charts to Excel for further customization.
6Document browser menuDetermines whether the browser displays folders, tags, or saved searches.
7Sampling buttonUse sampling to create a randomized sample of the documents.
8Document list controlsDetermines how your documents are displayed and allows you to navigate through them.
9Document PreviewView documents in the document list before launching the Viewer.
10BrowserBrowse through documents using folders, saved searches, or the field tree.
11Document list The central location for viewing and acting on your documents.
12Search panelCreate and set search and filter conditions for your documents.
13Save search buttonClick to save the current search conditions on your list as a new saved search.
14Mass operations barSelect an option from the menu to take mass action on some or all documents in the document list.
15Total itemsDisplays the total number of documents in the set.
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