What's new in RelativityOne

Discover new features in RelativityOne that will help you tackle every phase of your e-discovery projects.

Note: The date shown represents when the feature or change is available in most Relativity environments. Due to differences in deployment and update schedules between regions or environments, the features listed may be available before the date shown, or may not yet be available in all Relativity environments.

To see a full list of enhancements for each release, refer to the RelativityOne release notes.

Billing insights API
2022-11-30
Platform

You now have access to the Billing API. This REST service allows you to retrieve the same billing data you can view today in the Management Console. With this API, you can check the billing metrics breakdown for instance, workspace, matter, and client. You can compare billing costs like review, repository, and cold storage and integrate with third party billing systems.

Billing API documentation

New Mass operations status page for increased visibility
2022-11-29
Platform

There is now a dedicated mass operations status page to show ongoing and recently completed mass operations, so you can focus on other work while your operation is completing.

Mass operations documentation

Importing and exporting data has never been easier
2022-11-28
Import/Export

Import/Export is our newest data transfer solution in RelativityOne. Its simple user interface allows you to drag-and-drop data to upload into RelativityOne without needing to navigate between many tools, then seamlessly export when you need to work outside the platform. Plus, unprocessed data will automatically kick off a processing job and notify you when it is done.

Import/Export documentation

Exact character matching for spreadsheets and images
2022-11-28
Redact

You can now easily redact down to the character level for spreadsheets and images. You no longer have to manually markup documents that require partial redactions. Instead, you can leverage Redact Projects to create rules-based project types to quickly redact things like the first five digits of an SSN or only the user name of an email address.

Redact documentation

Translation completion trigger
2022-11-18
Automated workflows

You can now start an Automated Workflow with the Translation Job Completed trigger. This enables you to setup workflows to run after your users run a Translate job on documents to update indexes for searching.

Automated workflows documentation

Customizable offline report
2022-11-11
Case Dynamics

You can now control how you export case information in your offline report to allow for a more customizable experience. You can build custom views, such as a fact view, to dictate the columns and sort the order of your data. The output is an Excel workbook, allowing for further flexibility.

Case dynamics customizable offline reporting

Case Dynamics documentation

New Draft mode improves readability
2022-11-03
Viewer

We have optimized our Viewer for search and discovery. Draft mode standardizes how text is shown in the Viewer to make the text easier to read, eliminates corrupted OCR text, and auto-contrasts text from the background which improves readability for documents with custom formatting.

Viewer documentation

Slicing Now Available in Repository Workspace
2022-11-03
Relativity Short Message Format

Customers using repository workspaces for Early Case Assessment now can slice their RSMF data—making it easier than ever to cull through large amounts of chat data and reduce the volume of data moved to production.

RSMF slicing documentation

New iManage Collect data source
2022-10-25
Collect

You can now collect files and emails from iManage directly into RelativityOne, ensuring your data remains secure and allowing for more seamless matter mobility and data management.

Collect documentation

Word and PowerPoint settings to include comments and speaker notes
2022-10-19
Imaging

We updated the Basic Imaging Profile so you can include the full text of any comments and speaker notes within a PowerPoint presentation and comments within a Word document. No matter the length of the comment or note, you can now easily image and produce the full content all within RelativityOne.

Imaging documentation

PDF viewer enhancements
2022-10-18
PDF Viewer

We improved our native PDF viewer by expanding the number of types of PDFs rendered properly, including XFA Forms and signatures within PDFs. This will provide you with a more stable experience when working with PDFs in RelativityOne.

PDF viewer documentation

Add Fields from a View in Saved Searches
2022-10-17
Search

Save time by easily adding fields from a View directly into saved search criteria from the Saved Search modal. Simply select a view and add in the desired fields, minimizing clicks and eliminating the need to search for individual fields manually.

Search documentation

CSV Scheduled Reports
2022-10-14
Legal Hold

You can now send your scheduled reports as CSV files if you need to work with your data outside of RelativityOne. Simply head to the Legal Hold scheduled reports page, select your report, and choose File Type CSV.

Legal Hold documentation

Simplified workspace creation workflow
2022-10-12
Platform

You can now create new workspaces with simpler field choices, as RelativityOne will automatically assign resources for you. This will greatly reduce the time it takes to set up new workspaces in RelativityOne and allow for a simpler user experience. So far, we have hidden the Download Handler URL and Default Cache Locations from the interface, and we will continue to hide more options over the coming months.

Workspaces documentation

Focus view based on persistent filters
2022-10-06
Relativity short message file

We’ve introduced a new Persistent Filter option for RSMF data that will reduce clicks and shorten the time to insight during the review process. With this new capability, you can automatically ignore the noise of join/leave notifications and other standard disclaimers, as well as set time ranges that will be applied across all RSMFs instead of having to enable those filters from source-to-source.

The focused RSMF view.

Relativity Short Message File documentation

Find and Redact for spreadsheets
2022-10-04
Redact

Our newest markup action extends the searching capabilities in the viewer, allowing you to search your spreadsheets for key terms or other important information, then quickly draw a redaction over selected search hits with your preferred markup type, style, and scope. If there's any searchable pattern at all to the content you want to markup, this feature will make your manual workflows much more efficient.

Redact documentation

Archive Workspaces directly from Cold Storage
2022-09-30
Data Transfer

You can now archive your workspaces directly from Cold Storage, simplifying the archive workflow in ARM and saving you time when you determine you no longer need direct access to a case.

Data Transfer documentation

Modern authentication
2022-09-30
Legal Hold

Legal Hold customers now have the option to leverage the Graph API within Microsoft 365 to send and receive Legal Hold communications directly from RelativityOne. Doing so allows customers to take advantage of modern authentication—creating a more secure way to authenticate to and leverage RelativityOne and Microsoft together.

Legal Hold documentation

RelativityOne Activity Dashboard removal
2022-09-19
RelativityOne Activity Dashboard

The RelativityOne Activity Dashboard has been removed from the interface. We have integrated our data utilization functionality into the Management Console, and will continue to surface more valuable insights in the future. For more information, see Management Console.

Management Console documentation

Streamlined Categorization workflow
2022-09-14
Analytics

We are simplifying the categorization workflow to provide you with a simpler user experience and improve accuracy in classification. With these changes, you'll only be able to add example documents to categorization by tagging them on the categories and example source field.  When you click “Categorize All Documents” button on the categorization set page, Relativity clears all existing categories and examples and generates new ones. For more information on this change, please visit our categorization Documentation page.

Analytics documentation

Job information page of a categorization workflow.

Translate Native documents directly in RelativityOne
2022-09-01
Translate

Translate in RelativityOne leverages AI to streamline multi-lingual reviews by quickly and securely translating documents in their native format directly in the solution. Our best-in-class integrated translation capability will save you time and money on your first pass review. Translate costs are volume-based, starting at $0.30, with up to 5,000 free documents included in your subscription. Reach out to your account manager to learn the specifics around pricing and get started using Translate in a matter of days.

Translate documentation

Document viewer shows translation from German to English.

Support for PDFs with Dynamic Web Forms
2022-08-31
Processing

Processing in RelativityOne now supports PDFs with Dynamic Web Forms (XFA PDFs). You will be able to extract text and metadata, and image these documents so that you can easily get them ready for review without needing to rely on external tools.

Processing documentation

Designated legends
2022-08-05
Transcripts

Transcripts now has the option to include a designation legend when you print a transcript. The legend lists the designations in the transcriptions and their associated colors so you can easily navigate through the printed data.

Transcripts documentation

Printed transcripts with new legend.

Support for native CSV redactions
2022-07-28
Redact

You can now automatically and manually redact .csv files directly in RelativityOne. This will streamline your workflow when you're working with CSV files and ensure your entire redaction project can be completed in one place.

Redact documentation

More accurate inclusiveness designation
2022-07-14
Email threading

We improved email threading to provide more accurate identification of unique content, specifically emails that had signature block variations across an email chain. This change produces better insights from email thread analysis and improves the threading quality around detecting over-inclusive documents. We have recorded up to a 40% improvement in detecting over-inclusive documents in a representative real-world case, but note that improvement in accuracy depends on the data in each matter.

Email threading documentation

Complex search performance now twice as fast
2022-07-13
Search

Complex searches with tens of thousands of hits will now display highlights in the viewer more than twice as fast as they did previously so you can find relevant information faster.

Simple file upload trigger
2022-07-12
Automated Workflows

You can now kick off an automated workflow once a simple file upload completes in your workspace. This ensures that all native Relativity import tools will be included in your automation across all workspaces.
Automated Workflows documentation

More accurate inclusiveness designations
2022-06-29
Email threading

We have improved inclusiveness designations in email threading that include detecting signature blocks and RegEx expressions. This reduces the number of false positives in email threading results, resulting in more accurate insights. Improved accuracy depends on your individual data, but we have recorded up to an 80% reduction in false positives thanks to these changes.
Email threading documentation

Reusable models for quicker review
2022-06-28
Active learning

Active Learning now allows you to take training from one project and re-use it in another project. The trained model contains how many times a word occurred and what those words are, remembering what was positive and negative and how those are defined, and then helps find new documents in a new project. You can build up a library of reusable models to use for kickstarting a new case and find relevant documents more quickly.
Active Learning documentation

Standardize your workflows with Copy to Workspaces
2022-06-27
Automated workflows

You can now quickly create copies of your workflows across one or more of your workspaces in just a few clicks, allowing for more standardization of your workflows with less manual intervention.
Automated workflows

Enriching errors with malware details
2022-06-24
Security

You can now see if a particular document was affected by malware in the errors tab as well as the viewer when attempting to access the document, allowing you to take quick actions such as removing the document from the set.

New document download alert
2022-06-21
Security Center

Our newest security alert provides you with real-time alerting any time a Relativity employee downloads a document when helping you troubleshoot your case. This will provide you more transparency into the actions taken when working with Relativity support.
Security Center documentation

Slice Origin ID to improve parent/child relationship
2022-06-04
RSMF

We have introduced a new relational field for RSMF slicing called Slice Origin ID, which will help you keep track of each slice's parent. This field will help you easily see all related RSMF slices in the related items pane, saving your time sorting through your slices and creating a more streamlined experience.
RSMF documentation

Dynamic Workers for processing and imaging: real-time resources, job concurrency, automated file-level support, and more
2022-06-01
Processing and Imaging

We are optimizing our Processing and Imaging engines to use dynamic workers for real-time resource allocation and queue management. As part of this change, we’ve redesigned our job management queue to allow all jobs across all workspaces to make progress alongside first-in-line, larger jobs. You’ll notice a few other changes to processing as a result. You can find more details on the Relativity Community site (note that you must be logged in to the Community to view this content).

Please note that Dynamic Workers will roll out throughout June and July, so you may not see changes to your environment right away. If you have any questions, please reach out to Support.

Login map history filter
2022-06-01
Security Center

We've added a history filter to the login map in the Security Center, so you can adjust the login period you'd like to display on the map. This allows you to see logins during specific periods of interest more easily.
Security Center documentation

Brute force login alert
2022-06-01
Security Center

We've added a new security alert that identifies when someone has had 50 or more failed login attempts within one hour so that you can easily mitigate and remediate potential attacks.
Security Center documentation

Auto-processing
2022-05-22
Collect

You now have the option to have collected data automatically processed once your Collect job finishes, eliminating manual intervention and allowing you to get your data ready for review faster.
Collect documentation

New Collect data source: Box
2022-05-22
Collect

Our newest Collect data source enables you to collect files directly from Box into RelativityOne. You will have the option to filter by created and last modified dates during your collection for the custodians you select.
Collect documentation

Copy document links for non-admin users
2022-05-17
Relativity Integration Points

Relativity Integration Points (RIP) will now allow non-admin users to perform a document link copy to another workspace by running it as a system job instead of a user job. This provides non-admin users more autonomy over the copies they make without posing a security risk.
Integration Points Sync documentation

Unlock powerful usage and billing data insights with the Management Console
2022-05-05
Management Console

The Management Console is your one-stop-shop for up-to-date insights into your usage and billing data for key RelativityOne workflows. Insights easily convert into exportable data that you can leverage for your cost predictability and recovery models. See Management Console Security Permissions to learn how to configure access to the Management Console.
Management Console documentation

Faster next navigations
2022-05-02
Viewer

The wait time for next navigations in the viewer has decreased by 35%, thanks to our improved method for converting documents.

Search Term Reports parallelization
2022-05-02
Search

You can now run up to six search term reports within a workspace simultaneously, removing the need to wait for one to finish to run another. Note that each instance is limited to six concurrent Search Term Reports, but we do not expect this to be a bottleneck for most users.
Search Terms Reports documentation

Freezing columns on static object list pages
2022-04-29
List Pages

You can now lock and freeze any column on the item list on our fields, choices, and search index list pages to increase readability and help you easily access key data. (The remaining static objects will follow in the coming weeks.)

Transform sets deprecation
2022-04-26
Review

Due to limited usage in RelativityOne, we have deprecated transform sets. Now, you can leverage Automated Workflows for Name Normalization which delivers a more streamlined experience for parsing domains.

Choice mapping
2022-04-14
Active Learning

You can now code on any single-choice fields in Active Learning, even when they have more than two choices. This will make Active Learning easier to implement and train reviewers on, providing a more seamless user experience.
Active Learning documentation

Schedule and manage priority
2022-04-13
Redact

You can now prioritize some projects over others in the Redact project queues, allowing for greater control over your redaction projects based on your individual matters’ needs.
Redact documentation

Run full index builds each time build dtSearch index action runs
2022-04-01
Automated Workflows

We’ve added the option to always run a full index build on the Build dtSearch Index action in your Automated Workflow.
Automated Workflows documentation

Search Term Report performance improvements
2022-03-31
Review

Thanks to our modernized RelativityOne Compute Platform, Search Term Reports now run faster than ever. You can generally expect Search Term Reports to run 5 times faster than they did before on standard jobs, resulting in less waiting time and more productivity for your teams.

New Collect data source: Refinitiv Eikon chats
2022-03-31
Collect

Our newest Collect data source enables you to collect chat data from Refinitiv Eikon using a designated SFTP location. All chat data is automatically converted to RSMF.
Collect documentation

Non-document object transfers
2022-03-31
Relativity Integration Points

Relativity Integration Points (RIP) Sync now allows transfers of non-document object data to other workspaces using the same workflow as with document objects. This allows you to easily transfer document and non-document object metadata without manual intervention.
Integration Points Sync documentation

Name normalization enhancements on domains identification for better filtering
2022-03-25
Structured Analytics

You can now copy the domains that Name Normalization has identified into new fields that support better filtering capabilities using the setting Enable Additional Domain Filtering under the advanced settings section of the structured analytics set.
Structured Analytics documentation

Auto-retrain behavior updates
2022-03-18
Active Learning

Outside document coding will no longer automatically cause your Active Learning models to retrain. To give you more control over retraining, we've added an inactive queue retraining timer that allows you to set a time interval for triggering the model to rebuild. Review in Active Learning queues is unaffected by this change.
Active Learning documentation

Transparency reports
2022-03-12
Security Center

You now have real-time insight into all Relativity Support activity in your instance. This will help you work more confidently and securely with our teams.
Security Center documentation

Auto-placeholder for large extracted text files
2022-03-12
Processing

We will automatically add a placeholder for extracted text for discovered files that are larger than 2GB. The placeholder text will call out when and why the error happened. A new field called ExtractedTextWasReplaced can be mapped on Publish to easily see which files had an error and resolve them without needing additional support from Relativity.
Processing documentation

Copy selected keywords to create Search Term Reports
2022-03-11
Review

You are now able to copy selected keywords from keyword expansion results and then easily create a Search Term Report from those keywords.
Keyword Expansion documentation

New mass operations
2022-03-11
Review

We've added the ability to modify columns and mass edit coding decisions in the view similar documents pane and concept search in the Viewer.
Mass Operations documentation

New cleanup application for increased efficiency
2022-03-08
Batch Sets

The Remove Documents from Batch Sets application has been replaced with our new Batch Sets Cleanup capability which is included in the Review application. Batch Sets Cleanup has the same functionality as Remove Documents with increased efficiency thanks to our new RelativityOne compute platform. After you install the Review application into your workspaces, go to the new Batch Sets Cleanup tab to begin using the feature.
Batch Set Cleanup documentation

Security alerts
2022-02-26
Security Center

You now have visibility into security alerts that help you identify and resolve threats quickly. You can evaluate your security posture and act on threats in one place with a unified view of real-time indicators, alerts, and resolution paths for threats to help keep you secure.
Security Center documentation