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.
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
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
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
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
The wait time for next navigations in the viewer has decreased by 35%, thanks to our improved method for converting documents.
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
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.)
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.
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
Previous What's New Announcements
This section contains What's New Announcements up to the previous version of RelativityOne, and items included with the previous version's release.
To provide faster and more efficient migrations, you can now migrate multiple workspaces at the same time.
Migrate documentation
We've made several enhancements to Offline Reports in Case Dynamics, including updating the default sort for facts to be chronological, and making document exporting more efficient by exporting just one copy of a file when you have multiple facts pointing to it.
Case Dynamics documentation
You can now disable index health documents in your prioritized review queue once your model is performing well by modifying your project settings. Please note: the setting will be on (index health documents enabled) by default.
Active Learning documentation
The NIST list contains file signatures (or hash values) for millions of files that hold little evidentiary value for litigation purposes because they are not user-generated. For customers who use the NIST list, we will now auto-update your list when the National Software Reference Library (NSRL) releases them quarterly, so you no longer have to contact Relativity Support to get the latest version. You can refer to the Release Notes to see the latest deployed version of the NIST list.
You can now assign workspaces to predefined profiles defining what data should and should not be migrated, ensuring you only move the data you need.
Migrate documentation
We've made a few improvements to our User Login Map, including adding the ability to search on login map data and updating the UI to a color-blind friendly color palette. Now, the user login map is much easier to navigate and get answers from.
Security Center Documentation
Our newest action allows you to automatically run your Analytics index. This includes automatically updating cluster visualizations, repeated content filters, and classification index for Active Learning based on your desired trigger settings. You'll no longer need to manually re-run your Analytics index when new documents are ingested, saving you time and always providing you with the most accurate, up-to-date data.
Automated Workflows documentation
You can now delete workspaces directly from Cold Storage without needing to promote to Review or Repository workspaces.
Workspaces Cold Storage documentation
We are increasing the client domain cap from 25 domains to 100 domains per tenant to help you easily scale your business as you move to the cloud.
We've improved the Redact navigation user-experience by introducing Aero front-end components for item list presentation, sorting, filtering and pagination controls. You'll notice navigating across markups in the Viewer is a lot easier next time you use Redact.
Redact documentation
This new functionality allows you to mass accept or reject markup throughout a document, instead of needing to accept/reject each markup individually or applying to all markups.
Redact documentation
You can now easily select friendly-named pre-defined regular expressions rules for common PII patterns through a dropdown, removing the need to manually enter these expressions.
Redact documentation
You can now search on columns in the Redact navigator, making redactions QC even easier.
Redact documentation
To enable consistency between how Review and Redact handle download restrictions, Redact will reference restrictions on native downloads set at the Native Type object.
Redact documentation
We made a number of improvements to Redact Projects, including the ability to run Redact projects without requiring rules to be defined, as well as more configurability around how comments are redacted in spreadsheet projects.
Redact documentation
Log Extractor is an application that empowers administrators to extract error logs for custom third-party applications without needing to contact Support, greatly reducing the time needed to troubleshoot application issues.
Log Extractor documentation
Our newest Automated Workflow trigger allows you to immediately kick-off a new workflow from the completion of any one of our supported actions today to help further automate your key processes.
Automated Workflows documentation
Our Import API SDK has officially been migrated to a Kepler-based version, which will help improve error handling and retry functionality.
For Relativity Legal Hold customers, you now have increased flexibility to configure escalations, including the number of recurrences, the email subject line, and the email recipient. This offers a more customizable experience when including escalations in your legal hold communications.
Legal Hold Communications Documentation
We're excited to launch short messaging slicing to help you focus only on the portions of the conversations that matter most to your case and eliminate cumbersome redaction workarounds needed when imaging an entire conversation. Now, users will be able to select certain messages to be sliced out of your original RSMF file into a new RSMF file. You can manually select the messages you want to slice, or easily filter and mass select by participant, event types, and date ranges.
RSMF Slicing Documentation
For those who are new to Relativity or users who want to take advantage of best practices, our updated Review template and associated workflow document are going to make it easier to move from review through to production. They offer a step-by-step process for reviewing, batching, QCing, and redacting documents, as well as preparing those documents for production.
Review Template Documentation
Early Case Assessment helps you identify early insights and remove unwanted or irrelevant data so your case teams can come to conclusions faster. Our revised ECA template offers a simple, step-by-step process to help you cull unnecessary data, identify new and useful insights, and promote relevant documents to review. This template will automatically install the repository workspace to optimize your data management.
ECA Template Documentation
We’re removing the final series of RSAPI end-points. This is part of an ongoing process to consolidate the developer experience onto our modern RESTful Kepler APIs. These APIs provide access to the same functionality, but are more performance, reliable and easier to work with. For more information on the RSAPI removal, please see the RSAPI Deprecation topic in the developer's guide.
To enable your teams with a faster, more consistent review experience across native, image, and text documents, we will standardize on the new Viewer introduced with Aero UI. The new Viewer has been set as the default Viewer on new workspaces since the launch of Aero UI. Upon the removal date, you will no longer have the option to revert to the Classic Viewer on any workspaces. Please refer to our quick reference guide to learn more about the new Viewer.
Our newest Collect data sources allow you to collect Bloomberg Vault exported chat and email data. All Bloomberg Vault chat and email data is automatically converted to RSMF.
Collect Documentation
We're excited to provide you with information about the new features launching in RelativityOne, directly in your instance(s). RelativityOne administrators will see a roll-up of noteworthy functionality made available the previous week, right when logging in on Monday mornings.
What's New feature documentation
Any developer, regardless of their experience with Relativity can now more seamlessly debug code using a new tool that enables local debugging of Agents within Visual Studio. This reduces the time needed to debug changes to your Agent code from minutes to seconds resulting in greatly improved efficiency developing on the platform.
Local Debugger Documentation
Relativity Collect now enables you to collect Microsoft Teams data, including linked attachments, whether from 1:1 chats, group chats, private channels, or public channels. All Teams chat data is automatically converted to RSMF.
Collect Documentation
You can now collect data from hidden mailboxes in Outlook to ensure you’re capturing all potentially relevant data.
Collect Documentation
Relativity Collect now enables you to collect Google Workspace data – whether from Gmail, Google Drive, Google Chat, or Google Groups. All Google Chat data is automatically converted to RSMF.
Collect Documentation
Sidecar data is a collection of additional metadata for files outside of the files themselves. As part of our ongoing effort to provide comprehensive processing support for modern data formats, you can now process all sidecar data from Google Workspace into RelativityOne.
Processing Documentation
You can now automatically run an OCR set or multiple OCR sets in a single workflow. By sequencing this new action with our imaging action, you can seamlessly populate missing extracted text before running your index build.
Automated Workflows Documentation
Sample-Based Learning usage has steadily declined over the past few years. Additionally, the flexibility and real-time intelligence of Active Learning ensure you can find what’s most important in your case faster. As of 25 September (Australia and EMEA)/9 October (Americas and East Asia), you no longer have access to Sample-Based Learning projects. You can report on legacy project data until March 2022 by running the Report Sample-Based Statistics script, available in the Scripts tab of each workspace. The script will create a URL which you can use to access the report.
Automated Workflows now leverages your local time preference to display time inputs and other associated time metadata in Scheduled Run.
Automated Workflows Documentation
The Restore step of ARM will now automatically uninstall all non-required applications that were not set up to install, and deprecated applications. This includes event handlers. All data connected to applications will remain untouched.
Branding Agents now run on RelativityOne's new compute platform, which enables seamless dynamic scaling and improved resiliency. Users will no longer need or be able to add or modify Branding Agents within their RelativityOne environment.
Ink drawings, as well as any other alternate content in PowerPoint, will now show up in the native and image viewers. Any drawn words, however, will not be searchable.
Viewer Documentation
Relativity Review now supports the ability to replace natives and images directly in the document actions dropdown menu, thus saving time and clicks whenever a document needs to be replaced. This is a great solution to quickly replace a document that may have an error in the native document
Viewer Documentation
Sample-Based Learning usage has steadily declined over the past few years. Additionally, the flexibility and real-time intelligence of Active Learning ensure you can find what’s most important in your case faster. As of August 19, 2021, you will no longer be able to create new rounds of Sample-based Learning projects. Sample-Based Learning will be fully deprecated on September 16, 2021.
Archive now has additional file and database validations that double check your files are copied correctly and that your database is not corrupted. This increases accuracy with archiving, but may impact performance.
ARM Documentation
You can now automate running an imaging set or multiple imaging sets in an automated workflow with desired triggers.
Automated Workflows Documentation
As part of the RSAPI removal project, low-use RSAPI endpoints are shut down as of July 31, 2021. For more information on the RSAPI removal, please visit the developer help site.
RSAPI Deprecation Documentation
Google is an increasingly important data source in investigations and matters. We're improving our Gmail message threading accuracy by adding the option to map Message-ID, In Reply To, and Message Reference fields to the Analytics Profile. This will give you a better picture of where Gmail messages live within a thread, producing more inclusive, accurate results and a better user experience when reviewing.
Analytics Documentation
To help you improve your ability to work with global teams while maintaining security, we’ve introduced a user login map in the RelativityOne Security Center that displays where your users are accessing RelativityOne, with indicators for less secure logins.
Security Center Documentation
You can set up a workflow to run on a reoccurring schedule. They can be applied hourly, daily, or weekly and, once applied, will run based on settings users have already set up.
Automated Workflows Documentation
We've added a new data source type which allows you to easily collect from archived O365 Outlook mailboxes.
Collect Documentation
To improve your experience with RSMF in the viewer and with mobile data, we’ve updated how we display RSMF files in the viewer and in production, as well as added new supported fields such as read receipts. New fields are supported by the latest version of our RSMF data specification. Now, you’ll see increased parity between the way the viewer displays RSMF data and how imaging displays RSMF data. Additionally, we have updated the look and feel of how we display RSMF in general.
Short Message Viewer Documentation
We’ve added the option to include richness, recall, and precision metrics when validating an Active Learning project. Enjoy consistency and easy compliance with technology-assisted review protocols.
Active Learning Documentation
With Migrate, you can now set up a default migration configuration, choose and assign workspaces for migration, preview the migration before executing the data transfer, and if needed, retry failed workspace migrations easily from the same user interface. Migrations are easy to track, and you can configure email notifications to alert the proper resources in your organization of migration status.
Process multiple terabytes of data per day (depending on the data set).
Migrate Documentation
To streamline your processing experience, we’ve consolidated the functionality on the Document Errors Tab into the Files Tab so that you can take advantage of all file insights and actions in a single location. This includes details on files that have been discovered, metadata, as well as errors.
Processing Documentation
New project type permissions in Redact allow for greater control over who on your team has the power to redact on a project-by-project basis. With project type permissions, enabled users can draw markups on native PDFs, native Excel files, and images. These permissions are automatically applied to any of your users who previously had permission to place and edit manual redactions and can be easily toggled on for those who did not.
Redact Documentation
Now you can easily batch enable two-factor authentication across your users, ensuring everyone in your organization can log in using the most secure process possible.
Authentication Documentation
The Files tab (formerly Discovered Files tab) is now the centralized error data hub for Processing. This tab now provides more views with more robust file-level information about your processing errors, which you can use to take the appropriate actions to resolve them.
Processing Documentation
You can now use the PDF mass operation to include PowerPoint comments and speaker notes when creating PDFs. You can also create images from those PDFs.
Production Documentation
Redact allows you apply markups to imaged documents, Excel files, and PDF files either manually or automatically as part of a project. You determine how a project applies markups by creating rules that establish what words, terms, and/or regular expressions will receive markups.
Redact Documentation
Use a single login to access all your RelativityOne workspaces and instances with RelativityOne Connect. Securely connect multiple instances and let users navigate between them securely with cross-authentication using a single sign-on provider (SSO). With RelativityOne Connect you can log in to Relativity once and access workspaces across multiple instances that are connected as federated instances.
Connect Documentation
