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.
Name normalization improvements
2023-11-16 | Analytics
We’ve made multiple enhancements to improve your name normalization experience and results. This includes the option to run the analysis only on latest email received in an email chain and the ability to assign up to 500 aliases to a particular entity in a single operation.
Validation on Prioritized Queues
2023-11-16 | Review Center
Statistical validation of prioritized review queues is now available in Review Center. Now you can seamlessly validate the results of AI-backed workflows. Select a sample size from the prioritized queue and assign a reviewer group to review the sample. Once the coding of that sample is complete, you’ll be presented with recall, elusion, and richness statistics to help you determine the best next steps for your team.
Updated Coding Pane
2023-11-15 | Case Dynamics
We’ve revamped the coding pane for Case Dynamics to provide you with a more intuitive and seamless fact creation process. Updates include auto-suggested dates, creating new facts or updating existing facts from highlighted excerpts within the document, and custom fact colors and labels.
Restore workspaces with Recycle Bin
2023-11-15 | Matter Administration
You can now quickly access and restore workspaces you’ve deleted within seven days by navigating to our recycle bin within the workspace list. This will allow you to easily self-correct in case you accidentally delete a necessary workspace, removing the need for you to contact support with these requests.
Automatic Slack to RSMF Conversions
2023-11-15 | Short Message
Your Slack imports will now be automatically detected during Processing and converted to our short message format with all the metadata needed for your review.
Make imaging cover sheet optional for RSMF files
2023-11-10 | Imaging
With our latest update to the Basic Imaging Profile, you now have the choice to include or exclude a cover sheet when imaging RSMF files, saving you from having to manually remove the cover sheet from imaged documents.
Item-level security visibility
2023-10-20 | Permissions
Easily see if objects in RelativityOne have item-level security enabled by navigating to the object security tab to view and edit permissions as necessary.
Mass download errored files in Processing
2023-10-17 | Processing
Effortlessly download batches of errored documents from the Processing Files tab to accelerate the external remediation of problematic and encrypted files.
Import/Export: What’s new
2023-10-17 | Data Transfer
Over the last month, we’ve rolled out several exciting updates to Import/Export to save you time, reduce errors, and streamline your data uploads. Enhancements include email notifications and job queue monitoring across workspaces, the ability to detect and correct load file errors before running an import operation, and a new field search when mapping load file fields.
Introducing Data Breach Response
2023-10-02 | Data Breach Response
Data Breach Response is now available to extend the value you’re getting from RelativityOne. Leverage AI to find Personal Information (PI) automatically. Create breached entities directly in the native viewer, and automatically de-duplicate individuals to build concise notification lists. Respond faster and more accurately to materially reduce costs and help meet notification deadlines.
Data Breach Response documentation
Introducing Personal Information Detect
2023-10-02 | Personal Information Detect
Personal Information (PI) Detect is now available in RelativityOne. It leverages pre-trained AI-based PI identification models available out-of-the-box, enabling you to be more efficient. Accelerate your PI review with AI-based detection, integrated review, and redaction in RelativityOne.
Mass Permissions updates for a single group
2023-09-15 | Permissions
We're introducing a new feature to simplify managing permissions. Administrators can now group batched permissions changes together, making it easier to edit, assign and make multiple permissions edits quickly. This user-friendly enhancement helps you save time and effort in managing permissions.
Collection of Inactive Microsoft 365 Outlook mailboxes
2023-09-14 | Collect
We now support the collection of inactive Microsoft 365 Outlook mailboxes. Minimize potential data handling errors and save time by collecting these inactive mailboxes directly to a processing source location in RelativityOne and eliminate the need to manually import your data.
PDF placeholders
2023-09-14 | Document transformation
In the event you do not require a document to be converted to PDF, you now have the option to create a placeholder PDF instead.
Document ID branding
2023-09-14 | Document transformation
We've enhanced our document rendering capabilities when working with PDFs so you can sequentially number document IDs, as well as brand those numbers on each document. This will allow you to more easily produce documents in the correct number order.
Page-level document IDs
2023-09-14 | Document transformation
As part of our enhanced PDF rendering capabilities, you can now add document IDs on both the document and page-level, giving you more flexibility with numbering the documents before production.
Sync workflow modifications to identical workflows
2023-09-14 | Automated Workflows
You can now seamlessly apply changes to automated workflows that are identical throughout projects in RelativityOne. After making adjustments in the template workflow, click Workflow Sync and the Sync to Workspaces tab to select the other linked workflows you want to pass modifications on to.
Automated Workflows documentation
Filtering by queue label
2023-09-14 | Review Center
We’ve introduced the ability to filter by Queue Label on the Review Center dashboard so users can more easily manage multiple queues and review the specific ones needed at a given point in time. The Queue Label field is included on the queue settings and allows admins to create and assign labels as they see fit.
New Queue Summary Card
2023-09-14 | Review Center
Better understand and access details on your document queues though the newly enhanced Queue Summary, now available on the Review Center Dashboard. The fresh design puts key settings like the reviewer group, saved search, and review field at the forefront. You can also click and expand the section to view all queue settings. Leverage this new, intuitive delivery of additional queue context to manage your projects with ease.
Increased performance for large document transfer jobs in Integration Points
2023-08-25 | Data transfer
We removed the current limitation on the number of documents you can transfer using Integration Points in a single workspace-to-workspace job by allowing the solution to batch your documents automatically. This saves you time when working with large amounts of data in RelativityOne.
Introducing Relativity Contracts
2023-08-21 | Contracts
With Relativity Contracts, you have everything you need for large-scale contract review right in RelativityOne. Accelerate your decision-making by transforming agreements into actionable, structured data and get valuable insights faster with powerful workflows and a user-friendly viewer.
Automated alert remediation and configurable notification
2023-08-16 | Security Center
You can now resolve security alerts with a single click directly in the security center. Additionally, we've added an alert state field to provide you with transparency into which alerts still need to be addressed. You'll also be able to choose if you receive an email on any given alert. These enhancements will simplify the alert remediation process and give you more control over how you respond to alerts.
New preview functionality for Microsoft 365
2023-08-03 | Collect
With preview in Collect, you can now run a preview for Microsoft 365 Outlook and OneDrive to see the number of items discovered before performing the physical collection. Saving you from over-collecting or having to run multiple collections.
Restore job failure improvement
2023-07-20 | Data transfer
When an application fails to update as part of a restore job in ARM, the job will still execute as planned so that you can start working in your workspace sooner. ARM will notify you which applications have failed to upgrade, and you can manually update them in the application library.
Support for modern comments in PowerPoint with text extraction
2023-07-18 | Processing
We’ve enhanced the functionality of the Relativity Text Extraction method in PowerPoint files by incorporating the capability to extract and search “modern comments.” This update enables the retrieval of previously unsupported search content.
Delayed execution on triggers
2023-07-11 | Automated Workflows
You can now set a rule that will delay the execution of a trigger by a set time frame. You have more control of the timing of your triggers and can run them in the background during off-hours. This setting is available for new documents added, translate, and other trigger options.
Automated workflows documentation
Load file precheck
2023-06-30 | Data transfer
We’ve made new enhancements to our Import/Export functionality. You can now validate a document’s or RDO load file’s consistency before starting an import job, so you can to identify inconsistencies before starting an import job.
OCR engine upgrade
2023-06-26 | Production
We have upgraded our OCR engine to provide you with improved accuracy and performance. The upgraded engine will provide better text recognition results for non Latin-based alphabet languages, as well as faster OCR throughput that will provide you with a more robust experience.
Save job configuration
2023-06-23 | Data transfer
We’ve made new enhancements to our Import/Export functionality. You can now export a new or modified document import job configuration to a file so it can be used for future jobs.
Activate Express Transfer once per session
2023-06-16 | Data transfer
You can now activate Express Transfer once per session by using the Activate button instead of activating each time you run an Import/Export job.
Family-based review in prioritized review queues
2023-06-07 | Review Center
Review Center’s prioritized review queues can now serve up documents by family or across other relational fields, allowing users to easily transition from linear review to AI-backed review while retaining family-based workflows.
Modern authentication is now available to preserve Microsoft Purview data in-place
2023-05-30 | Legal Hold
Linked attachments will now automatically be collected as part of your email collection, saving you from having to run separate OneDrive or SharePoint collections to gather linked files or manually link post-processed emails and files.
New naming options available for exports
2023-05-15 | Import Export
Now when you export files with Import/Export, you have the ability to rename native and text files with custom file naming options, rename exported folders, and slice your production into batches.
Post-publish deduplication status visibility
2023-05-12 | Processing
We've added a new field to the files tab in Processing that allows you to see which files were deduplicated out of your Processing set. You will be able to access the file metadata and export this information, allowing for more visibility into deduplicated files.
Improved processing and metadata support
2023-05-04 | Relativity Short Message Format
Our new RSMF handler will transform the way short message data is processed into RelativityOne by introducing workflows unique to short message. With this update, you’ll get to process more RSMF 2.0 metadata like application and collection ID, include your custom metadata and process files over 200 MB.
Linked attachments for Microsoft 365 Outlook collections
2023-04-13 | Collect
Linked attachments will now automatically be collected as part of your email collection, saving you from having to run separate OneDrive or SharePoint collections to gather linked files or manually link post-processed emails and files.
Saved search data export
2023-04-13 | Data transfer
Our newest export workflow in the Import/Export application allows you to export your saved search data for easy sharing. This capability helps our export functionality achieve value parity with the RDC application.
Express Transfer now supports exports
2023-04-13 | Data transfer
You can now leverage our Express Transfer solution to supercharge your downloads, especially those over 20 GB. The capability works in the background to download large amounts of data to your local disk or shares without needing to zip them or leverage other solutions. You can use it on both Windows and Mac machines, and the application will constantly stay up-to-date for you.
Streamlined experience
2023-04-11 | Management Console
We've made a number of improvements to the Management Console to help simplify your experience, including removing unnecessary fields, making tables editable, and surfacing workspace data type.
Management Console documentation
Updated RelativityOne review template
2023-04-11 | Review
Leverage our updated Review Template to get started quickly in RelativityOne and jumpstart your path to insights. The new workspace template includes the latest features, including Review Center, Redact, and sentiment analysis to fully support your Review workflow.
Translate usage and costs
2023-03-27 | Data Management Console
We have added two new fields to the cost explorer in the Management Console to help you keep track of your translate units used and cost per workspace. You can view both current and historic charges without leaving RelativityOne, making cost recovery easier to manage.
Management Console documentation
Updated Collection summary reports for multi-source collections
2023-03-20 | Collect
Collection summary reports now include short message data, such as Slack, Teams chats, and Google chats grouped together. A more unified summary report will allow users to easily view the details and spend less time trying to find what they need.
Profile files are now supported in Import/Export
2023-03-14 | Data transfer
Import/Export now supports profile files to streamline to job configuration process. You will see a new radio button in your import UI that allows you to upload a profile from your local disk. Using profiles saves you time with your data imports and simplifies your import jobs.
Export to a dedicated file structure
2023-03-02 | Data transfer
Our latest export functionality allows you to export production documents into folders based on the folder structure you set up in your RelativityOne workspace. This allows you to easily replicate the folder structure you have already built, saving you time when preparing production data.
RDO data flow
2023-02-10 | Import
You can now import data into existing dynamic objects and use them in your Relativity applications. This will reduce the time and effort it takes import a complete data set into RelativityOne, and eliminate the need to use multiple solutions to get dynamic object data into RelativityOne.
Introducing emoji searching
2023-02-08 | Search
We have introduced the ability to search using emojis symbols in data so you can gather insights these increasingly common communication methods. After you update your index to include emojis, you can include the relevant symbol into your search criteria to find and view the documents where they appear. This new ability will work for any data where emojis are stored in Unicode characters, such as emails, word documents, texts, WhatsApp and Google Chat. We plan to include additional data sources like Slack and Teams in the future.
Rendered PDF Viewer
2023-02-07 | Viewer
We have optimized our PDF Viewer to better support PDF-centric and non-TIFF based workflows. With this enhancement, users can view transformed PDFs in a dedicated Viewer, providing a streamlined and integrated PDF review experience.
Save a list of documents as a saved search
2023-01-31 | Review
You now can save lists of similar documents from the Viewer Similar Documents and Concept Search cards. These lists can be saved as saved searches for future reference and review.
Introducing the Express Transfer application for large imports
2023-01-31 | Import/Export
Supercharge your data uploads over 20 GB by leveraging our Express Transfer solution. The capability works in the background to upload large structured and unstructured data without needing to zip them or leverage other solutions. You can use it on both Windows and Mac machines, and the application will constantly stay up-to-date for you. Express Transfer is currently only available for import and will be made available for export soon.
Just-in-time user provisioning
2023-01-31 | Platform
Administrators can now automatically manage new user provisioning and group management through an external identity provider. This streamlines the user provisioning process by allowing you to manage everything through one provider and automatically apply settings to new users who are created.
See sentiment analysis highlights in the Viewer
2023-01-31 | AI
You can now understand your sentiment analysis results directly in the context of your documents. Easily drill into emotionally charged sentences that are highlighted in the Viewer and visible in a new card. Simply click into the sentence of interest to see where it lies in your document and quickly determine what was said, to whom, and with what intent.
Sentiment analysis documentation
Collect from iManage Private Cloud
2023-01-30 | Collect
You can now collect files and emails directly into RelativityOne from iManage’s private cloud, Cloud Classic. This ensures your data remains secure and allows for a more seamless integration with iManage's full suite of tools.
Advanced audio file navigation
2023-01-26 | Review
You can now more easily navigate audio and video files in the Viewer. A new wave form view helps determine where activity lies within files so you can quickly find relevant material, while enhanced functionality gives you additional control, including skipping over silence and playing at different speeds.
Extract text from embedded images
2023-01-24 | Processing
Processing in RelativityOne now allows you to extract text from embedded and in-line images within Microsoft Office documents without needing to extract the images themselves as child records, allowing you to have more context on a single document. The text from these images is appended to the bottom of your parent documents. This option will be available within your processing profile.
Introducing Review Center
2023-01-24 | Review Center
Achieve maximum efficiency and faster insights with Review Center, your new, unified destination for review management in RelativityOne. Build custom queues off any saved search, easily utilize AI to prioritize the most relevant documents, and leverage a rich reporting dashboard to understand your data and ensure productivity, all from one central location. With streamlined administrative features and flexible AI algorithms, you can tailor even the most complex review to your unique needs.
Better understand the emotions in your data
2023-01-18 | AI
Use sentiment analysis to understand the emotions hidden in your data. Run the analysis across extracted text to identify positive and negative tones, anger, and desire in your documents. Prioritize the documents with the most sentiment by viewing the percentage of sentences flagged with a specific emotion, and easily view the top three highest scoring sentences to determine if the content is relevant to your matter.
Sentiment analysis documentation
New Documents Added trigger now supports Import/Export
2023-01-04 | Automated workflows
Data uploaded via our new Import/Export solution will automatically be added to your new documents added trigger if you have all jobs selected. This will ensure that data uploaded with Import/Export can easily be acted upon without manual intervention. You can also customize your new documents added trigger to just include documents uploaded via Import/Export.
Automated workflows documentation
All workspace create resource fields now hidden
2022-12-20 | 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. All fields have now been hidden from the interface.
RelativityOne is Now Available in South Africa
2022-12-13 | Data center
Organizations who do business in South Africa can now ensure their data stays in-country and better comply with data privacy rules and regulations with our newest data center.
RelativityOne technical overview documentation
Basic imaging profile updates to include Track Changes on Word documents
2022-12-12 | Imaging
We updated the Basic Imaging Profile so you can now include tracked changes within a Word document. You can now easily image and produce all of the edits made to the original document in the image version of the file.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Focus view based on persistent filters
2022-10-06 | Relativity short message file
We have 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.
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 is any searchable pattern at all to the content you want to markup, this feature will make your manual workflows much more efficient.
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.
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.
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.
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 will only be able to add example documents to categorization by tagging them on the categories and example source field. When you click the 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.
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.
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.
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.
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 are working with .csv files and ensure your entire redaction project can be completed in one place.
