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.
For a full list of changes, please refer to the RelativityOne release notes
**Indicates features that will be deployed using a Phased Rollout approach.
Processing: Publish Documents with Field Length Warnings**
2024-10-15 | Processing
This latest enhancement allows documents with field metadata length issues to be published to RelativityOne without errors, excluding the problematic fields temporarily. This reduces friction and increases flexibility during the publish process, allowing you to get your documents into review faster.
Relativity Contracts: Now Using Relativity OCR
2024-10-02 | Relativity Contracts
We are replacing the OCR in Relativity Contracts with the more advanced Relativity OCR, which improves accuracy, increases speed, supports additional languages, and enhances the handling of multi-column contracts and auto-rotation of images. This upgrade is essential for ensuring higher-quality and more efficient contract review projects.
aiR for Review is Generally Available
2024-10-01 | aiR for Review
Relativity aiR for Review is now generally available in RelativityOne to help customers accelerate review with powerful generative AI technology that rapidly analyzes each document, at scale, and provides transparent, natural language reasoning around recommendations. Quickly conduct relevance review, tag issues, and identify key documents while viewing rationales and citations that drive deeper insights and more effective QC. You can leverage aiR for Review across all your review projects, whether you are reviewing for a production, conducting an internal investigation, or analyzing material from opposing parties.
Contact your account representative today for commercial details and to learn how you can improve the efficiency, consistency, and quality of your document reviews.
*Please note, Relativity aiR solutions are supported where both RelativityOne and Microsoft Azure OpenAI models are available. Please ask your account representative about specific region availability.
Mass PDF Permissions**
2024-09-19 | Review
System admins can now assign document-level permissions for Mass PDF actions, including creating, deleting, downloading, and numbering PDFs. This enhancement provides greater control over who can perform specific PDF-related tasks, improving security and ensuring more precise management of document workflows.
Processing: Processing Job Insights**
2024-09-19 | Processing
Over the past few months, we’ve made several enhancements to Processing that give you clearer insights into your job statuses. The updated layout and new status fields help you understand the impact of concurrent jobs and custom priorities, making it easier to manage your projects and provide accurate status reports. The new Processing Set layout is now the default view and ensures comprehensive visibility into your Processing jobs.
Legal Hold: Google Mail Authentication
2024-09-11 | Legal Hold
Customers that use Google Basic Authentication for SMTP will need to transition to Google OAuth (Modern Authentication) by September 30, 2024. Failure to do so could result in the inability to send or receive Legal Hold notices via Google Mail. For more information on how to update your settings, please refer to our documentation page.
Staging Boundary Updates: Data Transfer
2024-08-28 | Data Transfer
Changes to our Staging boundaries will be implemented beginning in September. With this change, you will no longer be able to write to or access data outside of the defined staging area. To better align with this initiative, we are updating some of our data transfer tools:
-
Integration Points will support direct imports and exports to the StructuredData folder.
-
Import/Export will support direct uploads of raw (unprocessed) data to the ProcessingSource folder and exports to the StructuredData folder within the Staging area.
Inline Editing
2024-08-27 | List Page
You can now easily edit fields inline directly from the document list page, eliminating the need to enter a coding layout or use a mass action to make changes. For users with permission, this intuitive editing capability introduces a new "edit mode" that bolds and highlights editable fields, reduces the chance of accidental edits, and auto-saves to ensure your desired changes are captured.
Processing: Mass Replace Errored Files
2024-08-22 | Processing
You can now replace multiple files at once that have been previously downloaded and modified outside of Relativity to remediate issues such as DRM encryption and data corruption. The new 'Mass Replace for Errored files' will now automatically perform the matching and replacement, significantly reducing the time and effort needed to replace files, from 30 minutes to just one minute per 100 files.
Processing: Track Exceptions as Errors and Warnings
2024-07-23 | Processing
You can now distinguish between expected issues (encryption, file corruptions, etc.) and unexpected (environmental, Input/Output problems, etc.) so you can better target remediation efforts after a job has completed. This creates a more targeted and specific workflow on error resolution, as you will be able to see which issues should be retried and which require manual resolution.
Name Normalization Improvements
2024-07-18 | Structured Analytics
We've adjusted how Name Normalization merges entities, reducing the likelihood that separate entities are incorrectly merged. These changes include putting more emphasis on the proper names of email participants, a new workflow to allow customers to identify entities that should be merged, new logic that address "undefined" aliases, and a UI option to exclude specific emails from analysis.
Structured Analytics documentation
Conduct Coverage Review
2024-07-18 | Review Center
You can now easily conduct coverage review in Review Center. By simply toggling on "coverage mode" when you begin a prioritized review queue, Review Center will sort documents in alignment with coverage review workflows, serving up mid-ranked documents first so that the AI classifier can learn from those coding decisions and train as quickly as possible.
Update Required for Staging Explorer
2024-07-09 | Data Transfer
A new version of Staging Explorer (26.37.8.1) is now available in RelativityOne that introduces new reporting features and performance enhancements. Please update your instance as soon as possible, as forced updates will begin on August 21.
Staging Explorer documentation
New Collect Data Source: ChatGPT Enterprise
2024-06-20 | Collect
Our newest Collect data source enables you to collect AI-generated conversational evidence directly from OpenAI’s ChatGPT Enterprise into RelativityOne. You can seamlessly capture all prompt and response data by custodian, metadata, attachments from DALL-E, and more. Conversations will automatically convert to RSMF — saving you time and accelerating the review process of data from one of the world's fastest growing AI platforms.
ChatGPT Enterprise customers – contact your OpenAI account representative to obtain an API Key.
Specify Rank Cutoff During Validation
2024-06-20 | Review Center
We've added the ability to specify a document rank cutoff in validation. This allows you to conduct validation and calculate precision and recall, driving additional efficiencies in Review Center's prioritized review workflows.
Email Notification Improvements
2024-06-10 | Automated Workflows
We have added more granular control for when you receive email notifications from Automated Workflows, allowing you to set your preferred level of awareness.
Automated Workflows documentation
Post-Production Workflow
2024-05-23 | Productions
We are introducing a new post-production phase into the existing production workflow to simplify the process of running scripts. With this release, we will introduce a "Copy legacy documents fields" script and more will be available throughout the year.
Download Rendered PDF Document
2024-05-23 | PDF Viewer
You are now able to download a rendered PDF directly from the Viewer. This feature, similar to the existing download Native function, allows you to pull down and share the rendered PDF outside of RelativityOne if desired.
Foreign Language Contract Support
2024-04-25 | Relativity Contracts
With the latest update to Relativity Contracts, the Contracts OCR now supports ten new languages in addition to English. Whether your agreements are in German, Portuguese, Chinese, Japanese, Korean, French, Italian, Spanish, Arabic, or Dutch, Relativity Contracts can now recognize key terms and clauses that will get you valuable insights, faster.
Track Coding Decisions with Review Center Coding Field
2024-04-25 | Review Center
We’ve implemented a new field in Review Center called Review Center Coding to help users track coding decisions made on documents in queues. You will now be able to easily see which documents were reviewed in which queues, when, and by which reviewer.
Introducing the New Document List Page
2024-04-16 | List Page
We've modernized our document list page to provide you with a more performant, secure, and seamless experience. With this enhancement, you can now freeze columns as you scroll and copy column values to your keyboard directly from the list. You'll also notice a new design to our browser, search, and document preview panels with collapsible panels for more intuitive control. Finally, we've removed the ability to access the cluster browser directly from the list page, but you can still access it through widgets and dashboards.
Automatic Teams to RSMF Conversion
2024-04-16 | Short Message
Teams messages will now be automatically detected from your PST files during Processing and converted to RSMF with all the metadata needed for your review.
Short message conversion documentation
Redactions in the List Page
2024-04-01 | PI Detect
We are excited to introduce enhancements to PI Detect, including workflow improvements to make redacting PI faster and other performance improvements. You can now redact with PI Detect in the document list page as a mass action.
Lockbox visibility state
2024-03-25 | Security Center
The lockbox states are now automatically surfaced and controllable in the Security Center, allowing you to more easily configure these states depending on your needs.
Staging Reports
2024-03-05 | Management Console
You can now generate staging reports directly in the Management Console to get information on the size and breakdown of your staging area folder structures. Reports will be exported into Excel files for all your billing needs outside of RelativityOne.
Load File Enhancements
2024-03-05 | Import/Export
Our latest Import/Export enhancement unifies load file import jobs, eliminating the need for varied file formats for each workflow. Now, load files (.opt and .dat) can be uploaded directly, while load files and .zip archives are uploaded separately. Additionally, we’re introducing load file precheck functionality for image and production load files.
Lockbox scoped to Relativity employees
2024-03-21 | Permissions
The new Enable Relativity Lockbox setting will manage Relativity Support's workspace access and prevent them from adding themselves to groups. Additionally, the Enable Customer Lockbox setting to control Client System Admins, will now prevent their workspace access unless added to the designated groups, streamlining access for Client System Admins and reducing the need to disable Lockbox.
Improved Scaling
2024-03-04 | Review Center
You can now run jobs in Review Center prioritized review queues of up to 2.5 million documents. This will allow you to scale to meet the needs of some of your largest cases without needing to use workarounds and separate queues.
Processing: Document deletion optimization
2024-02-28 | Processing
We made several improvements to the document deletion process. Now, when you delete a file ingested via Processing, all occurrences of the document, including duplicates, within the same processing data source will also be deleted. You can also choose to delete all occurrences of the document from other data sources, preventing automatic republication of duplicates to the workspace.
Job Page Improvements
2024-02-26 | Translate
We've made several improvements to the jobs page in Translate, including new ways to filter your data and pagination improvements. This will allow you to manage your jobs and reporting more easily.
New Collect Data Source: SharePoint
2024-02-22 | Collect
You can now Collect all data from within a SharePoint folder directly into RelativityOne without selecting a specific custodian. This integration allows you to easily access more potentially relevant data without the hassle of running collections for each custodian.
New Security Alert types
2024-02-22 | Security Center
We are introducing four new security alert types aimed at helping service providers better secure their client domains. The alerts will identify specific types of client domain boundary violations and provide quick remediation steps.
Processing: Enhanced job insights
2024-02-22 | Processing
We are updating our Processing set layout to provide individual progress bars and descriptions to subphases of Processing jobs. It will also be easier to display statistics associated with each Processing job enabling greater transparency into your jobs for easy troubleshooting.
Note: This capability will be available via a Preview button on the upper right corner of the Processing set layout so you can begin getting used to it. We will inform you when this becomes the default experience.
New Preservation Application
2024-01-25 | Legal Hold
Our enhanced in-place preservation application features a redesigned UI, improved status messaging, non-custodial preservations, and the ability to preserve multiple data sources within one legal hold project. We encourage all customers to migrate their preservation workflows into this new application. Other benefits include:
-
New Google Workspace preservation—the new application supports preserving Google Workspace data including Gmail, Drive, and Chat.
-
Refactored Microsoft 365 preservation—we’ve created a more streamlined and reliable experience when preserving Microsoft 365 data by integrating with Purview.
PDF image file option
2024-01-25 | Production
We added the ability to select PDFs as an image type when choosing your data source for production projects. You now have additional flexibility in the file types you can choose to produce PDFs for easy use outside of RelativityOne.
Project rules support dtSearch syntax
2024-01-25 | Redact
With this new capability, you can create Redact project rules that follow support terms written in dtSearch syntax such as stemming, fuzzy searches, proximity, and more to quickly and automatically redact your next batch of spreadsheets, PDFs or images.
Find & Redact for PDFs
2024-01-25 | Redact
Our newest markup action extends the searching capabilities in the viewer, allowing you to find text within a PDF and redact it in a few clicks instead of manually drawing your markup. Search your PDFs for key terms or other important information, then quickly draw a redaction over selected search hits with your preferred markup type, style, and scope.
Import/Export: Automated custodian mapping
2024-01-24 | Data Transfer
Our most recent improvement in Import/Export allows for automatic custodian mapping based on folder names. When new custodians are detected, they will be added to the entity and associated with the data source, eliminating the need for manual custodian assignment.
Streamline your redaction workflow with Façade Redactions
2024-01-23 | Redact
Marking up and producing natives just got easier with facade redactions. With this streamlined workflow, you no longer need to run a production preparation project for native documents, you can toggle markup transparency within the viewer, and you no longer need to manage redacted natives in a locked state for production.
*Note: This capability will be rolled out to RelativityOne instances starting January 23 over several weeks. The Relativity Team will notify you via email the week before it is delivered to your instance.
Import/Export: What’s new
2023-12-21 | Data Transfer
In the past month, we've introduced updates to Import/Export, aiming to enhance efficiency and accuracy for your data uploads. Key improvements include the option to specify the starting point for import/export jobs, the ability to upload corrected load files without starting a new import job, and the addition of a Completed with Errors job status, giving you flexibility in how you handle failed files.
Mass Delete optimization
2023-12-19 | Platform
We have optimized the mass delete modal to provide more details into the settings you can configure and surfaced the “create audit snapshot” setting directly in the modal. This delivers additional clarity into the mass delete process and improves performance by up to 10%.
Workspace activity status
2023-12-19 | Management Console
The cost explorer in the Management Console will now show whether a given workspace was active or inactive in a given month. Activity will be determined by a single document view occurring during the month in question.
Management Console documentation
ARM Restore UI changes
2023-12-19 | Data Transfer
The latest enhancements to the ARM interface will simplify your Restore workflow. When you create a Restore job, you now only need to select Client and Matter. The rest of the settings will be chosen automatically – decreasing the possibility of incorrect configurations.
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.
