What's new in RelativityOne Sandbox

Learn about selected new or updated features that have recently been deployed to RelativityOne Sandbox environments.

Note: The date shown represents when the feature or change is available in RelativityOne Sandbox environments. Due to differences in deployment and update schedules, the features listed may be available before the date shown or may not yet be available in all Relativity Sandbox environments. Features deployed to Sandbox environments will be deployed to RelativityOne production environments at a future date, based on that feature’s release plan. This page highlights noteworthy enhancements and changes available in Sandbox environments; not all changes to Sandbox environments will be described in this topic.

☑ – denotes features that have been deployed to RelativityOne Production environment.

Matter Administration: Background Workspace Creation

2024-12-04 | Matter Administration

You can now work on other tasks in RelativityOne while your workspace is created in the background. Once the workspace is ready, you'll receive an email notification, and the ‘Workspace State’ field will update accordingly. This enhancement eliminates the need to wait for the workspace creation process to be completed, allowing you to move on to other tasks immediately, increasing efficiency and providing peace of mind.

Skip to Main Content

2024-12-04 | Accessibility | ☑

We have introduced a WCAG accessibility shortcut link that allows users to quickly navigate to the main content of a page, bypassing repetitive navigation steps. This significantly enhances the user experience by speeding up navigation, particularly in workflows such as navigating into the review interface to review data in their matters.

Management Console: Usage Reports

2024-12-04 | Management Console | ☑

We are introducing a new reporting interface into the Management Console called usage reports, designed to modernize and centralize your reporting experience across your matters and workspaces. Available to both system administrators and client domain administrators, usage reports will initially focus on end-client billing, processing usage tracking, and basic waterfall reporting. This new interface reduces your reliance on Relativity scripts and fragmented reports, streamlining the data-gathering process and improving overall efficiency.

New Collect Data Source: Cellebrite Endpoint Inspector & Mobile Now

2024-11-05 | Collect | ☑

Our latest Collect integration enables Cellebrite customers to submit collection requests for mobile devices directly to Cellebrite Endpoint Inspector and Mobile Now, managing these collections remotely within RelativityOne and automatically transferring the data for review and analysis. The collected data includes short message data in Relativity Short Message Format (RSMF) and the original phone image (UFD). This integration significantly streamlines the mobile device collection process, eliminating the need to physically acquire custodian devices, limiting disruption, and accelerating review timelines.

This capability will initially be available only to US customers, with broader geographic support expected in 2025.

Processing: Publish Documents with Field Length Warnings

2024-09-05 | 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.

Mass PDF Permissions

2024-09-05 | 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: Mass Replace Errored Files

2024-08-07 | 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 1 minute per 100 files.

Processing: Processing Job Insights

2024-08-07 | 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.

Staging Boundary Updates: Data Transfer

2024-08-07 | Data Transfer | ☑

Changes to our Staging boundaries will be implemented beginning in September. 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

2024-06-25 | 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.

Conduct Coverage Review in Review Center

2024-06-25 | 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.

Now Coming in February: Redact Validation QC

2024-06-25 | Redact

We’ve introduced a new validation agent to Redact workflows in order to confirm that all markups are able to be burned in ahead of production. Redact has always checked natives for document-level compatibility, but now Redact will confirm at the markup-level so that there aren't any surprises at production time.

Updates to RelativityOne Support Groups

2024-06-25 | Security Center | ☑

Support groups created in RelativityOne will now be named after the ticket ID, with a 'time to live' tied to the ticket's status. This ensures groups are automatically deleted once the ticket is closed, preventing accidental lockbox bypass and providing customers with clear visibility into why Relativity employees need access to their instance.

Name Normalization Improvements

2024-06-25 | 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.

Processing: Track Exceptions as Errors and Warnings

2024-06-25 | 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.

New Collect Data Source: ChatGPT Enterprise

2024-06-04 | 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.

Specify Rank Cutoff During Validation

2024-06-04 | 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.

Post-Production Workflow

2024-05-07 | 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.

Email Notification Improvements

2024-05-07 | 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.

Download Rendered PDF Documents

2024-05-07 | 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.

Express Transfer Updates

2024-05-07 | Import/Export | ☑

Our latest enhancements to Import/Export are designed to offer more flexibility during the import process. As part of this improvement, Express Transfer will now upload only the materials linked in the selected load file, rather than uploading the contents of the entire folder. Additionally, it now ignores case sensitivity in the load file paths and file names, greatly reducing the time and effort required to prepare load files.

Track Coding Decisions with Review Center Coding Field

2024-04-09 | 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.

Automatic Teams to RSMF Conversion

2024-03-05 | 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.

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.

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.

SharePoint Integration

2024-02-06 | 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

2024-02-06 | 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.

Lockbox visibility state

2024-02-06 | 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.

Processing: Enhanced job insights

2024-02-06 | 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.

Streamline your redaction workflow with facade redactions 

2024-01-09 | 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. 

Project rules support dtSearch syntax 

2024-01-09 | 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 and redact for PDFs

2024-01-09 | 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.

Processing: Document deletion optimization 

2024-02-20 | Processing

We have made several improvements to the document deletion process. Now, when you delete a file that was ingested via Processing, all occurrences of the document, including duplicates, within the same processing data source will also be deleted. You also have the option to choose whether to delete all occurrences of the document from other data sources, preventing automatic republication of duplicates to the workspace. 

Import/Export automated custodian mapping

2024-01-09 | 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.