Relativity aiR Release Notes

SQL Permissions (Developer Release Note - Deprecation)

Mon, 26 Oct 2026 17:27:05 GMT

UPCOMING CHANGE (2026-11-10): Legacy SQL permissions are being retired on November 10, 2026 as Staging Reports and Usage Reports migrate to the next-gen permission model. The Permissions API will no longer support assigning them. You will need to switch to the equivalent next-gen role keys via the Access Control API. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk00001AyqGnKAJ

Billing (Developer Release Note - Change)

Mon, 26 Oct 2026 17:27:05 GMT

UPCOMING CHANGE (2026-11-05): The in-tenant SQL billing data retention period for Relativity aiR Government instances will be reduced to two months. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk000017UxRAKA0

Audit (Developer Release Note - Enhancement)

Mon, 26 Oct 2026 05:00:00 GMT

The Query endpoint (/audits/UI/query/) of the Audit REST API now returns the Actor fields. It is included only when explicitly requested, or when a request returns all fields, in which case it appears at the end of the returned fields. Integrations that read all-fields responses by position rather than by field name should be updated accordingly.

New Assist Agent with Task Streaming (Product Release Note - Change)

Wed, 21 Oct 2026 05:00:00 GMT

A new Assist agent is now available that answers questions faster and shows its work as it runs. Answers are organized more clearly by default, and citations now follow individual sentences with working links and in-document highlighting. A live task summary streams the agent's plan, searches and retrieved documents while the answer is generated.

RelativityOne Staging Explorer (Developer Release Note - Resolved defect)

Wed, 21 Oct 2026 05:00:00 GMT

Fixed an issue where the fileshare list failed to load with an authorization error (401) in sessions lasting longer than 24 hours.

RelativityOne Staging Explorer (Product Release Note - Resolved defect)

Wed, 21 Oct 2026 05:00:00 GMT

Fixed an issue where RelativityOne Staging Explorer could run out of memory during large uploads containing many folders.

RelativityOne Staging Explorer (Product Release Note - Resolved defect)

Wed, 21 Oct 2026 05:00:00 GMT

Fixed reliability of zip jobs (Compress/Extract): jobs now report “Finished” only after all items have been processed.

RelativityOne Staging Explorer (Product Release Note - Resolved defect)

Wed, 21 Oct 2026 05:00:00 GMT

Fixed an issue where the fileshare list failed to load with an authorization error (401) in sessions lasting longer than 24 hours.

Assist (Product Release Note - Enhancement)

Tue, 20 Oct 2026 05:00:00 GMT

This feature will deliver two enhancements to the Case Home index: (1) possibility to delete the Case Home index, and (2) not calculating the Case Home index into the limit of 5 - this will eventually allow for having 6 indexes in the Index Manager with one being Case Home.

List (Known Issue)

Tue, 20 Oct 2026 05:00:00 GMT

Clicking the download icon on a File-type field (custom object) does nothing. File-type fields on custom objects cannot be downloaded from the item list. Affects any workspace using custom objects with File fields.

Preservation (Product Release Note - Enhancement)

Tue, 20 Oct 2026 05:00:00 GMT

Previously, customers could not re-preserve custodians on the same project after releasing them from Preservation Holds. They instead needed to create a new project to preserve that custodian again. This change allows customers to re-preserve custodians on the same Legal Hold project after they have been released from a preservation.

Review Center (Product Release Note - Enhancement)

Mon, 19 Oct 2026 05:00:00 GMT

Review Center batch names update automatically when you rename a review queue, so newly created batches reflect the current queue name. Batch Name is also available as a column on the Batches and All Documents tables, letting you filter and sort your review work by batch.

Application Administration (Known Issue)

Sat, 17 Oct 2026 05:00:00 GMT

Application Administration and Operations > Users: The User detail page console shows a *Remove from Block List* button. The Block List is a record of messages rejected by the recipient’s mail server, not a restriction on sending, so removing an address from it does not clear it for delivery or resolve email delivery issues. Administrators can use *Remove from Bounce List* as a troubleshooting step, and should also ask their IT team to check email filtering and security settings. The Block List button will be removed in a future release.

Review (Product Release Note - Enhancement)

Fri, 16 Oct 2026 05:00:00 GMT

When drawing redactions in the Viewer (images such as JPEG/TIFF, PDFs, and native documents), holding Ctrl, Shift, or Ctrl+Shift switches the mode from creating redactions to selecting existing ones. The Viewer now shows a distinct selection cursor while a modifier key is held, switching to a light version over dark redactions so it stays visible. Releasing the key on your keyboard restores the normal cursor. The redaction behavior otherwise remains unchanged. This does not apply to spreadsheet cell redactions, transcripts, or full-page redaction.

Relativity Transcripts (Product Release Note - Deprecation)

Thu, 15 Oct 2026 05:00:00 GMT

Legacy Transcripts application components are deprecated, including the legacy transcript viewer, old Single File Upload import, Link to URL, and transcript mass operations. You can manage transcripts in the new Relativity.Transcripts experience, where transcripts open in the Aqua viewer and preserved annotations, designations, exhibits, associated videos, and reports support a more unified workflow.

Transfer SDK (Developer Release Note - Deprecation)

Thu, 15 Oct 2026 05:00:00 GMT

Transfer Service now communicates through the Multitenant Service (MTS) to improve scalability and reliability. This is a breaking API change that requires a force update. Applications that use the Transfer Service SDK must update to the latest Transfer Service SDK to continue working.

Management Console (Product Release Note - Enhancement)

Thu, 15 Oct 2026 05:00:00 GMT

Billing metrics from Cost Explorer are now available in Usage Reports in Management Console. Users with both Cost Explorer and Usage Reports permissions can create billing and combined usage + billing reports from one wizard, choose the time period and metrics, preview the report, and download it.

Legal Hold (Known Issue)

Wed, 14 Oct 2026 05:00:00 GMT

Legal Hold and Preserve > Reports > Custodian Status Dashboard: The below fields break the Custodian Status Dashboard and should not be added to the views. Edit Security, System Created By, System Created On, System Last Modified By, System Last Modified On

Legal Hold (Known Issue)

Tue, 13 Oct 2026 05:00:00 GMT

Legal Hold and Preserve: Legal Hold can’t be uninstalled when Collect is installed in the same workspace.

Legal Hold (Known Issue)

Tue, 13 Oct 2026 05:00:00 GMT

Legal Hold and Preserve > Preservation: If Preservation Release fails, entity statuses stay stuck in “Queued for Release”.

Legal Hold (Known Issue)

Tue, 13 Oct 2026 05:00:00 GMT

Legal Hold and Preserve > Projects: Mass Operations can’t copy Legal Hold project templates.

PDF (Product Release Note - Enhancement)

Tue, 13 Oct 2026 05:00:00 GMT

Creating stored PDFs from the Viewer just got a lot faster. With our updated architecture and CNT work for this workflow, you will now see 3-5x faster PDF conversion when converting a native to stored PDF

Audit (Known Issue)

Mon, 12 Oct 2026 05:00:00 GMT

You cannot run any of the three Audit Migration Reports if the Relativity Scripts framework has been retired for your account. The Audit Migration Reports tab and the reports remain visible, but selecting one displays "Script Error: System error occurred. Please contact your system administrator." and the Run and Preview options are unavailable. Audit migration itself continues to run normally.

A/V Transcriptions (Product Release Note - Enhancement)

Mon, 12 Oct 2026 05:00:00 GMT

AV Transcription data is now supported in ARM (Archive, Restore, Move). Transcripts and their associated audio/video content are automatically included when a workspace is archived, restored, or moved. If you archive an inactive matter and later restore it, your AV Transcription data comes back intact, with no need to rebuild or re-transcribe.

aiR Review (Product Release Note - Enhancement)

Fri, 09 Oct 2026 05:00:00 GMT

Custom Analysis - Vision, now additionally supports native PDF documents as an additional file type. This will enable AI-driven analysis of your native PDF documents.

Assist (Product Release Note - Enhancement)

Thu, 08 Oct 2026 05:00:00 GMT

This feature lets a conversation owner mark any conversation as Shared, making it visible in read-only form to all other users who hold the Prompting permission on that workspace. Viewers can read the full conversation — questions, answers, and citations. New message updates for viewers are delivered via periodic refresh. New permission "Conversation Share" is required.

Integration Points (Product Release Note - Enhancement)

Wed, 07 Oct 2026 05:00:00 GMT

Integration Point Job History views now include a Job Status Description field that shows the specific task a RIP job is currently performing, giving you more visibility into job progress.

Legal Hold (Known Issue)

Wed, 07 Oct 2026 05:00:00 GMT

Custom Portal Link and Acknowledgement Link Text from a communication template is lost when the template is used to create a Project in the Project Wizard.

Direct SQL (Developer Release Note - Deprecation)

Thu, 01 Oct 2026 05:00:00 GMT

On October 1, 2026 Direct SQL access to the EDDSArchiving database will be removed. If your integration queries this database directly, you will need to migrate to the ARM REST API V3 before that date. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk000015VJflKAG

Review Center (Product Release Note - Enhancement)

Fri, 25 Sep 2026 05:00:00 GMT

Review Center now supports single object fields to be selected as the Batch Unit field.

Review Center (Developer Release Note - Enhancement)

Wed, 23 Sep 2026 05:00:00 GMT

The new Review Center API exposes the queue's current stats from the Review Progress section of the dashboard.

Data Breach Response (Product Release Note - Enhancement)

Tue, 22 Sep 2026 05:00:00 GMT

You can now navigate between documents in the Viewer after opening a document from the Project Dashboard.

Preservation (Product Release Note - Enhancement)

Tue, 22 Sep 2026 05:00:00 GMT

Added Validation on all O365 jobs to check that the proper Preservation permissions are given to the Azure Application & Service Principal. An error message will be shown specifying the permissions that are missing from the current setup.

Data Breach Response (Product Release Note - Deprecation)

Mon, 21 Sep 2026 05:00:00 GMT

The option to disable GenAI mode during Data Breach Response ingestion is being removed. Going forward, all DBR ingestions run exclusively through the GenAI-enabled workflow, supported across all available regions: US, Canada, Brazil, Australia, United Arab Emirates, Asia, Europe Data Zone, United Kingdom, Switzerland, and Africa.

Doc Unitization (Product Release Note - Enhancement)

Mon, 21 Sep 2026 05:00:00 GMT

We are integrating document unitization into the Review Interface. Instead of configuring doc unitization through the coding layout, it will be an icon on the in the Image Viewer toolbar. The solution will also be built as cloud native, which will improve scalability and performance of the workflow.

Object Manager (Developer Release Note - Deprecation)

Mon, 21 Sep 2026 05:00:00 GMT

The legacy Relativity.ObjectManager package hosted on NuGet is being deprecated. Developers should be using the newer SDK package called Relativity.ObjectManager.SDK. The legacy NuGet package is marked as deprecated as of Monday June 22, 2026. It will be removed from NuGet in October 2026. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk000014nEFhKAM

Cold Storage (Product Release Note - Deprecation)

Sun, 20 Sep 2026 05:00:00 GMT

The Workspace State field is now the only field that indicates whether a workspace is in Cold Storage. Moving a workspace to Cold Storage no longer updates the Status field, and setting Status to Cold Storage no longer moves the workspace to Cold Storage or changes its billing. If your scripts or integrations read the Status field to identify Cold Storage workspaces, update them to use Workspace State.

Cold Storage (Developer Release Note - Deprecation)

Sun, 20 Sep 2026 05:00:00 GMT

Integration Points (Product Release Note - Enhancement)

Fri, 18 Sep 2026 05:00:00 GMT

RIP Azure AD Provider now supports Graph API Advanced Filtering.

Processing (Product Release Note - Enhancement)

Fri, 18 Sep 2026 05:00:00 GMT

The Processing and Imaging Queue tab is being split into individual Processing and Imaging jobs into dedicated admin tabs. The new Processing Queue tab is available today. The legacy Processing and Imaging Queue tab will have Processing content removed in the coming weeks. You can navigate each queue more intuitively while continuing to view and manage jobs with the same functionality and permissions as before.

Relativity MCP (Product Release Note - Enhancement)

Thu, 17 Sep 2026 05:00:00 GMT

Relativity aiR now integrates with OpenAI ChatGPT Enterprise through the Model Context Protocol (MCP). Legal teams can use natural language commands in ChatGPT Enterprise and Codex to establish matters, organize case data, manage access controls, and handle workflows.

Collect (Product Release Note - Enhancement)

Thu, 17 Sep 2026 05:00:00 GMT

You can now collect email, chat, and file data from Smarsh Enterprise Archive directly into Relativity aiR using the new Smarsh data source in Collect. Existing Smarsh Case data transfers straight to a Processing source location, removing the manual export and upload steps and preserving a cleaner chain of custody. Collect Admins must set up a Smarsh data source before it can be used in collections.

Redact (Product Release Note - Enhancement)

Thu, 17 Sep 2026 05:00:00 GMT

Text redactions in produced Native and Stored PDFs now include a thin black border around the redaction box, and the redaction label text scales to the size of the box so it stays legible and proportionate.

Relativity Transcripts (Product Release Note - Change)

Thu, 17 Sep 2026 05:00:00 GMT

Relativity Transcripts supports importing, opening, and reviewing a broader range of transcript file types directly in the modern viewing experience. You can manage more of your transcript data in one place, reducing reliance on legacy tools and keeping your review workflows uninterrupted.

Permissions (Product Release Note - Enhancement)

Wed, 16 Sep 2026 05:00:00 GMT

As part of the Permissions Modernization effort, we released the below workspace-level feature permissions with Actions. Actions allow users to have more granular access control within a Feature. Admins can now customize a user's access for the following feature permissions workspace level features. These are released in an optional state, meaning the granulars mapped can still be updated independently. aiR Review Privilege Conceptual Analytics Import Data Processing Configure Doc Review Document Actions Manage Document PDF (did not get actions) Code Documents & Messages Review Center RIP Sync Search Translate Workspace Details With this update we removed this feature permission in preparation for the apps deprecation. Case Dynamics

Platform (Product Release Note - Change)

Wed, 16 Sep 2026 05:00:00 GMT

RelativityOne is now Relativity aiR, and other product and feature names have also changed. Renamed products: "RelativityOne" is now "Relativity aiR", "RelativityOne Government" is now "Relativity aiR Government", "aiR for Review" is now "aiR Review", "aiR for Privilege" is now "Privilege", "aiR for Data Breach Response" is now "Data Breach Response", "aiR for Case Strategy" is now "Case Strategy", "aiR Assist" is now "Assist", and "RelativityOne MCP" is now "Relativity MCP". References to the previous product/feature names may still appear in the user interface and APIs, in product documentation, and in other sources such as marketing materials, published content, and commercial or legal agreements. In these instances, the previous name and new name refer to the same feature/product.

Data Breach Response (Product Release Note - Enhancement)

Wed, 16 Sep 2026 05:00:00 GMT

Filters on the document list now persist when navigating between the Project Dashboard and individual documents.

Platform (Developer Release Note - Change)

Wed, 16 Sep 2026 05:00:00 GMT

Core (Known Issue)

Tue, 15 Sep 2026 05:00:00 GMT

Core > Relativity MCP Server: When setting up the Relativity MCP in Google Gemini's data store, users will encounter an error when verifying the authentication connection after entering their instance URL and Client ID due to an incorrect Scopes configuration. Workaround: Follow our documentation to set up a Custom Data Source in Google Gemini that will allow you to get past the issue with the incorrect Scopes configuration.

Integration Points (Product Release Note - Enhancement)

Mon, 14 Sep 2026 05:00:00 GMT

Job History now displays a System Last Modified On field, which shows the last time the system detected the job as in progress. Use it to confirm whether a long-running job is still making progress.

Import/Export (Product Release Note - Enhancement)

Mon, 14 Sep 2026 05:00:00 GMT

You can now download a CSV error report for import and export jobs that failed or completed with errors.

Analytics (Known Issue)

Thu, 10 Sep 2026 05:00:00 GMT

Conceptual indexes may be become deactivated despite recent usage. If this happens, you can manually reactivate the index.

Assist (Product Release Note - Enhancement)

Thu, 10 Sep 2026 05:00:00 GMT

This improvement providing clear, consistent messaging and predictable index selector behavior, keeping users in control of their workflow and reducing support friction.

Workspace Manager API (Developer Release Note - Deprecation)

Wed, 09 Sep 2026 05:00:00 GMT

The Workspace Manager API's UpdateAsync endpoint (PUT) is being deprecated December 9, 2026, as part of an effort to modernize and simplify the Relativity API surface. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk000019aNbtKAE

Assist (Known Issue)

Tue, 08 Sep 2026 05:00:00 GMT

Search > Assist > Indexing: When multiple subsets are indexed at the same time in the same workspace, the chunk-level index can end up with fewer documents than the saved search actually contains. Chunk-level retrieval in aiR Assist for Search then silently omits those documents from results, with no error surfaced. The document counts shown in Index Manager continue to report the full expected total and do not reflect the missing documents, so the shortfall cannot be detected from the UI. A change to the metadata mapping triggers an automatic rebuild of all indexes in the workspace, and because those subset builds run concurrently, the shortfall can be reintroduced even after a successful manual rebuild. Mitigation: rebuild the affected subset's index while no other subset indexing job is running for that workspace.

Preservation (Product Release Note - Enhancement)

Thu, 03 Sep 2026 05:00:00 GMT

As part of a recent security update made by Microsoft, O365 Preservation in Place now requires additional permissions: https://community.relativity.com/s/article/R1-and-Server---Legal-Hold---Relativity-Legal-Hold-M365-Preservation-Hold-Outage

Integration Points (Product Release Note - Enhancement)

Wed, 02 Sep 2026 05:00:00 GMT

Azure Active Directory provider now supports Advanced Filtering.

Integration Points (Product Release Note - Enhancement)

Wed, 02 Sep 2026 05:00:00 GMT

Calculate Statistics jobs now display a warning when the included extracted text exceeds our recommended size.

Integration Points (Product Release Note - Enhancement)

Wed, 02 Sep 2026 05:00:00 GMT

You will now see a warning before running a job that exceeds our recommended limits for mapped fields, so that you can adjust settings before performance is affected.

Object Manager (Developer Release Note - Change)

Tue, 01 Sep 2026 05:00:00 GMT

The Object Manager StreamLongText endpoint in RelativityOne will be rate limited. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk000016pIRxKAM

Review Center (Known Issue)

Tue, 01 Sep 2026 05:00:00 GMT

Preview Security is not working on the Review Queues page. Workaround: If you need to see what a reviewer group sees on the Review Queues page, add your user to the reviewer group.

Processing (Product Release Note - Deprecation)

Tue, 01 Sep 2026 05:00:00 GMT

The Processing Statistics script has been deprecated. Recommended workflows for obtaining instance-wide Processing reports are to use Processing History, Usage Reports, or API's to build custom reports.

Relativity MCP (Product Release Note - Enhancement)

Mon, 31 Aug 2026 05:00:00 GMT

The Relativity plugin for Microsoft Copilot is now available, with read-only access in Copilot Chat and read and write access in Copilot Cowork.

aiR Review (Product Release Note - Change)

Fri, 28 Aug 2026 05:00:00 GMT

The Unified Jobs Page is a redesigned jobs management interface that supports all current and future ADAP-based analysis types (a4R, Custom Analyses, and beyond) without requiring schema rewrites as new analysis types are introduced. The page introduces a two-tier information architecture: a normalized core table surfacing consistent metrics across all analysis types, and an analysis-specific slideout panel that surfaces job details relevant to the selected job type.

Review Center (Product Release Note - Enhancement)

Thu, 27 Aug 2026 05:00:00 GMT

Batching capabilities are now part of Review Center. Reviewers can check out batches, track progress visually, and complete work without leaving the viewer. Admins have a centralized dashboard to create, assign, monitor, and adjust batches alongside queues and other review workflows.

Review Center (Product Release Note - Enhancement)

Thu, 27 Aug 2026 05:00:00 GMT

We've updated the user experience in Review Center to give admins a single, streamlined modal for creating or editing any queue type (linear, batch, or prioritized), and to give reviewers an easy-to-scan Review Queues page with visible progress stats and the ability to see and manage their batches.

Assist (Product Release Note - Enhancement)

Thu, 27 Aug 2026 05:00:00 GMT

Users can now star individual responses within an aiR Assist conversation. Legal practitioners and case strategists working through long investigative conversations no longer need to scroll to rediscover key findings, hot documents, or deposition leads. Starring a response saves it instantly and makes it retrievable in one click.

Processing (Known Issue)

Thu, 27 Aug 2026 05:00:00 GMT

Processing > Discovery > Ingestion > Google Workspace: When processing Gmail messages with linked Google Drive files (Processing Profile setting "Include Linked Cloud Files with Email Family" enabled), each linked Drive item is validated against the Drive metadata catalog at the email level, not per item. If even one linked item can't be matched, for example, it was filtered/excluded during collection or is otherwise absent from the catalog, validation fails for the entire email. One of the following document-level errors may appear: 1. Inclusion of Drive items with this Google Mail item has failed due to a missing Google Drive sidecar metadata file reference. The sidecar file may be malformed or corrupted. Consider re-collecting a complete Gmail with linked Drive items package and submit in a new processing set. 2. Inclusion of a Drive item for this Google Mail family has failed. The Google Drive file is missing, possibly due to a collection issue, or it was removed based on filtering settings in your processing profile. Consider re-processing a complete Gmail with linked Drive items package in a new processing set without filtering enabled. Because the check applies to the whole email, ALL Drive items linked to it are excluded from the family. Workaround: None. To confirm a suspected missing relationship, use: -Google/LinkedDriveItemIds (on the email), Drive item IDs referenced, regardless of link success - GoogleDrive/DocID (on Drive item docs), cross-reference against the above to find the specific missing files - GoogleDrive/LinkingGmailMessageIds (on a Drive item), Gmail messages referencing it, to confirm from the other direction

Legal Hold (Known Issue)

Thu, 27 Aug 2026 05:00:00 GMT

Legal Hold > Preservation > O365: The defect caused some failing holds in Purview to be marked as successfully preserved within Relativity. In order for this to happen, a series of specific steps would need to be taken from the customer and a specific response would need to be received from Purview. On the customer side: Customer would need to try and place a hold, this hold would need to fail. The customer would need to retry the failed hold twice, the second (or later) retry would need to occur several hours after an earlier retry On Relativity's side: On the latter retry, we receive a response from Purview that we don't explicitly handle and also receive an empty list in the response. We incorrectly mark the custodians as being preserved when they have failed within Relativity.

Production (Product Release Note - Enhancement)

Wed, 26 Aug 2026 05:00:00 GMT

Production administrators can now re-produce documents without leaving inconsistent Placeholder Text values behind. The system automatically handles the destination field across all re-production types (Image-to-Placeholder, Placeholder-to-Image, Image-to-Image), including an optional toggle to clear or preserve existing values

Permissions (Product Release Note - Enhancement)

Wed, 26 Aug 2026 05:00:00 GMT

As part of the Permissions Modernization effort, we released the below instance-level feature permission. These features' access is now managed from a single control point. This creates a clearer, more predictable permissions experience and prepares environments for future enhancements, such as bulk management and expanded role models. - Instance ConfigurationWorkspace management - Application management - Audit - Job queues - Case metrics - Authentication - User and group management - Client and Matter management

aiR Review (Product Release Note - Enhancement)

Wed, 26 Aug 2026 05:00:00 GMT

aiR Review citation validation flags documents scored 2 or higher when no supporting citations are returned. This helps you quickly identify, review, rerun, and validate affected predictions before relying on uncited results.

Review (Product Release Note - Enhancement)

Wed, 26 Aug 2026 05:00:00 GMT

The Native Viewer now renders .gif files as playable media instead of displaying them as static images. This enhancement provides a more natural viewing experience for supported animated and media-based file formats directly within the Native Viewer

Relativity MCP (Product Release Note - Enhancement)

Tue, 25 Aug 2026 05:00:00 GMT

Google Gemini Enterprise can now connect to the Relativity MCP server, so you can work with RelativityOne from a Gemini app using your own Relativity credentials and permissions.

Assist (Product Release Note - Enhancement)

Tue, 25 Aug 2026 05:00:00 GMT

This is enhancement to the current aiR Assist Permissions setup. This feature replaces current aiR Assist's Feature Permissions (Index Management, Prompting, Export Conversation, Access Management) with a two-tier model of four Actions and three read-only Presets (Admin, Power User, User). The existing group configurations are migrated automatically, and System/Workspace Admins retain full access automatically, as of today.

Permissions (Developer Release Note - Enhancement)

Mon, 24 Aug 2026 05:00:00 GMT

Additional role keys have been added as part of the ongoing permissions modernization actions. See Permissions access control API for more information: https://platform.relativity.com/RelativityOne/Content/BD_Identity/Permissions_access_control_API__REST_.htm

Audit (Known Issue)

Thu, 20 Aug 2026 05:00:00 GMT

When filtering the Audit Details field using the "is like" or "is not like" operator, either in a view condition or when searching the Audit tab, the query returns an error and results do not load. Other widgets on the view are unaffected. A fix is being rolled out in stages; this notice will be updated as the rollout progresses and marked resolved once complete. Workaround: None available at this time.

Processing (Product Release Note - Resolved defect)

Thu, 13 Aug 2026 05:00:00 GMT

Relativity discovered and validated two Critical vulnerabilities in Processing that impacted RelativityOne and RelativityOne Government. Both vulnerabilities were fully remediated in RelativityOne and RelativityOne Government on August 13, 2026. Relativity has found no evidence of exploitation at this time.

Assist (Product Release Note - Enhancement)

Thu, 13 Aug 2026 05:00:00 GMT

The Conversation Export allows to download an aiR Assist conversation as a professionally formatted Word (.docx) file. The exported document preserves the complete Q and A structure, inline citations, source links, index metadata, making it easy to share research results with colleagues, clients, or stakeholders.

Contracts (Product Release Note - Change)

Sat, 08 Aug 2026 05:00:00 GMT

Contracts Essential Fields now uses the GPT‑4.1 Mini model with enhanced system prompts to analyze contract data and improve field extraction accuracy and consistency. You can capture key details more reliably, including more precise identification of expiration dates based on the last date of contract validity. The change will roll out to France, Germany, Netherlands and Ireland regions.

Case Dynamics (Product Release Note - Deprecation)

Fri, 07 Aug 2026 05:00:00 GMT

Case Dynamics is being deprecated on RelativityOne at the end of October. The core objects (Fact, Issue, Interview Question, Entity) will remain as standard RDOs. All existing data stays in place, but the Case Dynamics-specific application, custom logic, and APIs will be removed.

Assist (Product Release Note - Enhancement)

Thu, 06 Aug 2026 05:00:00 GMT

You can now mark individual conversations as pinned, moving them to a dedicated Pinned section at the top of the Conversation Manager.

Processing (Known Issue)

Thu, 06 Aug 2026 05:00:00 GMT

Processing > Discovery > Ingestion > Email Files: When MSG files are created from PST during processing, the stored/downloaded MSG file may be missing the email body even though the email body and extracted text are displayed correctly in the Relativity viewer. This can occur when the MSG file contains {{PR_HTML}} but does not contain {{PR_BODY}} while {{PR_RTF_IN_SYNC}} is set to {{{}true{}}}. Workaround: Open the affected MSG file using the latest version of Microsoft Outlook.

Legal Hold (Product Release Note - Resolved defect)

Wed, 05 Aug 2026 05:00:00 GMT

Update the Custodian.ActiveProjects merge fields to only show projects where the custodian is active and is not on a role with the "Do Not Notify" tag.

Review Service (Known Issue)

Wed, 05 Aug 2026 05:00:00 GMT

When opening a short message file (RSMF) in the native viewer, images attached may show a message showing a "File is missing. Learn More" error. Workaround: Click "Learn More" on any of the missing images to get them to reload and display correctly.

Workspace Manager API (Developer Release Note - Deprecation)

Mon, 03 Aug 2026 05:00:00 GMT

Several Workspace Manager API endpoints have been deprecated as part of an effort to modernize and simplify the Relativity API surface. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk000011OzazKAC

Transfer SDK (Developer Release Note - Deprecation)

Mon, 03 Aug 2026 05:00:00 GMT

Transfer SDK versions earlier than version 4.2.2 are removed and will no longer function. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk00000ykwKPKAY

Assist (Product Release Note - Enhancement)

Thu, 23 Jul 2026 05:00:00 GMT

A few improvements including removing the groups conversations organized by timespan (Today / Yesterday / This week / Last week / Previous weeks) and changing the list into a flat, sortable, compact one. Additionally, we added hover tooltips showing conversation name and message count.

Production (Product Release Note - Enhancement)

Thu, 23 Jul 2026 05:00:00 GMT

For each placeholder in a Production Data Source, administrators can set a text value that the system writes to a selected document field for every document that receives that placeholder.

Permissions (Product Release Note - Enhancement)

Wed, 22 Jul 2026 05:00:00 GMT

First introduction of Actions to the Permission management experience. Actions allow users to have more granular access control within a Feature. Admins can now customize a user's access for the following feature permissions at the instance level. - Instance ConfigurationWorkspace management - Application management - Audit - Job queues - Case metrics - Authentication - User and group management - Client and Matter management

Permissions (Product Release Note - Enhancement)

Wed, 22 Jul 2026 05:00:00 GMT

With the addition of Actions for the Client and Matter management feature permission at the instance level, we are removing the Privilege feature. The Priv feature permission is the exact same access granted by the View Client Action. No impact to functionality, just visualized in under different feature in the permissions UI.

Conditional Coding Rules (Product Release Note - Enhancement)

Wed, 22 Jul 2026 05:00:00 GMT

Field conditions for multi-choice values now support the Does Not Contain operator.

Review Center (Known Issue)

Tue, 21 Jul 2026 05:00:00 GMT

In workspaces where both the Contracts application and Review Center are installed, reviewers using a Review Center queue may be unexpectedly removed from the queue after coding only a few documents, even though the queue is not yet complete. Workaround: If you are experiencing this behavior, uninstalling the Contracts application from the affected workspace will resolve the issue.

Permissions (Known Issue)

Mon, 20 Jul 2026 05:00:00 GMT

When a user has no other permissions assigned, tab visibility permissions cannot be assigned or unassigned. In this state, no permission changes can be made until at least one additional permission is granted. This behavior is a limitation of the legacy permissions implementation. It does *not* present a security risk, as users without object-level permissions have no accessible objects, and therefore the associated tabs remain inaccessible.

Legal Hold (Product Release Note - Enhancement)

Mon, 20 Jul 2026 05:00:00 GMT

You can now set the "Use Email Body for Reminder Body" setting to reuse the original email body in reminder emails.

Assist (Product Release Note - Enhancement)

Thu, 16 Jul 2026 05:00:00 GMT

RelativityOne Assist responses now render in rich way supporting markdown syntax. Headings, bold/emphasis, lists and tables display with proper visual hierarchy instead of plain text. This makes longer, structured answers significantly easier to read, especially for complex questions.

Assist (Product Release Note - Enhancement)

Thu, 16 Jul 2026 05:00:00 GMT

This enhancement adds a dedicated "Edit Index Name" icon to the Index Manager footer. When a single Index is selected, the icon becomes active — clicking it opens a Rename window where users can update the Index name and description without triggering a rebuild. The updated name is immediately visible after confirmation.

Processing (Known Issue)

Wed, 15 Jul 2026 05:00:00 GMT

Processing > Discovery > Ingestion > Google Workspace: When processing ZIP files whose filename ends with an underscore followed by a number (for example, export_0.zip), a false-positive document-level error may appear: "A Google Drive sidecar file was not found. It may be missing from the expected directory, or improperly named, see guidance here:[link to help site]. The Google Drive files have been processed without this supplemental metadata, and can be published, however you may consider re-processing with the sidecar metadata file." This error is a false positive. The affected documents are processed correctly and can be published. No re-processing is required. Workaround: None at this time — the error can be safely ignored. The documents are complete and publishable despite the error message.

Short Message (Product Release Note - Enhancement)

Wed, 15 Jul 2026 05:00:00 GMT

In Relativity Processing you can now bring Google Chat exports from Google Vault workspace into Relativity RSMF format, with adequate slicing and all necessary metadata for review.

Processing (Developer Release Note - Deprecation)

Tue, 14 Jul 2026 05:00:00 GMT

Static filter endpoints in the Processing API (CreateExpressionFilterAsync, GetFiltersAsync, GetFiltersByDataSourceAsync, UpdateExpressionFilterAsync, DeleteFilterAsync, GetFilterResultAsync) are deprecated and unavailable. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk000010SXDjKAO

Imaging (Product Release Note - Enhancement)

Tue, 14 Jul 2026 05:00:00 GMT

The Native Imaging workflow now includes an extracted text validation step for PowerPoint files that flags a Missing Text warning when source text may be missing from the resulting image. The warning is informational only and does not fail the imaging job, giving you visibility into potential data quality issues so you can review flagged documents before review or production.

Processing (Known Issue)

Mon, 13 Jul 2026 05:00:00 GMT

Processing > Discovery > Ingestion > Compressed Files: When processing ZIP archives, files with certain Unicode or special characters (for example, em dashes or CJK characters) in their filenames or extensions may fail to extract correctly. This can result in ZIP expansion errors, files being imported as 0-byte files, or an incorrect "password protected" error. Workaround: Rename the affected files to remove the unsupported characters before creating the ZIP archive, or process the files outside the ZIP archive where feasible.

Case Strategy (Product Release Note - Enhancement)

Fri, 10 Jul 2026 05:00:00 GMT

You can now filter facts in Fact Nav by fact type. Use the new Fact Type filter to control which fact types appear in the fact list (including primary, primary constructed, corroborating, and duplicate facts) so you surface only the facts most relevant to your case.

Processing (Developer Release Note - Deprecation)

Mon, 06 Jul 2026 05:00:00 GMT

v0 versions of Processing APIs no longer function and you will need to use v1/v2 versions of Processing APIs instead. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk00000z2I8fKAE

ARM (Known Issue)

Fri, 03 Jul 2026 05:00:00 GMT

ARM > Archive: A Google Drive sidecar file was not found. It may be missing from the expected directory, or improperly named, see guidance here:[link to help site]. The Google Drive files have been processed without this supplemental metadata, and can be published, however you may consider re-processing with the sidecar metadata file.

Usage Reports (Product Release Note - Enhancement)

Thu, 02 Jul 2026 05:00:00 GMT

Identification Details fields (Workspace Name, Client Name, Matter Name, Matter Number) in Usage Reports are now configurable. Administrators can now exclude them from Usage Reports to prevent sensitive data from being shared unintentionally

Salesforce Usage Report (Product Release Note - Change)

Thu, 02 Jul 2026 05:00:00 GMT

We’re updating the Salesforce Usage Reports to enhance clarity, consistency, and insight into RelativityOne consumption. These reports are sent to customers after month-end, along with the invoice or monthly statement (for Flex Commit customers). This change will be rolled out gradually to RelativityOne production instances over a period of several weeks.

Usage Reports (Developer Release Note - Enhancement)

Thu, 02 Jul 2026 05:00:00 GMT

Identification fields in Usage Reports are now configurable and can be excluded to prevent exposing sensitive data. API support added via explicitFieldsOnly to return only explicitly defined fields (no default metrics).

Cold Storage (Developer Release Note - Deprecation)

Wed, 01 Jul 2026 05:00:00 GMT

Two Cold Storage API endpoints (CanManageColdStorageAsync and DeleteWorkspaceFromColdStorageAsync) are removed as part of ongoing platform cleanup and modernization actions. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk00000zGWXDKA4

Data Breach Response (Product Release Note - Enhancement)

Tue, 30 Jun 2026 05:00:00 GMT

You can now see and Blocklist terms from structured documents on the Blocklisting tab.

Legal Hold (Known Issue)

Tue, 30 Jun 2026 05:00:00 GMT

Legal Hold > Reports > Employment Status Change: The Legal Hold Employment Status Change Report may be missing data if Entities were updating by automated Import (Import/Export or RIP).

aiR Review (Product Release Note - Enhancement)

Tue, 30 Jun 2026 05:00:00 GMT

aiR Review now includes a new Custom Analysis Type, allowing users to define their own AI-powered review analyses on native JPEG, PNG, and GIF files. This brings customizable AI review directly into RelativityOne.

aiR Review (Product Release Note - Enhancement)

Tue, 30 Jun 2026 05:00:00 GMT

aiR Review now includes a new Custom Analysis Type, allowing users to define their own AI-powered review analyses on any file with extracted text. This brings customizable AI review directly into RelativityOne.

aiR Review (Product Release Note - Enhancement)

Tue, 30 Jun 2026 05:00:00 GMT

Save your aiR Review analysis results as a saved search with just one click.

Relativity MCP (Product Release Note - Enhancement)

Mon, 29 Jun 2026 05:00:00 GMT

The Relativity MCP server now supports Anthropic Claude, letting you query and administer your instance through natural language in Claude.ai, Claude Code, and Claude CoWork.

RelativityOne Staging Explorer (Product Release Note - Deprecation)

Thu, 25 Jun 2026 05:00:00 GMT

RelativityOne Staging Explorer now enforces a size limit for compressed and extracted data. A single job must not exceed 250 GB. For larger datasets, split the data into smaller packages and execute multiple jobs.

RelativityOne Staging Explorer (Product Release Note - Deprecation)

Thu, 25 Jun 2026 05:00:00 GMT

RelativityOne Staging Explorer no longer supports extraction of RAR and 7-Zip files. ZIP is now the only supported extraction format. When uploading data to Staging Explorer, ensure your files are packaged in ZIP format.

Data Breach Response (Product Release Note - Enhancement)

Thu, 25 Jun 2026 05:00:00 GMT

The model powering PI Detection has been upgraded from GPT-4.1-mini to GPT-5-mini for US and EMEA regions, delivering a 10% improvement in precision with fewer false positives. No action is required — the upgrade is applied automatically. This upgrade applies to US and EMEA regions only. Other regions continue to use GPT-4.1-mini.

Assist (Product Release Note - Enhancement)

Tue, 23 Jun 2026 05:00:00 GMT

aiR Assist is now generally available to RelativityOne customers. Those interested should get in touch with their RelativityOne account team for additional information.

Relativity Transcripts (Product Release Note - Enhancement)

Tue, 23 Jun 2026 05:00:00 GMT

Transcript Reports in Viewer lets you generate PDF transcript reports, Annotation Digest reports, and Key Terms reports directly within the new transcript viewer experience for MDB transcripts. All report types are accessible from a single entry point, consolidating report creation into a unified, consistent workflow.

Processing (Known Issue)

Tue, 23 Jun 2026 05:00:00 GMT

Processing > Discovery > Ingestion: In certain rare scenarios, transient errors in connecting to the underlying storage service results in an unresolvable job-level error on a processing set. Workaround: Submit a new processing set.

Usage Reports (Product Release Note - Enhancement)

Tue, 23 Jun 2026 05:00:00 GMT

Staging Reports are now available as a dedicated tab within Usage Reports in the Management Console, giving you a single, consistent entry point for all reporting. A built-in creation wizard guides you through Staging-specific report setup, and the new Preview feature lets you check folder file count and size before generating a report.

Data Breach Response (Product Release Note - Enhancement)

Tue, 23 Jun 2026 05:00:00 GMT

Export PI Annotations is a new mass action in the Project Dashboard that lets you export all PI Annotations across your workspace. Easily review and quality-check annotations (both linked and unlinked), and take actions to amend, edit, or remove as needed.

Processing (Product Release Note - Enhancement)

Mon, 22 Jun 2026 05:00:00 GMT

You can now view, report, and filter on the Level field in the Files tab of the Processing application. It is added to the default All Files view and can be added to any custom views.

Usage Reports (Product Release Note - Enhancement)

Mon, 22 Jun 2026 05:00:00 GMT

Usage Reports now has fields that show, for each Review workspace, which Repository workspaces connect to it and the volume of linked data. With this visibility, you can quickly map relationships across workspaces to streamline governance and reporting.

aiR Review (Product Release Note - Enhancement)

Mon, 22 Jun 2026 05:00:00 GMT

The Refresh button for aiR Review project sets lets you update your data source with a single click, ensuring your document list reflects the latest saved search criteria without requiring you to create a new project.

ARM (Product Release Note - Enhancement)

Mon, 22 Jun 2026 05:00:00 GMT

This change introduces a new ARM File Migrator service. It moves file copying for Archive and Restore out of the ARM monolith into a standalone, cloud-native microservice. The service copies workspace files between Staging and Workspace storage in Azure Data Lake Storage for Archive operations. This change will be rolled out gradually to RelativityOne production instances over a period of several weeks.

Document Viewer (Developer Release Note - Deprecation)

Thu, 18 Jun 2026 05:00:00 GMT

The legacy Document Viewer Kepler API Endpoints are deprecated and replaced with new REST API endpoints. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk00000ygHptKAE

aiR Review (Product Release Note - Enhancement)

Tue, 16 Jun 2026 05:00:00 GMT

Now available in Gov: aiR Review now has a Confidential Business Information (CBI) Analysis Type that automatically detects CBI types and classifies documents by confidentiality level (Confidential, Highly Confidential, AEO) to support review, QC, and downstream decisions. This brings confidentiality review into aiR Review and lets you integrate detection into broader AI-driven workflows to Transform Review.

Legal Hold (Product Release Note - Enhancement)

Tue, 16 Jun 2026 05:00:00 GMT

The Legal Hold Project Wizard has been updated to the latest Relativity styling.

Audit (Product Release Note - Enhancement)

Mon, 15 Jun 2026 05:00:00 GMT

Audit now displays an Audit Object UUID field, which is also available in the export. For records that have these values, the ObjectUUID and ObjectTypeUUID now appear in Audit Details, both in the UI and in the export.

Audit (Developer Release Note - Enhancement)

Mon, 15 Jun 2026 05:00:00 GMT

The Query endpoint (/audits/UI/query/) of the Audit REST API now returns the Audit Object UUID field. It is included only when explicitly requested, or when a request returns all fields, in which case it appears at the end of the returned fields. Integrations that read all-fields responses by position rather than by field name should be updated accordingly.

ARM (Product Release Note - Enhancement)

Thu, 11 Jun 2026 05:00:00 GMT

Customers currently need to set manual archive locations (the location where they can archive or restore their workspaces from/to) on a "Configuration" page of ARM, which means static stale lists, context switching out of job and multiple tools when adding a new folder. We will streamline that approach by allowing customers more flexibility to choose Archive locations (via a folder browser) within the ARM job creation flow, meaning fewer clicks, greater support for advanced use cases and increased simplicity.

ARM (Product Release Note - Enhancement)

Thu, 11 Jun 2026 05:00:00 GMT

Currently customers rarely use the notification settings available via the Configuration tab of ARM. We are adding job-level notification configuration directly in the ARM job creation flow, making it the single source of truth for notification recipients from day one.

Review (Known Issue)

Wed, 10 Jun 2026 05:00:00 GMT

Review > Viewer > Short Messages: When navigating to a message from a highlight hit in the Short message Viewer, the information icon on the message may not update to the expected orange state.

Centralized Authentication (Product Release Note - Change)

Tue, 09 Jun 2026 05:00:00 GMT

Centralized Authentication provides you with a more secure login experience, including self-service password reset, multiple/optional 2FA challenge methods, and configurable password policies for different user groups. You can also apply password setting changes en masse for more efficient authentication management across your organization. This first phase of this transition will be rolled out gradually to RelativityOne production instances with password authentication (only) over a period of several weeks. Relativity will reach out to your organization to coordinate transition timing.

AI Help (Product Release Note - Enhancement)

Tue, 09 Jun 2026 05:00:00 GMT

AI Help is now available in all commercial regions. AI Help enables you to ask product-related questions directly within RelativityOne and receive immediate, AI-driven answers across all commercial regions. Reduce time spent searching help documentation and submitting support tickets for common product questions.

Permissions (Product Release Note - Enhancement)

Fri, 05 Jun 2026 05:00:00 GMT

You can now manage modernized workspace-level permissions directly through the Permissions Access Control API, eliminating the need for manual updates in the Relativity UI. This enables automation of access provisioning and bulk permission changes across workspaces, while providing a consistent way to manage permissions across workspaces.

Case Strategy (Product Release Note - Enhancement)

Fri, 05 Jun 2026 05:00:00 GMT

Viewing Facts and Associated Documents Side by Side lets you see the Fact Detail Card and the source document simultaneously, so you can review and edit facts without switching between views. This streamlined layout keeps critical context visible at all times, helping you work more accurately and efficiently.

Legal Hold (Product Release Note - Enhancement)

Thu, 04 Jun 2026 05:00:00 GMT

All Legal Hold custodian modals on the Project and Communication pages have been updated to the latest Relativity styling.

FOIA (Product Release Note - Enhancement)

Mon, 01 Jun 2026 05:00:00 GMT

FOIA: GA delivers an end-to-end FOIA solution built on Relativity aiR Government, combining a public-facing portal and reading room with intake, search, and review capabilities so your team can manage the full FOIA request lifecycle in a single platform.

Contracts (Product Release Note - Change)

Sat, 30 May 2026 05:00:00 GMT

Contract's Essential Field Model was upgraded from GPT‑4o (2024‑11‑20) to GPT‑4.1 Mini since the GPT‑4o (2024‑11‑20) model will be deprecated. This upgrade was done for all regions except customers in France, Germany. Netherlands and Ireland region since 4.1 mini is unavailable in these regions. The upgrade also refines Expiration Date extraction so it returns the last date the contract is valid (rather than the first date it is no longer valid)

Relativity Transcripts (Product Release Note - Enhancement)

Sat, 30 May 2026 05:00:00 GMT

Relativity is releasing AI model updates to RelativityOne Review Transcript Summarization in the United States, with other regions to follow based on regional availability. These AI model updates improve how transcript summaries are generated, resulting in outputs that better reflect user instructions and expectations. Customers can expect an overall improved summarization experience, while existing workflows and feature availability remain unchanged.

aiR Review (Product Release Note - Change)

Sat, 30 May 2026 05:00:00 GMT

We are updating the aiR Version for three aiR Review analysis types in the US region. These upgrades to the model version is a combination of new foundational LLM (upgrading from gpt-4o-November to gpt-5.1) and new "Relativity Secret Sauce" (prompt directions) - including structured outputs, better handling of people and organizations, borderline reductions, and better junk labeling.

aiR Review (Product Release Note - Change)

Sat, 30 May 2026 05:00:00 GMT

We are updating the aiR Version for three aiR Review analysis types all Non-US commercial regions and US Gov region. These upgrades to the model version is strictly new "Relativity Secret Sauce" (prompt directions) - including better handling of people and organizations.

Processing (Product Release Note - Enhancement)

Fri, 29 May 2026 05:00:00 GMT

Processing now uses your pre-configured instance-level Processing Region setting (ex: ko-KR) to decode non-Unicode file and folder names within ZIP archives, helping you avoid garbled characters in file paths and maintain accurate, searchable content during review.

Short Message (Product Release Note - Enhancement)

Thu, 28 May 2026 05:00:00 GMT

When viewing an RSMF file, opening an inline image or attachment no longer triggers a download audit action - a view audit action is recorded instead.

Processing (Known Issue)

Wed, 27 May 2026 05:00:00 GMT

Processing > Discovery > Ingestion: In certain rare instances, due to a race condition where hash duplicate files are Discovered at the same time, the following fields are not published: Excel/HasHiddenColumns, Excel/HasHiddenRows, Excel/HasHiddenWorksheets, Excel/HasPivotTables, PowerPoint/HasSpeakerNotes, HasHiddenData (HiddenText only), HasOcrText, WasDecrypted (Only impacts MS Project files - Extensions: MPP, MPT, MPD, MPX), Password Protected (Only impacts MS Project files - Extensions: MPP, MPT, MPD, MPX), and ExtractedTextFileSizeInKB. There is a further rare condition where a missing ExtractedTextFileSizeInKB value cascades to a failure to publish ExtractedText. Workaround: None at this time — the error can be safely ignored. The documents are complete and publishable despite the error message.

Redact (Product Release Note - Enhancement)

Fri, 22 May 2026 05:00:00 GMT

ARM workspace restore from Server to RelativityOne now supports migrating Blackout 5.2 native redactions into Redact, including documents with external markups. Event handlers automatically run when you update Redact after installation, so no configuration is required. We recommend to ARM the workspace before updating. To ensure documents with external markups are properly restored, upgrade to the latest patch releases from Server, including 2025 Patch 1 and Server 2024 Patch 3. This release will happen over a period of several weeks.

Collect (Product Release Note - Enhancement)

Thu, 21 May 2026 05:00:00 GMT

Collect now supports enhanced automation through the Collect API, enabling customers to programmatically create, schedule, and manage collection jobs. This allows teams to integrate Collect workflows with external systems, reduce manual effort, and scale collection operations more efficiently.

Collect (Developer Release Note - Enhancement)

Thu, 21 May 2026 05:00:00 GMT

Collect (Developer Release Note - Enhancement)

Thu, 21 May 2026 05:00:00 GMT

The new Collect API provides a REST service that will support automation of collections for data sources currently supported in the Collect application. See Collect API for more information: https://platform.relativity.com/RelativityOne/Content/BD_Collect/Collect_API.htm

Imaging (Product Release Note - Enhancement)

Thu, 21 May 2026 05:00:00 GMT

This feature release is only applicable for the AUS region. Customers in AUS can now create and stamp PDFs in one step using the Native Engine.

Collect (Product Release Note - Enhancement)

Thu, 21 May 2026 05:00:00 GMT

Collect now supports direct collection from Anthropic Claude. Customers can collect conversational data generated within Claude, enabling review and analysis of AI‑driven interactions directly in RelativityOne. This removes the need for manual exports or external tooling, providing a streamlined workflow for capturing generative AI content associated with custodians.

Collect (Product Release Note - Enhancement)

Thu, 21 May 2026 05:00:00 GMT

Collect now supports direct collection of inactive Microsoft 365 OneDrive accounts. Customers can collect preserved files and documents from former or departed custodians directly into RelativityOne without relying on manual exports from Microsoft Purview or other external workflows.

Data Grid (Known Issue)

Wed, 20 May 2026 05:00:00 GMT

Data Grid > Text Migration > Agent: When running an OCR set with a destination field that is being migrated from SQL to Data Grid, the OCR destination field will be reverted to its original value rather than persisting the value written by the OCR set. This reverted field value could propagate to dtSearch indexes, Search Terms Reports, and other workflows reading from this Long Text field.

Audit (Developer Release Note - Enhancement)

Wed, 20 May 2026 05:00:00 GMT

Updated the Audit Record ID data type from INT32 to BIGINT to support future growth in record volume and prevent ID exhaustion.

Permissions (Product Release Note - Resolved defect)

Tue, 19 May 2026 05:00:00 GMT

Initiating preview security from within a workspace now correctly allows groups without admin-level permissions to be previewed when they have access to only a single workspace, regardless of instance-level object permissions.

Permissions (Product Release Note - Enhancement)

Tue, 19 May 2026 05:00:00 GMT

As part of the Permissions Modernization effort, we released the below instance-level feature permission. These features' access is now managed from a single control point. This creates a clearer, more predictable permissions experience and prepares environments for future enhancements, such as bulk management and expanded role models. - aiR Review Jobs - Usage Report - Staging Report - Cost Explorer - ARM - Migrate

Imaging (Product Release Note - Enhancement)

Mon, 18 May 2026 05:00:00 GMT

This feature automates the extraction of text (via OCR) from natives (including elements such as the text that is embedded in images), resulting in fully-searchable PDFs. This change will be rolled out gradually to RelativityOne production instances over a couple of weeks.

Object Manager (Developer Release Note - Enhancement)

Thu, 14 May 2026 05:00:00 GMT

When using a mass create or mass update request for RDOs the response now includes the first 10 item level errors if applicable.

Preservation (Product Release Note - Enhancement)

Thu, 14 May 2026 05:00:00 GMT

Purview Cases created from the Preservation application (and Legacy PIP) now replace special characters (+, =, @, /, and *) with an underscore '_'. This to accommodate a change Microsoft Purview is making to remove these special characters from names and descriptions.

Integration Points (Product Release Note - Resolved defect)

Wed, 13 May 2026 05:00:00 GMT

Resolved two related issues where the Start Time and Items Transferred values could reset or fluctuate during an active job run. Jobs will now report accurate, stable progress metrics from start to finish

Preservation (Product Release Note - Resolved defect)

Wed, 13 May 2026 05:00:00 GMT

Resolved an issue where deactivated custodian preservation would fail for Slack.

Transcripts (Product Release Note - Enhancement)

Mon, 11 May 2026 05:00:00 GMT

Unified Designations and Exhibits tabs now provide a single, consistent experience for managing and importing designations across both Legacy Transcripts and Relativity Transcripts. Regardless of which transcript application you use, all designations and exhibit links are surfaced in one place, eliminating duplicate tabs and ensuring a seamless transition between applications.

RelativityOne Staging Explorer (Product Release Note - Resolved defect)

Tue, 05 May 2026 05:00:00 GMT

Fixed application crash on startup caused by missing directory for local LiteDB database file.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Tue, 05 May 2026 05:00:00 GMT

Additional tooltip on disabled Upload/Download buttons informing about limitations and insufficient permissions.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Tue, 05 May 2026 05:00:00 GMT

Increased Zippy maximum allowed password length to 1000 characters. Added password truncation warning behavior and update password length handling.

Review (Known Issue)

Mon, 04 May 2026 05:00:00 GMT

Review > Mass Operations: Audit logs incorrectly record a "Set" action when a Mass Edit operation includes documents across folders with different permission levels. Documents where the user has view-only access are not modified, but still generate audit entries, creating inconsistency between audit logs and actual system changes.

SQL (Developer Release Note - Deprecation)

Fri, 01 May 2026 05:00:00 GMT

Custom Triggers in Relativity SQL databases (TRIGGER) should no longer be used. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk00000z7s6zKAA

Migrate (Developer Release Note - Deprecation)

Thu, 30 Apr 2026 05:00:00 GMT

Version 9.9.10 and lower of Migrate.Server will no longer be supported in your Relativity Server instance(s) after April 30, 2026.

Legal Hold (Product Release Note - Enhancement)

Tue, 28 Apr 2026 05:00:00 GMT

You can now add CC recipients on all Communication types.

Legal Hold (Product Release Note - Enhancement)

Tue, 28 Apr 2026 05:00:00 GMT

You can now customize the Portal Link Text and Acknowledgement Link text in communications. When left blank, it will use the default text of "Click Here".

Legal Hold (Product Release Note - Enhancement)

Tue, 28 Apr 2026 05:00:00 GMT

You can now send Summary BCC emails on Release Notices. This will contain a excel list of all custodians received thing original release notice email.

Legal Hold (Product Release Note - Enhancement)

Tue, 28 Apr 2026 05:00:00 GMT

You can now populate Preview Emails with test data instead of showing the merge field names in the email.

Legal Hold (Product Release Note - Enhancement)

Tue, 28 Apr 2026 05:00:00 GMT

You can now customize Confirmation emails for Acknowledgements and Questionnaires. A new tab is available on Legal Hold communications for General Hold Notice and Email Acknowledgement communication types.

Usage Reports (Product Release Note - Enhancement)

Mon, 27 Apr 2026 05:00:00 GMT

You can now choose how precisely data sizes are displayed in Usage Reports (both in the UI and the API) by returning GB values either in the current rounded format or with maximum precision up to 15 decimal places for full parity and accuracy.

Import/Export (Product Release Note - Enhancement)

Mon, 20 Apr 2026 05:00:00 GMT

Import/Export production imports let you create a new empty production set directly from the Import/Export interface. This streamlines production data imports by reducing setup steps so you can start your import job faster.

ARM (Known Issue)

Mon, 20 Apr 2026 05:00:00 GMT

ARM > Archive > Audit Transfer: Some customers may occasionally observe ARM Archive jobs that include Audit ending abruptly - prior to the migration of all Audit records. This may result in an incomplete number of migrated audits compared to total audits in the archive statistics. When this occurs, the archive does not finish successfully and must be retried. We recommend waiting at least an hour before initiating a retry to increase the odds of the retry completing successfully. Relativity is actively working on improvements to remove underlying infrastructure dependencies related to Audit archiving and to improve overall reliability. We apologize for the temporary inconvenience this issue may cause. While this work is ongoing, during Q2 2026, we recommend starting monthly archive activities earlier than usual and staggering archive jobs. Earlier starts will allow for additional time in case a retry is required and staggering jobs will reduce the likelihood of encountering this defect. If three or more retry attempts are unsuccessful, please contact Relativity product support.

Imaging (Product Release Note - Change)

Wed, 15 Apr 2026 05:00:00 GMT

You can now cancel an imaging job at any point during active processing — including the Preparing files, Submitting, and Imaging phases. Previously, cancellation was only available during the Imaging phase. This applies to both imaging set jobs and mass imaging jobs.

Case Strategy (Product Release Note - Enhancement)

Wed, 15 Apr 2026 05:00:00 GMT

Case Strategy Fact Navigator now lets you add, remove, or create issues and entities right from the Fact Detail Card, giving you greater flexibility and control as you develop your case strategy.

Review (Known Issue)

Wed, 15 Apr 2026 05:00:00 GMT

Review > Viewer > Short Messages: HEIC attachments are not displayed inline for RSMF documents.

Permissions (Product Release Note - Enhancement)

Tue, 14 Apr 2026 05:00:00 GMT

As part of the Permissions Modernization effort, we released the Data Transfer and Security Center instance-level feature permission. These features' access is now managed from a single control point. This creates a clearer, more predictable permissions experience and prepares environments for future enhancements, such as bulk management and expanded role models.

Legal Hold (Product Release Note - Enhancement)

Tue, 14 Apr 2026 05:00:00 GMT

Legal Hold Graph API email configuration now supports Microsoft Graph application permissions, so you can send Legal Hold communications from a service account or shared mailbox without logging into that mailbox. This enables secure, compliant automation while reducing authentication interruptions from password changes, MFA, and reauthentication cycles.

ARM (Product Release Note - Enhancement)

Tue, 14 Apr 2026 05:00:00 GMT

The New ARM experience is a redesigned interface with real-time job progress, pre-validation checks, and improved summary pages. It includes default audit/group mapping, always-on validation, and streamlined archive/restore settings. The new user experience is rolling out over a number of weeks.

Data Grid (Product Release Note - Change)

Mon, 13 Apr 2026 05:00:00 GMT

New workspaces created after 4/13/2026 and ARM restores performed after 4/13/2026 will automatically migrate Extracted Text and OCR Text to Data Grid. Processing and OCR jobs in these workspaces that target Extracted Text and OCR Text fields will only be able to target Data Grid enabled fields. This change optimizes long text storage solutions to improve interface latency and reliability.

ARM (Developer Release Note - Enhancement)

Fri, 10 Apr 2026 05:00:00 GMT

There is a new version of ARM API (V3). Version 3 will be required moving forward. See https://platform.relativity.com/RelativityOne/Content/BD_ARM/ARM_REST_API_Reference_V3.htm

aiR Review (Product Release Note - Enhancement)

Tue, 07 Apr 2026 05:00:00 GMT

This release introduces Confidential Business Information (CBI) as a new Analysis Type in aiR Review for the EU Data Zone. CBI automatically identifies CBI types in a document and classifies documents by confidentiality level (e.g., Confidential, Highly Confidential, AEO) to support review, QC, and downstream decision-making. This feature will be rolled out over a period of several weeks to other regions.

Usage Reports (Product Release Note - Enhancement)

Thu, 02 Apr 2026 05:00:00 GMT

Workspace State shows the system‑defined storage location (for example, Active or Cold Storage) at the time usage data is reported. Managed by Relativity and not customer‑editable, this data is available via the Usage Reports UI and API so you can incorporate workspace state into your own billing and reporting models.

Conditional Coding Rules (Product Release Note - Change)

Wed, 01 Apr 2026 05:00:00 GMT

All legacy Event Handler Express items will be converted to Conditional Coding Rules.

Data Breach Response (Product Release Note - Enhancement)

Wed, 01 Apr 2026 05:00:00 GMT

Entity Analysis now has enhanced search and filtering capabilities across DBR custom pages. You can apply sticky filters and use both AND/OR logic across all metadata columns to quickly refine result sets. These improvements give you persistent sorting and filtering across page loads, helping you work more efficiently - just remember to clear filters when you want to return to the full list.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Wed, 01 Apr 2026 05:00:00 GMT

Compression / Decompression Service (Zippy API) lets you compress (zip) and extract (unzip) files in ROSE for Relativity aiR Government. You can package data for transfer or storage more efficiently while keeping workflows inside ROSE.

Management Console (Product Release Note - Enhancement)

Tue, 31 Mar 2026 05:00:00 GMT

Linked File Size reporting now excludes data promoted from a Repository workspace to Review workspaces after those Review workspaces are moved to Cold Storage. This change affects reporting only; data storage and linkage remain unchanged.

Production (Product Release Note - Deprecation)

Tue, 31 Mar 2026 05:00:00 GMT

We are deprecating the ability to use custom post-production scripts to ensure all users leverage the built-in post-production functionality available in Production Sets. This change aims to simplify workflows, reduce maintenance overhead, and improve platform consistency and reliability.

Permissions (Product Release Note - Enhancement)

Tue, 31 Mar 2026 05:00:00 GMT

This API allows customers to manage access to feature permissions that have gone through modernization, currently that is only Staging but we will be releasing more in waves. The next two will be released on April 7th, 2026.

Legal Hold (Product Release Note - Deprecation)

Tue, 31 Mar 2026 05:00:00 GMT

Legacy SharePoint Preservation in Place (PIP) will no longer discover or preserve new SharePoint sites. You can now use SharePoint Discovery and Preservation in the Preservation application, which authenticates with Microsoft Graph and efficiently discovers all sites in your tenant for faster, more reliable holds. Existing SharePoint preservations created with Legacy PIP remain intact, and you can still release them when needed.

Permissions (Developer Release Note - Enhancement)

Mon, 30 Mar 2026 05:00:00 GMT

Relativity is modernizing the feature permission experience and the underlying model as features move to using role-based access control to improve security and flexibility. This model is powered by a public, versioned API, enabling organizations to manage access across Relativity products. See Permissions access control API for more information: https://platform.relativity.com/RelativityOne/Content/BD_Identity/Permissions_access_control_API__REST_.htm

Data Breach Response (Product Release Note - Deprecation)

Fri, 27 Mar 2026 05:00:00 GMT

The Privacy Workflow tab was removed on March 27, 2026. To maintain workflow continuity, use the Blocklisting tab to manage terms on the blocklist.

aiR Review (Product Release Note - Enhancement)

Thu, 26 Mar 2026 05:00:00 GMT

aiR Review Job Size Restriction now allows you to set a maximum aiR Units (document) limit per aiR Review job for each user group, giving you granular control over who can run large jobs. Configure limits at the instance level from the aiR Review Jobs list page to help prevent unauthorized or unexpected spend, and you’ll see a clear message when a job request exceeds the allowed limit.

Collect (Product Release Note - Enhancement)

Thu, 26 Mar 2026 05:00:00 GMT

Collect now supports direct collection of inactive Microsoft 365 (Exchange Online) mailboxes. Customers can collect preserved email data from former or departed custodians directly into RelativityOne without relying on manual exports from Microsoft Purview or other external workflows.

Integration Points (Product Release Note - Enhancement)

Thu, 26 Mar 2026 05:00:00 GMT

Updated the default views in the Integration Points application to include the Skipped Items Count.

Case Strategy (Product Release Note - Enhancement)

Wed, 25 Mar 2026 05:00:00 GMT

You can now edit facts directly within the Fact Detail Card, including key fields like Fact Name, Description, Date, Score, and Helpful/Harmful indicator. In‑line editing improves fact quality by allowing immediate validation at the point of review, without disrupting existing Fact Navigator workflows.

aiR Review (Product Release Note - Enhancement)

Wed, 25 Mar 2026 05:00:00 GMT

This release introduces Confidential Business Information (CBI) as a new Analysis Type in aiR Review for the US region only. CBI automatically identifies CBI types in a document and classifies documents by confidentiality level (e.g., Confidential, Highly Confidential, AEO) to support review, QC, and downstream decision-making. This feature will be rolled out over a period of several weeks to other regions. EU Data Zone will be available next on April 7th.

Document Utilities (Product Release Note - Change)

Fri, 20 Mar 2026 05:00:00 GMT

The Move to Folder path now shows a completion‑based progress indicator, rather than updating individual status messages.

Data Breach Response (Product Release Note - Enhancement)

Fri, 20 Mar 2026 05:00:00 GMT

Entity Analysis now has a customization modal that lets you select and arrange columns and export your custom views. This update helps you streamline QC and create notification lists directly in DBR, while adding the customization modal across all Entity Analysis subtabs without changing the rest of your workflow.

Processing (Product Release Note - Deprecation)

Wed, 18 Mar 2026 05:00:00 GMT

Access to Processing SQL databases was removed on March 17, 2026 as part of our migration to MDS. To maintain workflow continuity, you must transition any direct SQL processes to Processing APIs, which support most current use cases. This change ensures a unified, modern approach to data access and positions your workflows for future enhancements.

Production (Product Release Note - Enhancement)

Wed, 18 Mar 2026 05:00:00 GMT

Production set sorting for Original Image and Document Field numbering lets you configure sort order directly in the Production workflow. You can keep your customer-supplied Bates ranges while controlling the order documents appear in your production output. This change will be rolled out gradually to RelativityOne production instances over a period of several weeks.

Processing (Developer Release Note - Deprecation)

Wed, 18 Mar 2026 05:00:00 GMT

Direct access to Processing SQL Datastores (e.g.: INVXXXXXXX) has been removed. If you do not utilize direct SQL access in your Processing workflows no action is required. If you do utilize direct SQL access in your Processing workflows, you will need to migrate your workflows to API-based ones. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Rk00000t2OJuKAM

Processing (Developer Release Note - Enhancement)

Wed, 18 Mar 2026 05:00:00 GMT

The new get-nisted-documents endpoint in the ProcessingFilterManager API provides the ability to report on specific files excluded from Discovery via DeNIST filtering. See Download NISTed documents list for a processing set for more information: https://platform.relativity.com/RelativityOne/Content/BD_Processing/Processing_Filter_Manager_service_in_REST.htm#Download_NISTed

Case Strategy (Product Release Note - Change)

Wed, 18 Mar 2026 05:00:00 GMT

Case Strategy helps legal teams develop stronger case narratives faster and with greater confidence, no matter where they are in a case or investigation. Case Strategy automatically extracts and ranks facts, visualizes fact chronologies, and surfaces key insights across documents, witnesses, and transcripts, while helping to accelerate strategic work with first-draft outputs like deposition outlines and document, witness, and deposition summaries. All capabilities are delivered within Relativity aiR Government, providing a secure, collaborative environment to advance case intelligence and improve outcomes.

Redact (Product Release Note - Enhancement)

Tue, 17 Mar 2026 05:00:00 GMT

When deleting a stored PDF, any associated markup will also be deleted. This change will be rolled out gradually to RelativityOne production instances over a period of several weeks.

Import/Export (Product Release Note - Enhancement)

Tue, 17 Mar 2026 05:00:00 GMT

Import/Export load file pre-checks now flag when multiple documents reference the same native file in your load file, helping you validate third‑party imports before you start the job.

Security Center (Product Release Note - Enhancement)

Mon, 16 Mar 2026 05:00:00 GMT

The Lockbox Access tab in Security Center will now include additional functionality to provide more visibility into Relativity employee access to a customer's instance and workspaces. In addition to streamlining the ability to add and remove Relativity employees to a workspace, it will also provide both a live and historical view of approved front-end JIT access.

Preservation (Product Release Note - Enhancement)

Mon, 16 Mar 2026 05:00:00 GMT

When preserving in O365, the case created in Microsoft Purview now includes more characters from the Legal Hold Project name, making it easier to identify the corresponding Legal Hold Project in Purview.

Documentation (Developer Release Note - Enhancement)

Sun, 15 Mar 2026 05:00:00 GMT

We now provide both llms.txt files and MCP endpoints for published RelativityOne documentation, which you can use to build your own generative and agentic AI solutions. RelativityOne User Guide: llms.txt (https://help.relativity.com/llms.txt), mcp-index.json (https://help.relativity.com/.well-known/mcp-index.json). RelativityOne Developer Documentation: llms.txt (https://platform.relativity.com/llms.txt), mcp-index.json (https://platform.relativity.com/.well-known/mcp-index.json)

Preservation (Product Release Note - Resolved defect)

Fri, 13 Mar 2026 05:00:00 GMT

Improved error handling for Google Preservation jobs to prevent the entire job from failing when one or more emails cannot be preserved.

Audit (Known Issue)

Tue, 10 Mar 2026 05:00:00 GMT

Adding the ArtifactID field to a view on the Audit tab causes the query to fail, preventing results from displaying.

General (Product Release Note - Change)

Mon, 09 Mar 2026 05:00:00 GMT

Updated branding in the RelativityOne User Interfaces and made adjustments to color contrast for accessibility.

Processing (Known Issue)

Fri, 06 Mar 2026 06:00:00 GMT

In certain rare instances, processing of duplicate files across multiple sets may result in rolled up embedded image text being repeated in the published extracted text. This may cause inflation in search index size, inflate STR hit counts for individual documents, and have minor side effects for advanced analytics.

Legal Hold (Product Release Note - Resolved defect)

Thu, 05 Mar 2026 06:00:00 GMT

Fixed an issue that could result in Emails being sent multiple times for the same custodian.

Import/Export (Known Issue)

Thu, 05 Mar 2026 06:00:00 GMT

Import/Export > Express Transfer: Users running macOS on Intel-based hardware are unable to launch the Express Transfer application and therefore cannot use Express Transfer for data uploads or downloads from those machines.

Transcripts (Product Release Note - Enhancement)

Tue, 03 Mar 2026 06:00:00 GMT

Citation hyperlinks and highlights are now available for citations generated in MDB transcript summaries. Upon clicking on a hyperlinked citation the user is redirected to the highlighted section of the transcript for easy verification.

Relativity Transcripts (Product Release Note - Enhancement)

Mon, 02 Mar 2026 06:00:00 GMT

Transcript Summarization is now available for a broader range of file types, in addition to MDB. In order to summarize a transcript navigate to Case Home, click on "Summarize Transcript" button and select a desired transcript from the dropdown or open the transcript in the viewer, where a summary card will be available in the left-hand side panel.

aiR Review (Product Release Note - Enhancement)

Mon, 02 Mar 2026 06:00:00 GMT

aiR Review now offers Feature Permissions, enabling easy configuration of review roles and their corresponding access rights. Available predefined roles are: Admin, Power User, Basic User, Reviewer.

aiR Review (Product Release Note - Enhancement)

Mon, 02 Mar 2026 06:00:00 GMT

A new permission called "Run aiR for Review Job" is introduced specifically for managing the execution of aiR Review jobs. This permission provides administrators with the capability to specify exactly which members of a group are authorized to run these jobs. Importantly, this control is independent of the permissions that govern the creation and editing of projects.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Thu, 26 Feb 2026 06:00:00 GMT

You can now upload data directly from external Azure Blob Storage to RelativityOne using the Transfer API and SDK.

aiR Review (Product Release Note - Enhancement)

Thu, 26 Feb 2026 06:00:00 GMT

You will now receive a summary and topic for each document in your aiR Review project.

Legacy Data Breach Response (Product Release Note - Enhancement)

Thu, 26 Feb 2026 06:00:00 GMT

GenAI‑powered PI Detection and Auto‑Linking now automatically extract PI and link it to names in unstructured documents, reducing review time by 50–80%. This enhancement uses 38 global GenAI detectors with no prompting required, improving accuracy and accelerating DBR workflows.

Transfer (Developer Release Note - Enhancement)

Wed, 25 Feb 2026 06:00:00 GMT

The new Relativity Transfer Service API enables Relativity users to integrate with transfer orchestration systems, providing flexible automation for fast and reliable data delivery. See Relativity Transfer Service for more information: https://platform.relativity.com/RelativityOne/Content/Transfer_API/Relativity_Transfer_Service.htm

Data Breach Response (Known Issue)

Wed, 25 Feb 2026 06:00:00 GMT

When generated DBR reports exceed approximately {*}2 GiB{*}, report generation may complete but the report can *fail to upload to ADLS* and/or {*}fail to download in the browser{*}, preventing access to the exported file. Workaround: Reduce report size by narrowing scope (for example, apply tighter filters, export fewer columns/rows, or split exports into smaller batches) and re-export.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Data Analysis: After removing annotations via Dashboard mass edit actions, report-style views (for example, real-time report rows used for aggregated reporting) may not update right away, leading to temporarily inconsistent totals. Workaround: Allow time for the system to catch up and re-check later. If you need immediate confirmation, validate changes at the document level.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Dashboard: Some dashboard/report PI counts by type may include annotations that have been {*}blacklisted{*}, which can make totals appear higher than expected in certain views. Workaround: Use the Blocklisting view and document-level details to validate whether items contributing to counts are blacklisted.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Blocklisting: In GenAI/LLM-enabled workspaces, when an annotation is blocklisted and Data Analysis is run again, the annotation may be correctly treated as blocklisted/removed, but it can still remain {*}linked to a record{*}. This can cause records to display or reference annotations that should no longer be active. Workaround: After blocklisting, rerun the relevant detection/blocklisting stages and validate record results. If the issue is observed, contact Support to assist with cleanup/reprocessing for the affected workspace.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Blocklisting: In some cases, the *Blocklisting* stage can fail internally but still appear as *Completed* in the DBR UI, which can hide the failure and leave some blocklisting items unprocessed. Workaround: If results look incomplete after blocklisting, re-run the Blocklisting stage. If the issue persists, contact Support and reference the time of the run so logs can be reviewed.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Spreadsheet Detection: The *Success %* shown for structured detection can be misleading in some scenarios-for example, it may incorporate results from unstructured documents even when only structured detection was selected. This can make the displayed success/failure percentage appear worse than the actual structured detection outcome.** Workaround: Validate results by reviewing structured document outcomes directly (e.g., per-document statuses) rather than relying solely on the overall percentage.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Data Analysis: When PI detection is re-run after detector configuration changes, DBR may remove certain *machine-detected annotations* even when those annotations were *manually linked* during review. This can result in previously linked items no longer appearing after the new detection run completes. Workaround: Complete detector configuration before manual linking where possible. If a re-run is required, export/save review results first, or validate behavior on a small subset before running against the full project.

Review (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Review > Mass Operations: Deleting a folder from Review results in the following error when the folder contains documents: Error: Failed to create DataGridFileHelper with IHelper. ServiceName: Relativity.DataGrid Consumer, HelperType: Relativity.APIHelper.ServiceHelper. Workaround: first use the Mass Delete operation to delete all documents within the folder, and then delete the folder. When working with multiple folders, move the folders under a single parent folder and perform a Mass Delete on the parent folder to remove all documents.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > PI Detection: PI Type names/labels may appear differently across DBR pages (for example, Dashboard vs Settings vs Entity/PI reporting/search). This is a display inconsistency and can make it harder to match the same PI Type across the product. Workaround: Use the Settings PI Type list as the primary reference for the intended display names.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Dashboard: In the *Mass Annotation Delete* dialog, choosing *Select All* may not select any types. Users may need to manually select each annotation type one-by-one, and only then the Select All option may appear selected. Workaround: Manually check each annotation type you intend to remove before submitting the action.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Dashboard: When using Project Dashboard mass operations (notably {*}Remove annotations{*}) with a filtered document list, the action may apply to *more documents than expected* if the operation scope is interpreted as "all documents" rather than "all filtered documents".** Workaround: Avoid running destructive mass actions using *All* when you intend "filtered only". Prefer explicitly selecting documents (Checked) and confirming the selection count before proceeding. If possible, test the operation on a small subset first.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Dashboard: If an export attempt fails, the error message shown in the Export dialog may remain displayed even after a later attempt succeeds. This can give the impression the export is still failing when it is not. Workaround: If the report downloads successfully, the export completed. Refresh the page to clear the stale error state.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Entity Analysis: If an Entity Analysis export attempt fails due to a temporary connectivity/service interruption, a *Network error* message may remain visible in the export dialog even after a later retry succeeds and the report downloads correctly. Workaround: If the file downloads successfully, the export completed. Close and reopen the export dialog (or refresh the page) to clear the stale error message.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Dashboard: In Project Dashboard, *Export to file* may export more than the documents you checked. In some cases it exports all documents (or all documents matching current filters) rather than only the selected rows. Workaround: Apply a filter that limits the list to exactly what you intend to export (and confirm the filtered count), then export.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > PI Detection: If two PI Types share the same *readable name* (for example after adding/configuring detectors), the *PI & Entity Search* experience may fail to run and can return an error instead of results. Workaround: Ensure PI Types have *unique readable names* (rename one of the duplicates). If search is already failing, update the duplicate PI Type name and retry the search.

Redact (Product Release Note - Enhancement)

Tue, 24 Feb 2026 06:00:00 GMT

The Invert Selection feature will replace Revert Markup when removing markup from individual cells in spreadsheets. Invert Selections will be displayed in the Markup Navigator for easy QC.

Redact (Product Release Note - Enhancement)

Tue, 24 Feb 2026 06:00:00 GMT

When native documents cannot be branded/redacted, a notification will be displayed in the Viewer and the in-viewer Redact features will be disabled. The document will be added to the External Markup workflow page for external markup.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Document Statistics: At the start of some Data Analysis runs, DBR may fail to bulk update document statistics to set {*}DataAnalysisStatus = NOT_READY_FOR_REVIEW{*}. When this happens, the relevant detection stage can fail even though retrying the run often succeeds. Workaround: Retry the failed Data Analysis stage/run. If the issue repeats, wait a short period and retry again, or contact Support with the time of the run for investigation.

Data Breach Response (Known Issue)

Tue, 24 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Blocklisting: The Blocklisting page can show multiple entries for what is effectively the same PI value when the value contains leading/trailing or irregular internal whitespace (for example, {{{}"John Doe"{}}}, {{{}" John Doe"{}}}, or {{{}"John Doe"{}}}). This can clutter the Blocklisting list and make it harder to manage terms. Workaround: Prefer blocklisting the "clean" (trimmed) version of the value, and use search/copy-paste carefully to avoid adding variants with extra spaces. If many duplicates already exist, contact Support for cleanup guidance.

Express Transfer (Product Release Note - Enhancement)

Mon, 23 Feb 2026 06:00:00 GMT

You can now configure the app’s Close button to either minimize the application window or close the app.

Legacy Data Breach Response (Product Release Note - Enhancement)

Fri, 20 Feb 2026 06:00:00 GMT

Enable full support of CJK (Chinese, Japanese, Korean) characters throughout the Data Breach Response workflow. This includes not only document level coding but also Entity Normalization through to final Entity Export

Import/Export (Known Issue)

Thu, 19 Feb 2026 06:00:00 GMT

Import/Export > Express Transfer: Customers may experience user interface issues when using the Import/Export application on {*}macOS with Safari version 26.0 or later{*}. Reported symptoms include greyed-out screens, empty summary panels, and missing or unavailable features. These issues can prevent successful completion of Import/Export workflows. Relativity strongly recommends using *Google Chrome on macOS* when working with the Import/Export application.

Preservation (Product Release Note - Enhancement)

Wed, 18 Feb 2026 06:00:00 GMT

Preservation Data Sources can now be hidden from the Preservation in Place wizard by using the new Show in Wizard field.

Preservation (Product Release Note - Resolved defect)

Wed, 18 Feb 2026 06:00:00 GMT

Fixed an issue where preserving a non-existent email address on Google sources caused statuses to remain stuck in a Queued state. Statuses are now correctly set to Error.

Preservation (Product Release Note - Resolved defect)

Wed, 18 Feb 2026 06:00:00 GMT

Fixed an issue where an expired certificate can cause O365 preservations to remain stuck in a Queued state. Statuses are now correctly set to Error.

Legacy Data Breach Response (Product Release Note - Enhancement)

Sun, 15 Feb 2026 06:00:00 GMT

Filters and sorts applied on the Spreadsheet QC tab now stay applied when using the Edit PI Type mass action.

Integration Points (Product Release Note - Enhancement)

Fri, 13 Feb 2026 06:00:00 GMT

A new Skipped Item Count has been added to the Job History object when transferring data between workspaces. Instead of creating Job History Errors when an item already existing in the destination workspace on an overlay job or does not exist in the destination workspace on an append job.

Review (Product Release Note - Enhancement)

Wed, 11 Feb 2026 06:00:00 GMT

We have added a new notification to help improve connection performance in the Viewer. If your environment is using HTTP/1.1, may you now see an alert in the Review Interface indicating that this protocol can result in slower speeds. We recommend HTTP/2 due to its enhanced performance and reliability. If you encounter this notification, contact your organization's IT or Network Team to discuss upgrading your network configuration.

Review Center (Product Release Note - Enhancement)

Wed, 11 Feb 2026 06:00:00 GMT

The Reviewed Documents table on the Review Center dashboard now includes a Random column for prioritized review queues indicating whether the document was served randomly. The column initially displays "-" for documents reviewed prior to this release. After queue refresh the column will be populated for documents currently in the saved search.

Staging Reports (Developer Release Note - Deprecation)

Mon, 09 Feb 2026 06:00:00 GMT

The Staging Reports v3 API is deprecated and replaced with v4, which provides better performance and uses new technology to support functionality for future features. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000tNnjkKAC

Permissions (Product Release Note - Change)

Fri, 06 Feb 2026 06:00:00 GMT

In order to preview security when managing permissions from the Workspace Details, the workspace admin user must either be a member of the group they wish to preview or have edit permissions to that group. These restrictions do not apply if the group they wish to preview only belongs to a single workspace and has no permissions at the instance level.

Imaging (Product Release Note - Enhancement)

Tue, 03 Feb 2026 06:00:00 GMT

Added a new "Full comments page" option in Word Processing Options for imaging profiles. When enabled, a dedicated page containing the complete text of all comments is appended at the end of the imaged Word document, ensuring lengthy comments are not truncated as they can be in the side margin view. This option can be used alongside or instead of the existing side-view comments display.

Data Breach Response (Known Issue)

Tue, 03 Feb 2026 06:00:00 GMT

Data Breach Response (DBR) > Blocklisting: Blocklisting a term removes similar terms. Example: Blocklist Ava Wise ii Expected: Only annotations of ava wise ii are removed Actual: Ava Wise, Ava John Wise, Ava Smith are all also removed. Side-effect: The term counts for the other terms are never updated, so they still display that they are blocklisted and display their original term counts. Workaround: No known workarounds at the moment.

Redact (Product Release Note - Enhancement)

Mon, 02 Feb 2026 06:00:00 GMT

Convert markup now supports converting highlights or redactions for Native or Stored PDFs in addition to spreadsheets. Markup in PDFs can now be converted from highlights to redactions using the mass operation option.

Imaging (Product Release Note - Enhancement)

Fri, 30 Jan 2026 06:00:00 GMT

Automated Workflow imaging sets now automatically exclude documents with unsupported file type errors from previous imaging attempts. This prevents wasted processing on documents that will never image successfully, resulting in faster job completion and cleaner error reporting. Manual imaging sets are not affected, allowing users to intentionally retry documents when needed.

Legacy Data Breach Response (Product Release Note - Enhancement)

Thu, 29 Jan 2026 06:00:00 GMT

Save as List now allows users to create a new list directly from checked, filtered, or all items returned in the Document List using the Mass Operation toolbar.

Legacy Data Breach Response (Product Release Note - Enhancement)

Tue, 27 Jan 2026 06:00:00 GMT

Blocklisting is now available in a new tab called "Blocklisting." In addition to adding terms to the blocklist, you now have the ability to view all blocklisted terms and remove them from the blocklist.

Data Breach Response (Known Issue)

Mon, 26 Jan 2026 06:00:00 GMT

Data Breach Response (DBR) > Entity Analysis: PI type names in the Entity Report do not always match the names in the Detector settings.

RelativityOne Staging Explorer (Product Release Note - Resolved defect)

Thu, 15 Jan 2026 06:00:00 GMT

Added clearer error messages for TransferSdkException.

RelativityOne Staging Explorer (Product Release Note - Resolved defect)

Thu, 15 Jan 2026 06:00:00 GMT

Added support for handling expired refresh tokens.

Redact (Product Release Note - Enhancement)

Wed, 14 Jan 2026 06:00:00 GMT

Users can now set separate permissions for Stored and Native PDFs.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Wed, 14 Jan 2026 06:00:00 GMT

Staging Area Permissions - ability to secure the staging area on fileshare level for groups of users, available in Staging Explorer page on RelativityOne.

Redact (Product Release Note - Enhancement)

Wed, 14 Jan 2026 06:00:00 GMT

Addressed an issue with markup persisting on stored PDFs after being deleted and recreated.

Short Messages (Product Release Note - Resolved defect)

Tue, 13 Jan 2026 06:00:00 GMT

Resolved an issue with not all Processing Profile parameters being passed during a processing re-try operation.

Transcripts (Product Release Note - Enhancement)

Mon, 12 Jan 2026 06:00:00 GMT

Users are now able to generate transcript summaries directly from Case Home, in addition to the Viewer. This streamlines the access to summarization, placing it next to all of other memos available in Case Strategy.

Import/Export (Product Release Note - Enhancement)

Mon, 12 Jan 2026 06:00:00 GMT

Import/Export now sets the destination folder to the workspace root folder automatically. You can adjust this selection if needed by clicking the “Destination Folder” button and setting your desired location manually.

Review Center (Product Release Note - Enhancement)

Fri, 09 Jan 2026 06:00:00 GMT

The "Workspace - Edit Security" permission, previously required for selecting a Reviewer Group when creating or editing a queue, is no longer a required permission.

Review Center (Product Release Note - Enhancement)

Fri, 09 Jan 2026 06:00:00 GMT

Users can now automatically create a Review Center saved search queue directly from an aiR Review project, seamlessly moving documents into a human review workflow.

Review Center (Product Release Note - Enhancement)

Fri, 09 Jan 2026 06:00:00 GMT

Administrators can now choose to calculate validation results, even if documents were coded outside the queue.

Redact (Known Issue)

Fri, 09 Jan 2026 06:00:00 GMT

When using Redact for applying redactions in Relativity aiR, a newly discovered issue affects files of the type "Microsoft Excel XLS" that contain hyperlinks for email addresses and URLs within the sheet. When these files are exported and redacted as .XLS files, the email addresses and URLs remain accessible if the redacted Excel file is opened in Notepad or other text viewer, although they are not visible when viewed in Excel. The expected behavior is any redacted hyperlinks for email addresses and URLs within the "Microsoft Excel XLS" Excel file should not be visible when opened in Notepad or any other text viewer.-Criteria for Impacted Files File type: --Microsoft Excel XLS --Cells containing text with hyperlinks --Hyperlinked cells that have been redacted

Processing (Developer Release Note - Deprecation)

Tue, 06 Jan 2026 06:00:00 GMT

The ProcessingFilterManager and ProcessingDocumentManager V1 APIs are deprecated and removed in favor of V2 APIs that utilize the LogicalID field instead of the FileID field in its operations. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000krcj4KAA

Review Interface (Product Release Note - Enhancement)

Mon, 05 Jan 2026 06:00:00 GMT

Administrators can set priority view of the viewer so that reviewers are set up to conduct review on the right Viewer and prioritize all or any number of viewers based on the workflow for a specific workspace.

Preservation (Product Release Note - Resolved defect)

Mon, 05 Jan 2026 06:00:00 GMT

Resolved an issue that prevented adding new custodians on hold to an empty Preservation.

Data Breach Response (Known Issue)

Fri, 26 Dec 2025 06:00:00 GMT

When selecting a saved search for DBR Ingestion, only the first 1000 saved searches are displayed, sorted from oldest to newest by artifact ID. If filters are applied, they apply only to these 1000 visible saved searches and not to all saved searches, which means that saved searches beyond the first 1000 are never accessible.

Integration Points (Product Release Note - Resolved defect)

Wed, 24 Dec 2025 06:00:00 GMT

Resolved an issue where transferred extracted text was malformed during a datagrid text migration.

Privilege (Known Issue)

Tue, 23 Dec 2025 06:00:00 GMT

The Prepare Project pipeline step will fail if either a Known Attorney or a Known Law Firm field value contains a carriage return (`\r`) or new line characters (`\n`).

aiR Review (Known Issue)

Tue, 23 Dec 2025 06:00:00 GMT

In aiR Review, when creating a validation sample, if the saved search being used for validation includes family documents, all of the family documents will be included in the validation sample. This results in the validation sample being the initial sample size plus all family documents.

Import/Export (Product Release Note - Enhancement)

Fri, 19 Dec 2025 06:00:00 GMT

The Import/Export tool now supports creating single-choice and multiple-choice fields using the Create Field feature.

Review Center (Product Release Note - Enhancement)

Fri, 19 Dec 2025 06:00:00 GMT

When validating your prioritized review queue, you can now click into each validation metric to view details of the calculation. Note: This is only available for validations run after the release of this feature.

Processing (Known Issue)

Fri, 19 Dec 2025 06:00:00 GMT

Processing > Discover: For processing sets discovered in Relativity aiR between October 2023 and June 2024, that included MSG files attached to MSG files, there is a chance that the body of attached MSG file was not included in Extracted Text for document. This behavior is heavily limited and estimated to affect <0.7% of attached MSG files. If you believe you are impacted by this issue, please reach out to Product Support for assistance.

Client Domains (Product Release Note - Resolved defect)

Wed, 17 Dec 2025 06:00:00 GMT

On December 17, a Security team member escalated an issue regarding a vulnerability in the RelativityOne client domain feature. Relativity deployed a patch to mitigate the vulnerability on December 18. At this time, we can confirm that the vulnerability has been fully mitigated, and Relativity’s Calder7 security team has no evidence of any unusual activity or exploitation related to this vulnerability. At this time there are no actions for customers to take in response to this vulnerability.

Legal Hold (Product Release Note - Resolved defect)

Wed, 17 Dec 2025 06:00:00 GMT

Resolved an issue where assigning custodians to a project using “Paste Email Address” or “Employee Number” failed when the input contained whitespace.

Preservation (Product Release Note - Resolved defect)

Wed, 17 Dec 2025 06:00:00 GMT

Resolved an issue in the Preservation in Place application that caused Purview cases to remain in a “Closing” status after closing a Legal Hold project in Relativity.

Legacy Data Breach Response (Product Release Note - Enhancement)

Mon, 15 Dec 2025 06:00:00 GMT

You can now export the Project Dashboard and tables on the Entity Analysis page as CSVs, in addition to Excel files.

aiR Review (Product Release Note - Enhancement)

Thu, 11 Dec 2025 06:00:00 GMT

An enhancement to the existing aiR Review results export capability to export up to 3 different results versions into a single Excel file. This allows you to compare how aiR Review results changes over different prompt versions and track the efficiency of prompt criteria changes.

Case Strategy (Product Release Note - Enhancement)

Tue, 09 Dec 2025 06:00:00 GMT

Fact Navigator now offers an enhanced fact browsing experience. You can quickly review primary facts in a streamlined list, apply advanced filters to focus on the most relevant details, and visualize sequences with the new timeline view. Faster load times and intuitive navigation help you analyze case facts efficiently, identify gaps, and build stronger strategies.

Processing (Known Issue)

Mon, 08 Dec 2025 06:00:00 GMT

Processing > Discovery > Text Extraction > Office Files: When using the Relativity text extraction method, Microsoft PowerPoint speaker notes (slide notes) are not identified and flagged in the mappable Speaker Notes and Has Hidden Data fields. Workaround: consider using the Native text extraction method, configurable in the processing profile. Also note, this does not impact the Native Viewer's Document Intelligence feature; PowerPoint speaker notes are still identified here to support your review process.

aiR Review (Product Release Note - Enhancement)

Fri, 05 Dec 2025 06:00:00 GMT

When validating your aiR Review prompt criteria, you can now choose your borderline cutoff after receiving your metrics, allowing you to see metrics at different cutoff scores.

Legal Hold (Product Release Note - Resolved defect)

Fri, 05 Dec 2025 06:00:00 GMT

Resolved an issue in the Legacy Preservation in Place implementation that caused Purview cases to remain in a “Closing” status after closing a Legal Hold project in Relativity.

Legal Hold (Known Issue)

Wed, 03 Dec 2025 06:00:00 GMT

When closing a Preservation created in Relativity Legal Hold (either Legacy or the Preservation app), the case may remain in a "Closing" state in Purview. This occurs due to a limitation in Microsoft's PowerShell modules, which do not correctly process cases that have active hold policies during closure.

Data Transfer (Known Issue)

Wed, 26 Nov 2025 06:00:00 GMT

Between November 2022 and January 14, 2025, a defect in the Import Service logic caused files ingested through structured data imports, whether via the Import/Export application or any external tool utilizing the Import API, to be incorrectly flagged as external/linked (InRepository = 0). This classification indicated that files were stored outside the workspace, despite being physically present within it. When ARM archive jobs were executed with the "Include Linked Files" option unchecked, these misclassified files were excluded from the archive. Because the system did not provide visibility into the exclusion, the data loss went undetected until the affected workspaces were restored. If a workspace had been deleted following archival, the excluded files were unrecoverable.

Redact (Product Release Note - Enhancement)

Tue, 25 Nov 2025 06:00:00 GMT

For redaction text in stored and Native PDFs, you can add different text options to the markup set as separate lines to allow users in the Viewer to right click and see those text options when applying text redactions. This will save time and reduce errors.

Purview Sync (Product Release Note - Enhancement)

Thu, 20 Nov 2025 06:00:00 GMT

You can now obtain data exports for E5 eDiscovery Premium by integrating RelativityOne and Microsoft Purview eDiscovery Premium. During the data import process, RelativityOne will automatically transfer data to the processing source location, kick off processing into a workspace, identify and create custodians, convert Teams data into RSMF, and overlay appropriate metadata into workspaces.

aiR Review (Product Release Note - Enhancement)

Wed, 19 Nov 2025 06:00:00 GMT

Provide a way to easily export analysis results from the aiR Review project page to an external Excel file.

Imaging (Product Release Note - Enhancement)

Wed, 12 Nov 2025 06:00:00 GMT

Added an option to include PowerPoint comments during native imaging. When enabled in the imaging profile, comments are rendered on separate pages following each slide.

Processing (Product Release Note - Enhancement)

Mon, 10 Nov 2025 06:00:00 GMT

The Files tab will now retrieve a sample set of records returned from a given filter. This is to ensure fast page performance while providing data to QC filter results. Widgets and Mass Actions will still display and perform on the full filtered result.

Favorites (Product Release Note - Enhancement)

Tue, 04 Nov 2025 06:00:00 GMT

To enhance accessibility and meet WCAG contrast requirements, we have updated the color of the favorites star icon. This change ensures better visibility and usability for all users, including those with visual impairments. No functionality has changed and your favorites will continue to work as before.

aiR Review (Product Release Note - Enhancement)

Mon, 03 Nov 2025 06:00:00 GMT

Streamline your workflow with guided Prompt Criteria validation, which highlights missing required fields before running an analysis and provides actionable messages for incomplete criteria.

aiR Review (Product Release Note - Deprecation)

Wed, 29 Oct 2025 05:00:00 GMT

The aiR Review mass operation has been deprecated. Jobs should now be run from the aiR Review project page.

Management Console (Product Release Note - Enhancement)

Thu, 16 Oct 2025 05:00:00 GMT

A new tab in Cost Explorer makes it easy to track Extend Product usage and see how it affects your monthly costs.

aiR Review (Product Release Note - Enhancement)

Thu, 16 Oct 2025 05:00:00 GMT

You can now use the built-in AI assistant to help draft Issue Descriptions. This makes it easier to create an initial prompt criteria for your aiR Review projects.

Helper APIs (Developer Release Note - Enhancement)

Thu, 16 Oct 2025 05:00:00 GMT

The new Relativity.API.Extensions library provides additional helper functions that will be useful when interacting with RelativityOne environments in the cloud-based infrastructure. See Relativity.API.Extensions for more information: https://platform.relativity.com/RelativityOne/Content/Relativity_API_Helpers/Relativity_API_Extensions.htm

Management Console (Product Release Note - Change)

Wed, 15 Oct 2025 05:00:00 GMT

Cost information in Cost Explorer and the Billing API are hidden for distributor partners reselling RelativityOne instances by default, ensuring that only usage data is visible to customers while cost details are managed and communicated by the distributor.

Redact (Known Issue)

Mon, 13 Oct 2025 05:00:00 GMT

Documents whose locations are recorded in the blackout.ExternalMarkup database table are not recognized by any existing ARM migrator. Those files are therefore not retained during workspace Archive nor available on Restore.

aiR Review (Product Release Note - Enhancement)

Wed, 08 Oct 2025 05:00:00 GMT

aiR Review is now enabled for customers in Brazil, UAE and South Africa, completing the product's global availability.

Processing (Product Release Note - Enhancement)

Wed, 08 Oct 2025 05:00:00 GMT

MBOX extraction has been enhanced to compensate for "From " strings within message bodies that are not properly escaped and cause incorrect parsing. Processing now looks for both the "From " string and a preceding new line character to identify the boundary of a new message within MBOX email stores.

Staging Reports (Developer Release Note - Enhancement)

Thu, 02 Oct 2025 05:00:00 GMT

There is a new version of the Staging Reports API (V4). Version 4 will be required moving forward, but version 3 will remain available for the next 90 days, approximately. See https://platform.relativity.com/RelativityOne/Content/BD_Staging/Staging_Insights_REST_API_Reference_V4.htm

Data Grid (Product Release Note - Enhancement)

Wed, 01 Oct 2025 05:00:00 GMT

Relativity.DataGrid has been updated with latest Relativity.Storage, version 2.7.3. Published as version Data Grid version 19.5.25.1.

Management Console (Product Release Note - Enhancement)

Fri, 26 Sep 2025 05:00:00 GMT

Management Console Usage Reports and Staging Reports now have an advanced permission model that allows System Administrators, Client Domain Administrators, API accounts or Finance Users to access the features with the right level of detail required for their role

Imaging (Known Issue)

Fri, 26 Sep 2025 05:00:00 GMT

Emails with Warning boxes like 'You don't often get email from..." get pushed to the side and enlarged when imaging using Native profiles. Workaround: use Basic Imaging profile or create stored PDF and image from it.

Collect (Product Release Note - Enhancement)

Fri, 26 Sep 2025 05:00:00 GMT

New filter criteria options allow you to include or exclude channels from a Slack collection. You can limit Slack collections to a specific list of channels using either channel names or channel IDs. You can also now exclude a list of channels from a collection using channel names or channel IDs.

Authentication (Product Release Note - Enhancement)

Thu, 25 Sep 2025 05:00:00 GMT

OAuth2 clients will only display the client secret once-immediately after creation. The secret will be hidden from all users after the initial page view.

Authentication (Developer Release Note - Change)

Thu, 25 Sep 2025 05:00:00 GMT

OAuth2 clients will only display the client secret once: immediately after creation. You must copy and securely store it immediately to use in your application's code. The secret will be hidden from all users after the initial page view. If you need to retrieve a client secret after it has been hidden, you will need to reset (generate a new) OAuth2 client secret. Note: This change will not invalidate existing OAuth2 client secrets and they will continue to work as before. Existing OAuth2 client secrets will be hidden from view after their first display.

Legal Hold (Product Release Note - Enhancement)

Wed, 24 Sep 2025 05:00:00 GMT

The Project, Communication, and Mailbox pages have been migrated to the new Relativity Lists pages.

ARM (Known Issue)

Wed, 24 Sep 2025 05:00:00 GMT

An issue affecting ARM Restores in Relativity Server and Relativity aiR has recently been identified in which the restored ARM archive will complete successfully, but Data Grid Audits will not be restored. When accessing the Audit tab within the workspace, historical Audits from the source instance before the workspace was archived will not be visible. The issue originates with a conflict in the execution of the Data Grid Audit migrator during the Archive job in Relativity Server; Two audit folders may have been created within the ARM archive (\Audit and \DataGrid\audit). One folder would contain the workspace's historical Audit data (\DataGrid\audit), while the other folder would be empty (\Audit). Upon restore of affected workspaces, the empty folder (\Audit) may have been the Audit source selected for restore. This conflict was the result of the state of the NewDataGridMigratorToggleOverwrite Instance Setting having been set to 'False' in the Relativity Server environment in which the workspace was archived. Workspaces archived within Relativity aiR will not be impacted. Workspaces restored to Relativity aiR after the fix has been applied (ETA: October 2025) will not be impacted. The missing\unrestored Audits will still be available in the affected ARM archives.

Integration Points (Product Release Note - Resolved defect)

Wed, 24 Sep 2025 05:00:00 GMT

Resolved a defect related to incorrect counts showing for Items Transferred and Items with Errors fields after a workspace transfer job is run.

Import/Export (Product Release Note - Enhancement)

Wed, 24 Sep 2025 05:00:00 GMT

Import/Export jobs can now be scheduled via Automated Workflows.

Legal Hold (Product Release Note - Resolved defect)

Wed, 24 Sep 2025 05:00:00 GMT

Resolved a defect that prevented the optional Auto Refresh feature for Graph API email tokens from functioning correctly.

aiR Review (Known Issue)

Thu, 18 Sep 2025 05:00:00 GMT

In aiR Review, the 'Clear selection' option is missing from the 'Run' button when documents are manually selected from the Analysis Results section.

aiR Review (Product Release Note - Enhancement)

Wed, 17 Sep 2025 05:00:00 GMT

aiR Review’s built-in validation, embedded seamlessly into Review Center, makes it easy to statistically validate prompt criteria and performance upfront, empowering you to deliver defensible generative-AI powered results, at scale.

aiR Review (Product Release Note - Enhancement)

Wed, 17 Sep 2025 05:00:00 GMT

aiR Review now features project sets. There are 3 set types available - develop, validate, apply - plus the ability to change the saved search being used for the project.

Workspace Creation (Product Release Note - Change)

Mon, 08 Sep 2025 05:00:00 GMT

To enhance reporting accuracy and workspace insights, the Project Type field is now required during workspace creation via the user interface and available on the Workspace Homepage for smarter filtering. This change improves visibility into project types and supports better data in tools like Cost Explorer and Usage Reports. The API behavior remains unchanged.

Workspace Creation (Product Release Note - Change)

Mon, 08 Sep 2025 05:00:00 GMT

The AllWorkspaceCreateInfrastructureChoicesVisible Instance Setting will be set to off by default in all environments. Infrastructure choices are automatically allocated so they will default to hidden from the user interface.

Legacy Data Breach Response (Product Release Note - Enhancement)

Tue, 02 Sep 2025 05:00:00 GMT

Spreadsheet QC is now available outside of the Privacy Workflow tab.

Management Console (Product Release Note - Change)

Mon, 01 Sep 2025 05:00:00 GMT

The Usage Report field titled 'Container Size' was renamed to 'Container Size [GB]' for consistency with other field naming.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Mon, 01 Sep 2025 05:00:00 GMT

"Message of the Day" ensures that users are notified one month before the release of a critical version of ROSE. This advance notification aims to provide users with adequate time to prepare for the upcoming updates and changes.

Salesforce Usage Report (Product Release Note - Change)

Mon, 01 Sep 2025 05:00:00 GMT

Integration Points (Developer Release Note - Deprecation)

Fri, 29 Aug 2025 05:00:00 GMT

As of August 29, 2025 the legacy load file workflows, both import and export, are no longer supported in Integration Points. If you use legacy load file workflows, you will need to use alternate APIs. Import/Export offers similar functionality with additional features such as enhanced field mapping and advanced job status tracking, improved reliability, and a more seamless user experience. As a replacement to Integration Points API, the Transfer API can be used to move data into and from RelativityOne. In addition, Import Service / Export Service APIs can be used for importing or exporting data into and from workspaces: Relativity Transfer SDK (https://platform.relativity.com/RelativityOne/Content/Transfer_API/Relativity_Transfer_SDK.htm), Relativity Import Service (https://platform.relativity.com/RelativityOne/Content/Import_API/Relativity_Import_Service_API/Overview/Relativity_Import_Service_API.htm), Relativity Export Service (https://platform.relativity.com/RelativityOne/Content/Relativity_Platform/Relativity_Export_SDK/Overview/Relativity_Export_Service_API.htm). See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000dceRcKAI

PDF (Product Release Note - Enhancement)

Tue, 26 Aug 2025 05:00:00 GMT

PDF Sets allow you to create and run a stored PDF operation for native and imaged documents. This feature provides clearer visibility of job completion, success status, error handling, and retry options.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Tue, 26 Aug 2025 05:00:00 GMT

Improvements to the RelativityOne Staging Explorer log in process.

PDF (Product Release Note - Enhancement)

Tue, 26 Aug 2025 05:00:00 GMT

You can now download stored PDFs with transparent redactions and highlights, unblocking QC workflows to confirm and approve markups on printed documents.

Classic List Page (Developer Release Note - Breaking Change)

Fri, 22 Aug 2025 05:00:00 GMT

As previously communicated, Relativity.ListPage has been replaced by Relativity.Lists. Any third-party applications with List Page Interaction Event Handlers for Relativity.ListPage must be updated to provide equivalent event handlers for Relativity.Lists by July 31, 2025. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000cVNsKKAW. The Classic List Page API deprecation reference page also provides more details: https://platform.relativity.com/RelativityOne/Content/What_s_new/Classic_List_Page_API_deprecation.htm

Processing (Product Release Note - Deprecation)

Thu, 21 Aug 2025 05:00:00 GMT

The legacy Processing Set layout has been removed. You can now only use the new Processing Set layout to view Processing jobs details.

Relativity Web Components (Known Issue)

Wed, 20 Aug 2025 05:00:00 GMT

This issue occurs when a filterable column is sufficiently narrow. The filter box becomes too narrow to see what you are typing and does not take up the available space. Workaround: Resize the affected column, which will enable users to fill out the filter as desired.

Imaging (Product Release Note - Enhancement)

Thu, 14 Aug 2025 05:00:00 GMT

We’ve added support for imaging HEIC (High Efficiency Image Coding) files in Relativity’s Basic Imaging engine

Processing (Developer Release Note - Enhancement)

Wed, 13 Aug 2025 05:00:00 GMT

In version 2 of the Processing API, the ProcessingDocumentManager and ProcessingFilterManager replace the long-type FileID identifier with a string-type (alphanumeric, 64-length) LogicalID across their endpoints. This affects both request and response payloads, and is necessary for compatibility with new backend storage and processing systems. If you are consuming these APIs, you should update your code to reference the new versions of the Processing API, and you may need to update your code to replace usages of FileID in your API requests and responses with LogicalID. Note that Version 1 of the Processing API will be deprecated in future.

Processing (Developer Release Note - Enhancement)

Tue, 12 Aug 2025 05:00:00 GMT

You can now optionally include the calculated processing duplicate hash (PDH) value when retrieving discovered documents with the GetDiscoveredDocuments endpoint in the Processing Filter Manager API. This addition is primarily to support advanced deduplication workflows, such as building custom deduplication tools. See GetDiscoveredDocuments: https://platform.relativity.com/RelativityOne/Content/BD_Processing/Processing_Filter_Manager_service_in_REST.htm#Retrieve4

Processing (Product Release Note - Enhancement)

Tue, 12 Aug 2025 05:00:00 GMT

You can now optionally include the calculated processing duplicate hash (PDH) value when retrieving discovered documents with the GetDiscoveredDocuments endpoint in the Processing Filter Manager API. This addition is primarily to support advanced deduplication workflows, such as building custom deduplication tools. See https://platform.relativity.com/RelativityOne/Content/BD_Processing/Processing_Filter_Manager_service_in_REST.htm#Retrieve4

Analytics (Known Issue)

Mon, 11 Aug 2025 05:00:00 GMT

Conceptual indexes may be become deactivated despite recent usage. If this happens, you can manually reactivate the index.

Conditional Coding Rules (Known Issue)

Tue, 05 Aug 2025 05:00:00 GMT

Conditional Coding Rules do not execute when one or more fields referenced in the rule is read-only on the layout.

Conditional Coding Rules (Known Issue)

Tue, 05 Aug 2025 05:00:00 GMT

Conditional Coding Rules with a Validation Type of only User cannot be edited or viewed after creation.

Conditional Coding Rules (Known Issue)

Tue, 05 Aug 2025 05:00:00 GMT

Conditional Coding Rules referencing a field name with an apostrophe fail to load in view or edit mode after creation.

aiR Review (Product Release Note - Enhancement)

Wed, 23 Jul 2025 05:00:00 GMT

In aiR Review we’ve added a new All Issues tab to the Issues jobs section, giving you a consolidated view of all issue results in one place.

Legal Hold (Product Release Note - Enhancement)

Wed, 23 Jul 2025 05:00:00 GMT

Legal Hold will now lock down Projects/Communications that have duplicate Custodian Role objects for a single custodian. This can happen on data import and lead to downstream issues with Legal Hold functionality. Our Clean Up Duplicate Custodian Role mass action on the Custodian Projects page can be used to merge these duplicates.

Errors tab (Developer Release Note - Deprecation)

Fri, 18 Jul 2025 05:00:00 GMT

The Errors tab is deprecated and was removed from RelativityOne instances in July 2025. As of January 2026, the Errors API stopped processing requests (the API is still available as a 'stub' to avoid breaking code, but no error data will be written to SQL). If you are writing errors to the Errors tab with scripts or custom code for example, you may need to adjust your script or code to use an alternate error surfacing approach. See this Knowledge Base article (https://community.relativity.com/s/article/Errors-Tab-API-DB-Structure-Deprecation-FAQ) and this announcement in the Developer community site (https://community.relativity.com/s/feed/0D5Qi00000aNlhbKAC) for more information:

Object Types (Product Release Note - Change)

Thu, 17 Jul 2025 05:00:00 GMT

Object types will be created with "Use Relativity Forms" set to "Yes". This cannot be overridden.

Legacy Data Breach Response (Product Release Note - Enhancement)

Thu, 17 Jul 2025 05:00:00 GMT

Record Service was deployed to Data Breach Response - giving users access to their pre-normalized list of entities (known as records) alongside the normalized entity list. This increased transparency and QC accuracy of DBR Entities.

aiR Review (Product Release Note - Enhancement)

Thu, 17 Jul 2025 05:00:00 GMT

In aiR Review the maximum job size has been increased to 250k documents. Additionally, the maximum number of concurrent large jobs has been increased to 10.

Collect (Product Release Note - Enhancement)

Thu, 17 Jul 2025 05:00:00 GMT

Relativity Collect now supports Google Gemini as a data source, enabling collection of Gemini chat conversations and metadata via Google Vault with automatic conversion to Relativity Short Message Format (RSMF) for review.

aiR Review (Product Release Note - Enhancement)

Wed, 16 Jul 2025 05:00:00 GMT

Empower aiR Review users to leverage background case documents (requests for production, review protocols, key docs, etc.) to build their first version of an aiR Review project’s prompt criteria.

Redact (Product Release Note - Enhancement)

Wed, 16 Jul 2025 05:00:00 GMT

The validation workflow will run nightly and apply "Cannot be redacted in native viewer" to documents that have issues and should go through the external workflow.

Search & Review (Product Release Note - Enhancement)

Tue, 15 Jul 2025 05:00:00 GMT

Short Message Search and Message-level Coding released as part of the Short Message Investigative workflow.

Integration Points (Product Release Note - Enhancement)

Tue, 15 Jul 2025 05:00:00 GMT

Added a new Job History Error for when the Sync flow completes successfully but the data transfer for Short Message Search and Message-Level Coding has failed. In these situations, retrying with an append/overlay job will fix the error.

Management Console (Product Release Note - Enhancement)

Fri, 11 Jul 2025 05:00:00 GMT

Relativity aiR Government customers can now use Staging Reports Billable Summary Reports to quickly understand folder sizes and access information across their Staging Area.

aiR Review (Product Release Note - Enhancement)

Tue, 08 Jul 2025 05:00:00 GMT

aiR Review is now available in Hong Kong, India, Japan, Singapore, and South Korea.

Management Console (Product Release Note - Enhancement)

Fri, 04 Jul 2025 05:00:00 GMT

We've added many new fields to Usage Reports across categories of Analytics Statistics, Infrastructure Statistics and Workspace Utilization metrics. Fields like Keywords, Notes, Workspace Status and Project type help reduce the amount of merging of data needed outside of the system, while infrastructure and analytics metrics help continue your billing models from Relativity Server in RelativityOne.

Processing (Known Issue)

Fri, 04 Jul 2025 05:00:00 GMT

While most time zones differ from Coordinated Universal Time (UTC) by a number of full hours, there are also a few time zones with 30-minute or 45-minute offsets, for example India Standard Time (UTC +5:30). Documents processed using a Profile configured with such a time zone will reflect the correct date/time values within metadata fields and extracted text. However, the Relativity Native Time Zone Offset field is not set correctly, further causing inaccurate date/time rendering in the Native Viewer and Basic Imaging which both make use of this field.

Core (Known Issue)

Wed, 02 Jul 2025 05:00:00 GMT

Core > Relativity Forms: We have identified an issue where the pager component does not consistently appear on certain pages. This behavior is linked to a navigation-related defect: depending on how a user arrives at the page.

Cold Storage (Developer Release Note - Breaking Change)

Tue, 01 Jul 2025 05:00:00 GMT

The billing logic and the functionality of moving a workspace to Cold Storage will rely exclusively on the system-defined "Workspace State" field. The customer-defined "Status" field will no longer influence workspace behavior or billing. Automations that depend on the "Status" field for the purpose of Cold Storage management may cease to work as a result of this change. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000hJtTQKA0

Collect (Product Release Note - Deprecation)

Wed, 25 Jun 2025 05:00:00 GMT

Collect Folder Path has been deprecated in RelativityOne.

Processing (Known Issue)

Wed, 25 Jun 2025 05:00:00 GMT

For certain rare Encase L01 files, an unexpected number of categories represented within the Ltree section results in an exception during processing. The Ltree section stores information about the hierarchical structure of files and folders within the captured data. Workaround: Convert the evidence file to AD1 format and submit as a new processing set.

RelativityOne Staging Explorer (Known Issue)

Tue, 24 Jun 2025 05:00:00 GMT

ROSE: On resource-limited machines, RelativityOne Staging Explorer exhibits significantly high CPU usage during the login process.

RelativityOne Staging Explorer (Product Release Note - Resolved defect)

Tue, 24 Jun 2025 05:00:00 GMT

Resolved an issue causing elevated CPU usage during the login process.

Imaging (Known Issue)

Mon, 23 Jun 2025 05:00:00 GMT

During Native Imaging of Google Docs, comments in the Google Docs overlap and do not appear aligned. This issue is also observed in Relativity One.

PDF (Product Release Note - Enhancement)

Mon, 23 Jun 2025 05:00:00 GMT

Allows users to create a single PDF for multiple documents based on family group.

aiR Review (Product Release Note - Enhancement)

Mon, 16 Jun 2025 05:00:00 GMT

We upgraded the foundational LLM used alongside our generative AI solutions - including the aiR suite. Due to this change, customers should be aware that results on jobs leveraging the new model may differ than those prior to June 15th. Customers should plan their work accordingly to minimize any workflow disruptions.

Message of the Day (Product Release Note - Enhancement)

Mon, 16 Jun 2025 05:00:00 GMT

When the Message of the Day is set to 'Allow Users to Dismiss' = False, users will see the message every time they access Relativity. Before this change, they would only see the message once every 8 hours.

Collect (Developer Release Note - Deprecation)

Thu, 05 Jun 2025 05:00:00 GMT

The Collect Folder Path Data solution (which reports the total number and size of document files in each workspace and folder in a Relativity instance) is deprecated and removed starting June 5, 2025. The deprecation includes the application, agents, event handlers, and the script for this solution. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000YZrsKKAT

Processing (Known Issue)

Tue, 03 Jun 2025 05:00:00 GMT

In certain rare cases where multiple processing workers attempt to log errors for the same file due to race conditions, the file-level exception message may be duplicated in the exception history for the file.

Collect (Known Issue)

Mon, 02 Jun 2025 05:00:00 GMT

1. Evicted exchange archive Collect jobs are not exiting with the correct exit code. 2. Sometimes the evicted job is restarted, sometimes it is not. This is potentially a race condition where C4 is ending the process before the Collect job exits on its own. 3. Sometimes the evicted job exits before our job state finishes writing out to ADLS. This causes the Collect job to start over from the beginning on future evictions. 4. Evicted jobs that exit with exit code 0 are being marked as completed when they are not completed. Change was reverted to resolve the issue.

Lucene Search (Developer Release Note - Deprecation)

Mon, 02 Jun 2025 05:00:00 GMT

Lucene Search is deprecated in both the Audit UI and API and removed starting June 2, 2025. In its place, we are introducing basic keyword filtering capabilities using the "is like" and "is not like" operators on the Details field. This change affects how users filter audit records and may require adjustments to existing workflows. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000bAvoDKAS

Imaging (Product Release Note - Enhancement)

Sun, 01 Jun 2025 05:00:00 GMT

Allow image comments from PDF files in Basic Imaging Profiles. With this update, you can now capture comments during PDF imaging process, streamlining workflows and reducing manual effort.

Review Center (Product Release Note - Enhancement)

Tue, 27 May 2025 05:00:00 GMT

We made the validation sample size calculations for prioritized review queues more intuitive, while also adding in an estimated richness field. If you know your richness, enter it here to help calculate your sample size. If not, leave it at the default for a conservative estimate.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Tue, 27 May 2025 05:00:00 GMT

The legacy Internet Explorer based login window embedded in ROSE has been disabled. ROSE users will now use the new browser-based login instead.

RelativityOne Staging Explorer (Product Release Note - Resolved defect)

Thu, 22 May 2025 05:00:00 GMT

Fixed an issue that caused "Failed to get operation status." error during zip/compress operations.

RelativityOne Staging Explorer (Product Release Note - Resolved defect)

Thu, 22 May 2025 05:00:00 GMT

Updated RelativityOne Staging Explorer to the latest library version, improving stability and enhancing error categorization.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Thu, 22 May 2025 05:00:00 GMT

Added a link to the Release Notes page in the menu for quick access to new improvements and fixes.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Thu, 22 May 2025 05:00:00 GMT

Added information to the user interface about limitations and recommendations for zip/compress operations.

Management Console (Product Release Note - Enhancement)

Wed, 21 May 2025 05:00:00 GMT

You can now use any existing Usage Report as a template for creating a new Usage Report, saving you time and clicks when regularly accessing data

Review Center (Product Release Note - Enhancement)

Tue, 20 May 2025 05:00:00 GMT

You will now see more detailed status updates when starting and refreshing a queue.

RDO (Known Issue)

Mon, 19 May 2025 05:00:00 GMT

When saving a new instance of a child custom object and Use Relativity Forms is set to No the parent value is set incorrectly to the workspace object. Set Use Relativity Forms to Yes resolve this issue.

Integration Points (Product Release Note - Resolved defect)

Thu, 08 May 2025 05:00:00 GMT

Fixed an issue that caused the Integration Points Job Wizard to get stuck/load indefinitely for certain users.

Import/Export (Product Release Note - Enhancement)

Thu, 08 May 2025 05:00:00 GMT

The Choose From Staging option now allows direct import of load file data from the StructuredData folder within the Structured Import data flow.

aiR Review (Product Release Note - Enhancement)

Wed, 07 May 2025 05:00:00 GMT

aiR Review Prompt Criteria (review instruction for LLM) can now be exported, enabling easier collaboration during prompt drafting and iteration.

Security Center (Product Release Note - Enhancement)

Tue, 06 May 2025 05:00:00 GMT

System Administrators will be able to grant permissions/access to Security Center for their Client Domain Administrators to see this new feature set.

Management Console (Product Release Note - Enhancement)

Mon, 05 May 2025 05:00:00 GMT

You can now delete Usage Reports from the Report list or via API call, allowing you to only keep the reports you need.

Processing (Known Issue)

Fri, 02 May 2025 05:00:00 GMT

A defect prevented proper metadata updates when restoring a workspace with Processing from a different Relativity aiR instance, leading to incomplete metadata for files. This has no effect on the Published Document's Metadata *unless* the document is republished. This has now been fixed, ensuring restores correctly write metadata for all files in a workspace that includes Processing.

PDF (Product Release Note - Enhancement)

Wed, 30 Apr 2025 05:00:00 GMT

Password bank is now integrated for PDF documents. This enhancement allows you to perform single or mass PDF download or store operations on native password-protected documents.

Legal Hold (Product Release Note - Enhancement)

Tue, 29 Apr 2025 05:00:00 GMT

A new mass action is available on the Custodian Projects page which automates the process of cleaning up duplicate Custodian Role objects. Duplicate Custodian Role objects can cause issues in functionality including assigning custodians, releasing custodians, sending emails, and closing the project.

ARM (Product Release Note - Enhancement)

Fri, 25 Apr 2025 05:00:00 GMT

The restore setting has a new option to support ‘Files first/separately’ workflow. A file repository folder for archive without files can be put under ARM folder, and an archive with files will be combined during restore.

Pagebase (Product Release Note - Enhancement)

Thu, 24 Apr 2025 05:00:00 GMT

This feature adds a descriptive title to the page. The title will be displayed in the tab of the browser and read out by a screen reader.

User (Product Release Note - Enhancement)

Wed, 23 Apr 2025 05:00:00 GMT

System Administrators can now check and remove a user from Send Grid's bounce list from the User page in Relativity.

Preservation (Product Release Note - Enhancement)

Tue, 22 Apr 2025 05:00:00 GMT

The Preservation application now supports Slack as a data source. This data source connects to Slack Legal Hold to place custodial holds on all direct messages and channels specified custodians are a part of.

Review Center (Product Release Note - Enhancement)

Tue, 22 Apr 2025 05:00:00 GMT

You can now anonymize reviewer names on the Review Center dashboard with a new queue setting.

aiR Review (Product Release Note - Enhancement)

Fri, 18 Apr 2025 05:00:00 GMT

aiR Review's maximum job size has been increased from 100,000 to 150,000 documents. The maximum number of concurrent documents per instance has also been increased from 150,000 to 600,000.

Management Console (Product Release Note - Enhancement)

Tue, 15 Apr 2025 05:00:00 GMT

Management Console usage reports now contains the field 'aiR for Case Strategy Documents', allowing System and Client Domain Administrators to quickly understand the volume of documents within Case Strategy projects across their workspaces

Review Center (Known Issue)

Wed, 09 Apr 2025 05:00:00 GMT

The Reviewed Documents table on the Review Center dashboard will max out at 1,000 documents, unable to move past 1,000 documents using paging. Workaround: use the Review Center Coding fields on a document list or saved search to view reviewed documents in a particular queue.

Privilege (Product Release Note - Enhancement)

Wed, 09 Apr 2025 05:00:00 GMT

This feature incorporates the LLM analysis into the Populate Privilege Results pipeline step, giving visibility to when results are generating and when they are complete.

aiR Review (Known Issue)

Tue, 08 Apr 2025 05:00:00 GMT

In aiR Review, the Error Details column is sometimes empty for documents that encountered errors during analysis. This issue is sporadic and does not affect all errored documents.

Relativity Web Components (Known Issue)

Fri, 04 Apr 2025 05:00:00 GMT

When using the Relativity Lists Interaction APIs to inject a widget that loads an iFrame with a custom page, the application performs well with document lists containing 10, 15, 25, 50, and 100 items per page. However, significant performance degradation is observed when the document list contains 200, 500, or 1000 items per page. *Cause:* The performance issues are identified to be related to the Relativity Documents list events, which become increasingly resource-intensive as the number of items per page increases. *Impact:* Users experience slow response times and potential timeouts when interacting with large document lists, affecting the overall usability and efficiency of the application. Workaround: Currently, there is no workaround available. Users are advised to limit the number of items per page to 100 or fewer to maintain optimal performance.

Redact (Product Release Note - Enhancement)

Thu, 03 Apr 2025 05:00:00 GMT

Provides the ability to download the prepared native, uploaded externally redacted file, original native, and branded versions of the document from the Redact External Markup tab.

Redact (Product Release Note - Enhancement)

Thu, 03 Apr 2025 05:00:00 GMT

This feature provides the option to clear all markups for the destination markup set prior to propagation.

Legacy Data Breach Response (Product Release Note - Deprecation)

Thu, 03 Apr 2025 05:00:00 GMT

The legacy Incorporate Feedback page has been deprecated in Legacy Data Breach Response. This functionality is now available in the Data Analysis tab in RelativityOne.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Wed, 26 Mar 2025 05:00:00 GMT

ROSE users can log in either through their browser or via standard login, with the requirement of providing the instance URL.

Authentication (Product Release Note - Enhancement)

Wed, 26 Mar 2025 05:00:00 GMT

OAuth2 clients support Trusted IPs when issuing access tokens.

Review Center (Product Release Note - Enhancement)

Wed, 26 Mar 2025 05:00:00 GMT

Saved models in Review Center provide the ability to take the knowledge, or the training, from one prioritized review queue and re-use it in another queue.

Management Console (Product Release Note - Enhancement)

Mon, 24 Mar 2025 05:00:00 GMT

The RelativityOne Management Console usage reports now contain the 'User' report type. This data allows you to generate reports detailing which users had access to which workspaces in a given month.

Collect (Known Issue)

Fri, 21 Mar 2025 05:00:00 GMT

Deleted Slack messages are not collected if their original post date falls outside the collection time frame, even if the deletion occurs within it. This can result in potential data loss and impacts the completeness of message history. The issue was introduced on 01/20/2024, and a code fix was deploy 3/21/2025 to ensure deleted messages are properly captured in this edge case. This defect affects accuracy in completed collections and requires further analysis for remediation.

Processing (Known Issue)

Wed, 19 Mar 2025 05:00:00 GMT

Processing > Discovery: Depending on the manner in which a PDF file is created and embedded within an MS Word file, the PDF may not be recognized during Processing as a supported file type for embedded object extraction. We have identified a defect whereby these unknown objects are not logged as exceptions on the parent document, resulting in an inability to detect and resolve such extraction issues.

RDO (Known Issue)

Thu, 13 Mar 2025 05:00:00 GMT

When using Mass Operations from the UI, with the addition of an ad-hoc filter condition against a saved search that includes related items, the mass operation count may not include all the additional items expected from the relational field. This results in the mass operation confirmation number being smaller than the number of results on the list page itself. This only applies to conditions added using the filter pane; list conditions do not cause this behavior.

Core (Known Issue)

Thu, 13 Mar 2025 05:00:00 GMT

Core > PageBase: Due to a recent update in Chromium based browsers, users of Edge and Chrome will not see the Relativity pop-up notifying them that they will be signed out in 90 seconds if the Relativity tab is not active, or the browser window is not in focus. Instead they will be signed out after 58.5 minutes of inactivity without a warning message.

RDO (Known Issue)

Wed, 12 Mar 2025 05:00:00 GMT

Queries referencing a saved search containing a relational field with an ad hoc search provider input applied will incorrectly apply the relational expansion both before and after the search provider filtering. This returns more results than intended.

Review Center (Known Issue)

Fri, 07 Mar 2025 06:00:00 GMT

Documents that are ranked exactly at the specified cutoff are being treated as negative (instead of positive) when calculating the Predicted Positive and Predicted Negative leaderboard stats on a prioritized review queue.

Audit (Product Release Note - Enhancement)

Fri, 07 Mar 2025 06:00:00 GMT

Audit records for document edits now record the name of the selected choice by default. This increases performance for Audit queries and improves the in-app Audit search user experience.

Redact (Product Release Note - Enhancement)

Thu, 06 Mar 2025 06:00:00 GMT

This feature enables inversion in the Review Interface for redact workflows to replace the previous Reverting feature. Inversion type markups are identical in functionality to Reversion markups with the added benefit of being QC-able.

Cost Explorer (Product Release Note - Enhancement)

Mon, 03 Mar 2025 06:00:00 GMT

Added insights into the data usage and associated costs for Case Strategy analysis in Cost Explorer.

User Management (Product Release Note - Deprecation)

Sat, 01 Mar 2025 06:00:00 GMT

The RelativityOne Preview instance has been deprecated.

Audit (Developer Release Note - Breaking Change)

Fri, 28 Feb 2025 06:00:00 GMT

Lucene Search Engine support in the Audit User Interface and Audit API is removed from production RelativityOne instances. After the deprecation, you will no longer be able to use the keyword LuceneSearch in the request.condition or request.rowCondition in the Audit API. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000DzZHaKAN

Import/Export (Product Release Note - Enhancement)

Wed, 26 Feb 2025 06:00:00 GMT

The feature enabling Import and Export using MDB load files in RelativityOne, following Australian standards, is now generally available for APAC region.

Legacy Data Breach Response (Product Release Note - Enhancement)

Tue, 25 Feb 2025 06:00:00 GMT

You can now run conflict cluster resolution workflows in the RelativityOne user interface after Entity Normalization is run in Data Breach Response.

Redact (Product Release Note - Enhancement)

Fri, 21 Feb 2025 06:00:00 GMT

You will be able to view and download the original native spreadsheet from the Viewer directly from the backed up copy stored in the RDO.

Legal Hold (Product Release Note - Enhancement)

Thu, 20 Feb 2025 06:00:00 GMT

Legal Hold Communications page updated to the Relativity Aero user interface. This enables faster page load times for this page and a better overall user experience.

Legal Hold (Product Release Note - Resolved defect)

Thu, 20 Feb 2025 06:00:00 GMT

Fixed a defect which was causing banner notifications on the Legal Hold project page to be hidden.

Review (Known Issue)

Wed, 19 Feb 2025 06:00:00 GMT

Review > Mass Operations: Post-Publish Delete will not run when deleting entire folders instead of documents directly. Workaround: Delete the documents within the folder via Mass Delete, then delete the empty folder.

Mass Operations (Product Release Note - Enhancement)

Tue, 18 Feb 2025 06:00:00 GMT

We are changing the name of the mass operation from Revert Native Redactions to Delete Native Markups to better represent what the mass operation is doing.

Management Console (Product Release Note - Enhancement)

Fri, 14 Feb 2025 06:00:00 GMT

The Management Console staging Billing Summary Reports now contain Created DateTime UTC and Last Modified DateTime UTC values to help track how long files have been in the Staging Area.

Breach and PI (Known Issue)

Thu, 13 Feb 2025 06:00:00 GMT

The completed document count will initially decrease before increasing on the new Data Analysis page when a new run is started. PI Detection is still properly progressing while this is happening.

Review Center (Product Release Note - Enhancement)

Thu, 13 Feb 2025 06:00:00 GMT

You can now release skipped documents back into your queue to be re-reviewed.

Legacy Data Breach Response (Product Release Note - Enhancement)

Wed, 12 Feb 2025 06:00:00 GMT

Incorporate Feedback is now available outside of Privacy Workflow as Data Analysis, and documents can now be reviewed as soon as they are finished processing through the PI Detection stages.

Legacy Data Breach Response (Product Release Note - Deprecation)

Fri, 07 Feb 2025 06:00:00 GMT

The legacy Merge Reason Table has been deprecated in Data Breach Response. This data is now available in the Entity Analysis tab in RelativityOne.

Permissions (Product Release Note - Enhancement)

Wed, 05 Feb 2025 06:00:00 GMT

You can now manage permissions on Feature level. Full workflows can now be enabled with a single click.

Legacy Data Breach Response (Product Release Note - Deprecation)

Fri, 31 Jan 2025 06:00:00 GMT

The legacy Entity Report is deprecated in Data Breach Response. Entity handling is now done in the Entity Analysis tab in RelativityOne.

General (Product Release Note - Enhancement)

Thu, 30 Jan 2025 06:00:00 GMT

We are excited to announce the launch of AI Help, a generative AI-powered chatbot within RelativityOne that leverages our public documentation and knowledge base content to provide immediate answers to questions on the functional use of Relativity. Once enabled an "Ask AI" button will appear in the top right of the global navigation bar. We will roll this out throughout the first quarter of 2025, starting with the January monthly release for select US instances. Then expanding to all regions with AI services.

Processing (Known Issue)

Wed, 29 Jan 2025 06:00:00 GMT

Processing > UI: The Inventoried File Size will display incorrectly on the new Processing Set layout. It is still recorded properly in the Inventory reports.

Structured Analytics (Product Release Note - Enhancement)

Fri, 24 Jan 2025 06:00:00 GMT

When running a Structured Analytics Set: (1) documents over 30 MB will be automatically removed from the set and will generate document level errors. (2) You should expect more large files to be excluded at the document level, resulting in more inclusive emails for the inclusive reason unanalyzed attachment. (3) We suggest removing conditions on your Saved Searches used as data source for Structured Analytics Sets that exclude files larger than 30 MB in extracted text. Such conditions are no longer needed with this new logic.

aiR Review (Product Release Note - Enhancement)

Fri, 24 Jan 2025 06:00:00 GMT

You can now collapse and expand the prompt criteria for aiR Review projects.

Structured Analytics (Product Release Note - Enhancement)

Fri, 24 Jan 2025 06:00:00 GMT

When running a Structured Analytics Set, if a document has more than 500 total entities and aliases associated with it, the document is excluded from name normalization analysis and the system generates a document-level error. This limit counts all participants in the To, From, CC, and BCC headers. Aliases and entities identified in the excluded document are not imported. If the same aliases and entities appear in documents that are not excluded, they will be imported and linked to those documents as usual. These aliases and entities will not be associated with the excluded document.

Billing (Product Release Note - Enhancement)

Tue, 21 Jan 2025 06:00:00 GMT

Adjusted Natives/Images/Productions File Size reporting for PDF files (Billing Agent and Billing Statistics Scripts)

Core (Known Issue)

Wed, 15 Jan 2025 06:00:00 GMT

When using the star icon to favorite the User status tab at the instance level the tab name saves an incorrect tab.

aiR Review (Product Release Note - Enhancement)

Tue, 14 Jan 2025 06:00:00 GMT

The aiR Review jobs page has been updated to make managing jobs and document linking easier with a single icon being used to link and hide results.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Fri, 10 Jan 2025 06:00:00 GMT

Main top-level folders in RelativityOne Staging Explorer are now visible in terms of Staging Governance initiative.

Pagebase (Product Release Note - Enhancement)

Fri, 20 Dec 2024 06:00:00 GMT

Skip to Main Content is a link that provides a shortcut that will allow a user to quickly navigate to the main content of a page. This bypasses repetitive navigation steps like tabbing through all of the various tabs that are on the page at a given time.

List Page (Known Issue)

Fri, 20 Dec 2024 06:00:00 GMT

When exiting the document viewer, you are returned to the first page of results on the document list regardless of which page of results you were previously on.

ARM (Product Release Note - Resolved defect)

Fri, 20 Dec 2024 06:00:00 GMT

When archiving a workspace using ARM with “Include Linked Files” enabled, linked natives for documents that have a value populated in the ProcessingFileID field may be excluded from the archive. For additional information see Knowledge Base article REL-1014846.

aiR Review (Product Release Note - Enhancement)

Fri, 20 Dec 2024 06:00:00 GMT

In aiR Review, the Save as List mass operation is now available on the project page.

Import/Export (Product Release Note - Enhancement)

Fri, 20 Dec 2024 06:00:00 GMT

Import/Export now allows renaming workspace field names at export.

Analytics (Developer Release Note - Deprecation)

Fri, 20 Dec 2024 06:00:00 GMT

The Analytics Classification API (.NET and REST) was removed from RelativityOne on December 20, 2024. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000K5HpWKAV

Security Center (Product Release Note - Enhancement)

Thu, 19 Dec 2024 06:00:00 GMT

The new Security Configurations view shows recommendations for bringing your security configuration back into alignment, and provides information on the risks involved with leaving misaligned settings in place.

Usage Report (Developer Release Note - Enhancement)

Wed, 18 Dec 2024 06:00:00 GMT

The new Usage Report API provides a REST service that modernizes and centralizes the reporting experience across an instance. See Usage Report for more information: https://platform.relativity.com/RelativityOne/Content/BD_Usage_Report/Usage.htm

Legal Hold (Product Release Note - Enhancement)

Wed, 18 Dec 2024 06:00:00 GMT

When sending a test email, you can now specify a single or multiple email address to send to.

Legal Hold (Product Release Note - Enhancement)

Wed, 18 Dec 2024 06:00:00 GMT

A new setting is available on the Legal Hold Settings page to automatically refresh the access token when using Graph API for sending emails. This is turned on by default for all customers currently using Graph API.

Legal Hold (Product Release Note - Enhancement)

Wed, 18 Dec 2024 06:00:00 GMT

You can now requeue mailbox items in "Failed" or "Pending" state using a new mass action on the Mailbox tab.

Translate (Product Release Note - Enhancement)

Tue, 17 Dec 2024 06:00:00 GMT

When using RelativityOne Translate, users can now optionally select a source language for the document set being translated. Although the source language is automatically detected by Translate, specifying the source language can help improve results for multilingual document sets.

Management Console (Product Release Note - Enhancement)

Tue, 17 Dec 2024 06:00:00 GMT

Management Console Usage Reports are now available across all RelativityOne Government instances. The Usage Reports interface and accompanying API allows you to seamlessly access key metrics from across your RelativityOne instance, assisting with billing as well as product usage tracking.

Management Console (Product Release Note - Enhancement)

Tue, 17 Dec 2024 06:00:00 GMT

Usage Reports are now available via the Management Console. Through Usage Reports administrators can create custom reports on their workspace, product and processing Usage to help quickly pull together information for general oversight or billing end clients

Workspace Management (Product Release Note - Enhancement)

Tue, 17 Dec 2024 06:00:00 GMT

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 a notification, and the "Workspace State" field will update, eliminating the need to wait for the workspace creation process to complete. Note: this change is being rolled out gradually to RelativityOne production instances over a period of several weeks.

Review Center (Product Release Note - Enhancement)

Thu, 12 Dec 2024 06:00:00 GMT

Review Center now fully supports the ARM workflow.

Redact (Product Release Note - Enhancement)

Thu, 12 Dec 2024 06:00:00 GMT

In Redact, we've introduced the 'Find and Redact' feature to the stored PDF Viewer that extends the existing Viewer search capabilities by allowing you to draw markup over selected search hits with your preferred markup type, style, and scope when marking up stored PDFs. 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.

Review Center (Product Release Note - Enhancement)

Tue, 10 Dec 2024 06:00:00 GMT

You can now select more than one long text field on your prioritized review queue and select the order in which they are considered by the classifier.

ARM (Known Issue)

Tue, 10 Dec 2024 06:00:00 GMT

When archiving a workspace using ARM, it is expected that all linked files should be included in the archive when "Include Linked Files" is selected. We have identified a defect when archiving a workspace using ARM with "Include Linked Files" enabled, linked files that contain _ProcessingFileID_ were excluded.

List Page (Known Issue)

Mon, 09 Dec 2024 06:00:00 GMT

When editing search conditions in a multi-list picker, if the number of items selected on the right side of the picker exceeds the number of items per page, the selection is truncated to the number of items per page. For example, when editing a condition with 50 values selected and 25 values per page, upon clicking apply only 25 values are included in the condition. This only occurs when editing search conditions, not initially creating them.

Redact (Product Release Note - Enhancement)

Mon, 09 Dec 2024 06:00:00 GMT

In Redact, we've extended the 'Revert Native Redactions' mass operation to also support removing markup on rendered PDFs. When using this feature the user will now be presented with the following options so that it is clear which markups are being removed from which file type: Natives and Rendered PDFs, Natives, Rendered PDFs.

Object Manager (Developer Release Note - Breaking Change)

Fri, 06 Dec 2024 06:00:00 GMT

The Object Manager REST API returns a 554 status code if an event handler causes Object Manager's REST API to fail. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000H5hiTKAR

Cost Explorer (Product Release Note - Enhancement)

Wed, 04 Dec 2024 06:00:00 GMT

Providing data from “Project Type” field in Cost Explorer will enable Practice Administrators to monitoring, management and exploration data in Workspaces Table in Cost Explorer.

Data Exchange Client (Developer Release Note - Deprecation)

Tue, 03 Dec 2024 06:00:00 GMT

The DataExchange.Client.SDK is deprecated in RelativityOne as of December 2, 2024. The Relativity.Import.SDK replaces the DataExchange.Client.SDK. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi000004ZQvPKAW

List Page (Known Issue)

Mon, 02 Dec 2024 06:00:00 GMT

When editing a saved search, upon clicking `Save' or `Save & Search' the saved search modal can close before the search is properly saved. When this happens, the original search results are still displayed since the edited search has not been saved. Once the search saves, refreshing the page will display the correct results.

Import/Export (Product Release Note - Enhancement)

Sun, 24 Nov 2024 06:00:00 GMT

Import/Export now allows automatically mapping similarly named fields with AI when importing data into RelativityOne.

Collect (Product Release Note - Enhancement)

Thu, 21 Nov 2024 06:00:00 GMT

Customers based in the United States with RelativityOne tenants in a US data center can now remotely collect mobile devices via an integration with Cellebrite Endpoint Inspector (SaaS) or Endpoint Mobile Now. This integration does require a subscription to either Endpoint Inspector or Mobile Now.

Redact (Product Release Note - Enhancement)

Wed, 20 Nov 2024 06:00:00 GMT

In Redact, the Markup and Document Reports have been updated to be more resilient because they are now processed by a dedicated agent. After successfully initiating either report, a notification will inform the user that they will receive an email with an attached CSV of the report type from the workspace they requested.

aiR Review (Product Release Note - Enhancement)

Wed, 20 Nov 2024 06:00:00 GMT

aiR Review now has a counter that displays the number of characters in the prompt criteria.

Active Learning (Product Release Note - Deprecation)

Wed, 20 Nov 2024 06:00:00 GMT

The Active Learning application is now in read-only mode. View legacy project information via Review Center.

Translate (Product Release Note - Enhancement)

Tue, 19 Nov 2024 06:00:00 GMT

Added a new option in the translate modal to provide Translate customers the ability to translate a stored pdf within RelativityOne.

Offline Billing (Product Release Note - Deprecation)

Sat, 09 Nov 2024 06:00:00 GMT

Relativity Server Offline Billing application was deprecated. Customers with Server Offline instance will need to follow a process of sending billable usage metrics using Billing Statistics Scripts.

Active Learning (Product Release Note - Enhancement)

Sat, 09 Nov 2024 06:00:00 GMT

You now have the ability to uninstall the Active Learning application from workspaces. It is recommended to uninstall the application from template workspaces; however, you must keep the application installed in workspaces where you want to preserve legacy project information.

Legacy Data Breach Response (Product Release Note - Enhancement)

Fri, 08 Nov 2024 06:00:00 GMT

You can now view and export the entity list in Data Breach Response in the Entity Analysis tab in RelativityOne.

Review Center (Product Release Note - Enhancement)

Wed, 06 Nov 2024 06:00:00 GMT

Prioritized review queues now support documents with long text up to 30KB.

Legal Hold (Product Release Note - Enhancement)

Thu, 31 Oct 2024 05:00:00 GMT

Legal Hold customers will now see an error message field in the Mailbox object if an email fails to send, providing users with visibility into issues such as expired Graph API tokens or security blocks. By seeing these error messages, you can troubleshoot and resolve email failures independently, without needing to contact support. This capability significantly enhances user autonomy and reduces downtime in communication workflows.

aiR Review (Product Release Note - Enhancement)

Thu, 31 Oct 2024 05:00:00 GMT

You can now see the model version used on an aiR Review job. For additional information on model versions, please review the documentation site.

Analytics (Known Issue)

Wed, 30 Oct 2024 05:00:00 GMT

Analytics > Cluster Visualization: If you add a dtSearch condition to a conceptual index, the clustering job may fail. Workaround: Manually create a new cluster using the appropriate index and documents via the cluster mass action. You will also need to embed the dtSearch saved search within another saved search.

aiR Review (Product Release Note - Enhancement)

Mon, 28 Oct 2024 05:00:00 GMT

You can now change the name of the prompt criteria when creating an aiR Review project

aiR Review (Product Release Note - Resolved defect)

Mon, 28 Oct 2024 05:00:00 GMT

Filters now persist when navigating from an aiR Review project to the Document Viewer and back to the aiR Review project.

Legal Hold (Product Release Note - Resolved defect)

Thu, 24 Oct 2024 05:00:00 GMT

Resolved an issue on the Legal Hold Settings page where the Portal URL field was incorrectly populated during the initial installation of the application.

Legal Hold (Product Release Note - Resolved defect)

Thu, 24 Oct 2024 05:00:00 GMT

Addresses the problem of communications getting stuck in a Pending state when Graph had not been authenticated. These communications will now show in an errored state.

Contracts (Product Release Note - Enhancement)

Thu, 24 Oct 2024 05:00:00 GMT

In the Contracts Models tab, you'll now have access to a new Essential Fields model that uses generative AI to auto-populate over a dozen fields including, but not limited to, key data points such as the contract title, contract type, parties, effective date, and governing law. There is also a new analysis profile called Essential Fields containing this model.

User Management (Product Release Note - Deprecation)

Wed, 23 Oct 2024 05:00:00 GMT

The User Group Sync for Preview and Sandbox application has been deprecated and will not sync new users to the RelativityOne Preview instance.

Redact (Product Release Note - Enhancement)

Tue, 22 Oct 2024 05:00:00 GMT

In Redact, the application will now prevent users from drawing markup on documents that have been flagged for external redactions so as to introduce a new guardrail to avoid branding errors during production. The external redaction workflow is intended to be used only for documents that are incompatible with Redact, therefore the application will no longer allow users to draw markup on documents that have been explicitly flagged for external redactions because those markups would throw errors during branding anyway.

Case Dynamics (Known Issue)

Fri, 18 Oct 2024 05:00:00 GMT

Text selected when creating a fact in Outlines doesn't become highlighted in green after the fact is saved.

aiR Review (Known Issue)

Thu, 17 Oct 2024 05:00:00 GMT

In aiR Review when opening a document, the queue of documents in the viewer matches the page size of the 'Analysis Results' list. For example, a page size of 50 would show 50 documents in the viewer.

Processing (Product Release Note - Enhancement)

Wed, 16 Oct 2024 05:00:00 GMT

The ARM Archive setup page has added a Processing Options section which includes an option to include or exclude Processing data.

aiR Review (Product Release Note - Enhancement)

Mon, 14 Oct 2024 05:00:00 GMT

The aiR Review Jobs page now contains a column for the ServiceJobID that can be used to associate documents to aiR Review job runs.

Import (Product Release Note - Resolved defect)

Thu, 10 Oct 2024 05:00:00 GMT

When a document’s native or image files are transferred between workspaces in OverlayOnly or Append/Overlay mode with Links Only option, this action can lead to data loss under certain conditions. For additional information see knowledge base article REL-920093

List Page (Product Release Note - Enhancement)

Mon, 07 Oct 2024 05:00:00 GMT

The new document list page has now been deployed to all regions and customers.

Reviewer Interface (Known Issue)

Sat, 28 Sep 2024 05:00:00 GMT

This issue is specific to the coding of documents within the Related Items card using the All option while a filter is applied to the document list in that card. This issue does not occur when coding documents using the Checked option. The result of this workflow is the potential coding of incorrect documents. Expected outcome of this workflow: Document coding is applied to All (X) filtered documents. Actual outcome of this workflow: Document coding is applied to the top (X) documents in the unfiltered document list where (X) is the number of documents from the filtered list.

aiR Review (Product Release Note - Enhancement)

Fri, 27 Sep 2024 05:00:00 GMT

The aiR Review Project list page now includes additional columns for analysis type, when the last analysis was run, and which prompt criteria version the project is on.

aiR Review (Product Release Note - Enhancement)

Fri, 20 Sep 2024 05:00:00 GMT

You can now filter, sort, and page results in the aiR Review project page list.

Legal Hold (Product Release Note - Resolved defect)

Fri, 20 Sep 2024 05:00:00 GMT

Fixed a defect on the Legal Hold Settings page where the wrong fields were showing for Gmail API Outgoing Email Processor Type.

Redact (Product Release Note - Enhancement)

Thu, 19 Sep 2024 05:00:00 GMT

In Redact, we've moved the 'Clear markup set' button from the bottom toolbar to the top toolbar and replaced the button text with a trashcan icon in order to have more consistency across file types when deleting markup.

aiR Review (Product Release Note - Enhancement)

Thu, 19 Sep 2024 05:00:00 GMT

You can now select a use case when creating an aiR Review project. This will be used for reporting, organizing, and allowing for product innovations.

aiR Review (Product Release Note - Enhancement)

Mon, 16 Sep 2024 05:00:00 GMT

aiR Review is now generally available to RelativityOne customers. Those interested should get in touch with their RelativityOne account team for additional information.

Import API (Known Issue)

Thu, 12 Sep 2024 05:00:00 GMT

Overlaying images with Links Only option, when the destination workspace contains the image physical file (for example, when moving documents from Review back to Repository workspace), will result in replacing the original image file with its link. And that will result in deleting the image file from our database and the data loss. When the Integration Points job settings can lead to such scenario * Job is configured to Copy Images * Links Only option is used * Job is in Append/Overlay or Overlay Only mode then a user is displayed an UI warning Please ensure that you do not overlay documents' images with Links Only option from Review workspace back to Repository workspace. This action may lead to overlaying the original image file with its link, that has been previously sent to Review workspace. And that will result in deleting the image file and the data loss.

Related Items Viewer (Product Release Note - Resolved defect)

Wed, 11 Sep 2024 05:00:00 GMT

The mass operation helper has never functioned correctly when updating All items while a filter is applied. Previous behavior would query for and select the top X results from all related documents where X was the number of filtered documents. This would result in the wrong documents being coded. For further information see knowledge base article REL-991712.

Cost Explorer (Product Release Note - Enhancement)

Tue, 10 Sep 2024 05:00:00 GMT

Enhance the Cost Explorer dashboard with additional information level banners to clarify the data presented. This will help reduce customer confusion regarding Relativity billing and decrease the number of billing-related incidents.

RDO (Product Release Note - Enhancement)

Tue, 10 Sep 2024 05:00:00 GMT

If field creation exceeds 10 seconds a progress modal is displayed that allows the operation to be canceled.

Legal Hold (Product Release Note - Resolved defect)

Tue, 10 Sep 2024 05:00:00 GMT

Updates made to improve the load time to various pages in the application (Legal Hold Wizard, Object Pickers, Reports page, Custodian Portal)

dtSearch (Product Release Note - Enhancement)

Mon, 09 Sep 2024 05:00:00 GMT

Improved index composition logic resulting in more balanced indexes and potentially faster build times

Legal Hold (Product Release Note - Enhancement)

Fri, 06 Sep 2024 05:00:00 GMT

You can now use Google Modern Authentication for Sending Email Communications. This can be set up on the Legal Hold Settings page.

Errors (Product Release Note - Resolved defect)

Thu, 05 Sep 2024 05:00:00 GMT

Access to view and Errors will be restricted for Client Domain Users. This measure will revoke the ability to read Errors and access the Errors tabs for all groups in Client Domains.

List Page (Known Issue)

Wed, 04 Sep 2024 05:00:00 GMT

When creating an advanced filter from the item list on a multiple object field , no documents would be returned, and the user would see a `No Data' message in the item list.

Staging (Developer Release Note - Breaking Change)

Sun, 01 Sep 2024 05:00:00 GMT

RelativityOne Staging boundaries are streamlined to effectively separate staging data from workspace and system data. With this change, you will no longer be able to write to or access data outside of the defined staging area. The FTA, Temp, Export and dtSearch folders will be removed. For more detail, please reference the Staging Area FAQ community article: https://community.relativity.com/s/article/Staging-Area-FAQ

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Thu, 29 Aug 2024 05:00:00 GMT

Now you able to see only allowed folders on staging root in RelativityOne Staging Explorer: StructuredData, ProcessingSource, ARM and TenantVM.

Review Center (Product Release Note - Enhancement)

Wed, 28 Aug 2024 05:00:00 GMT

You can now scale prioritized review queues up to 10M documents at an average extracted text size of 30KB, or ~8.3M documents at an average extracted size of 36KB. We generally recommend no more than a total of 300GB extracted text in a single queue.

Review Center (Known Issue)

Wed, 28 Aug 2024 05:00:00 GMT

Choosing a Reflected field for the Rank Output field causes queue refreshes to fail. Choose a non-reflected field to resolve this.

Review Center (Product Release Note - Deprecation)

Tue, 27 Aug 2024 05:00:00 GMT

You can no longer create new Active Learning projects or classification indexes. You can continue using ongoing Active Learning projects and active classification indexes. You should create all new active learning projects in Review Center as prioritized review queues.

Import/Export (Product Release Note - Enhancement)

Thu, 22 Aug 2024 05:00:00 GMT

When the Staging Area export location is selected, Import/Export now exports data to the StructuredData folder in the Staging area.

Import/Export (Product Release Note - Enhancement)

Thu, 22 Aug 2024 05:00:00 GMT

When the Local Disk export location is selected, Import/Export creates a copy of the exported data in a temporary non-Staging location and triggers download. If you leverage Express Transfer to download data, the temporary copy will be automatically cleaned up once the download is completed. For web browser downloads, the temporary files will be deleted after 5 days.

Import/Export (Product Release Note - Enhancement)

Thu, 22 Aug 2024 05:00:00 GMT

Import/Export now uploads the selected raw data to ProcessingSource and then triggers the Processing application.

List Page (Product Release Note - Enhancement)

Wed, 21 Aug 2024 05:00:00 GMT

Frozen columns will now persist after you navigate away from the document list, e.g. open a document in the viewer and exit the viewer

Review Center (Product Release Note - Enhancement)

Wed, 21 Aug 2024 05:00:00 GMT

If Queue Refresh is On in the queue settings, the queue will now automatically refresh when 20% of documents in the queue have had positive or negative coding changes since the last queue refresh, or, if there is coding activity and it has been 8 hours since the last refresh, regardless of whether 20% of documents have been coded.

Processing (Product Release Note - Enhancement)

Tue, 20 Aug 2024 05:00:00 GMT

You can now replace multiple errored files from the Processing Files tab in a single action.

Processing (Product Release Note - Enhancement)

Tue, 20 Aug 2024 05:00:00 GMT

The new Processing Layout will now become the default experience when viewing progress of your Processing jobs. The new layout, previously available in preview mode, enhances statistics and feedback provided to customers while jobs are progressing to give greater insights into how it is performing. It will also provide a clear understanding of how documents have been filtered and where any outstanding exceptions may reside. This enhancement will be gradually rolled out to RelativityOne tenants over a period of 4 weeks.

Integration Points (Product Release Note - Enhancement)

Tue, 20 Aug 2024 05:00:00 GMT

Prepare RIP import and export flows to work with new staging folders, as a part of the Staging Governance initiative.

Review Center (Known Issue)

Fri, 16 Aug 2024 05:00:00 GMT

The Reviewer Document View is incorrect if the user accesses a saved search before entering the Review Center queue.

Breach and PI (Known Issue)

Fri, 16 Aug 2024 05:00:00 GMT

The Excel Report can only be so big. Usually, if the report is too big, there will be an error message saying so. We aren't 100% what the edge case is here but there are instances where the report will silent fail by getting stuck "In Progress." We have only seen it for the Document Search Excel Report. Workaround: Use the Document Centric report instead.

Review Center (Product Release Note - Enhancement)

Thu, 15 Aug 2024 05:00:00 GMT

The methods Review Center uses to tokenize text, or break it up into individual words, now supports Chinese and Japanese, in addition to English.

Breach and PI (Known Issue)

Wed, 14 Aug 2024 05:00:00 GMT

If you manually create a table and set it to "no headers" (via the Headers switch), the document will fail Excel Tag Stats on subsequent IF runs.

List Page (Product Release Note - Enhancement)

Tue, 13 Aug 2024 05:00:00 GMT

Date field filters now default to a timeframe of 12:00 AM - 11:59 PM when using the 'Is' operator. This matches the behavior from the legacy list page.

Redact (Product Release Note - Enhancement)

Mon, 12 Aug 2024 05:00:00 GMT

In Redact, we're renaming the action that prepares excels so that markup can be drawn on them from 'Unhide Excel Content' to 'Prepare Excel for Redact' so that the action name more accurately reflects its purpose within Redact. This action is visible to users in 3 locations: as a button in the Viewer if an excel is not yet prepared, as a mass operation on the item-list page, and as a permission in the mass operations section of Workspace Details. This release note concerns only the button in the Viewer, but the mass operation and permission will be updated in the near future.

Review Center (Known Issue)

Tue, 06 Aug 2024 05:00:00 GMT

If a default layout is selected on a queue, you cannot change the layout to another layout in the viewer. You can remove the default layout in the queue settings to resolve this in the meantime.

List Page (Product Release Note - Resolved defect)

Thu, 01 Aug 2024 05:00:00 GMT

When creating an advanced filter from the item list on a multiple object field, no documents would be returned, and the user would see a ‘No Data’ message in the item list. For further information see knowledge base article REL-970404.

Solution Snapshot (Developer Release Note - Deprecation)

Wed, 31 Jul 2024 05:00:00 GMT

The Solution Snapshot application will no longer be supported for Relativity Server as of October 29, 2024. All supporting documentation and access to the RAP will be removed at that time, and no further changes will be made to the application. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000HPorEKAT

RDO (Product Release Note - Enhancement)

Wed, 31 Jul 2024 05:00:00 GMT

When creating a field on the Document object a banner is displayed in large workspaces to inform the user that review may be impacted by this action along with the number of active reviewers in the workspace.

RDO (Product Release Note - Enhancement)

Wed, 31 Jul 2024 05:00:00 GMT

When creating a yes/no type field we now display a modal suggesting use of single choice for better performance.

Redact (Known Issue)

Wed, 24 Jul 2024 05:00:00 GMT

In Redact, there is a code path within the application which attempts to size-down markups if it is determined that the markup has the potential to overlap adjacent lines of text for PDFs that were generated from images. This was intended to prevent unintentionally over-redacting text from the document beyond the drawn markup. However, this can result in intentionally drawn markups being resized below the actual text height. As a consequence of resolving this issue, the expected behavior is now that markup drawn outside of the bounding box of adjacent words or lines of text are no longer resized and have the potential to over-redact text from the document beyond the visually drawn markup.

List Page (Product Release Note - Resolved defect)

Thu, 18 Jul 2024 05:00:00 GMT

Fixed an issue where the first index search performed from the search toolbar or condition panel wouldn’t properly update the item list. For further information see knowledge base article for REL-978454.

Workspace Management (Product Release Note - Enhancement)

Thu, 18 Jul 2024 05:00:00 GMT

Introduced Project Type field in new workspace create form. Field will be available soon in Cost Explorer to enhance reporting capabilities.

Review Center (Product Release Note - Enhancement)

Thu, 18 Jul 2024 05:00:00 GMT

Coverage Mode is now available on your prioritized review queues. Coverage Mode serves documents more optimal for training the model.

Processing (Product Release Note - Enhancement)

Wed, 17 Jul 2024 05:00:00 GMT

Processing Errors have been renamed to Processing Exceptions! You will now see the name change reflected across the Processing Set, Files, and Report tabs. In addition, the Exception Level field was created on the Files tab to enable quick visibility to the most important issues that occurred in a Processing Set through values of Errors and Warnings.

List Page (Known Issue)

Tue, 16 Jul 2024 05:00:00 GMT

The first search run from the search bar after logging in to Relativity may not update the document list properly. The correct number of results are displayed, e.g. 1 - 100 of 1000, but the document list may not update to reflect those 1000 documents. Reloading the page will resolve the issue and after that, subsequent searches in the same session will update the document list as expected.

List Page (Known Issue)

Mon, 15 Jul 2024 05:00:00 GMT

The new permission for inline editing is visible in Relativity, but the feature has not yet been released. Adjusting this permission will not have any affect until the feature has been released.

Transfer SDK (Developer Release Note - Breaking Change)

Fri, 12 Jul 2024 05:00:00 GMT

Breaking changes in v2.1.0 of Relativity.Transfer.SDK: AzureTransferFullPathClientBuilder and AzureTransferJobClientBuilder now require a workspace context, which can be specified by the workspace's ID or using Staging Explorer privileges. Canceled directory transfers will no longer throw an OperationCancelledException. Instead, a result with a Cancelled state will be returned. If your implementation of IRelativityAuthenticationProvider throws an exception, the SDK will now throw a FailedToAcquireCredentialsException. Support for legacy fileshares has been discontinued since all clients have successfully migrated to the new storage.

Review Center (Product Release Note - Enhancement)

Tue, 09 Jul 2024 05:00:00 GMT

You can now see how many documents have been coded on the Review Field outside of the queue.

SQL (Product Release Note - Resolved defect)

Mon, 01 Jul 2024 05:00:00 GMT

As of July 1, 2024 the Insert / Update / Delete permissions for the File Table from Direct SQL account will be removed. Read permissions will remain.

Relativity Desktop Client (Product Release Note - Deprecation)

Mon, 01 Jul 2024 05:00:00 GMT

As of July 1, 2024 the Relativity Desktop Client (RDC) is no longer operational for any RelativityOne customers. Import/Export see https://help.relativity.com/RelativityOne/Content/Relativity/Import_Export/Import_Export_Overview.htm should be used for all RelativityOne importing and exporting workflows. See the Community article RDC Deprecation FAQ at https://community.relativity.com/s/article/RelativityOne-Relativity-Desktop-Client-RDC-Deprecation-FAQ for additional information.

PI Detect and Data Breach Response (Product Release Note - Enhancement)

Mon, 01 Jul 2024 05:00:00 GMT

Effective July 1st, 2024 the PI Detect and Data Breach Response tool now utilize new lightweight PI data detectors. This enhancement improves performance, recall, and precision when processing unstructured documents such as PDFs, Docs or Emails.

Collect (Product Release Note - Enhancement)

Thu, 20 Jun 2024 05:00:00 GMT

You can now collect a user's conversation prompts and responses for ChatGPT Enterprise subscriptions. Conversations are automatically converted to RSMF.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Thu, 20 Jun 2024 05:00:00 GMT

MSI installer available from Staging Explorer page allows clients to deploy ROSE across multiple user machines automatically.

Review Center (Product Release Note - Enhancement)

Tue, 18 Jun 2024 05:00:00 GMT

You can now select a layout that you want reviewers to see by default when they enter a queue.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Tue, 18 Jun 2024 05:00:00 GMT

You can now instruct ROSE to retry transfers automatically upon failure. Once activated in the settings menu, transfers will seamlessly restart should any error occur.

Review Center (Product Release Note - Enhancement)

Tue, 18 Jun 2024 05:00:00 GMT

You can now specify a cutoff on your prioritized review queue and in your validation. If a cutoff is set during validation, precision, as well as recall, is reported.

List Page (Product Release Note - Enhancement)

Thu, 13 Jun 2024 05:00:00 GMT

Multi-list pickers now contain a 'Swap Columns' button to move values from one side of the picker to the other.

Relativity Lists (Known Issue)

Wed, 05 Jun 2024 05:00:00 GMT

If you have 2 search conditions separated by an 'Or' operator and combine them into a logic group, the 'Or' operator is not retained and the logic group will have an 'And' operator.

Redact (Product Release Note - Resolved defect)

Wed, 05 Jun 2024 05:00:00 GMT

We resolved a defect with markups being resized when there was potential to overlap surrounding lines. A fix to resolve this issue was deployed on June 5, 2024.

PI Detect and Data Breach Response (Product Release Note - Enhancement)

Wed, 05 Jun 2024 05:00:00 GMT

The PI Detect and Data Breach Response workspace template has the PI Detect and Data Breach Response application pre-installed and includes groups and processing fields specific to the application to provide a seamless setup experience.

Infrastructure (Known Issue)

Tue, 04 Jun 2024 05:00:00 GMT

Structured Analytics Sets (and, less commonly, Conceptual Analytics indexes) may have incorrect field information. Extracted text will NOT be affected, but other requested fields may have incorrect and/or missing content. The specific manifestation is that these additional fields are shifted over one column.

Import Service (Known Issue)

Mon, 03 Jun 2024 05:00:00 GMT

In the case of image or production import with extracted text there could be a situation where extracted texts get lost silently. Necessary conditions: 1) Image or Production import, 2) Documents with multiple images with corresponding extracted texts per each image, 3) Import/Export used for import, 4) Target file share is on ADLS. In this situation, only the first extracted text for a given image gets imported.

Relativity Testing Framework (Developer Release Note - Deprecation)

Fri, 31 May 2024 05:00:00 GMT

The Relativity Testing Framework (RTF) for RelativityOne is no longer available as of May 31, 2024. All supporting documentation and access to the NuGet package has been removed and no further changes will be made to the application. Developers should move to using the Relativity APIs directly as a better, truer indication of test. (Note that the Relativity Testing Framework will continue to be supported for Relativity Server.) See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000DXxgmKAD

Automated Workflows (Product Release Note - Enhancement)

Thu, 30 May 2024 05:00:00 GMT

The new Workflow Notification Settings offers greater control over when you receive email notifications about a workflow's run. For example, you can choose to only receive notifications when a workflow run ends in failure so that you can promptly troubleshoot it.

Legal Hold (Product Release Note - Resolved defect)

Wed, 29 May 2024 05:00:00 GMT

Fixed a defect that was causing Preview Emails to fail for customers using the SMTP email processor type.

Processing (Product Release Note - Deprecation)

Tue, 28 May 2024 05:00:00 GMT

The Processing Options section of the Archive (for example the "Include Processing" option in ARM) setup page has been removed to reduce user error. By default, Processing and Processed Files will be included in all subsequent Archives and missing Processing Files will be logged and skipped.

Discovery (Known Issue)

Fri, 24 May 2024 05:00:00 GMT

When using Slack-to-RSMF conversion in Processing, Slack messages containing a URL as part of a larger message with additional text would result in the URL not being present in the Viewer, Extracted Text viewer, or in the native when it is downloaded.

List Page (Known Issue)

Thu, 23 May 2024 05:00:00 GMT

Recently implemented code around XSS prevention can cause display issues with pivot widgets with certain characters. An example is the ampersand character displaying as "&".

Relativity Lists (Known Issue)

Thu, 23 May 2024 05:00:00 GMT

Under inclusive results are returned when running an ad-hoc search with an 'Is' operator on a fixed length or long text field, if the search string contains parentheses and a comma, e.g. Email From _IS_ "Smith, John"

Relativity Lists (Known Issue)

Thu, 23 May 2024 05:00:00 GMT

Clicking the 'Clear All' button in the document list toolbar does not clear column sorting that has been applied.

List Page (Known Issue)

Thu, 23 May 2024 05:00:00 GMT

Users are currently unable to create a saved search using the 'Save Search' button from the mass operations toolbar after an advanced filter on a multiple object field has been applied to the document list.

Import/Export (Product Release Note - Enhancement)

Thu, 23 May 2024 05:00:00 GMT

When importing data with Express Transfer, case sensitivity is ignored in load file paths and in file names.

Import/Export (Product Release Note - Enhancement)

Thu, 23 May 2024 05:00:00 GMT

When importing data with Express Transfer, it uploads only files linked in the load file that was selected in Import/Export user interface, instead of uploading all the folder contents.

Production Sets (Product Release Note - Enhancement)

Thu, 23 May 2024 05:00:00 GMT

You can now configure additional steps to happen automatically as part of production in a Post Production step. This workflow automates and improves some of the tasks that were previously handled with scripts.

ARM (Known Issue)

Wed, 22 May 2024 05:00:00 GMT

From December 2023 until February 27, 2024 data grid workflows caused ARM archive jobs to exclude certain files that came from UNC file paths, resulting in data reading errors on the missing data grid documents once the restore is completed.

Preservation (Product Release Note - Enhancement)

Wed, 22 May 2024 05:00:00 GMT

You can now Preserve OneDrive URLs by specifying the URL value on a field on the Entity object.

Relativity Integration Points (Known Issue)

Wed, 22 May 2024 05:00:00 GMT

In some cases, there could be a silent data loss in the form of long-texts lost (never saved) during data synchronization between workspaces using the RIP-SYNC application.

API Explorer (Developer Release Note - Deprecation)

Mon, 20 May 2024 05:00:00 GMT

The API Explorer application is no longer supported for RelativityOne nor Relativity Server as of May 20, 2024. All supporting documentation and access to the RAP file has been removed, and no further changes will be made to the application. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi000007XbL0KAK

Review (Product Release Note - Enhancement)

Thu, 16 May 2024 05:00:00 GMT

You can now hover over the emojis in the Viewer to see enlarged emojis along with comment for each emoji in a flyout, without having to zoom in to see this information.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Thu, 16 May 2024 05:00:00 GMT

An information icon provides explanations when the upload and download buttons are disabled.

Redact (Product Release Note - Enhancement)

Tue, 14 May 2024 05:00:00 GMT

In Redact, we have introduced a 4GB size limit for native files in order to improve overall performance. Native file sizes over 4GB will no longer be prepared, marked up, or have markup burned in by Redact via projects, mass operations, or the Viewer. For native file sizes that are too large, please use the Redact External Markups workflow.

List Page (Product Release Note - Enhancement)

Tue, 14 May 2024 05:00:00 GMT

You can now double click selections in a multi-list pickers to move items from one side to the other.

Express Transfer (Product Release Note - Enhancement)

Wed, 08 May 2024 05:00:00 GMT

Support for proxies is available in Express Transfer, by setting credentials under Preferences.

Express Transfer (Product Release Note - Enhancement)

Wed, 08 May 2024 05:00:00 GMT

You can now use Express Transfer to upload opened files (e.g. Excel or Word), even if those files are used by another process.

Collect (Product Release Note - Enhancement)

Mon, 29 Apr 2024 05:00:00 GMT

This feature adds an option to allow users to include/exclude linked files related to Gmail emails in the mailbox export.

List Page (Product Release Note - Enhancement)

Mon, 29 Apr 2024 05:00:00 GMT

The document list will now display partial data in situations where there is an issue retrieving data for one or more documents. When this occurs, you will see a red exclamation mark in a cell on the list page with the message 'Data retrieval failed'.

Workspace Management (Developer Release Note - Deprecation)

Fri, 26 Apr 2024 05:00:00 GMT

The EnableDataGrid field in the Workspace Manager service is now deprecated, and is automatically set to True when creating or updating workspaces.

Review Center (Product Release Note - Enhancement)

Tue, 23 Apr 2024 05:00:00 GMT

Using the new Review Center Coding field, you can now easily track coding decisions made on documents in queues, including what queue the document was in, when it was coded, and by which reviewer.

Collect (Product Release Note - Enhancement)

Mon, 22 Apr 2024 05:00:00 GMT

You can now filter the list of SharePoint sites presented in the non-custodial wizard step to only those you have selected for collection. This allows for easy verification that you've selected all of the sites you intended.

Automated Workflows (Developer Release Note - Enhancement)

Fri, 19 Apr 2024 05:00:00 GMT

In the Automated Workflows service, new parameters were added for action registration, and action definition variables were updated.

Contracts (Product Release Note - Enhancement)

Fri, 19 Apr 2024 05:00:00 GMT

Contracts OCR now supports 10 languages, in addition to English. There is a new required Languages field when creating a Contracts OCR Set where you can select the language you want Contracts OCR to recognize while running the job.

Processing (Product Release Note - Enhancement)

Thu, 18 Apr 2024 05:00:00 GMT

GovSlack workspace exports support has been added to RSMF Conversion in Processing.

RDO (Product Release Note - Enhancement)

Wed, 17 Apr 2024 05:00:00 GMT

Long Text Fields storage behavior is now null by default. You will now have to select whether or not you want Long Text Fields to be stored in Data Grid or SQL. A new tooltip was introduced to help you make an informed decision.

Processing (Product Release Note - Enhancement)

Tue, 16 Apr 2024 05:00:00 GMT

You can now extract Microsoft Teams messages as RSMF during the processing of PST files. Use the dedicated option in Short Message Conversion Settings category in Processing Profile to enable this new capability.

Review Center (Known Issue)

Mon, 15 Apr 2024 05:00:00 GMT

On the Review Center dashboard, the Reviewed Documents table loads inconsistently. Refresh your browser to load the table.

Preservation (Product Release Note - Enhancement)

Mon, 15 Apr 2024 05:00:00 GMT

The Preservation in-place application now supports Microsoft Gov Preservation in GCC High environments for Microsoft Mailbox, OneDrive, and SharePoint.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Mon, 15 Apr 2024 05:00:00 GMT

Two new settings have been added to RelativityOne Staging Explorer. 'Override Files' lets you optionally overwrite files that have the same name in the destination folder. 'Transfer Empty Folder' lets you optionally recreate corresponding empty folders in the destination folder that may exist in the source folder. Both settings are set to "On" by default.

Legal Hold (Product Release Note - Enhancement)

Fri, 12 Apr 2024 05:00:00 GMT

We have updated fields and tabs for our Legacy Preservation integration with a "Legacy" label, to clarify these fields and labels for clients using the new Preservation application.

Legal Hold (Product Release Note - Resolved defect)

Fri, 12 Apr 2024 05:00:00 GMT

Fixed the Global Reminders query which was excluding custodians where Custodian Interaction field was not set during import.

Legal Hold (Product Release Note - Enhancement)

Fri, 12 Apr 2024 05:00:00 GMT

Improvements have been made to the Global Summary and Employment Status Change Reports to handle larger amounts of custodians in a workspace.

Processing (Product Release Note - Enhancement)

Wed, 10 Apr 2024 05:00:00 GMT

Improvements have been made to OneNote processing: Improved processing performance; Additional OneNote formats are supported; All child objects are extracted as separate documents; Text Extraction is performed during discovery (not OCR); Password Bank supports OneNote files

PI Detect and Data Breach Response (Product Release Note - Deprecation)

Wed, 10 Apr 2024 05:00:00 GMT

The project dashboard, reviewer progress, flags, custom codings, coding panel, annotation tab, and features in the Privacy Workflow tab will be deprecated

Relativity Lists (Developer Release Note - Enhancement)

Mon, 08 Apr 2024 05:00:00 GMT

Relativity Lists API was updated to include Interface: PanelApi

Staging Reports (Developer Release Note - Enhancement)

Mon, 08 Apr 2024 05:00:00 GMT

With the new Staging Reports API you can enumerate folders, generate folder or file reports, retrieve lists of submitted reports, and fetch generated reports as a file. See Staging Reports API for more details: https://platform.relativity.com/RelativityOne/Content/BD_Staging/Staging_Insights_API.htm

Review Center (Product Release Note - Enhancement)

Mon, 08 Apr 2024 05:00:00 GMT

Using the Random Documents setting on a prioritized review queue, you can choose how many random documents you'd like the queue to serve to provide a health mixture to achieve better quality training.

Review Center (Product Release Note - Enhancement)

Thu, 04 Apr 2024 05:00:00 GMT

You can now export a png image of all Review Center charts, in addition to exporting a csv file of the tables.

Redact (Product Release Note - Resolved defect)

Tue, 02 Apr 2024 05:00:00 GMT

Resolved a defect where text outside the viewable boundaries of a PDF document is not redactable. To remediate this, we have added a warning to the viewer when there is content outside of the displayable boundary, so that you can download it and use the Redact external markup workflow. See the KB article for REL-919080 for more details.

Relativity User Import Application (Product Release Note - Enhancement)

Mon, 01 Apr 2024 05:00:00 GMT

The queue tab has been removed from the Relativity User Import Application. The user import template CSV can now be found on the documentation site, see https://help.relativity.com/RelativityOne/Content/Advice_Hub_Solutions/User_Import_Application.htm#Importutilityjob

Mass Operations (Product Release Note - Deprecation)

Mon, 01 Apr 2024 05:00:00 GMT

The Send To CaseMap Mass Operation has been deprecated since 2021, but as of this release the underlying code was removed from RelativityOne completely.

PI Detect and Data Breach Response (Product Release Note - Enhancement)

Fri, 29 Mar 2024 05:00:00 GMT

You can now redact documents using a mass action on the document list page.

Review Center (Product Release Note - Enhancement)

Thu, 28 Mar 2024 05:00:00 GMT

You can now start a prioritized review queue without any coding (previously you needed to have at least one document coded on the positive choice and one document coded on the negative choice). If you start a queue without any coding, we will serve random documents until 50 documents are coded, and then build the model.

Discovery (Known Issue)

Mon, 25 Mar 2024 05:00:00 GMT

A rare issue occurs when certain emails containing an RTF body may generate a different body hash if processed before 08/2022 versus after 08/2022. This may result in these emails failing to deduplicate properly.

Review (Product Release Note - Enhancement)

Fri, 22 Mar 2024 05:00:00 GMT

The RSMF message will display (UTC + offset).

Security Center (Product Release Note - Enhancement)

Fri, 22 Mar 2024 05:00:00 GMT

You can now see the current Lockbox State setting in the Security Center.

Contracts (Product Release Note - Enhancement)

Fri, 22 Mar 2024 05:00:00 GMT

You can now add custom text to the custom text field or to a field label when building a layout. The custom text will be displayed on your layout in the Contracts Viewer.

Processing (Product Release Note - Enhancement)

Thu, 21 Mar 2024 05:00:00 GMT

We've enhanced the new Processing Set layout by adding Tool Tips that describe Processing statistics.

Import/Export (Product Release Note - Enhancement)

Wed, 20 Mar 2024 05:00:00 GMT

Load File Precheck functionality is being extended to Image and Production load file. That allows for detection of file path errors before running the actual import job.

Express Transfer (Product Release Note - Enhancement)

Wed, 20 Mar 2024 05:00:00 GMT

Express Transfer now provides better notification of poor internet connections.

Import/Export (Product Release Note - Enhancement)

Wed, 20 Mar 2024 05:00:00 GMT

Unified files upload approach across all Web-based user interface import workflows, where load file and .zip archive are uploaded separately.

RDO (Product Release Note - Enhancement)

Wed, 20 Mar 2024 05:00:00 GMT

Each application calling Object Manager is now limited to a maximum of 1000 req/min per Web Server that Object Manager is hosted on. Requests beyond this limit by an individual app will not get processed and instead return with a 429 response code – Too Many Requests.

Object Manager (Developer Release Note - Breaking Change)

Wed, 20 Mar 2024 05:00:00 GMT

Object Manager consumers on a per-application basis will no longer be able to exceed 1,000 requests per minute per Web Server. Upon reaching this limit, Object Manager will respond with an exception (429 - Too many Requests) and will reject the request. This change was applied to Sandboxes on December 20th, 2023 and to Production environments on March 20th, 2024. See the topic Rate limit (https://platform.relativity.com/RelativityOne/Content/BD_Object_Manager/Object_Manager_API.htm#Rate) for best practices and code samples to cater for the rate limiting feature, and see this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi000004KxmTKAS

Permissions (Product Release Note - Enhancement)

Wed, 20 Mar 2024 05:00:00 GMT

RelativityOne Lockbox has been improved by splitting control over your workspace access through separate EnableRelativityLockbox and EnableCustomerLockbox instance settings, that control Relativity’s and other System Administrator security permissions, respectively.

Search (Product Release Note - Resolved defect)

Mon, 18 Mar 2024 05:00:00 GMT

Running an ad-hoc "Search" with a multiple-object field will have different, incorrect results from running the same conditions with "Save and search". This only occurs when using the "none of these" operator. Further details can be found in Community Article REL-919028.

Audit (Developer Release Note - Deprecation)

Sat, 16 Mar 2024 05:00:00 GMT

The Audit Metrics REST API endpoint that returns Audit Record Count and Audit Record Size (in bytes) is deprecated. After March 16, 2025, queries to this endpoint return 0. The endpoint was fully retired on October 1, 2025. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Qi00000T3PkmKAF

Processing (Product Release Note - Enhancement)

Thu, 14 Mar 2024 05:00:00 GMT

Processing Sets now displays improved file statistics after Retry Jobs result in fewer discovered files. Previously, this scenario resulted in negative values for the Unpublished statistic.

Processing (Product Release Note - Resolved defect)

Thu, 14 Mar 2024 05:00:00 GMT

Processing now properly reports Discover and Publish statistics when sets result in less files discovered after a retry. This is common in scenarios where corrupt files have been processed.

Import API (Known Issue)

Wed, 13 Mar 2024 05:00:00 GMT

Between September 2022 and November 19, 2025, a defect in the document metadata population process caused the HasImages field on certain documents to remain blank instead of being correctly set to False. This occurred primarily during imports of PDFs via Image import using Import/Export application or Import Service, where the system should have explicitly populated HasImages = False to indicate that no images were present. When the HasImages flag remained blank, downstream systems could struggle to interpret the document's imaging state, resulting in inconsistent workflow behavior. e.g. imaging application was unable to generate images.

Discovery (Known Issue)

Wed, 13 Mar 2024 05:00:00 GMT

When selecting native text extraction for Excel files, certain numbers may be rounded to the nearest whole number in the extracted text.

Import/Export (Product Release Note - Enhancement)

Tue, 12 Mar 2024 05:00:00 GMT

Some Relativity tools (such as Import/Export), permitted importing of Date/Time fields containing seconds (HH:MM:SS). However, the seconds were not displayed in workspace fields, nor were they included in Date/Time fields exported with Import/Export. This behavior has been updated to allow seconds to be exported with Import/Export, based on the user's selection.

Breach and PI (Known Issue)

Mon, 11 Mar 2024 05:00:00 GMT

Filtering and sorting on the "Document count" column in the Entity Centric Report does not return expected results. Only rows with a document count of one are returned.

Review Center (Product Release Note - Enhancement)

Thu, 07 Mar 2024 06:00:00 GMT

After reviewing all documents in the validation sample, you will be prompted to accept or reject the validation results. Previously, the sample would automatically be accepted.

Review (Product Release Note - Enhancement)

Thu, 07 Mar 2024 06:00:00 GMT

The Short Message Viewer will display RSMF time stamps in UTC to prevent any confusion if different events in the RSMF happen to be in different time zones

Production (Known Issue)

Tue, 05 Mar 2024 06:00:00 GMT

A native production with "Always use placeholders" and native redactions burned with "Burn Native Production" settings enabled on Data Source level may result in incomplete production output - for redacted files bates numbers are missing or redactions are not exported.

Review Center (Product Release Note - Enhancement)

Mon, 04 Mar 2024 06:00:00 GMT

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.

Translate (Product Release Note - Enhancement)

Thu, 22 Feb 2024 06:00:00 GMT

Improvements to the Translate jobs page including new Filtering, pagination improvements, and optimizations

Security Alerts (Product Release Note - Enhancement)

Thu, 22 Feb 2024 06:00:00 GMT

If Client Domains are enabled, you will now receive new alert types related to Client Domain violations. We recommend that System Administrators prioritize and resolve any Client Domain alerts that are raised.

Collect (Product Release Note - Enhancement)

Thu, 22 Feb 2024 06:00:00 GMT

You can now collect from Microsoft 365 SharePoint. You can collect from parent-level sites and all sub-sites to the parent site will be included in the collection.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Tue, 20 Feb 2024 06:00:00 GMT

The ability to skip transferring empty directories using RelativityOne Staging Explorer configuration.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Tue, 20 Feb 2024 06:00:00 GMT

To ensure seamless data operations, the system now checks if the machine can connect to the underlying storage URLs. If a connection cannot be established, a pop-up notification will inform the user.

Review Center (Product Release Note - Enhancement)

Tue, 20 Feb 2024 06:00:00 GMT

Leaderboard metrics are updated to better reflect skipped documents, and documents that have been removed from the data source.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Tue, 20 Feb 2024 06:00:00 GMT

The ability to limit bandwidth, providing users with more control over their data transfer operations.

Processing (Product Release Note - Enhancement)

Tue, 20 Feb 2024 06:00:00 GMT

Processing no longer promotes new primary documents from the same processing data source when deleted through the Documents tab. Additionally, you can now choose whether or not to promote any new primary documents from other processing data sources when deleting documents that have been imported through Processing.

Processing (Product Release Note - Enhancement)

Tue, 20 Feb 2024 06:00:00 GMT

The new Processing Set layout is available to preview. You can find the preview button in the upper right-hand corner of the current Processing Set layout. The new layout brings greater visibility to processing statistics associated with each job and more granular progress reported associated with each action. This page will continue to receive updates, eventually replacing the legacy Processing Set layout.

Processing (Product Release Note - Resolved defect)

Tue, 20 Feb 2024 06:00:00 GMT

You can now filter on Processing Sets in the Reports tab.

Redact (Product Release Note - Enhancement)

Fri, 16 Feb 2024 06:00:00 GMT

In Redact, we have introduced a maximum file size in order to improve project resiliency. The MaximumNativeSizeForViewerInBytes instance setting value will now determine the maximum file size for the native viewer as well as for Redact projects.

Processing (Product Release Note - Enhancement)

Wed, 14 Feb 2024 06:00:00 GMT

Processing now displays a warning during Discover job submission when the number of passwords in Password Bank exceeds the recommended limit of 100.

Review Center (Product Release Note - Enhancement)

Tue, 13 Feb 2024 06:00:00 GMT

The Reviewer Details table is now its own component called Reviewed Documents, making it a more prominent tool on the dashboard.

Case Strategy (Known Issue)

Thu, 08 Feb 2024 06:00:00 GMT

If a user creates a Fact from an Excerpt and navigates to a different version of the document (for example, creating a Fact on the Native and then navigating to Extracted Text), the user may encounter a warning banner that the Excerpt cannot be found. User should confirm that the Fact Excerpt still exists on the document, but otherwise can disregard & close the warning.

PI Detect and Data Breach Response (Product Release Note - Enhancement)

Wed, 07 Feb 2024 06:00:00 GMT

Ingestion will no longer fail if a duplicate document is ingested twice. The duplicate document will be skipped.

Log Extractor (Developer Release Note - Deprecation)

Thu, 01 Feb 2024 06:00:00 GMT

We updated Log Extractor for a backend change within RelativityOne. The error logs will be extracted from a different data store and will be formatted following the guidelines found on the Log Extractor page.

Log Extractor (Product Release Note - Deprecation)

Thu, 01 Feb 2024 06:00:00 GMT

Import (Developer Release Note - Deprecation)

Wed, 31 Jan 2024 06:00:00 GMT

The Relativity Import API stopped functioning on January 31, 2024 due to migration of data import related products to cloud based solutions. The new version of The Relativity Import API is located here: https://platform.relativity.com/RelativityOne/Content/Import_API/Relativity_Import_Service_API/Overview/Relativity_Import_Service_API.htm

Transfer (Developer Release Note - Deprecation)

Wed, 31 Jan 2024 06:00:00 GMT

Relativity.Transfer.Client versions 7.4.10 and below stopped functioning on January 31, 2024, due to the migration of Relativity data transfer products to cloud-based solutions. If your code contains a reference to Relativity.Transfer.Client, you will need to update your code to integrate with Relativity.Transfer.SDK, version 1.0.0+. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Hs0000BP02gYKQR

Relativity Lists (Known Issue)

Wed, 31 Jan 2024 06:00:00 GMT

A user without the 'Add' Search permission is still able to create and run a saved search from the root level folder if they have access to the Saved Searches browser.

Express Transfer (Product Release Note - Enhancement)

Tue, 30 Jan 2024 06:00:00 GMT

You can now limit your internet speed for more stable transfers by using Limit bandwidth option in Express Transfer.

Express Transfer (Product Release Note - Enhancement)

Tue, 30 Jan 2024 06:00:00 GMT

You can now exclude Office temporary files from jobs using Express Transfer.

Review Center (Product Release Note - Enhancement)

Fri, 26 Jan 2024 06:00:00 GMT

Visualizations are now housed under a drop-down instead of tabs.

Import/Export (Product Release Note - Enhancement)

Thu, 25 Jan 2024 06:00:00 GMT

You can now automatically assign custodians based on the folder naming pattern and create new ones with one click.

Preservation (Product Release Note - Enhancement)

Wed, 24 Jan 2024 06:00:00 GMT

New preservation application includes Microsoft and Google preservation in-place. This directly integrates with Legal Hold and is only available in RelativityOne.

Legal Hold (Product Release Note - Enhancement)

Wed, 24 Jan 2024 06:00:00 GMT

Legal Hold now integrates with the new Preservation in-place application for Microsoft Mailbox, OneDrive, SharePoint.

Legal Hold (Product Release Note - Enhancement)

Wed, 24 Jan 2024 06:00:00 GMT

Legal Hold now integrates with the new Preservation in-place application for Google Gmail, Chat, Drive.

PI Detect and Data Breach Response (Product Release Note - Resolved defect)

Mon, 22 Jan 2024 06:00:00 GMT

We resolved a defect with detectors not displaying in alphabetical order when adding personal information.

PI Detect and Data Breach Response (Product Release Note - Resolved defect)

Mon, 22 Jan 2024 06:00:00 GMT

We fixed a defect where entities were not being removed from the Linked Entities card when deleted.

Sentiment analysis (Product Release Note - Enhancement)

Fri, 19 Jan 2024 06:00:00 GMT

You can now exclude Spreadsheets from your Sentiment Analysis directly from the mass operation user interface. We recommend choosing Yes to improve performance.

Review Center (Known Issue)

Tue, 16 Jan 2024 06:00:00 GMT

Review Progress statistics do not show for a cancelled validation queue, even if documents are reviewed before cancelling.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Thu, 11 Jan 2024 06:00:00 GMT

Ability to load unlimited amount of items in Staging view.

List Page (Product Release Note - Resolved defect)

Thu, 11 Jan 2024 06:00:00 GMT

We have fixed a defect in RelativityOne that was causing incorrect search results to populate for users using the new list page. If you edited a search while another search was highlighted the results may have been for the highlighted search. Further details are available in the Knowledge Base article for REL-900667

Legal Hold (Product Release Note - Enhancement)

Wed, 10 Jan 2024 06:00:00 GMT

Updated the Assign Custodians picker so that "Paste from Email Address" feature does not break when an email contains apostrophes.

Legal Hold (Product Release Note - Enhancement)

Wed, 10 Jan 2024 06:00:00 GMT

The Legacy Preservation in Place integration in Legal Hold for O365 now supports preservation for Microsoft GCC High environments.

Import/Export (Product Release Note - Enhancement)

Fri, 22 Dec 2023 06:00:00 GMT

You can save the field mapping configuration to a .csv file when setting up a new import job.

Collect (Product Release Note - Enhancement)

Wed, 20 Dec 2023 06:00:00 GMT

You can now collect from GovSlack instances in Relativity aiR Government environments.

Redact (Known Issue)

Wed, 20 Dec 2023 06:00:00 GMT

In Redact, we disabled the 'hidden content' toast notification to alert reviewers when Headers or Footers are detected on native spreadsheets because re-opening the file upon navigation would often overwhelm the Viewer's ability to display the document. However, since the Viewer does not display Header/Footer information, our recommendation continues to be that reviewers always check the individual Redact viewer cards for determining coding and/or markup decisions. Our near-term plan is to add Header/Footer information to the existing Viewer's "hidden content" toast notification.

ARM (Product Release Note - Enhancement)

Tue, 19 Dec 2023 06:00:00 GMT

When creating a Restore job, you must choose only client and matter. All server will be chosen automatically based on the client.

Case Dynamics (Known Issue)

Tue, 19 Dec 2023 06:00:00 GMT

If a Case Dynamics user has permissions on the Excerpt object set to NONE and attempts to open a Fact Layout that contains the Fact Excerpt field, the Fact Excerpt field can look distorted. * If the Fact Layout is in View mode, the Fact Excerpt field will appear blank. * If the Fact Layout is in Edit mode, the Fact Excerpt field will appear very thin; no data will be displayed Can be resolved by either granting the user at least VIEW permissions on the Excerpt objects or by selecting a layout without the Fact Excerpts field.

Import/Export (Product Release Note - Enhancement)

Tue, 19 Dec 2023 06:00:00 GMT

With Import Export, you can import extracted text to any long-text workspace field.

ARM (Product Release Note - Resolved defect)

Tue, 19 Dec 2023 06:00:00 GMT

Restore job will no longer fail during Workspace Upgrade on IX_Name index on SQL tables.

Fields (Product Release Note - Enhancement)

Thu, 14 Dec 2023 06:00:00 GMT

When creating a long-text field, the “Store in Data Grid” toggle will be enabled, and the filter type will be set to “none” by default. By disabling “Store in Data Grid” toggle, you will see a warning about potential performance impacts.

PI Detect and Data Breach Response (Product Release Note - Resolved defect)

Wed, 06 Dec 2023 06:00:00 GMT

Restarting a failed job using the restart button will no longer fail immediately.

Mass Operations (Developer Release Note - Deprecation)

Tue, 28 Nov 2023 06:00:00 GMT

The Send to CaseMap mass operation is deprecated in RelativityOne. If you bulk-send items to your CaseMap database (versions 7 and above) using the mass operation and require similar functionality in RelativityOne, our Case Dynamics product offers similar capabilities. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D5Hs0000B1ABv2KQG

Legal Hold (Product Release Note - Enhancement)

Mon, 27 Nov 2023 06:00:00 GMT

Update Preservation Hold Settings Validation Job to check for CSOM SharePoint Discovery Settings.

Import/Export (Product Release Note - Enhancement)

Wed, 22 Nov 2023 06:00:00 GMT

Export Services SDK is a new Relativity product that offers capability to create, run, and check status of an export job in Import/Export tool.

Viewer (Product Release Note - Enhancement)

Thu, 16 Nov 2023 06:00:00 GMT

Microsoft OneNote SOAP/HTTP File is now supported in the native viewer.

Collect (Product Release Note - Enhancement)

Thu, 16 Nov 2023 06:00:00 GMT

The Data Source step now precedes the Custodian step in the job wizard. We made this update to anticipate the future support for non-custodial type collections.

Review Center (Product Release Note - Enhancement)

Thu, 16 Nov 2023 06:00:00 GMT

Statistical validation of prioritized review queues is now available in Review Center. Now you can seamlessly validate the results of AI-backed workflows.

Case Dynamics (Product Release Note - Enhancement)

Thu, 16 Nov 2023 06:00:00 GMT

You can now add Case Dynamics fields directly onto document layouts and easily highlight key sections of document and create facts from excerpts. The document excerpt will be highlighted based on the Fact Color assigned by the attorney.

Processing (Product Release Note - Enhancement)

Wed, 15 Nov 2023 06:00:00 GMT

You can now process exports coming from Slack workspaces, zip folders with JSON files, and get them converted automatically to RSMF. Use new category in Processing Profile to control desired RSMF output.

PI Detect and Data Breach Response (Product Release Note - Enhancement)

Wed, 15 Nov 2023 06:00:00 GMT

PI Detect and Data Breach Response now supports PI detection for 10 languages.

Case Dynamics (Known Issue)

Wed, 15 Nov 2023 06:00:00 GMT

If a Fact Excerpt contains too many characters in a row without a space, the Excerpt Pill may distort and hide the (x) Icon to delete the Fact Excerpt from the Fact. To avoid this scenario, we recommend creating Fact Excerpts from text that contains spaces and/or limiting the length of a Fact Excerpt without spaces to approximately 40 characters. User can also create multiple excerpts to append to a Fact if more text is needed. If a Fact Excerpt is created where the pill (x) icon is hidden, please delete the Fact and recreate from a new, shorter Excerpt.

Case Dynamics (Known Issue)

Wed, 15 Nov 2023 06:00:00 GMT

If user navigates to Listview Fact and removes Excerpt using (x) icon and navigates back to the Document, user may need to refresh the page to update the Excerpt highlights shown Document.

Express Transfer (Product Release Note - Enhancement)

Mon, 13 Nov 2023 06:00:00 GMT

Now you can skip failed files and continue with the import job using Express Transfer.

Imaging (Product Release Note - Enhancement)

Fri, 10 Nov 2023 06:00:00 GMT

Users have an option in the Basic Imaging profile to include the RSMF cover sheet when converting short-message data to TIF format.

Case Dynamics (Known Issue)

Thu, 09 Nov 2023 06:00:00 GMT

If user is creating Excerpt from the From: and To: lines of an email, additional lines may be included in the Excerpt.

Review Interface (Product Release Note - Resolved defect)

Thu, 09 Nov 2023 06:00:00 GMT

We have resolved an issue related to marking up PDFs. If you enabled the highlight or redaction mode in the classic PDF viewer and then refreshed the page between October 2022 and November 2023, markups placed post-refresh would not have persisted to the database or been editable. Audits from the past 3 months show PDF markups are 0.9% of manual markups. Further details in this Knowledge Base article.

Case Dynamics (Known Issue)

Thu, 09 Nov 2023 06:00:00 GMT

User cannot add *Fact Excerpts::Location* or *Fact Excerpts::Document Text* fields to Timeline Facts view. If the User needs those Fields included in an XLS format based on a Timeline, we recommend using the *Create Offline Report* workflow.

Case Dynamics (Known Issue)

Thu, 09 Nov 2023 06:00:00 GMT

Custom field titles may appear in slightly different font size/style when added to a Fact Layout.

Reviewer Interface (Known Issue)

Thu, 09 Nov 2023 06:00:00 GMT

PowerPoint files with some type of embedded objects (e.g., an org chart with shadows) will have rending issue in the native viewer. Workaround: Use the image viewer (basic image) instead of the native viewer for the affected document.

Case Dynamics (Known Issue)

Thu, 09 Nov 2023 06:00:00 GMT

User cannot add Fact Excerpts or Document Excerpts fields to a document layout or any views. Doing so will disable the Excerpt workflow and may lead to lost data. For more information, please see the Case Dynamics documentation site.

Import/Export (Known Issue)

Mon, 06 Nov 2023 06:00:00 GMT

Some zip archives are not appropriately parsed, and all files and possible paths are classified as loose files. When reading zip entries using archive-api archiveApi.getZipEntries(file) it results in validating paths in precheck as invalid and also zip structure is not displayed correctly when using unstructured import.

Import/Export (Known Issue)

Mon, 06 Nov 2023 06:00:00 GMT

Importing an archive with the LZMA compression method does not work. This type of job may stop responding without a UI message to the user.

Automated Workflows (Known Issue)

Fri, 03 Nov 2023 05:00:00 GMT

When selected a Saved Search in the Run Set Long Text Field Size action that is not set to Public as the Owner, the workflow will fail. Workaround: Set the Saved Search to Public as the Owner to ensure the action and workflow will succeed.

Automated Workflows (Product Release Note - Enhancement)

Fri, 03 Nov 2023 05:00:00 GMT

You can now select to run the Set Long Text Field Size mass operation as an action in Automated Workflows.

Sentiment analysis (Product Release Note - Enhancement)

Thu, 02 Nov 2023 05:00:00 GMT

Sentiment Analysis results for positivity will now only include segments that have three words or more. This change does not impact results from the other signals: negativity, anger, or desire.

Import/Export (Known Issue)

Mon, 30 Oct 2023 05:00:00 GMT

Import/Export maps KWX profile files differently than RDC. When using RDC, more fields are mapped than by the Import/Export application. It may be a problem for users that not all fields from the KWX profile files are applied when using the Import/Export application. As a result, they may export data with less information than expected. Workaround: Map missing fields manually on the Import/Export UI when configuring the job. Another workaround would be using new Import/Export profiles (i.e. file) that can be exported from the application.

Processing (Product Release Note - Resolved defect)

Fri, 20 Oct 2023 05:00:00 GMT

The Custodian - Processing classification will now be set for all custodians, new or existing, when used in Processing with Quick Create Sets.

Permissions (Product Release Note - Enhancement)

Thu, 19 Oct 2023 05:00:00 GMT

When setting up permissions in the Object Security tab, you will see that item level security is set on certain items and you will be able to navigate to them easily.

Processing (Product Release Note - Enhancement)

Tue, 17 Oct 2023 05:00:00 GMT

You can now download multiple errored files from the Processing Files tab in a single mass action.

PI Detect and Data Breach Response (Product Release Note - Enhancement)

Tue, 17 Oct 2023 05:00:00 GMT

You can now ingest documents into the PI Detect and Data Breach Response application without giving lead permissions to the Relativity Service Account.

Review Center (Product Release Note - Enhancement)

Wed, 11 Oct 2023 05:00:00 GMT

The Reviewer Detail table provides information about the documents in your queue, including which reviewer coded each document, how long the reviewer took, and how it was coded.

Review Center (Known Issue)

Wed, 11 Oct 2023 05:00:00 GMT

When exporting to the Review Detail table to CSV, only records matching filters on the current page are exported (not all records matching from all pages).

Express Transfer (Product Release Note - Enhancement)

Sun, 08 Oct 2023 05:00:00 GMT

Express Transfer Report with failed or skipped files is available for analyze job results.

Import/Export (Product Release Note - Enhancement)

Fri, 06 Oct 2023 05:00:00 GMT

You can now track ongoing Import/Export jobs at the instance level thanks to integration with Relativity Queue Manager. Monitor all workspaces in a single view.

Import/Export (Product Release Note - Enhancement)

Fri, 06 Oct 2023 05:00:00 GMT

You can now correct load file errors within the same import job. No need to configure new job or copy documents again. Just correct failed rows and upload new load file on the job progress pop-up.

Review Center (Known Issue)

Fri, 06 Oct 2023 05:00:00 GMT

An error is thrown when attempting to switch a queue type from a Prioritized Review queue to a Saved Search and vice versa. This errors occurs on both the Review Library and Review Center tabs.

Import/Export (Product Release Note - Enhancement)

Fri, 06 Oct 2023 05:00:00 GMT

You can now use a search option to find the workspace field you are looking for when mapping fields in the structured data import flow.

PI Detect and Data Breach Response (Product Release Note - Enhancement)

Thu, 05 Oct 2023 05:00:00 GMT

When using the viewer, a warning modal will appear at the top of the page to remind you to lock annotations before moving on to the next document.

PI Detect and Data Breach Response (Product Release Note - Resolved defect)

Thu, 05 Oct 2023 05:00:00 GMT

When adding multiple links to an entity, the links now render in the Linked Entities card without having to refresh the page.

PI Detect and Data Breach Response (Product Release Note - Resolved defect)

Thu, 05 Oct 2023 05:00:00 GMT

Spreadsheet annotations no longer fail to load in the review extension.

Legal Hold (Product Release Note - Enhancement)

Mon, 02 Oct 2023 05:00:00 GMT

Preservation Custodian Status tab now visible so that users can see all Preservation Hold Statuses for each custodian across the workspace from one view.

Legal Hold (Product Release Note - Enhancement)

Mon, 02 Oct 2023 05:00:00 GMT

Updated the Custodian Status Dashboard to include the Release Date field

Legal Hold (Product Release Note - Resolved defect)

Mon, 02 Oct 2023 05:00:00 GMT

Fixed a defect that would cause the close project job to crash and requeue indefinitely in certain situations.

Legal Hold (Product Release Note - Enhancement)

Mon, 02 Oct 2023 05:00:00 GMT

Updated the ActiveCustodianSummary API endpoint to handle bad data more gracefully.

Processing (Product Release Note - Enhancement)

Sun, 01 Oct 2023 05:00:00 GMT

OCR during Processing now supports Arabic, Hebrew, Thai, and Vietnamese

Customer Lockbox (Known Issue)

Fri, 29 Sep 2023 05:00:00 GMT

When the Customer's Sys Admin is a member of ONLY System Administrators group, they are able to access the workspace (as expected) but unable to perform Mass Operations. The work-around is to add this user to a non-sys admin group.

ARM (Known Issue)

Tue, 26 Sep 2023 05:00:00 GMT

There is an issue that prevents Legal Hold archives from Server 2021 or Server 2022 from being restored into Relativity aiR. We plan to remediate this issue in the coming weeks, and we do not expect a hot fix for Server being required.

Import/Export (Product Release Note - Enhancement)

Sat, 23 Sep 2023 05:00:00 GMT

Advanced load file checks help to reduce the time and effort to import structured data into a Relativity workspace. We will extend the existing pre-checks rules by adding the following validations: Preview number of folders and choice fields to be created during the import operation. File paths validation; you will be notified if a missing or wrong file path in a load file is detected.

Integration Points (Product Release Note - Enhancement)

Fri, 22 Sep 2023 05:00:00 GMT

Integration Points allows to transfer Relativity Short Message Format (RSMF) metadata between workspaces, to cover E2E use case of RSMF.

Import/Export (Known Issue)

Fri, 22 Sep 2023 05:00:00 GMT

Using characters that are not supported by Windows in file/folder names during Unstructured Import causes the error: Illegal characters in path.

Import/Export (Product Release Note - Enhancement)

Fri, 22 Sep 2023 05:00:00 GMT

You can now activate email notifications to get informed once your job is completed, failed, or canceled.

Legal Hold (Product Release Note - Resolved defect)

Mon, 18 Sep 2023 05:00:00 GMT

A defect was fixed which was causing the Employment Status Change Report to fail to be generated in certain workflows.

Review Center (Product Release Note - Enhancement)

Thu, 14 Sep 2023 05:00:00 GMT

You can now filter the queue tabs on the Review Center dashboard by using the Queue Label field, which you can set on queue settings. The filter only applies to the queue tabs at the top of the dashboard, it has no impact on the leaderboard or charts.

Review Center (Product Release Note - Enhancement)

Thu, 14 Sep 2023 05:00:00 GMT

We redesigned the Queue Summary strip on the Review Center dashboard to make it easier to use, understand, and find key information about your queue.

Review Center (Known Issue)

Thu, 14 Sep 2023 05:00:00 GMT

When clicking Complete, there is no indication that the job is being processed until the job completes. Workaround: To get the update quicker, you can wait for the dashboard to update or refresh your page.

Review Center (Product Release Note - Enhancement)

Thu, 14 Sep 2023 05:00:00 GMT

You can now move a queue into a completed state, which removes access for reviewers and also pushes the queue to the end of the tab strip at the top of the Review Center dashboard. You can also re-enable a queue if you want to make it active again.

Automated Workflows (Product Release Note - Enhancement)

Thu, 14 Sep 2023 05:00:00 GMT

When on a linked automated workflow to a template workflow, you can now see that the workflow is linked and navigate to the template workflow. You must have permissions to template workflow in order to navigate to it.

Automated Workflows (Product Release Note - Enhancement)

Thu, 14 Sep 2023 05:00:00 GMT

Once you apply a change to your template workflow, you can now cascade those changes to identical workflows in your instance. Click on the Workflow Sync button, select the Sync to Workspaces tab, select your workspaces, and click Sync.

Automated Workflows (Product Release Note - Enhancement)

Thu, 14 Sep 2023 05:00:00 GMT

Once your automated workflow is designated as a template workflow, you can use the Sync to Workspaces functionality to push changes to identical workflows in your instance. You can only have one template workflow in a group of identical workflows across workspaces.

Collect (Product Release Note - Enhancement)

Thu, 14 Sep 2023 05:00:00 GMT

Inactive Microsoft 365 Outlook mailboxes are now collected when using the standard M365 Outlook Mailbox connector. This does require the full_access_as_app permission in your Azure Application Registration. If you already added that permission to support M365 Online Archived mailbox collections, then no action is required.

Automated Workflows (Product Release Note - Enhancement)

Thu, 14 Sep 2023 05:00:00 GMT

Your automated workflows will now be linked when a workflow is created by either the Copy to Workspace feature or new workspace creation from a workspace template that includes automation.

Authentication (Product Release Note - Enhancement)

Tue, 12 Sep 2023 05:00:00 GMT

The Authentication Providers page now contains actionable error messages for troubleshooting the setup of single sign-on.

Review Center (Product Release Note - Enhancement)

Tue, 12 Sep 2023 05:00:00 GMT

You can leave most fields empty when creating or editing a queue template, forcing decisions to be made at the time of creating a brand new queue from the template.

Permissions (Product Release Note - Enhancement)

Tue, 12 Sep 2023 05:00:00 GMT

This improvement simplifies the experience of managing Permissions by the User by providing the ability to update multiple permissions within a single group at once, instead doing it for each of them one by one.

Review Center (Known Issue)

Tue, 05 Sep 2023 05:00:00 GMT

Filtering in the document list within the viewer only filters what is on the screen, not the full list of results. To get a comprehensive list of results, filter within the Documents tab or run a search from the saved search browser or field tree.

Review Center (Product Release Note - Enhancement)

Tue, 05 Sep 2023 05:00:00 GMT

The classification job was updated to use a Logarithmic instead of a linear term frequency that results in a more intuitive rank distribution of the document set in Prioritized Review Queues.

Documentation (Product Release Note - Enhancement)

Fri, 01 Sep 2023 05:00:00 GMT

You can now hover over section headings in product documentation to get, and copy, a hyperlink directly to that heading.

Integration Points (Product Release Note - Enhancement)

Thu, 31 Aug 2023 05:00:00 GMT

Integration Points will now allow to map Full Name field for entities import from LDAP, FTP, and Azure AD. Integration Points will generate Full Name field automatically, based on First Name and Last Name fields, only if it is not being mapped.

Processing (Known Issue)

Wed, 30 Aug 2023 05:00:00 GMT

A failure occurs when deleting a Processing Set with document errors from the Processing Set layout. Workaround: Delete the Processing Set using the Mass Delete action from the Processing Set list view.

Processing (Known Issue)

Tue, 29 Aug 2023 05:00:00 GMT

Processing > Administration: The Last Activity column on the Processing and Imaging queue is not updated during error record creation at the end of a job.

Review Center (Product Release Note - Enhancement)

Tue, 29 Aug 2023 05:00:00 GMT

Allow Coded in Review will check for outside-coded documents during queue refreshes and every time a reviewer checks out a document.

Documentation (Developer Release Note - Enhancement)

Mon, 28 Aug 2023 05:00:00 GMT

The RelativityOne Developer Documentation site has been significantly updated to better support Relativity developers.

Documentation (Product Release Note - Enhancement)

Mon, 28 Aug 2023 05:00:00 GMT

The RelativityOne Developer documentation site has been significantly updated to better support Relativity developers. See Developer News in the RelativityOne Developer documentation for more information.

Processing (Product Release Note - Enhancement)

Mon, 28 Aug 2023 05:00:00 GMT

Any Publish Job Error that is retried will always have a status of Retried when complete. Any new job errors that occur during the Publishing phase is marked as Ready to Retry and ensures that the most recent Publish Job Error is the actionable error with no references to errors in an Unresolvable status.

Integration Points (Product Release Note - Enhancement)

Fri, 25 Aug 2023 05:00:00 GMT

Improved behavior divides scope of a document transfer job into batches, which are sent to IAPI for further processing. This batching is transparent and you can run large workspace-to-workspace jobs without splitting data into smaller chunks.

Processing (Known Issue)

Wed, 23 Aug 2023 05:00:00 GMT

Processing > Discovery: When processing Google Drive data, duplicate files that share the same hash values will have identical sidecar metadata propagated from the primary record.

Legal Hold (Product Release Note - Resolved defect)

Tue, 22 Aug 2023 05:00:00 GMT

Fixed defect where the Employment Status Change report was not reporting on changes to the Employment Status field.

Processing (Known Issue)

Tue, 22 Aug 2023 05:00:00 GMT

Processing > Publish: Dedupe fields are not getting populated on primary documents unless all five dedupe fields (All Custodians, Dedupe Custodians, All Paths, Dedupe Paths, Dedupe Count) are mapped. To work around the issue, map all five fields and republish the documents. This will populate the dedupe fields.

Automated Workflows (Product Release Note - Enhancement)

Mon, 21 Aug 2023 05:00:00 GMT

You can now include Contracts OCR and Contracts Analysis jobs as actions of an Automated Workflow. Sequence these actions with others in your workflows to automate tasks for your Contracts use cases.

ARM (Product Release Note - Enhancement)

Wed, 16 Aug 2023 05:00:00 GMT

When setting up archive job, you can choose if corrupted indexes should be skipped or it should stop the job. An archive skip behavior is set by default. At the end of the job, summary page will show all archived and restored indexes.

ARM (Product Release Note - Enhancement)

Wed, 16 Aug 2023 05:00:00 GMT

After Archive and Restore job, the Job Summary table includes the extracted text statistics.

Express Transfer (Product Release Note - Enhancement)

Thu, 10 Aug 2023 05:00:00 GMT

When using Express Transfer with Import/Export, if a job fails to finish or completes with errors, you can now generate a report from Express Transfer Job Details.

Legal Hold (Product Release Note - Resolved defect)

Wed, 09 Aug 2023 05:00:00 GMT

Fixed issue where Entities with aliased email addresses in M365 were unable to have their OneDrive URLs found.

Import/Export (Known Issue)

Fri, 04 Aug 2023 05:00:00 GMT

When saving a .IE profile for Production Export and applying the profile, the fields default to sort alphabetically. The original sort order is not retained.

Import/Export (Known Issue)

Fri, 04 Aug 2023 05:00:00 GMT

When saving a .IE profile for an export job and applying the profile, the original text field precedence order is not retained. Instead, text field precedence is sorted alphabetically.

Processing (Known Issue)

Fri, 04 Aug 2023 05:00:00 GMT

Processing Set error messages do not display the relevant error messages during new set creation. Instead, a static error message is always displayed.

Collect (Product Release Note - Enhancement)

Thu, 03 Aug 2023 05:00:00 GMT

For Microsoft 365 Outlook mailboxes, including calendars and contacts, and OneDrive collections, you can run the inventory phase of a collection without performing the physical collection. You will then be able to see the number of items discovered and estimated collection size for each custodian target.

Security Alerts (Product Release Note - Enhancement)

Sat, 29 Jul 2023 05:00:00 GMT

You can now resolve an alert with a single click in Security Center. Eliminating the need to leave the Security Alerts page to take manual action. We also added an alert state so you know what alerts need to be addressed and have been addressed. Enabling you to decide what alerts you get emails about to focus on the signals most important to your security posture.

Production (Developer Release Note - Deprecation)

Fri, 28 Jul 2023 05:00:00 GMT

The unversioned Production APIs will be deprecated and no longer supported as of July 28, 2023. If your .NET code contains a reference to Relativity.Productions.Client or you are calling the non-versioned Production service URL, you will need to update your code to use Relativity.Productions.SDK or alternatively target the versioned REST service URLs. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D51T0000AXR8NNSQ1

List Page (Product Release Note - Resolved defect)

Thu, 27 Jul 2023 05:00:00 GMT

In Relativity’s dedication to the customer experience, several improvements were made to the new list page. This work reduced the number of customer incidents and the improved performance of the new list page.

Review Center (Product Release Note - Enhancement)

Thu, 27 Jul 2023 05:00:00 GMT

A queue with a relational field set will now serve each group's members in the order specified by the field's Relational View. Previously, relational group members were served in order of artifact ID.

Redact (Known Issue)

Tue, 25 Jul 2023 05:00:00 GMT

In Redact, the underlying OCR engine that Image Projects utilize is unable to identify project rule search hits when the term, phrase, or pattern is surrounded by an equal number of dashes. For example, a project rule for the term 'Agent' would not return search hits for the text '--- Agent ---'. Relativity OCR, however, is not encumbered by this scenario. Therefore, the suggested workflow is to QC search term hits on the text generated by Relativity OCR and to manually draw redactions wherever there is a discrepancy.

Review Center (Product Release Note - Enhancement)

Fri, 21 Jul 2023 05:00:00 GMT

You can now assign more than one reviewer group to a queue. All users in the groups will have access to the queue.

Review Center (Known Issue)

Fri, 21 Jul 2023 05:00:00 GMT

You cannot set the Workspace Admin group as a Reviewer Group in a Review Center queue.

Import/Export (Product Release Note - Enhancement)

Thu, 20 Jul 2023 05:00:00 GMT

You can now import PDFs directly into production set.

ARM (Product Release Note - Deprecation)

Thu, 20 Jul 2023 05:00:00 GMT

Advance Restore Options will no longer be available when creating Restore Job.

ARM (Product Release Note - Enhancement)

Thu, 20 Jul 2023 05:00:00 GMT

Restore job will now complete, even if some application upgrade fails. You can now access workspace and repair applications after the job.

Legal Hold (Product Release Note - Enhancement)

Wed, 19 Jul 2023 05:00:00 GMT

Added new choice 'Never' to Incoming Email Frequency and set as default setting.

Legal Hold (Product Release Note - Resolved defect)

Wed, 19 Jul 2023 05:00:00 GMT

Fixed defect where Entity assigned dates were not showing up on the Entity layout.

Search (Product Release Note - Resolved defect)

Mon, 17 Jul 2023 05:00:00 GMT

In Relativity’s dedication to the customer experience, we have improved the stability and performance of index builds. This was done through multiple significant improvements and the migration of search data to AFS.

Integration Points (Product Release Note - Enhancement)

Mon, 17 Jul 2023 05:00:00 GMT

The goal is to optimize jobs, to push from Repository to Review workspace only recently changed or added documents, comparing scope of previous execution of the started job.

Collect (Product Release Note - Enhancement)

Mon, 17 Jul 2023 05:00:00 GMT

You can now collect Microsoft Teams chat data from Microsoft 365 Government tenants into Relativity aiR Government instances

Import/Export (Product Release Note - Enhancement)

Fri, 14 Jul 2023 05:00:00 GMT

You can now save your job settings to a file in all import and export flows and apply them when creating a new job.

Files Tab (Known Issue)

Thu, 13 Jul 2023 05:00:00 GMT

For Processing Sets that contain large amounts of data sources, clicking the File Errors link from their Processing Set page can fail to navigate to the Files tab, and instead show a 404 error. This problem occurs when a Processing Set contains approximately 140 or more Data Sources. To work around this issue, navigate directly to the Files tab, select the Current Errored Files view, and add a condition to filter the view by Data Source - selecting the data sources from the current Processing Set.

Extensibility Points (Product Release Note - Resolved defect)

Sat, 01 Jul 2023 05:00:00 GMT

In Relativity’s dedication to the customer experience, several improvements were made to Relativity Service Host. This work reduced the number of customer incidents, improved self-healing, and enhances the overall customer experience with Service Host and Kepler Services.

OCR (Product Release Note - Enhancement)

Fri, 30 Jun 2023 05:00:00 GMT

The OCR engine now provides faster throughput and better text recognition results. These improvements impact non-Latin-based alphabet languages as well.

Import/Export (Product Release Note - Enhancement)

Fri, 30 Jun 2023 05:00:00 GMT

You can now export your job settings to a file in the RDO data import flow. Then, you can apply the saved job configuration when creating a new import job.

Import/Export (Product Release Note - Enhancement)

Fri, 23 Jun 2023 05:00:00 GMT

You can now export your job settings to a file in the document load file import flow. Then, you can apply the saved job configuration when creating a new import job.

Imaging (Product Release Note - Resolved defect)

Fri, 23 Jun 2023 05:00:00 GMT

In Relativity’s dedication to the customer experience, we improved the stability of the imaging functionality. This work decreased incidents and outages.

Legal Hold (Product Release Note - Enhancement)

Fri, 23 Jun 2023 05:00:00 GMT

Update OneDrive URL Discovery in Preservation in Place to use Graph API.

Legal Hold (Product Release Note - Resolved defect)

Fri, 23 Jun 2023 05:00:00 GMT

Fixed defect for Scheduling Reminder where the first run of the project reminder would be skipped.

Relativity Forms (Known Issue)

Wed, 21 Jun 2023 05:00:00 GMT

When the 'Save and New' button is clicked in a popup window, the popup disconnects from the parent object and is unable to save again. The initial save successfully completes, however the user will need to close the popup and reopen in order to continue. Workaround: Use the 'Save' button instead.

Import/Export (Product Release Note - Enhancement)

Fri, 16 Jun 2023 05:00:00 GMT

You can now activate Express Transfer once per session, and it will reactivate automatically each time you need to set up a new job. You can deactivate Express Transfer manually anytime.

Audit (Developer Release Note - Deprecation)

Thu, 15 Jun 2023 05:00:00 GMT

The unversioned Audit API will be deprecated in June 2023. If your .NET code contains a reference to Relativity.Audit.Services.Unversioned.Interfaces or you are calling the non-versioned service URL, you will need to update your code. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D51T0000AWDPEXSQ5

Analytics (Known Issue)

Thu, 08 Jun 2023 05:00:00 GMT

Date created by SQL Generator doesn't respect culture neutral string.

Analytics (Product Release Note - Resolved defect)

Wed, 07 Jun 2023 05:00:00 GMT

In Relativity's dedication to the customer experience, we fixed the issue where tagging documents during "Find Similar Documents" resulted in an out-of-memory exception and the documents returned would crash the page. The new pagination implementation will result in a more smooth experience for users of this feature.

Review Center (Product Release Note - Enhancement)

Tue, 06 Jun 2023 05:00:00 GMT

Administrators can now specify a relational field on Prioritized Review queues. If the relational field is set, the entire relational group of the next available document will be reserved for the reviewer.

Legal Hold (Product Release Note - Enhancement)

Tue, 06 Jun 2023 05:00:00 GMT

Refactored Custodian Change report to add number of Legal Hold Projects to report user interface.

Review Center (Product Release Note - Enhancement)

Tue, 06 Jun 2023 05:00:00 GMT

Prioritized Queues with fewer than 50 documents coded will now report "Insufficient Data" on the Review Progress, under "Uncoded Predicted ". This reflects the fact that AI accuracy is low when the model is in its earliest stages.

Import/Export (Product Release Note - Enhancement)

Fri, 02 Jun 2023 05:00:00 GMT

You can now set regional date/time settings when exporting workspace fields to a load file.

Import/Export (Product Release Note - Enhancement)

Fri, 02 Jun 2023 05:00:00 GMT

You can now export Folder with subfolders directly from the Import/Export tool.

Processing (Product Release Note - Resolved defect)

Fri, 02 Jun 2023 05:00:00 GMT

In Relativity's dedication to the customer experience, we have focused on addressing most impactful discovery related issues. Recent updates have addressed stuck jobs for multiple handlers—PDF, OCR, Excel, Word—updated multiple third party libraries to latest available releases, improved error messages, implemented a more versatile handling of Google sidecar files, and updated RSMF to handle large files.

Automated Workflows (Product Release Note - Enhancement)

Thu, 01 Jun 2023 05:00:00 GMT

You can now add a secondary condition to the New Documents Added and Other trigger option that will enforce a time range for when the workflow can run after the first condition is met.

Agents (Developer Release Note - Breaking Change)

Thu, 01 Jun 2023 05:00:00 GMT

Agents will no longer connect to all file shares by default on startup. Instead, Agents must interact with a fileshare directly to receive a connection. See this post in the developer group for more information: https://community.relativity.com/s/feed/0D51T0000AT4yJUSQZ

Processing (Product Release Note - Enhancement)

Thu, 01 Jun 2023 05:00:00 GMT

Improvements were made to our EnCase handler to improve stability, performance, error clarity, and identification of BitLocker partitions.

Processing (Product Release Note - Deprecation)

Thu, 25 May 2023 05:00:00 GMT

We have unmapped the Discover Error on Child Document field across every Relativity workspace based on evidence of the field not being of value and not having much usage. If the field is needed, clients can remap field and republish to populate the field.

Legal Hold (Product Release Note - Enhancement)

Thu, 25 May 2023 05:00:00 GMT

Enable Open to Associations for Project::Type and CustodianRole::Release Date fields.

Legal Hold (Product Release Note - Enhancement)

Thu, 25 May 2023 05:00:00 GMT

Added new columns to the Employment Status Change report. Removed 'grouping' logic for projects and put a row for each time a custodian is included in a project.

Review Center (Product Release Note - Enhancement)

Wed, 24 May 2023 05:00:00 GMT

Edits to queue configuration during a queue refresh now trigger a cancel action on the refresh. Once the refresh is cancelled, a manual or automatic refresh is recommended to cause the changes to take effect

Review Center (Product Release Note - Enhancement)

Wed, 24 May 2023 05:00:00 GMT

When a queue is Active or Paused, and the queue is refreshed, its tab will now show the primary state. For example, "Paused" or "Active". If you click that tab, you will see in the Queue Status that the queue is "Paused, Preparing" or "Active, Preparing."

Review Center (Product Release Note - Enhancement)

Wed, 24 May 2023 05:00:00 GMT

Review Center Queues now have a "Queue Label" field that allows administrators to organize queues into categories. For example, review stage or queue usage. The field is available in the Review Library tab's views for sorting and filtering purposes.

Import/Export (Product Release Note - Enhancement)

Fri, 19 May 2023 05:00:00 GMT

You can now export Relativity Dynamic Object (RDO) data from RelativityOne with Import/Export.

Processing (Product Release Note - Enhancement)

Wed, 17 May 2023 05:00:00 GMT

For easy locating of processing entities, we updated the link views for custodian filtering in the Documents tab and the Select Item – Custodian modal to include only the full name and classification when creating Processing Data Sources.

Legal Hold (Product Release Note - Resolved defect)

Mon, 15 May 2023 05:00:00 GMT

Improved performance of Employment Status Report, especially reports including large amounts of custodians.

Import/Export (Product Release Note - Enhancement)

Mon, 15 May 2023 05:00:00 GMT

When exporting data, you can now rename native and text files with a custom file naming option.

Import/Export (Product Release Note - Enhancement)

Mon, 15 May 2023 05:00:00 GMT

When exporting data, you can now rename volumes and subdirectories and set the maximum size allowed for each volume and the maximum number of files to store in each subdirectory.

User (Product Release Note - Enhancement)

Mon, 15 May 2023 05:00:00 GMT

The User Disable On Date functionality has been migrated from the Workspace Housekeeping agent to the User Disable Scheduler agent.

Import/Export (Product Release Note - Enhancement)

Mon, 15 May 2023 05:00:00 GMT

You can now apply an export job configuration from an existing .kwx file to set up a new export job.

API/Framework Support (Known Issue)

Fri, 12 May 2023 05:00:00 GMT

Parent fields are not working on PreSave and PostSave Event Handlers.

Processing (Product Release Note - Enhancement)

Fri, 12 May 2023 05:00:00 GMT

We've added a new field to the files tab in Processing where you can see files that were deduplicated out of your processing set. You can access the file metadata and export this information, allowing for more visibility into deduplicated files.

Legal Hold (Product Release Note - Resolved defect)

Thu, 11 May 2023 05:00:00 GMT

Fixed issue where Select from Unsent on Communication was not working on bad data.

Review Center (Product Release Note - Enhancement)

Wed, 10 May 2023 05:00:00 GMT

Queues that have automatic refresh enabled will now refresh based on coding activity on any queue in the workspace, not just in that particular queue.

Processing (Product Release Note - Enhancement)

Thu, 04 May 2023 05:00:00 GMT

When processing RSMF files you can now extract files up to 2 GB, map all RSMF 2.0 header metadata, and introduce your own custom X-RSMF headers.

Import/Export (Product Release Note - Enhancement)

Sun, 30 Apr 2023 05:00:00 GMT

When setting up a new import job, you can now create a new workspace folder directly in the Destination folder pane.

JavaScript (Developer Release Note - Enhancement)

Fri, 28 Apr 2023 05:00:00 GMT

Debug functionality added to the JavaScript APIs on Relativity's main window. For more information, see Debug: https://platform.relativity.com/RelativityOne/Content/Customizing_the_UI/Debug.htm

Legal Hold (Developer Release Note - Enhancement)

Thu, 27 Apr 2023 05:00:00 GMT

Use the Legal Hold API for interacting with OCR Sets, OCR Profiles, and OCR jobs. Also includes APIs for authorization with Graph API and a public endpoint for getting active custodian details. For more information, see Legal Hold API: https://platform.relativity.com/RelativityOne/Content/Legal_Hold_API/Legal_Hold_API.htm

Reviewer Interface (Known Issue)

Thu, 27 Apr 2023 05:00:00 GMT

If a comment is added to the first row of a spreadsheet without text in any of the first row's cells, the Modern Comment will not display a notification of hidden information or display the comment in the Native Viewer for the entire Excel.

Web Import (Developer Release Note - Enhancement)

Tue, 25 Apr 2023 05:00:00 GMT

Use the new Web Import Export API for importing and exporting data into and out of Relativity.

Legal Hold (Product Release Note - Enhancement)

Mon, 24 Apr 2023 05:00:00 GMT

Updated Auto-Discover Targets field on Preservation Case to default to False due to low usage of the feature.

Review Center (Product Release Note - Enhancement)

Thu, 20 Apr 2023 05:00:00 GMT

The Pending state has been renamed to Not Started on the Review Center tabs to clarify that it is awaiting action by the administrator, not the system.

Review Center (Product Release Note - Enhancement)

Thu, 20 Apr 2023 05:00:00 GMT

Negative document ranks, which are assigned when the classifier cannot predict a document, are now displayed in the Document Ranks chart and associated table.

Transcripts (Known Issue)

Wed, 19 Apr 2023 05:00:00 GMT

When designations are uploaded via CSV, that CSV file is stored in a temporary file storage location and is not deleted. These files take up very little storage and can only be accessed by an administrator, so this will not impact the user experience.

Legal Hold (Product Release Note - Resolved defect)

Wed, 19 Apr 2023 05:00:00 GMT

Fixed a defect where custodian portal auth provider troubleshoot claims button wouldn't work in ARM-ed workspaces.

Case Dynamics (Known Issue)

Tue, 18 Apr 2023 05:00:00 GMT

The Fact Modal date picker does not load the correct font for the *Previous* and *Next* buttons on the Calendar popup. However, this does not affect functionality and users can still click on the button area to navigate to Previous or Next month.

Case Dynamics (Known Issue)

Tue, 18 Apr 2023 05:00:00 GMT

The *Export Outline* button disappears during Linking or Unlinking workflows; however, user can simply refresh the page to restore the *Export Outline* button.

Legal Hold (Product Release Note - Enhancement)

Sat, 15 Apr 2023 05:00:00 GMT

For Legal Hold, you are now able to use Modern Authentication (certificate based) for setting up Preservation Hold Settings.

Import/Export (Product Release Note - Enhancement)

Fri, 14 Apr 2023 05:00:00 GMT

In Express Transfer, now you can quickly export large production sets with no size limitations to your local drive. To use the new feature, you need to update Express Transfer to version 2.0.0.

Import/Export (Product Release Note - Enhancement)

Thu, 13 Apr 2023 05:00:00 GMT

You can now export saved search from a RelativityOne workspace.

Collect (Product Release Note - Enhancement)

Thu, 13 Apr 2023 05:00:00 GMT

Linked attachments are now automatically collected as part of standard, non-archive, Microsoft 365 Outlook mailbox collections. The linked files contained in the email will be attached as if they were normal non-linked attachments to the parent email.

Review Center (Product Release Note - Enhancement)

Wed, 12 Apr 2023 05:00:00 GMT

The Relevance Rate chart now shows partially-filled circles to represent partial, less than 100 documents, data points. In addition, the x-coordinate of each point now corresponds to the most recently coded document, to make the chart more understandable.

Mass Operations (Known Issue)

Tue, 11 Apr 2023 05:00:00 GMT

When running the "Merge" mass operation from the Entities tab or the "Assign to Entity" mass operation from the Aliases tab, the mass operation progress bar shows the following error message: "Failed to check progress of the mass operation". These operations still complete successfully despite the error message.

Structured Analytics (Known Issue)

Tue, 11 Apr 2023 05:00:00 GMT

Having an apostrophe in the name of a Structured Analytics Set causes the set to fail.

Review Template (Product Release Note - Enhancement)

Tue, 11 Apr 2023 05:00:00 GMT

Updated the review template to include the latest features like RSMF slicing, Review Center, Import/Export, and sentiment analysis highlights to enhance review workflows and improve the user experience.

Management Console (Product Release Note - Enhancement)

Tue, 11 Apr 2023 05:00:00 GMT

We've simplified the experience within the Cost Explorer, moving some fields from the Data Usage table to more appropriate places. Adding a Billable Workspace Type field to determine if a workspace is billed at Review, Repository or Cold Storage Rates and making the Data Usage table customizable to see the data that matters to you.

ARM (Product Release Note - Deprecation)

Fri, 31 Mar 2023 05:00:00 GMT

Move job is not longer available in ARM.

Review Center (Product Release Note - Resolved defect)

Wed, 29 Mar 2023 05:00:00 GMT

You can now tie a document view to a queue, via queue settings, which controls the fields displayed in the documents card in the Viewer.

Security (Product Release Note - Enhancement)

Wed, 29 Mar 2023 05:00:00 GMT

You can now resolve Security Alerts without needing to leave Security Center as well as see the real-time status of alerts. You can also customize the alerts you would like notifications to reduce noise and focus on the signals most important to you security posture.

Management Console (Product Release Note - Enhancement)

Mon, 27 Mar 2023 05:00:00 GMT

Translate usage and cost metrics can now be found in the Management Console - Cost Explorer.

Authentication (Product Release Note - Enhancement)

Thu, 23 Mar 2023 05:00:00 GMT

You can hide the user name login field on the login page by adding the LoginPageShowUsernameField instance setting.

Assisted Review (Known Issue)

Wed, 22 Mar 2023 05:00:00 GMT

The message displayed on a blank Document Rank Distribution chart states that 5 negative and 5 positive coding decisions are always required for the model to build. However, if a pre-trained model is used, this minimum coding is not required.

Collect (Product Release Note - Enhancement)

Mon, 20 Mar 2023 05:00:00 GMT

Short message type data sources are now included in the Collect summary report.

OCR (Product Release Note - Enhancement)

Mon, 20 Mar 2023 05:00:00 GMT

The OCR engine now handles images larger than 8400 pixels. This eliminates the need for clients to manually re-size the images before processing them.

Review Center (Known Issue)

Mon, 20 Mar 2023 05:00:00 GMT

When deleting a Review Center queue, the associated deletion of the tag on the Review Center document field can result in an error message: "Unable to retrieve content from Relativity. Please contact your administrator for assistance." This error message auto-resolves after a short interval (approximately 10 to 20 minutes).

Infrastructure (Known Issue)

Thu, 16 Mar 2023 05:00:00 GMT

The Worker Manager server type is still available to add as a Resource Server. This server is no longer applicable in Relativity aiR environments.

Review Center (Product Release Note - Enhancement)

Wed, 15 Mar 2023 05:00:00 GMT

The Queue History table shows the state of the queue at every previous refresh. The columns displayed vary depending on the queue type and whether it has the Review Field and positive/negative choices set.

Review Center (Product Release Note - Enhancement)

Wed, 15 Mar 2023 05:00:00 GMT

When a queue is deleted, we will delete the choice and sub-choices associated with the queue under the Review Center document field.

Express Transfer (Product Release Note - Enhancement)

Wed, 15 Mar 2023 05:00:00 GMT

Express Transfer Connectivity Check is used to ensure connection settings are set appropriately to successfully transfer data.

Review Center (Known Issue)

Tue, 14 Mar 2023 05:00:00 GMT

An exception while attempting to send a notification email can cause the queue to fail to populate.

Discovery (Known Issue)

Fri, 10 Mar 2023 06:00:00 GMT

Google has made an update to their GMAIL export format. Due to this change, the automated sidecar metadata ingestion when processing GMAIL data is not functioning.

Integration Points (Product Release Note - Enhancement)

Fri, 10 Mar 2023 06:00:00 GMT

Integration Point user may now decide whether to use documents tagging during data promotion workflow (workspace to workspace).

Review Center (Known Issue)

Wed, 08 Mar 2023 06:00:00 GMT

When a reviewer is in a Prioritized Queue, they will receive a "Save failed while navigating to next document" error upon saving if the queue has updated the Rank Output field on that document while they are viewing it.

Legal Hold (Product Release Note - Enhancement)

Wed, 08 Mar 2023 06:00:00 GMT

Added OAuth2 Code flow for Custodian Portal Authentication Provider along with ability to specify additional scopes to return.

Import/Export (Product Release Note - Enhancement)

Thu, 02 Mar 2023 06:00:00 GMT

You can now choose destination folder structure when exporting data from Relativity. Files can be grouped in folders reflecting a workspace and you can still use the old method of grouping files by type.

Automated Workflows (Known Issue)

Wed, 01 Mar 2023 06:00:00 GMT

When performing a Copy to Workspace on a large number of workspaces (100+), the number of dependencies (missing objects, workflow already exists, etc.) could result in the job failing or appearing stuck. Workaround: Review the initial CSV created by the initial dependency check and remove the workspaces where the Copy will not succeed due to the dependency conflicts.

Import/Export (Product Release Note - Enhancement)

Tue, 28 Feb 2023 06:00:00 GMT

Job details is available in Express Transfer for each transfer job via a View details link to provide more information about job uploads, including total number of files in the job and total number transferred, transfer speed, job ID.

Permissions (Product Release Note - Enhancement)

Tue, 28 Feb 2023 06:00:00 GMT

The Aero user interface was released to all permissions pages unifying the experience with the rest of the product. No changes in workflow were made.

Import/Export (Product Release Note - Enhancement)

Tue, 28 Feb 2023 06:00:00 GMT

You can now import PDF file as image to RelativityOne Workspace.

Processing (Product Release Note - Enhancement)

Tue, 28 Feb 2023 06:00:00 GMT

The Processing Set layout has been modified to focus on job status and data source information. The Basic Settings layout card has been moved behind the Processing Set Status card.

Processing (Product Release Note - Enhancement)

Wed, 22 Feb 2023 06:00:00 GMT

The Storage ID field, representing a physically unique file in Processing, has been added to the Files tab in the Current Errored Files and All Errored Files views.

Login Page (Product Release Note - Enhancement)

Tue, 21 Feb 2023 06:00:00 GMT

We removed the Chicago background image from the RelativityOne login page.

Legal Hold (Product Release Note - Resolved defect)

Tue, 21 Feb 2023 06:00:00 GMT

Fixed false positive validation when testing email settings.

Legal Hold (Product Release Note - Enhancement)

Fri, 17 Feb 2023 06:00:00 GMT

Update the Projects and Questionnaire popups with more info when setting up Scheduled Reports.

Processing (Product Release Note - Resolved defect)

Fri, 17 Feb 2023 06:00:00 GMT

Text from email inline images is now properly rolled into parent documents with the roll up image text Processing Profile option is enabled.

Automated Workflows (Known Issue)

Wed, 15 Feb 2023 06:00:00 GMT

When using the Copy to Workspaces feature on a workflow that is using the Other trigger option as the selected trigger, the Copy operation will result in an error stating "Unknown Issue".

Case Dynamics (Product Release Note - Enhancement)

Wed, 15 Feb 2023 06:00:00 GMT

You can display a date suggestion coming from the document's sort date metadata for the Primary Fact Date field on a Fact layout. After setting up fields and field mappings, you can see the update if you go into the viewer, switch to the Case Dynamics Document Layout and click the Add button next to the fact field.

Scripts & Utilities (Known Issue)

Mon, 13 Feb 2023 06:00:00 GMT

Service account activity from TDFE (Track Document Field Edits) for Updated By fields can show up in the "Reviewer Statistics - No System Administrators" report as a blank user. This happens if user 777 is not a system administrator in the environment, because TDFE is hard coded to use UserID 777 for Service account.

Discovery (Known Issue)

Fri, 10 Feb 2023 06:00:00 GMT

The roll up image text feature will not roll up inline image text to parent documents. The inline images will still be published as children to the parent documents.

Import/Export (Product Release Note - Enhancement)

Fri, 10 Feb 2023 06:00:00 GMT

You can import Relativity Dynamic Object data into existing RDO for use in Relativity applications.

Import/Export (Product Release Note - Resolved defect)

Thu, 09 Feb 2023 06:00:00 GMT

Import/Export now doesn't require the Allow Import permission to run an export job.

Search (Product Release Note - Enhancement)

Wed, 08 Feb 2023 06:00:00 GMT

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.

Import/Export (Product Release Note - Enhancement)

Tue, 07 Feb 2023 06:00:00 GMT

Import/Export now supports regional settings other than English (United States) in the structured data import flows.

Review Center (Known Issue)

Tue, 07 Feb 2023 06:00:00 GMT

The document viewer in Review Center appears to only show some documents in the document list card on the left. Workaround: All previously reviewed documents can be accessed by changing document numbers or clicking the arrows in document navigation (located in the upper right of the viewer).

Review Interface (Product Release Note - Enhancement)

Mon, 06 Feb 2023 06:00:00 GMT

Proper support for PDFs in the new PDF Viewer, which primarily benefits users by having a streamlined and integrated PDF experience in the new Viewer.

Pivot (Product Release Note - Enhancement)

Thu, 02 Feb 2023 06:00:00 GMT

Colors are now consistent across pivot charts and cluster visualization. Additionally, the palette of available colors has been expanded to 14.

Production (Developer Release Note - Breaking Change)

Wed, 01 Feb 2023 06:00:00 GMT

Added the ability for users to generate Placeholders during the PDF rendering process. Since Placeholders are no longer Productions-specific, the schema is updated to reflect the expanded use case. The following items in the schema will be renamed: Object Type ("Production Placeholder" to "Placeholder") Layout ("Production Placeholder Layout" to "Placeholder Layout") Tabs ("Production Placeholder" to "Placeholder") Views ("All Production Placeholders" to "All Placeholders") See this post in the developer group for more information: https://community.relativity.com/s/feed/0D51T0000A9XxoY

Authentication (Developer Release Note - Enhancement)

Wed, 01 Feb 2023 06:00:00 GMT

The new OpenID Connect (OIDC) Provider Manager API supports programmatically creating, reading, updating, and deleting OIDC providers. It also includes functionality for CRUD operations on group claim mappings and required claims. The OIDC Provider Manager service exposes REST endpoints with these same features. This versioned API is available in the Relativity.Identity.SDK.

Viewer (Product Release Note - Enhancement)

Tue, 31 Jan 2023 06:00:00 GMT

Sentiment Analysis Highlights Card in the Viewer

Import/Export (Product Release Note - Enhancement)

Tue, 31 Jan 2023 06:00:00 GMT

With the new Express Transfer desktop application, now you can quickly import large unstructured and structured data files with no size limitations to your local drive.

Viewer (Product Release Note - Enhancement)

Tue, 31 Jan 2023 06:00:00 GMT

Save as Search functionality is available for documents in Concept Search and View Similar documents cards in Viewer.

Collect (Product Release Note - Enhancement)

Mon, 30 Jan 2023 06:00:00 GMT

You can now collect from iManage Cloud Classic instances.

Viewer (Product Release Note - Enhancement)

Mon, 30 Jan 2023 06:00:00 GMT

The document list in the Viewer will auto scroll when you go through documents using the navigation controls.

Legal Hold (Product Release Note - Resolved defect)

Mon, 30 Jan 2023 06:00:00 GMT

Updated file name of scheduled Custodian Change Report to be the name entered in Relativity when the report is set up rather than a generic file name.

Viewer (Product Release Note - Enhancement)

Thu, 26 Jan 2023 06:00:00 GMT

Ability to render PowerPoint comments when they are Modern Comments.

Viewer (Product Release Note - Enhancement)

Thu, 26 Jan 2023 06:00:00 GMT

When viewing a supported audio/video file, you can toggle on/off the waveform visualization to track the intensity of the sound and skip through silence.

Review Center (Known Issue)

Wed, 25 Jan 2023 06:00:00 GMT

The Time axis on Review Center charts is currently not respecting Relativity locale/date settings. Instead, the times are all listed in 24-hour time (such as "16:35" instead of "4:35 pm").

Review Center (Known Issue)

Wed, 25 Jan 2023 06:00:00 GMT

When entering the queue, sometimes you will see "Save and Back" instead of "Save and Next". To get around this, exit the viewer and re-enter, or, click "Cancel" on the layout and then click "Edit" again.

Review Center (Known Issue)

Wed, 25 Jan 2023 06:00:00 GMT

When charts have only one data point on them, they don't display any point on the graph. You can hover over the middle and see what the data is, or you can switch to the table view.

Review Center (Known Issue)

Wed, 25 Jan 2023 06:00:00 GMT

On the Review Library tab, the queue type on the template doesn't read from the queue. This occurs if a queue type is changed from one to another. It's sticky and remembers the prior one.

Review Center (Known Issue)

Wed, 25 Jan 2023 06:00:00 GMT

The date/time listed in the chart/table for Coding Progress is the date/time of the beginning of the logging interval, but should be the end of the logging interval.

Review Center (Known Issue)

Wed, 25 Jan 2023 06:00:00 GMT

While coding in the viewer, you can view documents you have already coded in the Documents left-hand navigation. However, the fields displayed here are from the most recent saved search or view that the user ran/saw. Users will not be able to see any fields that were specifically secured from them.

Review Center (Known Issue)

Wed, 25 Jan 2023 06:00:00 GMT

If you edit the Review Queues or Review Center tabs, you will lose the custom icon because they are not listed in the Icon Library. For example, if you re-order your tabs, you'll lose the icon and have to choose a standard one. You can choose to edit your tab order and use a standard icon that exists in the Icon Library until we add the Review Center icons to the library, or, you can keep the Review Center and Review Queues tab in place and moving the other tabs around them.

Review Center (Known Issue)

Wed, 25 Jan 2023 06:00:00 GMT

Read-only access to the Review Center throws an error when attempting to retrieve the hidden dashboard buttons. Additionally, we are not currently hiding the "Release Checked-out Documents" link and if you do click that link, it throws another error.

Review Interface (Product Release Note - Resolved defect)

Wed, 25 Jan 2023 06:00:00 GMT

Fixed a memory leak in the Relativity Forms application which caused gradual performance degradation as users navigated across documents in the coding panel or Form pages. After a few hundred navigations, users would begin to see a laggy or unresponsive user interface until they closed and reopened Relativity in a new browser tab.

Review Center (Product Release Note - Enhancement)

Tue, 24 Jan 2023 06:00:00 GMT

The Review Center is a unified destination for review management in RelativityOne. Build custom queues off saved searches, utilize AI to prioritize relevant documents, and leverage the reporting dashboard from one central location.

Processing (Product Release Note - Enhancement)

Tue, 24 Jan 2023 06:00:00 GMT

Roll up extracted text from embedded images into parent documents during Processing, removing the need to promote them to your workspace while keeping all the important information.

Discovery (Known Issue)

Tue, 24 Jan 2023 06:00:00 GMT

The mappable field for *Roll Up Image Text* contains the FileIDs of all StorageIDs that belonged to an embedded image that has been rolled up. This will appear as if more documents have been rolled up than actually have been.

Processing (Product Release Note - Enhancement)

Fri, 20 Jan 2023 06:00:00 GMT

The Processing and Imaging Queue tab has been moved from the Processing Administration tab to the Queue Management tab.

Repository Workspace (Product Release Note - Enhancement)

Thu, 19 Jan 2023 06:00:00 GMT

The Translated Documents tab is now available in the Repository workspace.

Errors (Known Issue)

Thu, 19 Jan 2023 06:00:00 GMT

When top level container files are replaced using Download / Replace, the replaced record will still reside in the Processing Source Location, rather than the workspaces file repository.

Collect (Product Release Note - Enhancement)

Wed, 18 Jan 2023 06:00:00 GMT

X1 Endpoints that are offline during a collection will continue to be monitored and collected in the background. Once an endpoint comes back online and the collection completes, the collection will be pulled into Relativity upon retry of the Collect job.

Sentiment analysis (Product Release Note - Enhancement)

Wed, 18 Jan 2023 06:00:00 GMT

Use Sentiment Analysis to read between the lines and look for documents containing positive, negative, angry, and desirous sentiment. Running through a simple mass action, this application allows users to not only see content but context and intention.

Processing (Product Release Note - Resolved defect)

Wed, 18 Jan 2023 06:00:00 GMT

Processing source locations with or without trailing slashes will now be seen as the same location.

Import/Export (Product Release Note - Enhancement)

Wed, 18 Jan 2023 06:00:00 GMT

You can create a new custodian directly from the Import/Export user interface when setting up a new raw (unprocessed) import job.

Processing (Product Release Note - Enhancement)

Fri, 13 Jan 2023 06:00:00 GMT

We have improved performance when retrieving errors at the end of Processing jobs.

Cold Storage (Developer Release Note - Enhancement)

Tue, 10 Jan 2023 06:00:00 GMT

Documentation and SDK for Cold Storage API is now publicly available.

Processing (Product Release Note - Resolved defect)

Tue, 10 Jan 2023 06:00:00 GMT

Mass Edits of the Processing Profile now copy all settings.

Authentication (Product Release Note - Enhancement)

Fri, 06 Jan 2023 06:00:00 GMT

Just-in-time user provisioning allows administrators to automatically manage new user provisioning and group membership through an external identity provider, such as Okta or Azure AD. This feature is supported for OpenID Connect identity providers.

Agents (Product Release Note - Enhancement)

Wed, 04 Jan 2023 06:00:00 GMT

Agents executing in the RelativityOne Compute framework received an operating system upgrade for improved network stability.

Import/Export (Product Release Note - Resolved defect)

Tue, 03 Jan 2023 06:00:00 GMT

The custodian list in the unprocessed data import flow is now sorted alphabetically and starts from 'custodians - processing' category, and then 'custodians - analytics' is shown. The list includes the first 10k custodians.

Automated Workflows (Product Release Note - Enhancement)

Tue, 03 Jan 2023 06:00:00 GMT

The New Documents Added trigger now supports starting workflows from Import/Export.

Legal Hold (Product Release Note - Enhancement)

Tue, 03 Jan 2023 06:00:00 GMT

Updated user interface for message popup when you respond to an incoming communication in the mailbox page.

Import/Export (Product Release Note - Enhancement)

Fri, 23 Dec 2022 06:00:00 GMT

Import/Export now integrates with Automated Workflows and sends the information about completed structured data jobs to enable work automation.

Import/Export (Product Release Note - Resolved defect)

Fri, 23 Dec 2022 06:00:00 GMT

Import/Export now validates delimiters chosen by the user to ensure no duplicated delimiters have been selected.

Import/Export (Product Release Note - Resolved defect)

Fri, 23 Dec 2022 06:00:00 GMT

You can now return to the canceled job from the Import/Export Job page.

Import/Export (Product Release Note - Resolved defect)

Fri, 23 Dec 2022 06:00:00 GMT

Import/Export now allows selecting relational fields in the field mapping step of import job configuration.

Review Interface (Product Release Note - Enhancement)

Tue, 20 Dec 2022 06:00:00 GMT

Users can filter and sort the item list in the Find Similar Documents, Conceptual Search and Keyword Expansion cards in the Viewer

Legal Hold (Product Release Note - Resolved defect)

Mon, 19 Dec 2022 06:00:00 GMT

Fixed a defect in which users were able to save whitespace for the Custodian Portal "PortalURL" field.

Workspace Management (Product Release Note - Enhancement)

Mon, 19 Dec 2022 06:00:00 GMT

Resource Pool field is no longer available in user interface during Workspace Create operation. Resource Pools are now determined automatically.

Automated Workflows (Known Issue)

Tue, 13 Dec 2022 06:00:00 GMT

When using Import/Export and selecting the Structured (Processed) Data option, the import when completed will not trigger an Automated Workflow with the All Jobs or Relativity Desktop Client (RDC) option selected.

Imaging (Product Release Note - Enhancement)

Mon, 12 Dec 2022 06:00:00 GMT

The Basic imaging profile 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.

Legal Hold (Product Release Note - Enhancement)

Mon, 05 Dec 2022 06:00:00 GMT

We've added the custodian role to the custodian status dashboard default view for easier custodian reporting.

Legal Hold (Product Release Note - Enhancement)

Mon, 05 Dec 2022 06:00:00 GMT

Global Summary Report updated to only report on active custodians.

Mass Operations (Product Release Note - Enhancement)

Tue, 29 Nov 2022 06:00:00 GMT

This new job status page enables customer to monitor and cancel Mass Operations jobs across workspaces and eliminates the need to keep a tab open for a Mass Operation job after its initiated.

Review Interface (Product Release Note - Enhancement)

Mon, 28 Nov 2022 06:00:00 GMT

The Export to CSV option is now available for Find Similar Documents, Concept Search and Keyword Expansion AI cards in the Viewer.

Billing (Developer Release Note - Enhancement)

Mon, 28 Nov 2022 06:00:00 GMT

The new Billing API supports programmatically retrieving billing data to check billing metrics for instance, workspace, matter, and client; checking peak values and current usage for the whole instance or specific workspaces; and retrieving billing user details. Check the Developer Platform documentation for more information.

Redact (Product Release Note - Enhancement)

Mon, 28 Nov 2022 06:00:00 GMT

In Redact, we have introduced a new character scope option for spreadsheet and image project rules. Common examples of the value of being able to draw markup at the character-level are when there is a need to redact the email handle but not the email domain, the first 5 digits of SSNs but not the last 4, the first 12 digits of CCNs but not the last 4.

Billing (Product Release Note - Enhancement)

Mon, 28 Nov 2022 06:00:00 GMT

Import/Export (Product Release Note - Enhancement)

Mon, 28 Nov 2022 06:00:00 GMT

Import/Export is a new 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.

Automated Workflows (Product Release Note - Enhancement)

Fri, 18 Nov 2022 06:00:00 GMT

Users will now able to add a 'Completed Action Trigger' to their Automated Workflows that will enable them to kick off a workflow once a Translate job is finished.

Security Center (Product Release Note - Enhancement)

Wed, 16 Nov 2022 06:00:00 GMT

We're making Security Center easier to navigate by moving the various views into categories with dedicated sub-tabs at the top of the page. You'll also have the ability to view and download Calder 7's Threat Intel Reports in Security Center.

Redact (Product Release Note - Enhancement)

Tue, 15 Nov 2022 06:00:00 GMT

In Redact, the Revert Native Redactions mass operation now allows the user to specify which markup set to revert.

Integration Points (Product Release Note - Enhancement)

Tue, 15 Nov 2022 06:00:00 GMT

Columns in Mapping Fields are now wider and are having a vertical scroll, which makes it easier to find a particular field for the mapping.

Integration Points (Product Release Note - Enhancement)

Tue, 15 Nov 2022 06:00:00 GMT

Each column in Field Mapping is now having total fields number displayed at the column's name. Which allows to quickly compare if number of mapped fields is matching.

Review Interface (Product Release Note - Enhancement)

Fri, 11 Nov 2022 06:00:00 GMT

The "Edit" field will be available in Related items card if the "Edit" field is added to the Relational card view

Case Dynamics (Product Release Note - Enhancement)

Fri, 11 Nov 2022 06:00:00 GMT

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 to dictate the columns and sort the order of your data.

Review Interface (Product Release Note - Enhancement)

Wed, 09 Nov 2022 06:00:00 GMT

Reviewers now have the ability to rotate native documents.

Case Dynamics (Known Issue)

Wed, 09 Nov 2022 06:00:00 GMT

Document viewer navigation doesn't work as expected when using layouts to review documents tied to facts or other objects. The easiest way to review the documents tied to facts or other objects is by using the standalone viewer.

RSMF Slicing (Product Release Note - Enhancement)

Thu, 03 Nov 2022 05:00:00 GMT

You now have the ability to use RSMF Slicing in Repository Workspaces.

Review Interface (Product Release Note - Enhancement)

Thu, 03 Nov 2022 05:00:00 GMT

You now have the ability enable Draft Mode, which will standardize how text is shown in the Viewer to make the text easier to read, eliminating readability issues for heavily formatted documents.

Collect (Product Release Note - Enhancement)

Tue, 25 Oct 2022 05:00:00 GMT

You can now collect iManage Cloud and Cloud Classic data into RelativityOne Government instances.

Collect (Product Release Note - Enhancement)

Tue, 25 Oct 2022 05:00:00 GMT

You now have the ability to collect files from iManage into RelativityOne.

Review Interface (Product Release Note - Enhancement)

Sat, 22 Oct 2022 05:00:00 GMT

You will receive a notification in the Viewer for the presence of Modern Comments within a Microsoft 2021/O365 PowerPoint file. You must download the file to view the comments.

Viewer (Product Release Note - Enhancement)

Thu, 20 Oct 2022 05:00:00 GMT

Native Viewer now leverages new PDF rendering capabilities, which will support rendering more formatting elements of PDFs, include XFA PDFs

Quick Create Sets (Known Issue)

Mon, 17 Oct 2022 05:00:00 GMT

The right-click options when creating Processing Data Sources through Quick Create Set(s) are unavailable. Workaround: Manually click each folder to make it into a Data Source.

Review Interface (Product Release Note - Enhancement)

Mon, 17 Oct 2022 05:00:00 GMT

You can now pop out the related items card into a separate window and pop it back.

Legal Hold (Product Release Note - Enhancement)

Fri, 14 Oct 2022 05:00:00 GMT

You can now schedule legal hold reports to be sent as .pdf files or .csv files.

Processing (Product Release Note - Resolved defect)

Fri, 14 Oct 2022 05:00:00 GMT

Relativity will show an error when large files over 60 GB contained in an L01 fail to discover during Processing.

Relativity Lists (Known Issue)

Fri, 14 Oct 2022 05:00:00 GMT

From September 23rd 2022 until October 4th 2022, if customers ran two subsequent mass actions on most pages (excluding primarily the documents and home page) the number of items edited in the second mass operation could differ from the number of items selected. The confirmation modal would show the true count regardless but this defect introduced the possibility that more items could be affected by a mass action than intended. This defect has been resolved and if you would like data restores please reach out to the support team.

Legal Hold (Product Release Note - Enhancement)

Fri, 14 Oct 2022 05:00:00 GMT

You are now able to filter on multiple groups simultaneously during Azure AD custodian import jobs.

Workspace Management (Product Release Note - Enhancement)

Tue, 11 Oct 2022 05:00:00 GMT

Default Cache Location field is now hidden when you create new workspace.

Imaging (Known Issue)

Mon, 10 Oct 2022 05:00:00 GMT

Imaging PDFs using the Native Imaging profile with a specific type of native redaction can sometimes result in a full page redaction. The Basic Imaging profile does not have this issue. If you encounter a full page redaction, use the Basic Imaging profile instead.

Viewer (Product Release Note - Enhancement)

Mon, 10 Oct 2022 05:00:00 GMT

The Native Viewer now leverages new PDF rendering capabilities, which will support rendering more formatting elements of PDFs, include XFA PDFs.

Legal Hold (Product Release Note - Enhancement)

Sun, 09 Oct 2022 05:00:00 GMT

Questions, tasks, preservation cases, and attachments layouts have been Aero-enabled.

Viewer (Product Release Note - Enhancement)

Thu, 06 Oct 2022 05:00:00 GMT

You can persistently filter out event types and more in RSMFs in the viewer.

Collect (Product Release Note - Enhancement)

Thu, 06 Oct 2022 05:00:00 GMT

This feature adds a new message type filter to Slack Collections. Now you have the ability to collect from both Direct and Group Messages when performing a Slack collection.

Integration Points (Product Release Note - Deprecation)

Wed, 05 Oct 2022 05:00:00 GMT

O365 Integration application is no longer used for importing data into Integration Points.

Review Interface (Product Release Note - Enhancement)

Tue, 04 Oct 2022 05:00:00 GMT

The Refresh icon is moved under the Menu option for document cards.

Redact (Product Release Note - Enhancement)

Tue, 04 Oct 2022 05:00:00 GMT

In Redact, we've introduced a 'Find and Redact' feature that extends the existing Viewer search capabilities by allowing you to draw markup over selected search hits with your preferred markup type, style, and scope when marking up spreadsheets. 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.

Review Interface (Product Release Note - Enhancement)

Tue, 04 Oct 2022 05:00:00 GMT

The Text Viewer now supports contextual search drawer for review.

Review Interface (Product Release Note - Enhancement)

Tue, 04 Oct 2022 05:00:00 GMT

The refresh icon is added to Document and Production history cards.

Legal Hold (Product Release Note - Enhancement)

Fri, 30 Sep 2022 05:00:00 GMT

You can now use the Graph API within Microsoft 365 to send and receive notification emails. You can also use modern authentication methods opposed to basic authentication which is getting deprecated.

Review Interface (Product Release Note - Enhancement)

Fri, 30 Sep 2022 05:00:00 GMT

Reviewers can now run mass operations Replace, Image, Save as List, and Tally/Sum/Avg in the Related Items pane on a group of family documents.

Reviewer Interface (Known Issue)

Fri, 30 Sep 2022 05:00:00 GMT

Users of Mobile on iOS 16 cannot load documents.

Activity Dashboard (Product Release Note - Deprecation)

Tue, 27 Sep 2022 05:00:00 GMT

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.

ARM (Product Release Note - Enhancement)

Tue, 27 Sep 2022 05:00:00 GMT

Workspaces in Cold Storage can be archived. Workspace will be visible in drop-down list in ARM job page. Workspaces do not have to be moved to active state before archiving.

Viewer (Product Release Note - Enhancement)

Sat, 24 Sep 2022 05:00:00 GMT

The review interface now supports rendering WebP image files in the native viewer. WebP is an image file format developed by Google intended as a replacement for JPEG, PNG, and GIF file formats.

Extensibility Points (Known Issue)

Mon, 19 Sep 2022 05:00:00 GMT

Users will encounter the following issues when manually creating Batches, manually purging Batches, or deleting a Batch Set via the Batch Set forms page: 1. The progress bar displayed will not update to reflect the progress of the operation. It will remain at 0% until the operation is complete, at which point it will jump to 100%. 2. Users will not be able to cancel the operation. Clicking the "Cancel" button will close the modal and make it appear as though the operation has been cancelled, but the operation will continue to silently run in the background.

Redact (Product Release Note - Enhancement)

Thu, 15 Sep 2022 05:00:00 GMT

Introduced a new viewer card for managing spreadsheet tabs so users have a dedicated place for marking tab content. Similar to how other spreadsheet-specific content have dedicated viewer cards (charts, comments, headers + footers, objects), we introduced a new Redact viewer card for tabs and removed the Redact current sheet name toolbar button due to it no longer being necessary.

Relativity Web Components (Known Issue)

Wed, 14 Sep 2022 05:00:00 GMT

When using drag and drop to add a file to a File Field using Safari, the field will not visually change to show when a file has successfully moved over the drop target. This is only a visual defect only, drag and drop is still successful in all browsers.

Structured Analytics (Product Release Note - Enhancement)

Mon, 12 Sep 2022 05:00:00 GMT

Structured Analytics now appears in Aero styling.

RDO (Known Issue)

Thu, 08 Sep 2022 05:00:00 GMT

Text Extraction Manager uses a different text extraction technology than the one used during Processing, which filters out this data in EMLs. The team will assess impact if this known issue continues to cause problems for customers.

Review Interface (Product Release Note - Enhancement)

Wed, 07 Sep 2022 05:00:00 GMT

Reviewers can now pop out the document history card in a separate window and dock it back.

Translate (Product Release Note - Enhancement)

Thu, 01 Sep 2022 05:00:00 GMT

Translate documents in Relativity with a mass operation or a singled document in the viewer. Returned translated documents will be formatted in the original style of the native, where supported, and translated extracted text will be available for the document for search and analytics purposes.

Pivot (Product Release Note - Enhancement)

Wed, 31 Aug 2022 05:00:00 GMT

You can now select the type of widget you are creating and map the fields to the right to the axis.

Processing (Product Release Note - Enhancement)

Wed, 31 Aug 2022 05:00:00 GMT

Added processing support for dynamic XFA PDF forms.

Assisted Review (Known Issue)

Wed, 17 Aug 2022 05:00:00 GMT

If you restore a workspace which contains a classification index referencing a trained model and restore that workspace in a different instance, the classification index builds without error in the restored workspace. However, the contents of the model are not carried over in the restore so your new Active Learning project will not learn from that trained model. The intended behavior is to receive an error when rebuilding the classification index in the restored workspace, as you cannot ARM trained models across instances.

Audit (Known Issue)

Wed, 10 Aug 2022 05:00:00 GMT

Running a Reviewer Statistics Report in a workspace with audit installed may not generate the results in time if the workspace has a large number of audit records in DataGrid/ElasticSearch.

Errors (Known Issue)

Tue, 09 Aug 2022 05:00:00 GMT

You are unable to use the "All" files selection when performing Mass Ignore / Undo-Ignore in the Files tab. Workaround: Use the top check box in the upper left-hand corner of the column header within your view to check off all desired files. The view may need to be adjusted to return more documents or the process may need to be done in batches.

Collect (Product Release Note - Enhancement)

Fri, 05 Aug 2022 05:00:00 GMT

You can now collect Outlook mailboxes, calendars, contacts, OneDrive files and Teams chats from Microsoft M365 tenants in RelativityOne Government instances. You can now collect Outlook mailboxes, calendars, contacts, OneDrive files Microsoft G365 tenants in RelativityOne Government instances.

Transcripts (Product Release Note - Enhancement)

Fri, 05 Aug 2022 05:00:00 GMT

When printing a transcript from the viewer, you can now include a legend for your designations.

Collect (Product Release Note - Enhancement)

Sun, 31 Jul 2022 05:00:00 GMT

You can now select the entity Document Numbering Prefix (DPN) or the processing profile DPN when submitting a collection to processing.

Redact (Product Release Note - Enhancement)

Fri, 29 Jul 2022 05:00:00 GMT

Extended the native redaction capabilities of Redact by adding support for the ability to redact native .csv files in the viewer and as part of Spreadsheet projects.

Transcripts (Known Issue)

Fri, 29 Jul 2022 05:00:00 GMT

Transcripts imports over 2GB will result in an error during the upload process.

Mass Operations (Product Release Note - Enhancement)

Fri, 29 Jul 2022 05:00:00 GMT

The Mass Operations Manager agent has been converted to run on RelativityOne compute, which enables improved agent performance and stability. This is a phased rollout, so not all instances will see this change in their environment immediately.

Collect (Product Release Note - Enhancement)

Wed, 20 Jul 2022 05:00:00 GMT

You can now collect from M365/G365 Archived Mailboxes in RelativityOne Government.

Processing (Product Release Note - Enhancement)

Mon, 18 Jul 2022 05:00:00 GMT

NIST Version 2.72 is now available for download. This version is now deployed to RelativityOne.

ARM (Product Release Note - Enhancement)

Fri, 15 Jul 2022 05:00:00 GMT

Potential malware files are excluded from ARM job and jobs continue without archiving/restoring them. User can see how many of the files are tagged as malware in Job Statistic table. Details of the files can be found in Error tab.

Structured Analytics (Product Release Note - Enhancement)

Fri, 15 Jul 2022 05:00:00 GMT

Signature blocks are no longer considered part of segment bodies when it comes to email threading analysis. This improves how email signature blocks impact the inclusiveness designation of an email are reduces over-inclusiveness based on signature blocks.

ARM (Product Release Note - Enhancement)

Fri, 15 Jul 2022 05:00:00 GMT

The ARM agents have been converted to run on RelativityOne compute, which enables improved agent performance and stability. You no longer need or be able to add or modify ARM agents within your RelativityOne environments once rollout is complete. This is a phased rollout, so not all instances will see this change in their environment immediately.

Assisted Review (Known Issue)

Wed, 13 Jul 2022 05:00:00 GMT

Some Elusion with Recall tests are mistakenly being named as Elusion Only. The statistics themselves are unaffected. If your test shows recall in the Project Validation table, then it should be labeled as Elusion with Recall.

Automated Workflows (Product Release Note - Enhancement)

Tue, 12 Jul 2022 05:00:00 GMT

The New Documents Added trigger in Automated Workflows now supports imports coming from Simple File Upload. Any workflows with either Simple File Upload selected or the All Jobs option enabled in the New Documents Added trigger, will start once your import completes.

Legal Hold (Product Release Note - Enhancement)

Tue, 28 Jun 2022 05:00:00 GMT

We've added additional fields for custodians to the legal hold global summary report to help facilitate adjacent workflows leveraging the report including Department, Employee Status, Manager, Employment Start Date, UniqueID, Username, Country, Location, and Current Title.

Active Learning (Product Release Note - Enhancement)

Tue, 28 Jun 2022 05:00:00 GMT

You can now reuse an Active Learning model in another workspace in your instance.

Automated Workflows (Product Release Note - Enhancement)

Mon, 27 Jun 2022 05:00:00 GMT

After completing your Copy to Workspace, you will receive an email from Relativity that will provide you details with the overall success of the job, the workspaces you included, and the status of each creation in the selected workspaces.

Automated Workflows (Product Release Note - Enhancement)

Mon, 27 Jun 2022 05:00:00 GMT

After selecting the workspaces you wish to copy your workflow to, the initial dependency check will alert you of how many workspaces found an issue of a missing dependency. You can download a csv file that details the workspace and reason why the workflow could not be created.

Automated Workflows (Product Release Note - Enhancement)

Mon, 27 Jun 2022 05:00:00 GMT

You can now create identical copies of your automated workflows to any workspace in your instance with Copy to Workspace. When on your workflow, click the Copy to Workspace button, select the workspaces you would like to create the workflow in, and click Copy.

Automated Workflows (Product Release Note - Enhancement)

Mon, 27 Jun 2022 05:00:00 GMT

You can now cancel an in progress Copy to Workspace job. Canceling will stop any pending workspaces from receiving the Automated Workflow you have selected to copy.

Automated Workflows (Product Release Note - Enhancement)

Mon, 27 Jun 2022 05:00:00 GMT

When selecting the workspaces to create a copy of your Automated Workflows with Copy to Workspace, a dependency check will initiate to ensure that your workflow can successfully be created in the selected workspaces. The dependency check ensures that the correct applications are installed, the objects that you have included in your actions exist, and if you have permission to create a workflow in the workspaces you select.

Security (Product Release Note - Enhancement)

Fri, 24 Jun 2022 05:00:00 GMT

If a document is affected by malware, you'll now see enriched errors with details on the document on its location. You'll also see additional context on the review page when attempting to view a document affected by malware.

Security Alerts (Product Release Note - Enhancement)

Tue, 21 Jun 2022 05:00:00 GMT

We added a new security alert type providing alerting any time that a Relativity employee downloads a document while working with you on a support case. You can subscribe by joining the Security Notifications group.

Processing (Product Release Note - Resolved defect)

Fri, 17 Jun 2022 05:00:00 GMT

Fixed an issue with AD1 files where documents synced to OneDrive via Reparse Points were not processed correctly.

Processing (Product Release Note - Enhancement)

Wed, 15 Jun 2022 05:00:00 GMT

Improved performance of processing field mapping for environments with a high number of discovered fields.

Migrate (Product Release Note - Enhancement)

Thu, 09 Jun 2022 05:00:00 GMT

Migrate now uses ARM APIs instead of Archive Tool for Relativity Server 12.1+ versions. In order to use Migrate on Relativity Server 12.1+, see Migrate documentation for proper configuration.

Relativity Forms (Known Issue)

Tue, 07 Jun 2022 05:00:00 GMT

Long text fields with values that end with an ellipsis cannot be edited (they become Read Only) in Relativity Forms.

RSMF Slicing (Product Release Note - Enhancement)

Sat, 04 Jun 2022 05:00:00 GMT

The new Relativity Slice Origin ID relational field is now populated on a slice with the Artifact ID of the original RSMF.

Searching (Known Issue)

Fri, 03 Jun 2022 05:00:00 GMT

Carriage returns are interpreted literally rather than replaced with OR operators when performing an ad hoc search with the operators "Begins With", "Does Not Begin With", "Ends With", and "Does Not End With".

Security Alerts (Product Release Note - Resolved defect)

Wed, 01 Jun 2022 05:00:00 GMT

We fixed a bug throwing alerts for Relativity Service Accounts to help you focus on actionable alerts that need your attention

Security Center (Product Release Note - Enhancement)

Wed, 01 Jun 2022 05:00:00 GMT

You can now adjust the time period on the login map to look back at all logins into your RelativityOne instances and filter using the available metadata fields.

Security Alerts (Product Release Note - Enhancement)

Wed, 01 Jun 2022 05:00:00 GMT

We added a new alert types for brute force login attempts which is identified by 50 or more failed login attempts were detected with one hour.

Publish (Known Issue)

Thu, 26 May 2022 05:00:00 GMT

The Processing Set publish status will remain Incomplete when using the Republish action on newly discovered content from resolved errors on the Files tab.

Legal Hold (Product Release Note - Enhancement)

Tue, 24 May 2022 05:00:00 GMT

We've capped the number of projects you can include in a legal hold scheduled report to 180 in order to improve performance and reliability.

Legal Hold (Product Release Note - Enhancement)

Tue, 24 May 2022 05:00:00 GMT

Added the "test email settings" emails to the workspace Mailbox tab to track test emails.

Agents (Product Release Note - Enhancement)

Tue, 24 May 2022 05:00:00 GMT

Relativity Agents running on RelativityOne Compute will automatically re-enable themselves if set to a disabled state. These agents will have text in the Note section of the Agent record noting this behavior

Event Handlers (Product Release Note - Resolved defect)

Sat, 21 May 2022 05:00:00 GMT

Event Handlers attached to objects in the Admin workspace will now execute as expected.

Legal Hold (Product Release Note - Resolved defect)

Sat, 21 May 2022 05:00:00 GMT

The "Send As" field has been renamed "Send As Alias" to reflect true functionality.

Collect (Product Release Note - Enhancement)

Sat, 21 May 2022 05:00:00 GMT

You can now configure jobs to automatically begin processing upon completion. All targets that complete with a status of "Completed" or "Completed with Errors" will be included in the processing set.

Collect (Product Release Note - Enhancement)

Sat, 21 May 2022 05:00:00 GMT

You can now collect files from Box for selected custodians.

Collect (Product Release Note - Enhancement)

Sat, 21 May 2022 05:00:00 GMT

You can now collect files from Box.

Integration Points (Product Release Note - Enhancement)

Tue, 17 May 2022 05:00:00 GMT

Non-admin users are now enabled to perform a document link copy to another workspace. This provides non-admin users more autonomy over the copies they make without posing a security risk.

Processing (Known Issue)

Tue, 17 May 2022 05:00:00 GMT

Dedupe fields will be propagated to child documents when the Processing Profile setting is set to 'No' for the first Data Source in the first Processing Set published in the workspace.

Discovered Files (Known Issue)

Tue, 17 May 2022 05:00:00 GMT

There is some performance degradation in loading the Files tab of Processing when large numbers of Entities (50K+) exist in a workspace.

Collect (Product Release Note - Deprecation)

Mon, 16 May 2022 05:00:00 GMT

Zip containerization for Google Workspace Gmail and Drive is no longer supported. Google provides that data pre-zipped and this change supports metadata ingestion during processing.

Structured Analytics (Product Release Note - Enhancement)

Mon, 09 May 2022 05:00:00 GMT

The Structured Analytics Manager agent and the Structured Analytics Worker agent have been converted to run on RelativityOne compute, which enables improved agent performance and stability.

Search Term Reports (Product Release Note - Enhancement)

Mon, 02 May 2022 05:00:00 GMT

Up to six Search Terms Reports can now be run in parallel within a workspace. Note that the per-instance limit of six concurrent STRs has not changed.

Assisted Review (Known Issue)

Fri, 29 Apr 2022 05:00:00 GMT

New choices cannot be created on the Active Learning review field if the Active Learning project was created before choice mapping became available.

Assisted Review (Known Issue)

Fri, 29 Apr 2022 05:00:00 GMT

If a new Active Learning project does not have at least five positive and five negative documents at creation, it will not automatically sense this threshold is reached if coding is manual. To trigger the first build, documents should be coded in the queue, or model build can be initiated by setting the inactive queue timer.

Agents (Product Release Note - Enhancement)

Fri, 29 Apr 2022 05:00:00 GMT

All Audit product agents (Deleter, Manager, Migrator, Reporter) were migrated and are working on K8s clusters. Their features and functionality were not changed, only the way they are hosted.

RSMF Slicing (Product Release Note - Resolved defect)

Fri, 29 Apr 2022 05:00:00 GMT

The Meta fields have been dropped on the ComplianceObject. They were preventing deduping because they have unique fields across what are otherwise duplicate ComplianceObjects.

Processing (Product Release Note - Resolved defect)

Thu, 28 Apr 2022 05:00:00 GMT

Fixed an issue with AD1 files where documents sync’d to OneDrive via Reparse Points were not processed correctly

Management Console (Product Release Note - Enhancement)

Thu, 28 Apr 2022 05:00:00 GMT

A new capability that provides greater visibility into the usage and billing data for key RelativityOne workflows. With easy-to-read summaries and up-to-date reporting, insights on your usage and billing data will always be as accurate as possible. Plus, data will easily convert to the billable data you need for cost recovery and predictability models.

Processing (Product Release Note - Enhancement)

Thu, 28 Apr 2022 05:00:00 GMT

Added the new AD1/ReparsePointItem metadata field to help identify reparse points during processing. This field in combination with "File Type" = unknown can be used to filter out unwanted files.

Processing (Known Issue)

Tue, 26 Apr 2022 05:00:00 GMT

Incorrect dates occur when performing Native text extraction on Microsoft Word documents that contain dynamic dates (or dates that update automatically when the document opens.) During text extraction, Relativity opens the document to process the content. While open, the processing date assumes the dynamic date value (over the original embedded date.) The extraction also results in the document not being hashed correctly, which may affect deduplication filters.

Case Metrics (Product Release Note - Resolved defect)

Mon, 25 Apr 2022 05:00:00 GMT

The scheduled, run by agents, Reviewer Statistics report on workspaces using SQL for Audits will now have the correct reporting data.

Transform Sets (Product Release Note - Deprecation)

Mon, 25 Apr 2022 05:00:00 GMT

Transform Sets is being deprecated and will be replaced by Name Normalization. Within Name Normalization, you can select Enable additional domain filtering to yes under Advanced Settings and standard multi-object fields will be created: Alias Email From Domain, Alias Email To Domain, Alias Email Cc Domain, Alias Email Bcc Domain, and Alias Email Recipients Domain.

Integration Points (Product Release Note - Enhancement)

Wed, 20 Apr 2022 05:00:00 GMT

We now support syncing Azure AD data from G365.

Discovery (Known Issue)

Wed, 20 Apr 2022 05:00:00 GMT

When processing an RSMF file with Unicode characters in the header, attachments may not be discovered. This will be identified with the error "Unable to extract an attachment from RSMF file".

Legal Hold (Product Release Note - Enhancement)

Wed, 20 Apr 2022 05:00:00 GMT

We've added email and employee number sorting options to summary BCC picker in a LH communication.

Active Learning (Product Release Note - Enhancement)

Fri, 15 Apr 2022 05:00:00 GMT

Active Learning can now use any single-choice field as its designation, not just fields with exactly two choices. During project setup, one choice is selected as positive, another choice as negative, and the rest of the choices are treated as "neutral" and will not train the model.

Redact (Product Release Note - Enhancement)

Wed, 13 Apr 2022 05:00:00 GMT

In Redact, the Redact Project Status page now allows project Administrators the ability to prioritize one or more projects over other projects. Multiple projects can be prioritized at the same time and those projects will be completed before projects that are not prioritized.

Agents (Product Release Note - Enhancement)

Sun, 10 Apr 2022 05:00:00 GMT

Custom Agents are beginning migrations to RelativityOne compute, which enables improved agent performance and stability.

Case Dynamics (Product Release Note - Enhancement)

Wed, 06 Apr 2022 05:00:00 GMT

All Case Dynamics object have been updated to run with Relativity Forms on. All layouts in the application now have the Aero styling. Additionally, for our Outlines feature, we've switched to using layouts rather than modals, so you can use custom layouts to create objects.

Agents (Known Issue)

Tue, 05 Apr 2022 05:00:00 GMT

Relativity aiR Compute anti-virus scans may quarantine native files at any time which have been determined to be potentially malicious. While this helps ensure any malware is quickly identified and cleaned up, it may result in the file appearing to go missing.

Agents (Product Release Note - Enhancement)

Mon, 04 Apr 2022 05:00:00 GMT

Agents running on RelativityOne Compute now may be enabled or disabled from the Agents tab. Agents which are disabled will cancel any running jobs and prevent future executions of that Agent

Automated Workflows (Product Release Note - Enhancement)

Fri, 01 Apr 2022 05:00:00 GMT

You can now select an option on the existing Build dtSearch Index action to always run a full index build each time the action runs in your Automated Workflow.

Collect (Product Release Note - Enhancement)

Thu, 31 Mar 2022 05:00:00 GMT

A new data source will allow customers to collect Refinitiv Eikon chat. Chat data is automatically converted to RSMF. Data will be collected from a designated SFTP location.

Integration Points (Product Release Note - Enhancement)

Thu, 31 Mar 2022 05:00:00 GMT

RIP 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.

Pivot (Product Release Note - Enhancement)

Thu, 31 Mar 2022 05:00:00 GMT

The Pivot profile now matches Aero styling.

Search Term Reports (Product Release Note - Enhancement)

Sat, 26 Mar 2022 05:00:00 GMT

The new STR running on the Kubernetes platform has significantly better stability and scalability. The new STR also eliminates network latencies and timeouts. Overall performance of the new STR is ~5 times better than the previous version.

Structured Analytics (Product Release Note - Enhancement)

Fri, 25 Mar 2022 05:00:00 GMT

You can now copy the results of the domains identified by Name Normalization into new multi-object fields. These new fields remove empty entries, remove duplicated domains, and support expanded filter options. You can also create a tab in your workspace that includes all the domains identified by the Name Normalization to export your results.

Search Term Reports (Product Release Note - Enhancement)

Wed, 23 Mar 2022 05:00:00 GMT

The Search Term Report reports page has been migrated away from the old Custom Pages framework, allowing it to run in Kubernetes. It is functionally equivalent to the old page with some improvements to the top toolbar.

Relativity Forms (Product Release Note - Resolved defect)

Mon, 21 Mar 2022 05:00:00 GMT

Date entry with format yyyy-mm-dd no longer prepends an extra 0 to the day. Time entry in 24hr time format no longer prepends an extra 0 to the minutes.

Redact (Known Issue)

Mon, 21 Mar 2022 05:00:00 GMT

In workspaces where Redact is installed, reviewers who lacked the Redact 'Native PDF Redactions' permission are unable to copy/paste content in the native viewer. However, the 'Local Access (Download, Copy Text)' permission on the Document object should determine which reviewers have the ability to copy/paste content independent of Redact permissions.

Active Learning (Product Release Note - Enhancement)

Sat, 19 Mar 2022 05:00:00 GMT

Active Learning projects with no running queues can schedule a retraining interval or turn off model retraining entirely

Active Learning (Product Release Note - Enhancement)

Sat, 19 Mar 2022 05:00:00 GMT

Active Learning will no longer display a "pending document count", which was a report of how many documents had been coded since the model was last built

Redact (Product Release Note - Enhancement)

Fri, 18 Mar 2022 05:00:00 GMT

In Redact, the Markup Review card in the Image Viewer now displays Accept/Reject actions for manually drawn redactions, just as Redact already does for Spreadsheets and PDFs.

Processing (Known Issue)

Wed, 16 Mar 2022 05:00:00 GMT

Retrying publish errors associated with Extracted Text being larger than 2GB will not generate a placeholder document.

Collect (Product Release Note - Enhancement)

Thu, 10 Mar 2022 06:00:00 GMT

You can now select the workspace you want to create a processing job in using the "Create Processing Job" button on the collection details console page.

Structured Analytics (Product Release Note - Enhancement)

Wed, 09 Mar 2022 06:00:00 GMT

You can now define the field containing the extracted text that Structured Analytics Set will use for its analysis.

Redact (Product Release Note - Enhancement)

Wed, 09 Mar 2022 06:00:00 GMT

In Redact, the Viewer now displays an additional right-click context menu option to repeat the user's last markup style selected to draw markup on spreadsheets.

Redact (Product Release Note - Enhancement)

Wed, 09 Mar 2022 06:00:00 GMT

In Redact, fields created by Redact now support "Allow Pivot" and "Allow Group By."

ADS (Known Issue)

Wed, 09 Mar 2022 06:00:00 GMT

Pagination in the "Workspaces Installed" of the Application Library view form may not work. Workaround: Use a large page size, filters and/or sorts to narrow into specific workspaces.

List Page (Product Release Note - Enhancement)

Wed, 09 Mar 2022 06:00:00 GMT

The new Static Object Aurelia List Pages are now launched for specific Advanced access customers with full production deployment scheduled for the week of 3/28. The new List Pages provide security, freezing columns, and collapsible panels

Transparency Reports (Product Release Note - Enhancement)

Sat, 26 Feb 2022 06:00:00 GMT

Transparency Reports provide real-time insight into all Relativity Support activity in a Relativity instance to help customers work more confidently and securely with Support teams. Users can now filter a list of easy-to-read audits of Relativity Support and export into a CSV for external review

Security Alerts (Product Release Note - Enhancement)

Sat, 26 Feb 2022 06:00:00 GMT

Security Alerts gives you visibility into security alerts that help you identify and resolve threats quickly along with resolution paths for identified potential threats

Case Dynamics (Product Release Note - Enhancement)

Wed, 23 Feb 2022 06:00:00 GMT

The Add Fact logic from the Viewer was updated and selected text is no longer copied to the Description field.

Review (Product Release Note - Enhancement)

Tue, 22 Feb 2022 06:00:00 GMT

The "Mass Edit" mass operation is available for Similar Documents and Concept Search cards in the Viewer.

Migrate (Product Release Note - Enhancement)

Fri, 18 Feb 2022 06:00:00 GMT

You can now migrate multiple workspaces at the same time. Specifically, there may be one archiving, one transferring, and one restoring workspace in parallel during the migration, so Migrate has no idle time between operations anymore.

Migrate (Product Release Note - Enhancement)

Wed, 16 Feb 2022 06:00:00 GMT

When on Preview step, all the workspaces will be ordered based on the file count - ascending from the top (the workspace with the least file count will be at the top). Since file count has significant impact on performance, Migrate will start the migration based on the order on the Preview step to make entre migration job more efficient and to start the migration of another workspace as soon as possible.

Authentication (Product Release Note - Enhancement)

Wed, 16 Feb 2022 06:00:00 GMT

The Secret Rotation agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Secret Rotation agents within their RelativityOne environment.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Tue, 15 Feb 2022 06:00:00 GMT

Error message is no longer displayed for successfully finished transfers.

Relativity Scripts (Product Release Note - Enhancement)

Mon, 14 Feb 2022 06:00:00 GMT

The Script Run Manager agents have been converted to run on RelativityOne compute, which enables improved agent performance and stability. You no longer need or be able to add or modify Script Run Manager agents within your RelativityOne environments once rollout is complete. This is a phased rollout, so not all instances will see this change in their environment immediately.

Mass Operations (Product Release Note - Enhancement)

Mon, 14 Feb 2022 06:00:00 GMT

The Mass Operations Manager agents have been converted to run on RelativityOne compute, which enables improved agent performance and stability. You no longer need or be able to add or modify Mass Operation Manager agents within your RelativityOne environments once rollout is complete. This is a phased rollout, so not all instances will see this change in their environment immediately.

Case Dynamics (Product Release Note - Enhancement)

Mon, 14 Feb 2022 06:00:00 GMT

The Offline Report has been updated such that when you have multiple facts or other objects linked to the same document, only one copy of the file will be exported.

Case Dynamics (Product Release Note - Enhancement)

Tue, 08 Feb 2022 06:00:00 GMT

The Offline Report has been updated to sort facts chronologically by the Primary Fact Date field in ascending order. Additionally, the Offline Reports for issues, key people and interview questions have been updated to sort alphabetically on the name field of each object.

Active Learning (Product Release Note - Enhancement)

Tue, 08 Feb 2022 06:00:00 GMT

Active Learning allows index health documents to be turned off in Prioritized Review Queue, allowing stable projects to substantially reduce review overhead

Discovery (Known Issue)

Mon, 07 Feb 2022 06:00:00 GMT

If a large number of Entities exist in a workspace, custom document number prefixes attached to Entities do not properly load when creating a Data Source.

User Group Sync (Product Release Note - Enhancement)

Thu, 03 Feb 2022 06:00:00 GMT

The User Group Sync agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify User Group Sync agents within their RelativityOne environment.

User Sync (Product Release Note - Enhancement)

Thu, 03 Feb 2022 06:00:00 GMT

The User Sync Preview agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify User Sync Preview agents within their RelativityOne environment.

Redact (Product Release Note - Enhancement)

Tue, 01 Feb 2022 06:00:00 GMT

You can now filter content in the Original Text column when checking automatically drawn markup for spreadsheets in the Markup Review card.

Redact (Product Release Note - Enhancement)

Tue, 01 Feb 2022 06:00:00 GMT

There is now additional content in the Markup Review card to provide more context when checking automatically drawn markup on spreadsheets. The new columns are Origin (Automated or Manual), Project, Reason, Rule, Sheet, Timestamp, Markup Scope, Markup Type, Markup Subtype, and Markup Text.

ARM (Known Issue)

Mon, 31 Jan 2022 06:00:00 GMT

This fix introduced a silent data loss by releasing a change in validation logic that made archive jobs appear complete even when audit data was missing.

Migrate (Product Release Note - Enhancement)

Mon, 24 Jan 2022 06:00:00 GMT

When migration is in "In Progress" status, the user can cancel a workspace migration while it's transferring.

Active Learning (Product Release Note - Enhancement)

Fri, 21 Jan 2022 06:00:00 GMT

Document-to-document speed in Active Learning queues has been made approximately 30% faster

Processing (Product Release Note - Enhancement)

Thu, 20 Jan 2022 06:00:00 GMT

Relativity now auto-updates the NIST list when the National Software Reference Library (NSRL) releases them quarterly. Users no longer have to reach out to Support to get the latest version. The latest version that has been deployed will be noted in Release notes.

Migrate (Product Release Note - Enhancement)

Thu, 06 Jan 2022 06:00:00 GMT

When on Select and Assign step, the new column "Migration Status" is available informing whether the workspace has been already migrated to RelativityOne instance a user is currently logged into.

User (Product Release Note - Enhancement)

Wed, 05 Jan 2022 06:00:00 GMT

The Distributed Job Manager/Worker agents have been renamed to Group Membership Manager/Worker. The Group Membership agents now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Group Membership agents within their RelativityOne environment.

Publish (Known Issue)

Mon, 03 Jan 2022 06:00:00 GMT

Files originally published in Relativity 9.4 cannot utilize the Republish action in the Files tab.

Migrate (Product Release Note - Enhancement)

Thu, 23 Dec 2021 06:00:00 GMT

View All Migrations page is a new landing page for Migrate.

Migrate (Product Release Note - Enhancement)

Thu, 23 Dec 2021 06:00:00 GMT

To notify a user about required free space available on the file location defined for workspace archives. The file location is defined in the ArchiveFileSharePath Server Instance Setting, in the Relativity Migrate section. This removes potential migration failures due to insufficient space on Server side, needed for storing archives.

Migrate (Product Release Note - Enhancement)

Mon, 20 Dec 2021 06:00:00 GMT

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. For more details see: https://help.relativity.com/RelativityOne/Content/Data_migration/Migrate/Migrate.htm

Security Center (Product Release Note - Enhancement)

Fri, 17 Dec 2021 06:00:00 GMT

New view for filtering on and searching login metadata displayed on the Login Map along with a color-blind friendly color palette minor layout adjustments to improve map navigation.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Fri, 17 Dec 2021 06:00:00 GMT

Improved resiliency of transfers

Migrate (Product Release Note - Enhancement)

Wed, 15 Dec 2021 06:00:00 GMT

User is able to assign workspace to "All Data" Profile, migrating all data available in the workspace. No change to the current behavior except for button name change from "Assign to Migration" to "Assign to Profile".

Cold Storage (Product Release Note - Enhancement)

Wed, 15 Dec 2021 06:00:00 GMT

The Cold Storage agents now run on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Cold Storage agents within their RelativityOne environment. This is a phased rollout, so not all instances will see this change in their environment immediately.

Track Document Field Edits (Product Release Note - Enhancement)

Tue, 14 Dec 2021 06:00:00 GMT

Track Document Field Edits agents were moved to K8s on 12/14, and for versions of 2021.12.7 and above

Search (Product Release Note - Enhancement)

Fri, 10 Dec 2021 06:00:00 GMT

dtSearch agents were moved to K8s on 12/10. The following agents were migrated: dtSearch Index Job Manager, dtSearch Index Worker, Search Terms Report Agent, Data Grid Migration Manager, Data Grid Migration Worker, Data Grid Manager Agent

Automated Workflows (Product Release Note - Enhancement)

Wed, 08 Dec 2021 06:00:00 GMT

You can now select to automatically run an Analytics index as an action in your Automated Workflow. By selecting this action, you can automatically run, build, and update your Conceptual and Classification analytics indexes.

Migrate (Product Release Note - Enhancement)

Wed, 08 Dec 2021 06:00:00 GMT

You can now cancel the migration of a workspace that is in the Archiving status. See Migrate documentation for more details.

Analytics (Product Release Note - Enhancement)

Wed, 08 Dec 2021 06:00:00 GMT

You can now run Analytics indexes that contain up to 9 million documents in the data source.

Analytics (Product Release Note - Enhancement)

Wed, 08 Dec 2021 06:00:00 GMT

Within your Analytics index setting, you can now automatically create a cluster for all indexed documents after the index has been built by using the field in the Analytics Index Information page. This option is set to Yes by default in new indexes. For more information check the "Creating an Analytics index" section under the "Analytics indexes" documentation page.

Analytics (Product Release Note - Enhancement)

Wed, 08 Dec 2021 06:00:00 GMT

Within your Analytics index setting, you can now automatically link repeated content filters to a conceptual index by using the field in the Advance section of the Analytics Index Information page. These repeated content filters have to previously be identified by your Structured Analytics sets. For more information check the "Creating an Analytics index" section under the "Analytics indexes" documentation page.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Fri, 03 Dec 2021 06:00:00 GMT

Rose cyclically checks for updates during runtime

Discovery (Known Issue)

Fri, 03 Dec 2021 06:00:00 GMT

Processing OneNote files may result in additional discovery time.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Fri, 03 Dec 2021 06:00:00 GMT

If user is unable to access any file share due to RelativityOne configuration, ROSE will clearly inform what has happened, and will provide a link to the documentation that describes ways to resolve problem.

Analytics (Product Release Note - Enhancement)

Fri, 03 Dec 2021 06:00:00 GMT

The Conceptual Analytics agents are being converted to run on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Conceptual Analytics agents within their RelativityOne environments once rollout is complete. This is a phased rollout, so not all instances will see this change in their environment immediately.

Lockbox (Product Release Note - Enhancement)

Fri, 03 Dec 2021 06:00:00 GMT

Lockbox notifications appearance and information it contains were improved. On top of readability in key scenarios we provide who was making a change and what was affected.

Redact (Product Release Note - Enhancement)

Thu, 02 Dec 2021 06:00:00 GMT

In Redact, we've introduced a number of enhancements to the Spreadsheet project page. Here are the improvements... - updated "Redact all Headers and Footers" to affect all documents in the saved search - updated "Redact all Excel objects" to affect all documents in the saved search - added "Redact all comments" feature to spreadsheet projects - updated projects to be able to run even when there are no word/phrase/regular expression/CSV rules

Redact (Product Release Note - Enhancement)

Thu, 02 Dec 2021 06:00:00 GMT

Redact will now honor "Prevent Native Download" property in Native Type object. This is in addition to already existing "Local access" permission on the Document object.

Processing (Product Release Note - Enhancement)

Thu, 02 Dec 2021 06:00:00 GMT

When processing Google Workspace email data with a sidecar data file, the Google Labels field will no longer be appended to Path/Location fields.

Redact (Product Release Note - Enhancement)

Thu, 02 Dec 2021 06:00:00 GMT

In Redact, we've improved the markup navigator Viewer card user-experience by... - standardizing on filter, sort, and search capabilities across all Redact Viewer cards - pagination controls: First, Next, Last, Previous, Index - ability to search on Marked Text column in Redact Navigator Cards - introducing the ability to perform mass accept/reject actions across automatically drawn markups

Redact (Product Release Note - Enhancement)

Thu, 02 Dec 2021 06:00:00 GMT

In Relativity Review, we've introduced a subset of commonly used Excel keyboard shortcuts in the native viewer. Initially, the main benefit of this feature is to better support manual redaction workflows when marking up native spreadsheets using Redact. The full list of Excel keyboard shortcuts supported in the Viewer are listed in our documentation under Relativity Redact > Manual markups with Excel files > Excel document keyboard shortcuts.

Redact (Product Release Note - Enhancement)

Thu, 02 Dec 2021 06:00:00 GMT

In Redact project pages, we've updated the user-experience around uploading CSV files for project rules so that the user only needs to select the CSV file they want to upload in order to upload the file, rather than having to select the CSV file and then upload.

Redact (Product Release Note - Enhancement)

Thu, 02 Dec 2021 06:00:00 GMT

In Redact, we have pre-populated a set of commonly used regular expressions to Redact projects that accept rules. The regular expressions that are now in the Redact project rules dropdown menus are discoverable via their friendly names. For example, the friendly name "Social Security Number (SSN) - US", represents the regular expression to search document text for the numeric pattern that matches social security numbers in the United States.

Relativity User Import Application (Product Release Note - Enhancement)

Wed, 01 Dec 2021 06:00:00 GMT

The Relativity User Import Application agents now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Relativity User Import Application agents within their RelativityOne environment.

Analytics (Product Release Note - Enhancement)

Tue, 30 Nov 2021 06:00:00 GMT

"Choice Field Stratified Sampling" script allows you to select documents spanning a choice field (such as conceptual clusters) to get a diverse seed set for active learning

Repository Workspace (Product Release Note - Enhancement)

Tue, 30 Nov 2021 06:00:00 GMT

The Repository Workspace Billing agent now run on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify the Repository Workspace Billing agent within their RelativityOne environment. This is a phased rollout, so not all instances will see this change in their environment immediately.

Conversion Cache Manager (Product Release Note - Enhancement)

Tue, 30 Nov 2021 06:00:00 GMT

The Relativity Document Conversion agents now run on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Relativity Document Conversion agents within their RelativityOne environment. This is a phased rollout, so not all instances will see this change in their environment immediately.

Publish (Known Issue)

Wed, 24 Nov 2021 06:00:00 GMT

When either using the Republish action on the Files tab or promoting new primary records through Post-Publish Delete, the Dedupe/All Paths field will only display one unique occurrence of a file path.

Client Domains (Product Release Note - Enhancement)

Sat, 20 Nov 2021 06:00:00 GMT

We are increasing the client domain cap from 25 domains to 100 domains per tenant in order to help you easily scale your business as you move to the cloud.

Cold Storage (Product Release Note - Enhancement)

Sat, 20 Nov 2021 06:00:00 GMT

Workspaces moved into Cold Storage can now be deleted directly from Cold Storage. This feature will only be enabled after this workspace has been in Cold Storage for 30 days.

Fields (Product Release Note - Resolved defect)

Sat, 20 Nov 2021 06:00:00 GMT

Several fixes to the Aero user interface field create/edit page and underlying FieldManager API. These bring the validation rules on this page to parity with Classic user interface. Notably, this addresses an issue where field save is unresponsive when mapping source fields in some environments. This will allow customer environments still using Classic fields user interface to utilize the new Aero user interface.

Automated Workflows (Product Release Note - Enhancement)

Fri, 19 Nov 2021 06:00:00 GMT

You can now select from any supported action as a trigger to start your Automated Workflow. By making your selection in the Other dropdown of the Select Trigger menu, the Automated Workflow will start once the action and object you've selected completes.

Legal Hold (Product Release Note - Enhancement)

Fri, 19 Nov 2021 06:00:00 GMT

You now have increased flexibility to configure escalations, including the number of recurrences, the email subject line, and the email recipient. This offers a customizable experience when including escalations in your legal hold communications.

Processing (Known Issue)

Thu, 18 Nov 2021 06:00:00 GMT

The PowerPoint Hidden Slides metadata field is not accurately indicating the "yes" value for files that meet the criteria of containing hidden slide(s). Please note, the extracted text field does contain the text of the hidden content.

Imaging (Known Issue)

Tue, 16 Nov 2021 06:00:00 GMT

When running Imaging jobs, the error "Failure retrieving imaging data" shows up in the Worker Monitoring tab's Thread Information section. However, there are no actual issues with documents being imaged.

Discovery (Known Issue)

Mon, 15 Nov 2021 06:00:00 GMT

When corrupted Microsoft Outlook Personal Folders (.pst files) are processed, there is a chance that the order of entries in the PST might be corrupt. If such PSTs are partially published, and then the original PST is retried to fix the corruption, run through discovery, and published, the relationships between the parent and child items can become corrupted. This results in parent and child elements appearing in an incorrect order.

Agents (Product Release Note - Enhancement)

Mon, 15 Nov 2021 06:00:00 GMT

The Prop Coding agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Prop Coding agents within their RelativityOne environment.

Agents (Product Release Note - Enhancement)

Mon, 15 Nov 2021 06:00:00 GMT

The Collect Folder Path agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Collect Folder Path agents within their RelativityOne environment.

Agents (Product Release Note - Enhancement)

Mon, 15 Nov 2021 06:00:00 GMT

The Document Utilities agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Document Utilities agents within their RelativityOne environment.

Agents (Product Release Note - Enhancement)

Mon, 15 Nov 2021 06:00:00 GMT

The Scheduler agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Scheduler agents within their RelativityOne environment.

Processing (Product Release Note - Resolved defect)

Mon, 15 Nov 2021 06:00:00 GMT

Text extracted from Microsoft Project files may include additional information for tabular data, including replicated content.

Migrate (Product Release Note - Enhancement)

Tue, 09 Nov 2021 06:00:00 GMT

Migrate is available for all RelativityOne Government customers.

Collect (Product Release Note - Enhancement)

Tue, 02 Nov 2021 05:00:00 GMT

You can now collect chats and emails from Bloomberg. Data is converted to RSMF by default for you.

Analytics (Product Release Note - Enhancement)

Wed, 27 Oct 2021 05:00:00 GMT

The Active Learning agents are being converted to run on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Active Learning agents within their RelativityOne environments once rollout is complete. This is a phased rollout, so not all instances will see this change in their environment immediately.

RSAPI (Developer Release Note - Deprecation)

Sat, 23 Oct 2021 05:00:00 GMT

RSAPI endpoints are no longer available for consumption. All applications must use Kepler endpoints instead.

RSAPI (Product Release Note - Deprecation)

Sat, 23 Oct 2021 05:00:00 GMT

RSAPI endpoints are no longer available for consumption. All applications must use Kepler endpoints instead.

RSMF Slicing (Product Release Note - Enhancement)

Sat, 23 Oct 2021 05:00:00 GMT

RSMF Slicing will allow customers to create a new RSMF from the original that contains only the relevant messages. This will allow customers to code and produce certain message(s) / portion of the conversation that is relevant. All RSMF slices will be traceable back to the original.

Case Metrics (Product Release Note - Enhancement)

Sat, 23 Oct 2021 05:00:00 GMT

The Case Metrics agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Case Metrics agents within their RelativityOne environment.

ECA Template (Product Release Note - Enhancement)

Sat, 23 Oct 2021 05:00:00 GMT

Updated ECA template now includes a step-by-step approach for culling, data insights, and document promotion using numbered saved searches and standardized usage of widgets to visualize data and ECA progress.

Review Template (Product Release Note - Enhancement)

Sat, 23 Oct 2021 05:00:00 GMT

Updated Review template and associated workflow document make it easier to move from review through to production with a step-by-step process for reviewing, batching, QC-ing, redacting, and producing documents.

Viewer (Product Release Note - Deprecation)

Sat, 23 Oct 2021 05:00:00 GMT

The Classic Viewer has been removed from RelativityOne. Users will no longer have the option to revert to the Classic Viewer. All review functionality is now standardized on the new Viewer introduced with Aero user interface. We’re making this change to enable your teams with a faster, more consistent review experience across native, image, and text documents.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Fri, 22 Oct 2021 05:00:00 GMT

User is informed that data transfer may be slow due to transfer to and from network drive.

Automated Workflows (Known Issue)

Wed, 20 Oct 2021 05:00:00 GMT

When selecting the Structured Analytics action, the 'Update only new documents' setting does not respect the default selection of 'Yes'. Selecting out of the action or saving the workflow will revert it to 'No'. Workaround: If you reselect the action and update the setting to 'Yes' the appropriate selection will be applied.

Processing (Product Release Note - Enhancement)

Mon, 18 Oct 2021 05:00:00 GMT

When using Google Vault to gather data from Google Workspace to be used as a data source, Processing will associate the sidecar metadata file with the appropriate documents, making the additional metadata available for field mapping.

Publish (Known Issue)

Thu, 14 Oct 2021 05:00:00 GMT

The republish action from the Files tab will not be performant on larger data sets (~2,000,000+ documents.)

Custom Applications (Known Issue)

Thu, 14 Oct 2021 05:00:00 GMT

When running Processing Duplication Workflow scripts on datasets over 1 million records in size, the scripts may timeout in the front end while still working without issue behind the scenes.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Thu, 14 Oct 2021 05:00:00 GMT

We now notify you when you're trying to download files from a RelativityOne to folder you do not have access to.

Errors (Known Issue)

Thu, 07 Oct 2021 05:00:00 GMT

Clicking the Publish button to resolve publish errors on the Processing Set page will only resolve the File Level errors that are outstanding. If Job Errors are present, they will have to be retried through the Job Errors tab.

Reviewer Interface (Known Issue)

Thu, 07 Oct 2021 05:00:00 GMT

Duplicate View audits are created when documents are viewed in the Image Viewer.

General (Product Release Note - Enhancement)

Wed, 06 Oct 2021 05:00:00 GMT

What's New announcements are now available in the RelativityOne header

Import API (Known Issue)

Wed, 06 Oct 2021 05:00:00 GMT

In a recent version of RDC (Relativity Desktop Client), additional instance permission is required (Object Security > Instance Settings > View permission) for any import or export operation.

Collect (Product Release Note - Enhancement)

Fri, 01 Oct 2021 05:00:00 GMT

You can now collect private and public chats from Microsoft Teams. Data is converted to RSMF by default for you.

Automated Workflows (Product Release Note - Enhancement)

Tue, 28 Sep 2021 05:00:00 GMT

You can now select to run an OCR set as an action in your Automated Workflows. Currently, the OCR set action only runs on Saved Searches and not Production Sets. Sequencing the OCR action after an Imaging Set action will allow you to automatically QC documents for missing text prior to indexing your data.

Collect (Product Release Note - Enhancement)

Tue, 28 Sep 2021 05:00:00 GMT

Hidden folders and email contained in Microsoft 365 Outlook mailboxes are now included in mailbox collections.

Collect (Product Release Note - Enhancement)

Tue, 28 Sep 2021 05:00:00 GMT

You can now collect from Google Vault including Gmail, Drive, Chat, and Group Mailboxes for user accounts assigned a license that includes Google Vault. Google Chat data is converted to RSMF by default for you.

Migrate (Product Release Note - Enhancement)

Tue, 28 Sep 2021 05:00:00 GMT

You can now cancel the migration of a workspace that is in the In Queue status. See Migrate documentation for more details.

Migrate (Product Release Note - Enhancement)

Tue, 28 Sep 2021 05:00:00 GMT

You can now see more migration status information when on View All Migrations page.

Analytics (Product Release Note - Deprecation)

Sat, 25 Sep 2021 05:00:00 GMT

Sample-based Learning has been deprecated. We recommend using Active Learning for TAR workflows, and Categorization for other TAR work not covered by Active Learning

Review Interface (Product Release Note - Enhancement)

Wed, 22 Sep 2021 05:00:00 GMT

When a coding decision is made, updates to coding layout values visible in the Related Items card will automatically refresh to display those new values. Additionally, any information in the Related Items card can be refreshed whenever the user manually clicks on the Refresh icon in the Related Items card.

Case Metrics (Product Release Note - Resolved defect)

Wed, 22 Sep 2021 05:00:00 GMT

Resolved issue of Service Accounts being shown in results when explicitly set to not show when running the Reviewer Statistics report. This would occur only on workspaces that have Audit installed on them.

Automated Workflows (Product Release Note - Enhancement)

Tue, 21 Sep 2021 05:00:00 GMT

When selecting the Scheduled Run trigger and using either the Daily or Weekly option, the Start Time input will require you to enter it in either 24-hour or am/pm time formatting based on your settings.

Automated Workflows (Product Release Note - Resolved defect)

Tue, 21 Sep 2021 05:00:00 GMT

The date and time information in both the action bar when the workflow is in progress and the last run section now respect your browser's time and date preferences.

Reviewer Interface (Known Issue)

Tue, 21 Sep 2021 05:00:00 GMT

In the Classic Reviewer Interface, when a relational field contains non-alphanumeric characters, such as '%', the field's icon fails to load on the page.

Short Messages (Known Issue)

Tue, 21 Sep 2021 05:00:00 GMT

When a user images an RSMF that contains a file attachment (such as Word, Excel, PPT, etc.), the imaged RSMF says the attachment is missing when it is not true. This doesn't happen for attachments that can be displayed in the Viewer, such as pictures.

Legal Hold (Product Release Note - Enhancement)

Tue, 21 Sep 2021 05:00:00 GMT

We've added time zone labeling in the legal hold confirmation emails.

Legal Hold (Product Release Note - Enhancement)

Tue, 21 Sep 2021 05:00:00 GMT

We've added time zone labeling throughout a variety of lists within the legal hold application including within the Mailbox tab.

Legal Hold (Product Release Note - Enhancement)

Tue, 21 Sep 2021 05:00:00 GMT

We've added employee number and employee email address to our Custodian Change Report and Employment Status Change Report.

Legal Hold (Product Release Note - Enhancement)

Tue, 21 Sep 2021 05:00:00 GMT

For clients using RelativityOne's native email sending capabilities, these settings now automatically populate by default within Legal Hold Settings.

Legal Hold (Product Release Note - Enhancement)

Tue, 21 Sep 2021 05:00:00 GMT

Using an apostrophe in a preservation case name is no longer prohibited.

ARM (Product Release Note - Deprecation)

Mon, 20 Sep 2021 05:00:00 GMT

Non-required applications that were not included during archive and/or restore job and deprecated applications will be uninstalled during restore. Uninstalling them will resolve the issue with orphaned event handlers which in many cases prevent reviewing documents after restore.

Processing (Product Release Note - Enhancement)

Thu, 16 Sep 2021 05:00:00 GMT

When using Collect to gather data from Google Workspace, Processing will associate the sidecar metadata file with the appropriate documents, making the additional metadata available for field mapping.

Resource Servers (Product Release Note - Enhancement)

Thu, 16 Sep 2021 05:00:00 GMT

Resource Server pages will now appear in Aero styling.

Processing (Product Release Note - Enhancement)

Mon, 13 Sep 2021 05:00:00 GMT

The "Copy" mass action is now available on the Processing Profiles tab.

ADS (Known Issue)

Thu, 09 Sep 2021 05:00:00 GMT

When a user clicks the "Install" button in the Application Library to install an application to specific workspaces, a dialog displays the error message "There are no views." Workaround: Go to the workspace to select that application from the library.

Review Interface (Product Release Note - Enhancement)

Wed, 08 Sep 2021 05:00:00 GMT

When an RSMF fails to load in the Viewer, users will be presented with a new card that explains potential issues with the RSMF file. Intent is to help our customers discern issues with the RSMF file, versus being issues with the Viewer.

Conversion Cache Manager (Product Release Note - Enhancement)

Tue, 07 Sep 2021 05:00:00 GMT

The new Relativity Document Conversion application and associated public RESTful API endpoints will replace the Cache Manager agent as the solution for clearing conversion cache files. Relativity Document Conversion will only support time-based cache deletion, and the clear cache button will no longer be available on the Cache Location Server page. Although the Cache Manager Agent will still appear on the Agents tab, it is not operational as long as the Relativity Document Conversion application is active. The Cache Manager Agent will be removed altogether in a future release.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Fri, 03 Sep 2021 05:00:00 GMT

Transfer related logs are stored in a separate file on the local machine: "%tmp%\StagingExplorerLogs\[JOB_ID]".

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Fri, 03 Sep 2021 05:00:00 GMT

Users are informed about connection issues before starting a transfer.

Review Interface (Product Release Note - Enhancement)

Sat, 28 Aug 2021 05:00:00 GMT

Several years after the release of the PPTX format, Microsoft added the ability to draw on a touch-enabled device. You can draw with your finger, a digital pen, or a mouse. These drawings, referred to as “ink”, were not previously supported in our viewing technology. Support has been added. Ink drawings will now show up in our Native and Image viewers, as well as in files saved to PDF with the technology. We support this by using the drawing in the alternate content (alternate drawing) of the document. This allows for support of not only ink, but for anything else leveraging the alternate content feature in PowerPoint XML files.

Review Interface (Product Release Note - Enhancement)

Wed, 25 Aug 2021 05:00:00 GMT

The Replace Native and Image feature will be implemented in the new viewer as a dropdown selection from the document name. When clicking on the document name in the viewer, the option to either Replace document native or Replace images for this document are available. Following this selection, you can select a file to upload.

List Page (Product Release Note - Resolved defect)

Mon, 23 Aug 2021 05:00:00 GMT

Fixed a responsive user interface issue with the Only link in the list filter so that it is now fully visible.

Structured Analytics (Known Issue)

Thu, 19 Aug 2021 05:00:00 GMT

If name normalization produces two entities that look the same, but one has an invisible character, the Entity results import phase will fail with a duplicate key exception.

Structured Analytics (Known Issue)

Thu, 19 Aug 2021 05:00:00 GMT

Structured Analytics email threading jobs fail to complete when preparing Email Threading Display data during import phase, if the content to be parsed into XML contains surrogate block characters.

Sample-based Learning (Product Release Note - Deprecation)

Thu, 19 Aug 2021 05:00:00 GMT

New round creation has been disabled in Sample-based learning as part of a phased deprecation. The final state of deprecation, coming soon, will allow only reporting on projects.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Wed, 11 Aug 2021 05:00:00 GMT

Icon indicating internet connection added to the user interface.

Publish (Known Issue)

Tue, 10 Aug 2021 05:00:00 GMT

When deleting documents with Post Publish Delete, the associated Processing Sets will have incorrect unpublished file counts.

Discovery (Known Issue)

Mon, 09 Aug 2021 05:00:00 GMT

Microsoft Forms are not supported in Pre-2007 Microsoft Office Word, PowerPoint and Excel files, as they are detected as bin files and currently are not flagged with an exception. Workaround: Convert to Post-2007 format. This affects all supported versions.

Migrate (Product Release Note - Enhancement)

Fri, 06 Aug 2021 05:00:00 GMT

Ability to auto-update Migrate Server part, so customers would not need to do this manually anymore. It will be optional setting with default value set to "auto-update". See more details in Migrate documentation in this section: https://help.relativity.com/RelativityOne/Content/Data_migration/Migrate/Migrate_setup.htm#Installing_and_configuring_Migrate_(Relativity_Server)

Automated Workflows (Product Release Note - Enhancement)

Sat, 31 Jul 2021 05:00:00 GMT

You can now select to run an Automated Workflow on a scheduled recurrence ranging from every 30 minutes to every 12 hours by selecting the Hourly option on the Scheduled Run trigger.

Automated Workflows (Product Release Note - Enhancement)

Sat, 31 Jul 2021 05:00:00 GMT

You can now select to run an Automated Workflow on a scheduled recurrence on a specific day or days of the week at a specific time with the Weekly option on the Scheduled Run trigger.

Legal Hold (Product Release Note - Enhancement)

Sat, 31 Jul 2021 05:00:00 GMT

You are no longer required to include a portal link for Hold Notice communications that do not require acknowledgement and do not have an associated questionnaire.

Legal Hold (Product Release Note - Resolved defect)

Sat, 31 Jul 2021 05:00:00 GMT

You can now close projects that have custodians on active O365 preservation holds. The holds will automatically be closed as part of closing the project.

Processing Profile (Product Release Note - Resolved defect)

Sat, 31 Jul 2021 05:00:00 GMT

Saving a new Processing Profile without an OCR Language selected will display a pre-save error, similar to other required fields.

Automated Workflows (Product Release Note - Enhancement)

Sat, 31 Jul 2021 05:00:00 GMT

You can now select a Scheduled Run trigger that allows you to setup an Automated Workflow to run on a Hourly, Daily, or Weekly recurrence.

Automated Workflows (Product Release Note - Enhancement)

Sat, 31 Jul 2021 05:00:00 GMT

You can now select to run an Automated Workflow on a scheduled recurrence each day at a specific time of day with the Daily option on the Scheduled Run trigger.

Redact (Product Release Note - Enhancement)

Fri, 30 Jul 2021 05:00:00 GMT

In the Viewer, we have updated the location of the Redact cards for native spreadsheets and images to be in the same place as the Redact card for PDFs (bottom Viewer drawer). Additionally, we have combined the content in the Redact Navigator card and Redact QC cards for native spreadsheets into one consolidated card to be consistent with how the Redact PDF card consolidates this content.

Discovered Files (Known Issue)

Fri, 30 Jul 2021 05:00:00 GMT

When using the Export as CSV mass action button on the Files tab in the Processing application, the resultant CSV file will contain only the column headers and no data. A fix for this defect will be applied the weekend of August 7, 2021. If you need a way to address this issue sooner, please contact Relativity customer support.

Publish Files (Known Issue)

Fri, 23 Jul 2021 05:00:00 GMT

When a user republishes files from the Republish mass operation in the Files tab of the Processing application, the confirmation dialog may report a higher number of files to be republished than the actual number of files to be republished.

Collect (Product Release Note - Enhancement)

Mon, 19 Jul 2021 05:00:00 GMT

New data source is available - Office365 Archived Email, which allows collecting archived emails from M365 tenants.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Fri, 16 Jul 2021 05:00:00 GMT

New option for auto update is announced at application startup.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Fri, 16 Jul 2021 05:00:00 GMT

Users with admin rights on their local machine and have auto update option enabled will automatically receive new versions of ROSE on application startup.

Summary Reports (Known Issue)

Fri, 16 Jul 2021 05:00:00 GMT

When deleting a Summary Report from the Summary Report page, the delete button will not function and perform the delete. Workaround: You can delete the desired Summary Report by navigating back to the main list of Summary Reports using the delete mass operation.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Fri, 16 Jul 2021 05:00:00 GMT

Mandatory updates (e.g. security updates) force users to either update ROSE or close the application.

Relativity Forms (Known Issue)

Wed, 30 Jun 2021 05:00:00 GMT

Custom Form Objects do not reflect filter view conditions set on Child or Associative Objects. Results display all field values.

Infrastructure (Known Issue)

Tue, 29 Jun 2021 05:00:00 GMT

GovCloud Only: Pre-2007 Word, PowerPoint and Excel files will experience errors if Native option is used for text extraction. The errors may result in missing extracted text for these files. Workaround: Use the Relativity text extraction option.

Relativity Forms (Known Issue)

Tue, 29 Jun 2021 05:00:00 GMT

On a Relativity Forms enabled page, while opening an associated object in a modal which is displayed in the non-Aero older forms rendering engine, any delete action taken for a record will not appear on the initial forms page until after the page is refreshed.

Legal Hold (Product Release Note - Enhancement)

Wed, 23 Jun 2021 05:00:00 GMT

You can now mass assign custodians to a Project using a list of employee numbers.

Sample-based Learning (Product Release Note - Deprecation)

Sat, 19 Jun 2021 05:00:00 GMT

New Sample-based Learning projects can no longer be created, as part of the overall deprecation of Sample-based Learning. Also, Sample-Based Learning cannot be installed into workspaces where it is not already installed

Collect (Product Release Note - Enhancement)

Sat, 19 Jun 2021 05:00:00 GMT

A validation check is now performed when saving a Microsoft Office 365 data source. The validation verifies that a connection to the M365 tenant can be made. If unsuccessful, you will be prompted to check your data source values.

Legal Hold (Product Release Note - Resolved defect)

Sat, 19 Jun 2021 05:00:00 GMT

The "Use Portal As" feature now works for ARM-ed users that have re-mapped Artifact IDs.

Active Learning (Product Release Note - Enhancement)

Sat, 19 Jun 2021 05:00:00 GMT

Elusion Test has been renamed Project Validation. It now has an option to sample across the whole Active Learning project and calculate Recall, Richness, and Precision in addition to Elusion rate.

Review (Product Release Note - Enhancement)

Sat, 22 May 2021 05:00:00 GMT

Tracker Validation for denoting when Reviewed On and/or Reviewed By fields are already in use. Multiple bugs fixed for multiple choice field population. Exception cases added data values found in Audit.

Redact (Product Release Note - Enhancement)

Sat, 22 May 2021 05:00:00 GMT

We have introduced 3 new project type permissions to the Redact application for drawing markup on... 1) Native PDF Redactions 2) Native Excel Redactions 3) Image Redactions If the user lacks these permissions, they will not be able to draw markup on native PDFs, native Excels, and/or images automatically at the project-level or manually within the Viewer. Because these permissions are new, they will be enabled by default only if the user has permission to Place/Edit Manual Redaction so as to not impact existing Redact users who already have permission to draw markup using Redact.

Review Interface (Product Release Note - Enhancement)

Sat, 22 May 2021 05:00:00 GMT

Relativity Review now supports the ability to open a document in a separate browser window when the user clicks on file-icons if they are present on a list view within the Review Interface in the Related Items card and the Document List card. This viewer configuration is known as the 'un-synced' standalone viewer because the document view has no relationship to the document you are viewing in the main document view. Viewer extensions may not be available in the un-synced standalone viewer upon first release, but they'll be added as soon as those extensions are able to enable those viewer extensions in the un-synced standalone viewer configuration. An example of a viewer extension that is not yet available in the un-synced standalone viewer is Email Thread Visualization (ETV). Finally, the document actions dropdown menu in the 'un-synced' standalone viewer configuration does not yet have the same options as the other viewer configurations. Upon initial release, only the 'download native' option is available, but the remaining document actions will be added shortly thereafter.

Case Metrics (Product Release Note - Resolved defect)

Sat, 22 May 2021 05:00:00 GMT

Customers will now need to install Case Metrics to any workspace that they want to report on. Only installing Case Metrics at the instance level will no longer allow users to report on any workspace within that instance, unless the app is install to that workspace.

Review Interface (Product Release Note - Enhancement)

Sat, 22 May 2021 05:00:00 GMT

Relativity Review now supports the ability to view on-the-fly search hits with the additional context of the preceding/following 100 characters of each hit within the Viewer. The contextual search drawer is on the right-side of the main document view and can be opened and closed by clicking on the 'magnifying glass' icon. Initially, the contextual search drawer is only supported in the native viewer but will also be supported in the text viewer in our next available Relativity Review update.

Collect (Product Release Note - Enhancement)

Sat, 22 May 2021 05:00:00 GMT

A new filter criteria option for Slack collections has been introduced which allows you to collect only direct messages or only group messages.

Discovery (Product Release Note - Resolved defect)

Sat, 22 May 2021 05:00:00 GMT

Emails and Calendar items sent using the "On Behalf Of" feature will now correctly display that text in extracted text.

Collect (Product Release Note - Enhancement)

Sat, 22 May 2021 05:00:00 GMT

Custodian targets are now automatically generated for Slack Enterprise collections, based on the primary email address contained in the Entity (custodian) record.

Discovery (Product Release Note - Enhancement)

Sat, 22 May 2021 05:00:00 GMT

Relativity Processing will no longer error on improperly created PSTs that contain a mix of ANSI and Unicode messages.

Migrate (Product Release Note - Enhancement)

Sat, 22 May 2021 05:00:00 GMT

Migrate now enables you to migrate workspace data from Relativity Server to RelativityOne in a simple, efficient way. Thanks to an straightforward workflow, migration will be seamless and intuitive, allowing workspaces to be migrated in just 6 clicks within a single product as opposed to what amounted to 90+ clicks (in multiple tools), previously. With Migrate you will now be able to set up a default migration configuration, choose and assign workspaces for migration, preview the migration before executing the data transfer, and if needed, even 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.

Imaging (Product Release Note - Resolved defect)

Sat, 22 May 2021 05:00:00 GMT

PDF file will no longer render incorrectly when using the native imaging profile.

Processing (Product Release Note - Resolved defect)

Sat, 22 May 2021 05:00:00 GMT

Processing Source Locations will function as expected regardless of if the UNC path provided has a trailing slash or not.

Errors (Known Issue)

Mon, 17 May 2021 05:00:00 GMT

When navigating to the Files tab from a Processing Set using the "View File Errors" link, you can not place additional conditions on text based fields until the page is fully refreshed (F5).

Errors (Known Issue)

Fri, 14 May 2021 05:00:00 GMT

You are unable to use any of the Error Action buttons of Retry, Ignore, Edit Notes, Download File, and Upload Replacement File when viewing individual Document Errors. Workaround: Use the error actions provided in the Files tab to complete error remediation.

RDO (Known Issue)

Fri, 07 May 2021 05:00:00 GMT

After a choice hierarchy gets re-parented the order of multi-choice values displayed in the item list appears in an un-intuitive order. The order no longer corresponds to the hierarchy. There is a work around which is to manually update the order of each choice in the hierarchy.

Redact (Known Issue)

Thu, 06 May 2021 05:00:00 GMT

The user-experience around reverting a spreadsheet chart redaction using Relativity Redact is not intuitive. After redacting a chart, the user must reject the chart redaction in the Redact QC card and refresh the document view after being prompted by the Redact toast notification to do so. The user might intuit that they could right-click on the redacted chart and revert the markup using the 'Revert' option like other cell redactions but they cannot because the user is actually clicking on the cell underneath the chart rather than the chart itself.

Discovery (Known Issue)

Thu, 29 Apr 2021 05:00:00 GMT

Running multiple deletion jobs simultaneously may cause performance degradation across Processing and Imaging systems.

Errors (Known Issue)

Mon, 26 Apr 2021 05:00:00 GMT

The Error Category field may display 'Unknown' for some Discover or Publish errors.

Errors (Known Issue)

Mon, 26 Apr 2021 05:00:00 GMT

Specific FileIDs included in processing retry jobs no longer appear in the general data source audit table. The information can be found by selecting the JSON tab in the audit window.

Discovered Files (Known Issue)

Mon, 26 Apr 2021 05:00:00 GMT

Permissions in the Files tab currently do not behave properly for its Mass Actions. They will over-include the ability to perform certain actions like Retry and Export to CSV when a user should not be able to perform them.

Discovered Files (Known Issue)

Mon, 26 Apr 2021 05:00:00 GMT

When navigating between different views in the Files tab, the conditions from one view might still be applied to the next view you select. Refreshing the webpage will properly set the conditions.

General (Developer Release Note - Enhancement)

Sat, 24 Apr 2021 05:00:00 GMT

A new Publish to Relativity tool is released, which is only compatible with Relativity 12.0 and above. The deprecated Relativity Services APIs (RSAPI) within the tool have been updated to use the RESTful Kepler Services.

Automated Workflows (Product Release Note - Enhancement)

Sat, 24 Apr 2021 05:00:00 GMT

You can now have up to ten active workflows created and running in all workspaces in your instance of RelativityOne.

Extensibility Points (Product Release Note - Enhancement)

Sat, 24 Apr 2021 05:00:00 GMT

RESTful Kepler API are available for Resource File workflows like Create, Read, Update, Delete and Push Resource Files. Developers can begin the process of deprecating older RSAPI or Relativity Services code from their applications and migrate to the new RESTful way of communicating with the Relativity Platform.

General (Product Release Note - Enhancement)

Sat, 24 Apr 2021 05:00:00 GMT

ADS (Product Release Note - Enhancement)

Sat, 24 Apr 2021 05:00:00 GMT

For instance level applications with no workspace components, Developers can use the Global Application property within their applications, which will prevent installs of the application into workspaces. Applications tagged "Global" will be viewable and manageable on the user interface.

Analytics (Product Release Note - Resolved defect)

Sat, 24 Apr 2021 05:00:00 GMT

The Analytics Engine's new postgres version will fail to upgrade when the single-data-dir.properties file is a UNC path. To complete the upgrade, temporarily change the SDD to a mapped drive (e.g. caat.single.data.directory=D:/ContentAnalyst). Once the upgrade completes, you can revert the SDD to the original UNC path.

Automated Workflows (Product Release Note - Enhancement)

Sat, 24 Apr 2021 05:00:00 GMT

The previous threshold of 160 total active workflows in your instance has been removed.

Legal Hold (Product Release Note - Resolved defect)

Sat, 24 Apr 2021 05:00:00 GMT

Additional logic has been added to handle Microsoft 365 throttling that can occur during target discovery of large SharePoint repositories as part of a preservation case.

Native Time Zone Offset (Product Release Note - Enhancement)

Sat, 24 Apr 2021 05:00:00 GMT

A new version of the Native Time Zone Offset application (NTZO) is available in the community portal for RelativityOne customers. The 7.0.1 version of the Native Time zone Offset application is only compatible with RelativityOne.

PDF (Product Release Note - Resolved defect)

Sat, 24 Apr 2021 05:00:00 GMT

PDF downloads in a zip file will now produce individual PDFs in a zip file

PDF (Product Release Note - Enhancement)

Sat, 24 Apr 2021 05:00:00 GMT

The PDF profile now supports the following new options - comments and speaker notes for MS PowerPoint documents. These options are available when the user wants to download the resulting PDFs or stored them in Relativity for Review.

List Page (Product Release Note - Resolved defect)

Sat, 24 Apr 2021 05:00:00 GMT

Pivot contents no longer fail to load and display a SignalR error.

List Page (Product Release Note - Resolved defect)

Sat, 24 Apr 2021 05:00:00 GMT

The "Page Cannot Load" no longer appears after viewing a document from a saved search that has the "Email Threading Display" field select, but doesn't include other required fields, to the saved search list page, where the error would appear.

Mass Operations (Product Release Note - Resolved defect)

Sat, 24 Apr 2021 05:00:00 GMT

Mass Edit will now include family documents with dtSearch

List Page (Product Release Note - Resolved defect)

Sat, 24 Apr 2021 05:00:00 GMT

Pie charts no longer extend beyond their container.

Summary Reports (Known Issue)

Tue, 20 Apr 2021 05:00:00 GMT

When navigating to the Summary Reports page and selecting the report to navigate to, a general error can appear when trying to load the page. After receiving the first error, clicking to navigate to the same report will allow you to navigate to the desired page.

Mass Operations (Known Issue)

Mon, 19 Apr 2021 05:00:00 GMT

Mass Edit does not include family documents with DTSearch.

Redact (Known Issue)

Thu, 08 Apr 2021 05:00:00 GMT

As of today in Redact, redactions applied to native PDF annotations, attachments, links, and comments are not displayed in the Viewer and are not 'burned in' until the user runs a production preparation project. The ability to see this kind of content redacted in the Viewer for native spreadsheets exists, but not yet for native PDFs.

Imaging (Known Issue)

Wed, 07 Apr 2021 05:00:00 GMT

Some older versions of a password protected Microsoft Note may not image using native imaging.

Imaging (Known Issue)

Wed, 07 Apr 2021 05:00:00 GMT

Some PDF file may render incorrectly when using the native imaging profile.

RDO (Known Issue)

Thu, 01 Apr 2021 05:00:00 GMT

If someone tries to save a document that was previously coded with a user that has since been removed from the workspace, the save fails. This can also happen if the user was not mapped to a system user during an ARM restore. In either case, this works fine in classic. This only happens if the user field is on the layout and editable. Workaround: These are a few potential workarounds, in order of feasibility: * Set the user field to read only. * Remove the user field from the layout * *Scenario 1 only (see below):* Add the user back to the workspace * *Scenario 2 only*: Re-create the deleted user, add them to the workspace, then manually re-code the affected documents with that user. Mass Edit can be used to make this process easier * *Scenario 3a only*: Create the missing user, then manually re-code the affected documents with the same user. Mass Edit can be used to make this process easier * *Scenario 3b and 3c only*: Manually re-code the affected documents with the same user. Mass Edit can be used to make this process easier * Code the documents with another user.

Discovered Files (Product Release Note - Resolved defect)

Sat, 27 Mar 2021 05:00:00 GMT

OR expressions now function as expected on the Deleted Documents view on the Files tab.

Analytics (Product Release Note - Enhancement)

Sat, 27 Mar 2021 05:00:00 GMT

Analytics Indexes no longer include the options to continue index builds to completion and remove documents in error. Analytics Index builds will now default to completing past population and will automatically remove documents in error.

Analytics (Product Release Note - Enhancement)

Sat, 27 Mar 2021 05:00:00 GMT

Analytics Index are now converted to Aero styles with a simplification of the settings layout and console areas.

Analytics (Product Release Note - Resolved defect)

Sat, 27 Mar 2021 05:00:00 GMT

Saving Analytics Index changes can take ten seconds to complete with no progress feedback.

Discovery (Product Release Note - Resolved defect)

Sat, 27 Mar 2021 05:00:00 GMT

Fixed a defect that could result in incomplete extracted from Lotus Notes emails.

Scripts & Utilities (Product Release Note - Enhancement)

Sat, 27 Mar 2021 05:00:00 GMT

Track Document Field Edits by Reviewer is now available on RelativityOne as of Ninebark 0. Please see the latest documentation page to read upgrade instructions and a link to download the latest RAP. This RAP supports 10.1 through 12.0.

Short Message Viewer (Product Release Note - Enhancement)

Sat, 27 Mar 2021 05:00:00 GMT

Conversations Display field - If not available, populate with ‘Untitled’

Name Normalization (Product Release Note - Resolved defect)

Sat, 27 Mar 2021 05:00:00 GMT

Name normalization now generates a document error when an email segment contains more than 50,000 characters in one of the recipient fields.

Short Message Viewer (Product Release Note - Enhancement)

Sat, 27 Mar 2021 05:00:00 GMT

Participant Display field - Fall back value includes ‘email’ value, then 'account_id'. If neither are available, populate with ‘Unnamed [id]’, where id is the participant.id field

PDF (Known Issue)

Thu, 25 Mar 2021 05:00:00 GMT

PDF downloads in a zip will produce a JSON file instead of a zip file.

Legal Hold (Product Release Note - Resolved defect)

Wed, 24 Mar 2021 05:00:00 GMT

The Discover Targets button on the Project Console page is now enabled when you have not enabled auto-discovered targets as part of your Preservation Case setup for Microsoft 365 SharePoint.

Imaging (Product Release Note - Resolved defect)

Wed, 24 Mar 2021 05:00:00 GMT

Certain PDF files will no longer have missing check marks after the file are imaged using a native profile.

Connect (Product Release Note - Enhancement)

Wed, 24 Mar 2021 05:00:00 GMT

Connect allows you to use a single identity to access all of your RelativityOne workspaces and instances without added cost, taking you from enterprise collaboration amongst your internal teams into the bigger, brighter world of true ecosystem collaboration. Enabling this teamwork across organizations will empower you to work more efficiently with your trusted law firm or service provider, while practicing smarter security and reducing user fees across instances.

Redact (Known Issue)

Wed, 24 Mar 2021 05:00:00 GMT

The pop-up window generated by the Convert Spreadsheet Markups mass operation does not have horizontal or vertical scroll bars if the content is too large for the window area. This can be worked around by manually resizing the pop-up window.

Redact (Known Issue)

Wed, 24 Mar 2021 05:00:00 GMT

A duplicate toolbar may display if the Viewer is popped-out then popped-in while the Redact toolbar buttons are in an overflow menu.

Redact (Known Issue)

Wed, 24 Mar 2021 05:00:00 GMT

The "Review Type" drop-down is always changed to "Image Quality Review" after refreshing to paging the Redact QC card in the Review Interface.

RDO (Known Issue)

Wed, 24 Mar 2021 05:00:00 GMT

There are several views that contain a duplicate Add condition button in the Conditions tab. Please note that both add conditions buttons will function as expected and there are no adverse effects to the workflow.

Redact (Known Issue)

Wed, 24 Mar 2021 05:00:00 GMT

In workspaces with Redact installed, the Document List and Coding Layout cards in the Review Interface may display an error when first initializing. This can be worked around by reloading the page.

Redact (Known Issue)

Wed, 24 Mar 2021 05:00:00 GMT

Redact cards in the Review Interface may display an error when first initializing and loading data. This can be worked around by reloading the card content.

Redact (Known Issue)

Wed, 24 Mar 2021 05:00:00 GMT

When using the "Redact Current Sheet Name" feature in Redact, the sheet name is replaced with a blank string if the name entered begins with a left angle bracket (<) character.

Redact (Known Issue)

Mon, 22 Mar 2021 05:00:00 GMT

Redact jobs can sometimes timeout on the "Completing Project" phase. This can be worked around by retrying the job after the timeout has occurred.

Redact (Known Issue)

Thu, 18 Mar 2021 05:00:00 GMT

When using Mozilla Firefox, Redact may fail to initialize in the Review Interface. This can be worked around by exiting and reentering the workspace or using a different browser.

Discovery (Known Issue)

Wed, 17 Mar 2021 05:00:00 GMT

Word documents that utilize the Native text extraction method during Processing may not have the Has Hidden Data metadata field properly set. This issue is not present when processing the Word documents in dtSearch or Relativity extraction methods. Workaround: Use the Relativity extraction method.

Assisted Review (Known Issue)

Thu, 04 Mar 2021 06:00:00 GMT

For an Active Learning project, on the Prioritized Review card, the box containing the values for the Family Field can look cut off. This issue isn't consistently reproducible, even when using different browsers, so there isn't a planned resolution.

Mass Operations (Product Release Note - Resolved defect)

Wed, 24 Feb 2021 06:00:00 GMT

The manage button for the Mass edit popup will now appear for multi-choice field.

Password Bank (Product Release Note - Resolved defect)

Wed, 24 Feb 2021 06:00:00 GMT

Fixed an issue where when entering multiple passwords into one Password Bank entry, the passwords may not be recognized until each had their own, individual Password Bank entry.

Password Bank (Product Release Note - Resolved defect)

Wed, 24 Feb 2021 06:00:00 GMT

The Password Bank tab for Processing will now be named "Password Bank | Processing" for easier identification.

Discovery (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

Extraneous non-critical Lotus Notes services have been automatically disabled to improve NSF stability and general worker performance.

Discovery (Product Release Note - Resolved defect)

Wed, 24 Feb 2021 06:00:00 GMT

Fixed an issue with Relativity Text Extraction method where some documents had the "WasDecrypted" metadata incorrectly set to True.

Errors (Product Release Note - Resolved defect)

Wed, 24 Feb 2021 06:00:00 GMT

Additional processing error messages have been re-written in a clear, user-centered format.

Discovery (Product Release Note - Resolved defect)

Wed, 24 Feb 2021 06:00:00 GMT

A defect that would cause publishing a document to fail, if there had been an error during file identification for that document, has been fixed.

Discovery (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

Delete temp files jobs are now also automatically created after retrying discovery jobs.

Discovery (Product Release Note - Resolved defect)

Wed, 24 Feb 2021 06:00:00 GMT

Error messages arising from defective zip files are now less generic, providing more specific information about the problem with the zip file.

PDF (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The PDF profile now supports the following new options: comments and speaker notes for Microsoft PowerPoint documents. These options are available when the user wants to download the resulting PDFs or stored them in Relativity for Review.

Short Message Viewer (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

Google Chat Icon Now supported. If an RSMF contains data from Google Chat, and the 'platform' field's value is such, the Viewer will display the Google Chat icon for that conversation. Imaging will also use the Google Chat icon when imaging.

Short Message Viewer (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

Empty Scenarios Display for Attachments - When imaging an RSMF document that is missing attachment name, we have changed the title of the attachment from "Untitled" to "Missing."

Short Message Viewer (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

When conversations or timestamps were missing, we now display RSMFs instead of failing the Viewer. Missing conversations are reconstructed from other info in the file. Missing timestamps called out on each event where it's missing, and shown at the top of the associated conversation.

Short Message Viewer (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

Viewer no longer fails and now displays when any of the following data is missing: Reaction Value, Conversation ID, Event Type, Attachment ID.

Short Message Viewer (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

Empty Participant Display Scenario - If the display name is missing, we will now show "Undisclosed Participant" now in the image

Redact (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

Redact, formerly known as Blackout, is the industry's most powerful smart redaction application for e-discovery, compliance, and adjacent use cases. In RelativityOne, the functionality will be rebranded as Redact and will be available to all customers embedded in the user experience with Aero user interface at no additional cost. With Redact, users can automate the application of location-based, term-based, or complex (RegEx, rules, etc.) image and native redactions over millions of pages.

Processing Sets (Product Release Note - Resolved defect)

Wed, 24 Feb 2021 06:00:00 GMT

The order of Processing Source Locations when creating Processing Data Sources is now displayed based on the order values chosen in the Admin Choices tab.

Transcripts (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The following parts of the Transcripts application received a style update: importing modal, transcripts report pop-up window, right-click modals, and printing pop-up window. Now the application's user interface more closely matches the new Aero design patterns.

Relativity Desktop Client (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

Different field can be selected as Overlay Identifier for an "Append/Overlay" data transfer mode.

Automated Workflows (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The Automated Workflows page now display the last run status and last run end time for each action you include in your workflow.

Automated Workflows (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The Automated Workflows page now displays a status of Ready to Run rather than Pending. The workflow status will also reset each time the workflow completes so it's more apparent the workflow is ready to be run again via your selected trigger or manually. The workflow status is now located at the top of your workflow page rather than the console in the left-hand side.

Automated Workflows (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The Automated Workflows page now includes a new section that provides the status of the very last run of the workflow, the start time of the last run, and the end time of the last run. The last run status will display as Completed, Completed with Errors, or Failed.

Processing (Product Release Note - Resolved defect)

Wed, 24 Feb 2021 06:00:00 GMT

When updating the priority of a job from the Worker Manager Queue, the root job and any newly created sub-jobs will use the new priority designated by the user. There may be some sub-jobs still created with the old priority if the job is already in progress.

ARM (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

A readiness check to ensure that a processing migration agent exists, and is enabled, has been added to support ARM with processing.

ARM (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

ARM with processing readiness checks have been made more resilient with the addition of retry code.

ARM (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

System Administrators can restore workspaces directly to Client Domain space. Previously Client domain resource pool, Client and Matter were not visible in drop-down list.

Discovered Files (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The processing error workflow has been moved to the Files tab. You can now view, retry, ignore, and download or replace files from the Files tab.

Discovered Files (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The Retry Delete mass action has been combined with the Retry Errors mass action to create a single action button for retrying issues that occur during Discovery, Publish, and Deletion.

Discovered Files (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The re-written Error Category field on the Files tab will allow you to group similar processing errors together. These new categories have been written in a way that will better explain why errors occurred and what resulted from them.

Discovered Files (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The Errored Files view in the Discovered Files tab has been split into Current Errored Files and All Errored Files. These views allow for quick visibility of active and historical processing errors.

Discovered Files (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The Discovered Files tab has been renamed to the Files tab to account for additional workflow utilization beyond Discovery.

Discovered Files (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The Error Phase field is now a Single Choice field, which will allow for enhanced filtering capabilities when working with processing errors.

Discovered Files (Product Release Note - Enhancement)

Wed, 24 Feb 2021 06:00:00 GMT

The Error Status field on the Files tab will now let you know whether a files associated errors are resolved, not resolved, or in the process of being resolved.

Mass Operations (Known Issue)

Wed, 10 Feb 2021 06:00:00 GMT

The manage button for the Mass edit popup may not appear for multi-choice field.

Imaging (Known Issue)

Wed, 10 Feb 2021 06:00:00 GMT

Imaging PDFs in color may have a light hue rather than a true color match of the PDF native.

Imaging (Known Issue)

Thu, 04 Feb 2021 06:00:00 GMT

Native imaging of MSG and EML files with "Table of Contents" will error out.

PDF (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

The PDF mass operation was updated to better support the download of large files. This includes supporting browser to display download progress and better management of interruptions during the download process.

PDF (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

The PDF profile now supports the following new options: new page level branding options, defining the resulting paper size when converting natives to PDFs, and the ability to include comments and track changes for MS Word documents. These options are available when the user wants to download the resulting PDFs or stored them in Relativity for Review.

PDF (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

When converting images to searchable PDFs, the OCR timeout is no longer limited to 3600 seconds. This applies for both Mass PDF and on the fly PDF operations.

PDF (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

The PDF mass operation now supports conversion of native files into PDFs that can be reviewed in Relativity in a new PDF viewer. The new PDF viewer does not support applying redactions directly to the PDFs. Users can also use the PDF mass operation to delete those stored PDFs.

PDF (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

The PDF application was enhanced to provide a more meaningful message when an error occurs while a user is downloading the resulting file.

PDF (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

The PDF application was optimized to better handle concurrent jobs.

PDF (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

The PDF application was optimized to provide a better experience when users cancel PDF jobs. This includes user interface and error messages enhancements.

RelativityOne Staging Explorer (Product Release Note - Resolved defect)

Sat, 30 Jan 2021 06:00:00 GMT

If enabled, by setting the StagingPaneOnlyPerClientDomain instance setting to true, ROSE shows file shares that belong to the client domain they associated with, and not based on additional groups they are in.

Production Sets (Product Release Note - Resolved defect)

Sat, 30 Jan 2021 06:00:00 GMT

Producing a production under the Existing Production Numbering setting will no longer get stuck in the Apply Bates stage.

Publish (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

You can now republish your published files as needed. If case requirements change, or you simply need to map additional fields, you can use a mass operation to republish the files in no time.

Post-Publish Delete (Product Release Note - Resolved defect)

Sat, 30 Jan 2021 06:00:00 GMT

You can now filter as expected on the Processing Deletion? field on the Files tab, including within the Deleted Documents view.

PDF (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

When hovering the mouse over the PDF icon in the Review interface, clients will now see a tool tip with the text: "Create PDF"

Post-Publish Delete (Product Release Note - Resolved defect)

Sat, 30 Jan 2021 06:00:00 GMT

When you delete a folder from Review, you will see the Processing deletion warning in the Delete confirmation modal.

Post-Publish Delete (Product Release Note - Resolved defect)

Sat, 30 Jan 2021 06:00:00 GMT

You can now delete a folder from Review when the folder contains documents originating from Processing.

Collect (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

You can now collect commercial Slack Enterprise chat data.

Collect (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

You can now collect from Windows-based computer endpoints (laptops, desktops) supported by X1 Distributed Discovery. This does require X1 DD licenses.

General (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

You can now have up to ten active workflows created and running in all workspaces in your instance of RelativityOne. The previous threshold of 160 total active workflows in your instance has been removed.

Structured Analytics (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

Email threading now considers whitespace in attachment text during duplicate spare analysis.

Automated Workflows (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

Automated Workflows now supports adding an action to automate running Structured Analytics sets. You can now automate email threading, language identification, near duplicate detection, repeated content identification, and name normalization.

Collect (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

The Verify Connection button has been removed from the Collection Details console page. We will introduce a feature for connection verification during data source setup in a future update.

PDF (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

A user on the HTML Viewer that does not have permissions to any of the "Markup Sets" will now get error if trying to select "Include Redactions" or "Include Highlights" when creating a PDF from the HTML viewer.

PDF (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

Customers/developers will now receive a message about what properties are incorrectly set to null instead of receiving Null reference exception message when working with the PDF Profile APIs.

PDF (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

RDC supports searchable PDF file export (native documents converted to Searchable PDFs in RelativityOne, can now be exported to local drive). Feature was initially released to AUS market as part of Mayapple. Now it will hit global audience. This seems to be related to PDI-1933.

Imaging (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

The Image mass operation now supports conversion of PDFs that are stored in Relativity into images for redactions. You can also convert those images back to stored PDFs if needed using the PDF mass operation.

Legal Hold (Product Release Note - Resolved defect)

Sat, 30 Jan 2021 06:00:00 GMT

The Custodian Change report can now only be run as a scheduled report. This change ensures long running reports containing a large amount of data will complete as expected.

Lockbox (Product Release Note - Enhancement)

Sat, 30 Jan 2021 06:00:00 GMT

All members of the new "Security Notifications" group will receive an email notification when Relativity staff are granted access to a workspace. Members will also receive notifications when they are added or removed from the group.

Layout (Known Issue)

Wed, 13 Jan 2021 06:00:00 GMT

The Object Type column on the Choices list in admin is incorrectly specified as "Case" rather than "Resource Pool" for choices belonging to the "dtSearch Index Share Location" and "Processing Source Location" fields.

Extensibility Points (Known Issue)

Wed, 13 Jan 2021 06:00:00 GMT

Deleting a folder from Review will result in the following error if the documents within the folder originated from Processing. Error: Could not load type 'Relativity.Eca.Models.ProcessingFileInfo' from assembly 'Relativity.Eca, Version=11.3.46.4, Culture=neutral, PublishKeyToken=null'. Please first use the mass delete operation to delete documents originating from Processing, then delete the folder.

Discovery (Known Issue)

Thu, 07 Jan 2021 06:00:00 GMT

OneNote 2003 documents can't be processed on workers with Office 2016 installed as Microsoft did not make their software backwards compatible with that version.

Processing (Product Release Note - Enhancement)

Sat, 07 Nov 2020 06:00:00 GMT

A new processing profile option for Word and Excel files called "Relativity Processing" is now available for use. Processing is an alternate method for extracting text that does not require the Office application to be used. Instead, we are leveraging our own proprietary handlers to extract the text from these document types. Processing for PowerPoint is also available but requires a toggle to activate it.

Infrastructure (Product Release Note - Resolved defect)

Sat, 07 Nov 2020 06:00:00 GMT

Basic Imaging dates are now formatted according to the regional settings of the worker.

Imaging (Product Release Note - Resolved defect)

Mon, 02 Nov 2020 06:00:00 GMT

The creation of the 'ContextContainer' was updated to no longer request an OnBehalfOfTOken each time. It is now created on demand, only when needing to audit.

Field Catalog (Product Release Note - Enhancement)

Mon, 02 Nov 2020 06:00:00 GMT

Added four new fields to the Field Catalog to support the new processing error handling workflow. These new fields are, "Error Category", "Error Phase", "Error Message", and "Error Status".

Export Application (Product Release Note - Enhancement)

Mon, 02 Nov 2020 06:00:00 GMT

A new RESTful API to export applications from workspaces as RAP files is now available making application development faster.

OCR (Product Release Note - Resolved defect)

Mon, 02 Nov 2020 06:00:00 GMT

OCR will no longer fail on images that has a space in the file path

Publishing (Product Release Note - Resolved defect)

Mon, 02 Nov 2020 06:00:00 GMT

Documents that have no extracted text will no longer occasionally result in a publishing error.

Processing (Product Release Note - Resolved defect)

Mon, 02 Nov 2020 06:00:00 GMT

Resolved an issue where password-protected Lotus Notes could become locked in processing if the correct password was not among the first few listed in the password bank.

Processing (Product Release Note - Enhancement)

Mon, 02 Nov 2020 06:00:00 GMT

Improved processing of larger Lotus Notes NSF files resulting in fewer timeouts and increased processing speed.

Discovered Files (Product Release Note - Enhancement)

Mon, 02 Nov 2020 06:00:00 GMT

The Errored Files view in the Discovered Files tab will be available to display all Discover and Publish file level errors that occur during Processing. This view will simplify how errors are interacted with in Relativity with the addition of singular Error Message and Error Phase fields that will display the most important error at that moment.

Discovered Files (Product Release Note - Enhancement)

Mon, 02 Nov 2020 06:00:00 GMT

The Details modal in the Discovered Files tab has received Aero style updates.

Collect (Product Release Note - Enhancement)

Mon, 02 Nov 2020 06:00:00 GMT

Slack is now a data source option for Relativity Collect.

Discovered Files (Product Release Note - Enhancement)

Mon, 02 Nov 2020 06:00:00 GMT

The individual Discover Error and Text Extraction Error message fields have been removed from the Discovered Files tab. In their place will be displayed a combined Error Phase field which will indicate the phase of which a file has encountered an error in.

Errors (Product Release Note - Enhancement)

Mon, 02 Nov 2020 06:00:00 GMT

Document processing error information is now saved to the document object under one of these fields, "Error Category", "Error Phase", "Error Message", and "Error Status".

Discovery (Product Release Note - Resolved defect)

Mon, 02 Nov 2020 06:00:00 GMT

Processing errors arising from low disk space on workers has been improved to better reflect the actual nature of the problem.

Discovered Files (Product Release Note - Resolved defect)

Mon, 02 Nov 2020 06:00:00 GMT

When changing views in the Discovered Files tab, the proper view conditions are now applied to any pivots within the currently displayed dashboard.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

You can now calculate folder size on both Local and Staging, which means you no longer need to use a third-party application to do so.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

There is a new version of the Staging Explorer application (2.7.2), and you're required to upgrade to it.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

The Staging Explorer now uses download batching to improve download transfers.

Transcripts (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

The Transcripts Application is fully functional with Relativity Review (Aero Viewer).

Review Interface (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

The Production History, Document History, and Batches cards in the Related Items area of the Review Interface are no longer present if the user does not have permission to view the applicable data. Previously, these cards would be present and included no data for the user.

Review Interface (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

The position of the "Save and Next" and "Save" buttons on the coding layout in the Review Interface have been swapped. The button styling has also been adjusted to better call-out the primary "Save and Next" action.

Field Mapping (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

Mapping a field to a Processing Source uses a paginated list of Processing Source Fields. This allows environments with a large number of discovered metadata fields to quickly display available Processing Source options.

Collect (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

You can now turn on email notifications on Step 1 of the Collect wizard. When enabled, Collect will send notification emails to the selected email address when automated target generation completes and when a Collect job completes.

Collect (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

Custodian Targets for Microsoft 365 data sources are now automatically generated on Step 4 of the Collect wizard. When you click the "Generate Targets" button on Step 4, Collect will check to see if targets exist for the custodians you've selected for collection. If the targets do not exist, Collect will automatically create them based on the email address contained in the Entity record for each custodian.

Processing (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

Implemented deallocation-based scaling to reduce the time to scale workers in your processing workflow.

Mass Operations (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

Fixed defect in Mass Edit form that allowed removing the value of a required field. The Mass Edit form behavior is now consistent with the single object edit form, and will not allow clearing out a required field. If you need to work around this behavior, you can temporarily mark the field as not required, null/clear the field out, then mark the field as required again.

Markups & Highlights (Product Release Note - Enhancement)

Sat, 24 Oct 2020 05:00:00 GMT

Timestamp information in the Markup History modal display in the Date/Time format, respecting the browsers local time zone.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

You can manually start an Automated Workflow, regardless of the selected trigger, by selecting the Manually Run Workflow button in the Workflow Status section. The workflow must be set to Active in order to manually start.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

You can now select the Send Email action when creating your Automated Workflow. Once you've selected the Send Email action, you are required to enter at least one email address you wish to receive the completion email. The Send Email action can be used multiple times in a single Automated Workflow, if you have different stakeholders to inform after another action completes in the workflow.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

You can delete an Automated Workflow from either the list page or the workflow's page. Clicking the Delete button will delete the workflow and the automation that you have in place.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

You can access Automated Workflows if you have System Administrator or Workspace Administrator access. The Automated Workflows object permissions can make non-System and Workspace Administrators have access via the object level permissions in the Workspace Details.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

You can cancel an Automated Workflow while it is In Progress. Canceling the workflow will stop any further actions from running, but the action that was In Progress will continue to run. The Canceled status will be reflected on the action when you clicked the Cancel Workflow button.

Processing Sets (Product Release Note - Resolved defect)

Sat, 26 Sep 2020 05:00:00 GMT

When saving a Processing Data Source, clicking Save multiple times will create only a single Data Source.

RPC (Product Release Note - Resolved defect)

Sat, 26 Sep 2020 05:00:00 GMT

The export settings file (.exf) on the Relativity Processing Console can now be saved as expected.

Processing Profile (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

Fields in the Processing Profile layout now span a single column.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

You can set up an Automated Workflow in a workspace template. All automation including your actions, trigger, and settings will be applied to the new workspace when created.

Persistent Highlight Sets (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

You can remove terms you previously searched for in the Review Interface. Hover over your recent searches or an individual term to display an 'X' icon that can be used to clear the term or all terms.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

Automated Workflows in a workspace can be ARM - Archived and Restored in RelativityOne.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

In the event your Automated Workflow misses a completion status on an individual action, the Automated Workflow will automatically check-in on the status of the action every 30 minutes to ensure the Automated Workflow continues to progress.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

Automated Workflows has a limit on how many active workflows you can create at both the instance and workspace level. In the workspace, you can have no more than five active Automated Workflows created at any time. In the instance, you can have no more than 160 active Automated Workflows created at any time.

Audit (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

ARM Archives that have the Include Data Grid option selected now contain retry logic when a 401 authentication error is encountered to keep the job progressing.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

Automated Workflows can be included into a repository workspace to perform automation.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

When your Automated Workflow is running, the actions included will inform you whether your action is In Progress, Canceled, Completed, Completed with Errors, Failed, or Pending. Each action in the workflow will provide its own status.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

When your Automated Workflow receives a failure or cancellation on an action or the workflow, the entire workflow will be stopped. If the workflow is canceled, the action that is In Progress will continue to run, but the remaining actions will not. If your Automated Workflow receives a Completed with Error status on an action, the workflow will continue progressing to the next action.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

When editing an active Automated Workflow, you will be prompted to Deactivate the workflow prior to making edits. Selecting Deactivate allows you to make changes to the workflow.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

On the Automated Workflows list page, you can mass delete your workflows or export to file the fields that you have included in your view.

Automated Workflows (Product Release Note - Enhancement)

Sat, 26 Sep 2020 05:00:00 GMT

When creating an Automated Workflow, you can set the Active toggle to on or off. Setting the Active toggle to on will ensure your automation is active upon saving the workflow. Setting the Active toggle to off will create your workflow and settings; however, the automation will not be available to run.

Save as PDF (Product Release Note - Resolved defect)

Wed, 26 Aug 2020 05:00:00 GMT

Improved performance on PDF jobs and PDF files compression. This results on PDF jobs completing faster with smaller files size when converting documents that include markups.

Save as PDF (Product Release Note - Resolved defect)

Wed, 26 Aug 2020 05:00:00 GMT

Creating searchable PDFs from 400 or more files no longer crashes the OCR process.

Collect (Product Release Note - Enhancement)

Wed, 26 Aug 2020 05:00:00 GMT

Each target collection's item-level report is now uniquely named, allowing users to easily identify different reports for different targets.

Platform (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

The Agent object is no longer available for linking to Relativity applications in Workspaces. Users can continue to link new agents to an application from the Resource Files tab.

Platform (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

The Custom Page object is no longer available for linking to Relativity Applications in Workspaces. The Custom Page tab will no longer be available at the workspace level. Users can continue to link new Custom Pages to an application from the Custom Pages tab, which is now available at an instance level.

Review (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Added a "View Similar Documents" button to console in the Relativity Review (Aero Viewer) to run Find Similar on the opened document in the viewer with one click. The enabling of the "View Similar Documents" button is dependent upon the opened document being part of an active Conceptual Index within the workspace.

Platform (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Resource Files, that are added to an application with Custom Pages, since the last time the application was "Pushed to Library" will be deleted on the upgrade to Lanceleaf. To prevent the Resource Files from being deleted and to persist with this resource file when the application is exported, the application needs to be pushed to library from a workspace it is installed in.

Integration Points (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

This is an improvement for fields mapping while creating an ECA Integration Point for exporting data between workspaces. When clicking on "Map All Fields," the fields will be validated and the ones that might fail a job are excluded from auto-mapping.

Integration Points (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

When creating an ECA Integration Point for exporting Saved Search data between workspaces the customer can automatically map the Saved Search fields. There is a new 'Map Saved Search" button available on the "Map Fields" step while creating an Integration Point or Integration Point Profile.

Legal Hold (Product Release Note - Resolved defect)

Sat, 15 Aug 2020 05:00:00 GMT

Employee employment end dates imported via Relativity Integration Points now display properly on the Employee Change Report.

Review Interface (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

As a result of the series of optimizations we've made to conversion and review infrastructure to better support viewing very large documents in the review interface (specifically, the introduction of conversion streaming for natives and images and the enhanced performance profile of Relativity Review), we raised the default values for the instance settings that govern the maximum native file size for the native viewer and the maximum page count for the image viewer: MaximumNativeSizeForViewerInBytes - default value will be the equivalent of 100mb in bytes (formerly 10mb) MaximumImageCountForViewer - default value will be 10,000 pages (formerly 1,000 pages)

Platform (Developer Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Platform (Developer Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

The Agent object is no longer available for linking to Relativity applications in Workspaces. Users can continue to link new agents to an application from the Resource Files tab.

Platform (Developer Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Tab Sync (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Allow users to copy the tab structure of a Source workspace to multiple destination workspaces in one step.

Review Interface (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

We have made a number of enhancements to Your recent searches: Searches now persist across viewer jump-ins for a user's Relativity session from ad hoc list page search jump-ins, saved search jump-ins, and searches from the Viewer document search box Searches in the Viewer document search box now require searches to be in the dtSearch syntax. Translating keyword syntax to dtSearch syntax is as simple as adding an asterisk to the end of your search term (ex, keyword syntax 'sea' --> dtSearch syntax 'sea*'

Structured Analytics (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Clicking on an email in the Email Threading Display field from the document list page now opens that document in the Document Preview panel, rather than a new pop-up window.

Structured Analytics (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Email thread visualization is now fully functional within Relativity Review (Aero Viewer). This includes updated styling and easier switching between analytics sets.

Integration Points (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

The Fixed-Length Text type fields will have the number of characters reflected in the brackets when mapping the fields in Integration Point for better visibility if the maximum length matches between source and destination workspaces.

ARM (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Data Grid migrations won't restart after retry if they are already running.

ARM (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

On the Job Details page there are "Retry" buttons next to each migrator that let the user retry each migrator separately in case of failures before the Job ends.

ARM (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

The Missing File list comma-separated values (CSV) file contains the following updates: Repository files display "DocumentRepositoryFile"; NonRepository display as ""DocumentLinkedFile"; the rest of the Relativity files (internal) display "NonDocumentRepositoryFile".

ARM (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Because there are duplicated documents, there are 3 rows in File table (this is perfectly fine) pointing on the same file due to the fact that ARM during Move job uses ""Move"" method, the 2nd and the 3rd time ARM cannot find the file because it is already moved. Still update path method, does the path update (and file name update) in case of linked files always to file guide name. (that's why if original linked file was not guide named, it will be moved and renamed). (renaming linked files in case of changing them to repository files which mean copy them into repository is desired behavior because e.g. there can be already a file in repository with exactly same name, and the it would be overwritten or skipped, or cause error) There is also a mismatch in call to methods, so ARM creates batches not including processing files.

ARM (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

After the workspace has been restored with ARM the Workspace Admin Group needs to be created manually and assigned to the Workspace.

ARM (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

[Document].ProcessingFileId != [File].FileID check in ARM to include those files as non-processing file is not correct and has been removed. ProcessingFieldId is File ID in Invariant Store and isn't related to the FileID in the File table in Relativity.

Active Learning (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Active Learning is fully functional with Relativity Review (Aero Viewer).

ARM (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Upon retry of an Archive/Restore job, if the job failed during or had to restart the Processing Migration portion, it would fail on retry with a false positive Readiness Check. This issue has been resolved so that retries that are submitted for Processing Migration execute their Readiness check correctly and proceed as expected.

Integration Points (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

New baselines and recommendations for promoting data between workspaces are available on RelativityOne help page: https://help.relativity.com/RelativityOne/Content/Relativity/ECA_and_Investigation/Promoting_data_with_Integration_Points.htm#Performance_baselines

Conceptual Analytics (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Conceptual Analytics Features (Find Similar Documents, Concept Search, Keyword Expansion, Account Categorization) are all fully functional with Relativity Review (Aero Viewer).

Integration Points (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Integration Points Scheduled jobs for promoting data between workspaces (natives push) will be handled via new enhanced path that improves stability and availability of ECA flow.

Collect (Product Release Note - Resolved defect)

Sat, 15 Aug 2020 05:00:00 GMT

When selecting more than 10 custodians for a Collect job the list will no longer be truncated to the first 10 custodians on Step 4 (Summary Step) of the Collect wizard. The maximum number of custodians that can be assigned to a Collect job is now 500.

Clustering (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Cluster labels are displayed in a radial orientation in the dial cluster visualization.

ARM (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

When Include Linked Files is set to TRUE and Include Processing is set to FALSE the following warning will appear on the New Archive Job page: "Files published with Relativity Processing will be archived as Linked files for Workspace 9999991." These files will be available only as Repository files on Restore.

Clustering (Product Release Note - Enhancement)

Sat, 15 Aug 2020 05:00:00 GMT

Clustering now shows up to ten titles per cluster for all newly built or rebuilt clusters.

Post-Publish Delete (Product Release Note - Enhancement)

Thu, 30 Jul 2020 05:00:00 GMT

When you delete a document that has been published into Review, Processing will re-calculate deduplication to identify and publish the duplicate if there is one, and will not include the deleted document in subsequent deduplication logic.

Processing Sets (Product Release Note - Resolved defect)

Thu, 30 Jul 2020 05:00:00 GMT

When a Processing Set has completed Inventory, but has not yet started Discovery, you are unable to create new Data Sources. To work around, you must delete the Processing Set and create a new one.

Integration Points (Product Release Note - Enhancement)

Wed, 29 Jul 2020 05:00:00 GMT

Integration Points Retried jobs for promoting data between workspaces (natives push) will be handled via new enhanced path which will reflect in improved stability and availability of ECA flow.

Errors (Product Release Note - Enhancement)

Wed, 29 Jul 2020 05:00:00 GMT

The error messages that can occur on documents within the Discovery and Publish phases of Processing have been rewritten in an understandable, user-centric format.

Errors (Product Release Note - Resolved defect)

Wed, 29 Jul 2020 05:00:00 GMT

We improved performance on Processing error creation by approximately 50% and reduced the likelihood of jobs getting stuck on completion.

Integration Points (Product Release Note - Resolved defect)

Wed, 29 Jul 2020 05:00:00 GMT

Effective Mayapple the "preview option" will not be available for document, image and production load file import via Integration Points.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, highlight hits can be navigated through highlight set or by individual term. This is performed by clicking on the name of the set or term, then using the previous and next navigation buttons that appear.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, controls for creating redactions on images have been adjusted. Redactions now allow users to select a type (black, cross, white text) and a mode (basic, full-page, inverse, mass) to determine how the redaction will be drawn. Note that inverse redactions only draw as black, even if a different type is selected.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, highlight terms display the hit count using the same font color and background color configured for the individual term.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, several Document oriented actions have moved to the Document actions drop-down menu. This is located in the top-center of the header as part of the displayed Document Identifier. Available actions includes sharing the Document link, imaging the Document, and deleting images from the document.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, highlight terms with zero hits can be viewed using the Show Terms With Zero Hits toggle located at the bottom of the Highlights card.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, all viewer modes are displayed even if the document does not contain content for that particular mode (example: a document without an image will display a tab for the Image Viewer labeled as "No Image"). This can be controlled using the ViewerVisibilityWithoutContentForRelativityReview instance setting. If a user views the Image Viewer tab with no content, an option is available to generate images if the user has the appropriate permissions.

Processing Sets (Product Release Note - Resolved defect)

Wed, 10 Jun 2020 05:00:00 GMT

Relativity now properly sends workspace information in email notifications upon completion of a Processing Set.

Processing Sets (Product Release Note - Resolved defect)

Wed, 10 Jun 2020 05:00:00 GMT

Processing Data Sources now correctly saves with any available OCR language selection added to it.

Processing Sets (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

When creating a Processing Data Source, you are directed to the Processing Data Source tab instead of receiving a pop-up modal. Upon completion of creating one or many data sources, you are directed back to the Processing Set page upon saving.

Reports (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

The Discovery File Exclusion report has now been added to provide the ability to provide a summary on what was filtered out of discovery by a Inclusion or Exclusion filter at the File Extension level.

Publish (Product Release Note - Resolved defect)

Wed, 10 Jun 2020 05:00:00 GMT

When an invalid email address causes a publish error, the error now contains additional details to help in troubleshooting (name of the field to unmap, name of unexpected field).

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

The new Relativity Review Interface is available. This can be enabled at an environment-level using the UseRelativityReviewInterface instance setting and enabled at the user-level using the Document Viewer user setting. Selecting "Relativity Review" or "Default" will enable the new Review Interface for users.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, word-wrap can be toggled in the Long Text Viewer.

Platform (Developer Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

With the schema version feature, applications can declare two versions in the application.xml file. The first is the existing element which is the version of the entire application. Changes to the application version triggers updates to the hosted components. The second is the new element. It applies only to the schema components. The schema version allows application developers to control when schema components are updated. They can keep the same value to push through updates to hosted components without affecting workspaces resulting in better performance.

Platform (Developer Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

Parent tabs and sidebar tabs are enabled and are configurable in ADS. All changes to tabs in ADS will be backwards compatible with previous versions of the application schema.

Platform (Developer Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

When a Custom Page is upgraded, the ADS system will launch a new process to handle the HTTP traffic. The Readiness Check URL will be called by the hosting system before any client traffic is routed to the new process. This gives the application an opportunity to "warm up" by exercising code paths. This technique significantly reduces the delay seen by end users when live traffic is finally routed to the new application process. The Readiness Check URL is defined in a field on the Custom Page RDO in Relativity. The URL should be a relative URL hosted by the custom page, e.g. ~/Relativity/CustomPages/{app_guid}/{route}.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, thumbnails are available in the Native Viewer for file types that support pagination.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, tab width can be customized in the Long Text Viewer using the Tab Width drop-down menu. This allows the size of tab characters to be adjusted in order to better align text, such as when viewing extracted text for a spreadsheet. Changes to this setting do not modify the stored text and only adjust how it is displayed.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, several Review Interface oriented actions have moved to the Review Interface Actions drop-down menu. This is located in the top right and is represented by a gear icon. Available actions include toggling the tab navigation strip, toggling keyboard shortcuts, and displaying the keyboard shortcuts legend.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, the Coding and Related Items cards can be fully collapsed using the expand/collapse toggle located in the top-right of each card.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, the last-viewed Long Text or Production is persisted per user. This allows users to enter and exit the Review Interface and immediately view the last viewed Production/Text if applicable to the current document.

Review Interface (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

In the new Relativity Review Interface, the Document Review Queue can be displayed using the Documents card located on the left side. The columns displayed will match the view used prior to entering the Review Interface.

Integration Points (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

ECA and Investigation Application will no longer be available for RelativityOne users that is why "Include in ECA Promote List" is no longer available on the first step while creating an Integration Point.

Home Page (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

Users now have the ability to pin their favorite workspaces on the newly styled workspace list page.

Home Page (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

System Administrators now have the ability to connect instances in order to provide their users with a single page to launch cases that they have access to.

Legal Hold (Product Release Note - Resolved defect)

Wed, 10 Jun 2020 05:00:00 GMT

The Send Portal Link feature now works again for non-System Admin users.

Integration Points (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

While creating an ECA Integration Point or Integration Points Profile for exporting data between workspaces during fields mapping the fields will be validated and the ones that might fail a job will be excluded from auto-mapping. You can automatically map the Saved Search fields as there is a new "Map Saved Search" button available on the Fields Mapping step.

Integration Points (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

ECA and Investigation Application will no longer be available for RelativityOne users. The ECA Dashboard will not be available in RelativityOne ECA Workspace. The Promotion Dashboard will be preconfigured for new RelativityOne customers on ECA Template instead. The existing customers should contact Support to get the Promotion Dashboard set.

Discovered Files (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

The Sender Domain and the Sort Date fields are now visible on the Discovered Files tab.

Discovery (Product Release Note - Resolved defect)

Wed, 10 Jun 2020 05:00:00 GMT

Fixed an issue when Bloomberg files come in where the attachment TAR file is using an unexpected name, or when the XML files are inside a compressed ZIP folder. The Bloomberg handler repeatedly makes database calls trying to find the TAR file, causing a slowdown in throughput.

Discovery (Product Release Note - Resolved defect)

Wed, 10 Jun 2020 05:00:00 GMT

Fixed an issue where processing workers could cause jobs to be stuck when processing files with very long, unbroken lines of text.

Discovery (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

Invariant now uses proprietary code instead of MAPI to extract messages from PST and OST files. This will improve processing speeds, reduce errors, and allow for physical hash values for messages to generate consistently from workspace to workspace. Dedupe Hash and overall deduplication will be unaffected.

Discovered Files (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

Now you can track publish status on Discovered Files with the Is Published field.

Discovered Files (Product Release Note - Resolved defect)

Wed, 10 Jun 2020 05:00:00 GMT

The Discovered Files View now correctly displays child email files as having no date metadata, rather than setting them to the creation date of the temp file.

OCR (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

A new Document Completion field to OCR Set now presents the count of documents completed in the OCR set, the number of documents with errors, and the number of documents left to have text assembled.

Processing (Product Release Note - Resolved defect)

Wed, 10 Jun 2020 05:00:00 GMT

When filtering in the Processing Administration tab for Data Sources run in the "Last 7 Days" view, you now see the correct number of checked Processing Sets displayed in the Mass Operation section.

Processing Profile (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

The Processing Profile now includes the Inclusion/Exclusion discovery filter option. You can now choose which files get discovered during Processing by adding a list of File Extensions to the Processing Profile.

Platform (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

Platform (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

Processing (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

Auto-scaling now kicks off when a Processing Set is created in a workspace. This allows Processing Sets to have scaled out workers by the time it is submitted, rather when while its already running.

Processing (Product Release Note - Resolved defect)

Wed, 10 Jun 2020 05:00:00 GMT

The Processing History page now displays the correct number of checked records when selecting the check box for each row in the "All" view.

OCR (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

The completed OCR text in the Destination Field of the Document is now updated as the OCR Set is progressing, and not at the end of the job.

OCR (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

Now it's possible to see Image OCR Errors and Document OCR Text Import Errors in the same tabbed display as Document (OCR Results). Only the first 1000 image errors and first 1000 document errors are shown. These errors cannot be filtered.

OCR (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

If an OCR set is in a status of 'Completed with errors' and the data source is modified (i.e. the OCR set is updated from a Saved Search to a Production Set), the OCR set will reset to a status of "Ready to run" and cannot be retried.

OCR (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

The OCR Set Console page now presents more granular status updates.

Platform (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

Parent tabs and sidebar tabs are enabled and are configurable in ADS. All changes to tabs in ADS will be backwards compatible with previous versions of the application schema.

OCR (Product Release Note - Enhancement)

Wed, 10 Jun 2020 05:00:00 GMT

When you copy an OCR set, every current setting besides the Status and OCR Results field in that set copies over.

Save as PDF (Product Release Note - Resolved defect)

Wed, 27 May 2020 05:00:00 GMT

When creating PDFs from the Mass Operation, the order on which the documents are packaged is consistent with the sort on the Document list view

Save as PDF (Product Release Note - Resolved defect)

Wed, 27 May 2020 05:00:00 GMT

The extra text that was presented when multi-reflected fields were used to name the result PDFs or as stamp identifier has been removed.

Save as PDF (Product Release Note - Resolved defect)

Wed, 27 May 2020 05:00:00 GMT

When no PDF is created, the system now presents a message indicating that no PDFs were created and allows the user to download Errors as CSV for more details.

Collect (Product Release Note - Enhancement)

Wed, 27 May 2020 05:00:00 GMT

The monitoring page now displays all queued jobs under the "Queued" column. Jobs that have been created, but not started or queued no longer display on the monitoring page.

Save as PDF (Product Release Note - Resolved defect)

Wed, 27 May 2020 05:00:00 GMT

When using a field as part of the PDF file name, now you can append non-documents, and reflective fields to individual PDF file names when saving them as ZIP or PDF portfolio. This includes fields related to the production object.

Collect (Product Release Note - Enhancement)

Wed, 27 May 2020 05:00:00 GMT

ZIP containerization settings are now shown on the Collect job details page after a job has been initiated and is in a read-only state. You can toggle the password display as needed when the job is in a read-only state.

Discovery (Product Release Note - Resolved defect)

Wed, 27 May 2020 05:00:00 GMT

Increased speed in throughput by fixing an issue when Bloomberg files come in with the attachment Tar file (tar.gz) is using an unexpected name, or when the Extensible Markup Language file (.xml) are inside a compressed ZIP folder. The Bloomberg handler repeatedly made database calls trying to find the Tar file, causing a slowdown in throughput.

Collect (Product Release Note - Enhancement)

Wed, 27 May 2020 05:00:00 GMT

You will now see the total number of items that were inventoried and met collection criteria for each target on the collection details console page.

Collect (Product Release Note - Enhancement)

Wed, 27 May 2020 05:00:00 GMT

The Summary Report now shows the Relativity user that started the collection and what date and time it was started. The Summary Report also now shows the total number of items inventoried for each target along with the number of items actually collected.

Collect (Product Release Note - Enhancement)

Wed, 27 May 2020 05:00:00 GMT

You can now clone any Collect job not currently in a "New" state. All information will be carried over to the new cloned job except for collection counts and sizes which are set to zero. The cloned job name will have the word "Cloned" appended to the original name as well as a date and time stamp indicating when the job was created.

Save as PDF (Product Release Note - Resolved defect)

Wed, 27 May 2020 05:00:00 GMT

PDF jobs were failing when the file type was Original Images or Produced Images and a single document had more than 2100 image pages. Now clients can create PDFs from any document that has up to 1 million images/pages. When running a Mass Operation, this is still valid as long as there are less than 10,000 total documents in the job.

Save as PDF (Product Release Note - Resolved defect)

Wed, 27 May 2020 05:00:00 GMT

The "Create PDF" button is now disabled after the first click, preventing users to submit the same jobs multiple times.

Restore (Product Release Note - Enhancement)

Wed, 27 May 2020 05:00:00 GMT

There is a new "New Database Restore Job" button that lets the user speed up the restoring process by deciding what to restore - the database only or the whole archive.

Discovery (Product Release Note - Resolved defect)

Wed, 27 May 2020 05:00:00 GMT

Invariant now correctly extracts all attachments from email files (EML) that do not adhere to format specifications by having a mixture of non-matching carriage returns and line feeds separating the attachments.

Legal Hold (Product Release Note - Resolved defect)

Wed, 27 May 2020 05:00:00 GMT

Legal Hold communications and questionnaires no longer display run-on text when viewed on Mac OS or iOS devices. NOTE: In order to fix communications created prior to this update you will need to copy and paste the existing text out, update the communication with some other value in that field and save. Then, edit the communication and paste the text back and save.

Discovery (Product Release Note - Enhancement)

Wed, 29 Apr 2020 05:00:00 GMT

When discovering emails with OLE (Object Linking and Embedding) object attachments, we now extract the child document successfully.

Legal Hold (Product Release Note - Enhancement)

Wed, 29 Apr 2020 05:00:00 GMT

The Legal Hold tab is now set as the default tab during installation of Legal Hold into a workspace.

Collect (Product Release Note - Enhancement)

Wed, 29 Apr 2020 05:00:00 GMT

Collect jobs are now automatically placed into a queue upon starting while there is an active job running. Jobs enter the queue in the order they are started. When a job completes the next job in the queue will be picked up and started.

Mass Operations (Product Release Note - Enhancement)

Sat, 25 Apr 2020 05:00:00 GMT

On April 25th, 2020 we released to RelativityOne's customers a new mass operation to generate PDF’s. This new application will replace the existing Save as PDF mass operation. New functionality includes: PDF profiles, new PDF naming option, and a new progress and error reports.

Activity Dashboard (Product Release Note - Enhancement)

Sat, 28 Mar 2020 05:00:00 GMT

Store utilization metrics are now available in the Data Utilization widgets of the RelativityOne Activity Dashboard.

Legal Hold (Product Release Note - Enhancement)

Sat, 28 Mar 2020 05:00:00 GMT

The Project object is now set by default with the Use Relativity Forms field set to Yes.

Legal Hold (Product Release Note - Enhancement)

Sat, 28 Mar 2020 05:00:00 GMT

You can now schedule the Questionnaire Responses Export report.

General (Product Release Note - Enhancement)

Wed, 26 Feb 2020 06:00:00 GMT

Choices can now be created for any single and multiple choice field directly from the field page. Simply create the field, save it, and then locate the choice editor that appears on the page. There is now only a single choice tab on the navigation bar, which navigates to the choice list page, on which you can create new choices

Scripts & Utilities (Product Release Note - Resolved defect)

Sat, 01 Feb 2020 06:00:00 GMT

In the Data Grid Text Migration application, queries involved in the batching operations for both migration and verification steps are now updated to be more efficient - improving read operation performance and overall job performance.

RDO (Product Release Note - Enhancement)

Sat, 01 Feb 2020 06:00:00 GMT

Saved searches, views, and filters using the "Is Set" or “Is Not Set” operators may exhibit a minor behavior changes if used on text fields stored in SQL. Text fields containing only white space will be considered set, and be returned when searching for “Is Set” text which can affect the results of existing saved searches, views, or filters. This behavior change improves performance when using the "Is Set" or "Is Not Set" operators, but can be reverted if the new behavior is unfavorable. Please reach out to your Customer Support representative for additional details.

Search (Product Release Note - Resolved defect)

Sat, 01 Feb 2020 06:00:00 GMT

When modifying the Order of Active field on a Keyword Search index, the desired setting change applied now applies correctly to the selected index.

Search (Product Release Note - Resolved defect)

Sat, 01 Feb 2020 06:00:00 GMT

When a dtSearch worker agent failure occurs during the index build Finalizing step, the new behavior to prevent the agent from disabling now includes the proper directories when the agent is restarted automatically.

Collect (Product Release Note - Enhancement)

Sat, 01 Feb 2020 06:00:00 GMT

The Summary Report now shows the filter criteria used for each data source in a collection job. The report also now shows the associated data source name for each target that data was collected from.

Collect (Product Release Note - Enhancement)

Sat, 01 Feb 2020 06:00:00 GMT

You can now collect from single folders within an Office 365 Outlook mailbox using the "Parent Folder Name" filter criteria option. Any subfolders under a parent folder that is collected will also be collected.

Audit (Product Release Note - Enhancement)

Sat, 01 Feb 2020 06:00:00 GMT

ARM Archives that Include Data Grid now contain retry logic when a 401 authentication error is encountered to keep the job progressing.

Analytics (Product Release Note - Enhancement)

Sat, 01 Feb 2020 06:00:00 GMT

Cluster Visualization interactions have improved to keep consistent with other visualization methods within the user interface. To select and apply a filter, the user interaction is single click (left click) and to zoom into a cluster, the user interaction is to double click (left click).

ARM (Product Release Note - Enhancement)

Sat, 01 Feb 2020 06:00:00 GMT

ARM Restores that Include Data Grid and audits stored in Elasticsearch now automatically retry restore steps when transient errors (502, 503, 504, etc.) occur.

Collect (Product Release Note - Enhancement)

Sat, 01 Feb 2020 06:00:00 GMT

You can now optionally containerize collected data into ZIP64 formatted files. You can also optionally specify a password for the containers for added security of collected data. Maximum container size is 10GB. Collections larger than 10GB will be split across one or more container files. ZIP containerization is recommended if you will be pulling collections down from RelativityOne.

Discovery (Product Release Note - Enhancement)

Sat, 01 Feb 2020 06:00:00 GMT

Relativity Processing now supports Solidworks eDrawings 2020.

Legal Hold (Product Release Note - Resolved defect)

Sat, 01 Feb 2020 06:00:00 GMT

When viewing a Communication, clicking the Custodian Open Items report now displays the open items.

Legal Hold (Product Release Note - Enhancement)

Sat, 01 Feb 2020 06:00:00 GMT

The new Relativity Legal Hold Preservation Agent handles all Office 365 Preservation-related work. If you have active O365 Preservations or if you intend to, you need to create at least one agent of this new type in order for Preservation-related jobs to be performed.

Discovery (Product Release Note - Resolved defect)

Sat, 01 Feb 2020 06:00:00 GMT

Child documents extracted from AD1 files now have their file times set correctly before expansion. This affects the Date Modified, Date Created, and Date Accessed fields.

List Page (Product Release Note - Enhancement)

Wed, 29 Jan 2020 06:00:00 GMT

When applying field conditions to a saved search or a view, you can now pick a field category that will display a categorized list of fields to select from.

Errors (Product Release Note - Enhancement)

Wed, 29 Jan 2020 06:00:00 GMT

Stack Trace information in the Tracking Log table moved from the Details column to its own StackTrace column. Stack Trace information is no longer present in the Relativity front-end in the advanced tab for Processing Errors.

Processing (Product Release Note - Enhancement)

Wed, 29 Jan 2020 06:00:00 GMT

When no processing set manager exists, an error indicating as such is present on the top of the processing set layout page.

List Page (Product Release Note - Enhancement)

Wed, 29 Jan 2020 06:00:00 GMT

When selecting fields to display in a saved search or view, you can now pick a field category that will display a categorized list of fields to select from.

Discovery (Product Release Note - Resolved defect)

Wed, 29 Jan 2020 06:00:00 GMT

Resolved a condition during Text Extraction that causes stuck jobs, requiring manual intervention to resolve.

Collect (Product Release Note - Enhancement)

Wed, 29 Jan 2020 06:00:00 GMT

You can now leverage RelativityOne Store in Collect as a digital evidence locker. Store now appears as a potential collection storage destination along with your Processing Source locations and enables you to securely store large volumes of collected data with proximity to RelativityOne for any future litigation needs.

Applications (Product Release Note - Enhancement)

Wed, 29 Jan 2020 06:00:00 GMT

Library Application user interface page now uses the new Kepler APIs. The user experienced improved by reducing the number of clicks and steps needed to install an application including buttons to install a library application into all the workspaces in one click, buttons to cancel and retry upgrades, and a progress bar that displays real time updates of the status of application upload into the library.

Discovery (Product Release Note - Resolved defect)

Wed, 29 Jan 2020 06:00:00 GMT

Improvements made to the stability of Discovering TAR container files.

Discovery (Product Release Note - Enhancement)

Wed, 29 Jan 2020 06:00:00 GMT

Improvements made to the stability of Discovering Cabinet files.

Short Messages (Product Release Note - Enhancement)

Wed, 29 Jan 2020 06:00:00 GMT

Users can now filter RSMF documents by conversation, participant, event, and date in the Short Message Viewer.

Search (Product Release Note - Resolved defect)

Sat, 04 Jan 2020 06:00:00 GMT

When copying a dtSearch index with the Create Accent Sensitive setting set to "Yes," the setting now correctly copies over along with the other settings.

Search (Product Release Note - Resolved defect)

Sat, 04 Jan 2020 06:00:00 GMT

Restoring the workspace now correctly includes the dtSearch indexes as active when the "Include dtSearch" setting is set to "Yes" during an ARM Archive.

Relativity Desktop Client (Product Release Note - Resolved defect)

Sat, 04 Jan 2020 06:00:00 GMT

Value of "executionTimeout" in Web.config file for Relativity.Distributed site was changed to 20 minutes. Any existing value of that attribute will be overwritten during upgrade.

Viewer (Product Release Note - Enhancement)

Sat, 04 Jan 2020 06:00:00 GMT

The Document Preview Panel displays all available viewer tabs even if the document has no content for those viewer modes. If no content exists, the tab styling is updated to indicate that and a placeholder is displayed with a message stating the content does not exist.

Transcripts (Product Release Note - Enhancement)

Sat, 04 Jan 2020 06:00:00 GMT

The DisableLegacyTranscripts and HideProcessTranscriptsMassOperation instance settings used for the legacy Transcripts application have been removed.

Short Message Viewer (Product Release Note - Enhancement)

Sat, 04 Jan 2020 06:00:00 GMT

The size and collapsed state of the timeline in the Short Message Viewer now persists between document navigation.

Case Dynamics (Product Release Note - Enhancement)

Sat, 04 Jan 2020 06:00:00 GMT

With the new auto-save feature, your changes are saved automatically when you create, link, and unlink items on the Coding Pane to reduce clicks. Additionally, the Coding Pane was modified to clearly distinguish linked or unlinked items. The auto-save feature only applies to the Case Dynamics Coding Pane; on other layouts the Save buttons are required to save changes.

Analytics (Product Release Note - Enhancement)

Sat, 04 Jan 2020 06:00:00 GMT

Starting with Lanceleaf 0, Analytics does not require an Analytics Server value in the Advanced Settings of the Analytics Index Layout page. Since this is not a requirement, the Analytics Server option will be removed from Advanced Settings tab of the Analytics Index Layout page for Structured Analytics Sets, Classification and Conceptual Indexes. For a Classification Index, since the only option in the Advanced Settings of the Analytics Index Layout page was the Analytics Server field, Advance Settings will be removed.

Active Learning (Product Release Note - Enhancement)

Sat, 04 Jan 2020 06:00:00 GMT

Prioritized Review gives you the option to review family documents (optimized for email and attachments) together. When Include Family is enabled, Active Learning serves documents with their family documents to reviewers. All family documents included in the index are served to the reviewer, including documents that were previously coded.

RDO (Product Release Note - Enhancement)

Sat, 04 Jan 2020 06:00:00 GMT

The Object Manager API and Relativity.Services now includes IntelliSense, which provides developers with inline support to indicate the methods, parameters, and properties for the APIs they are consuming.

Discovery (Product Release Note - Resolved defect)

Sat, 04 Jan 2020 06:00:00 GMT

We have improved the stability of Discovering zip files.

Discovery (Product Release Note - Enhancement)

Sat, 04 Jan 2020 06:00:00 GMT

We have improved the performance of Discovering smaller zip files.

Relativity Desktop Client (Product Release Note - Resolved defect)

Sat, 23 Nov 2019 06:00:00 GMT

In Web mode, missing files in a workspace causes an error message to display.

Relativity Desktop Client (Product Release Note - Resolved defect)

Sat, 23 Nov 2019 06:00:00 GMT

Removed discrepancy between processed count and exported count when export is successful.

Relativity Desktop Client (Product Release Note - Resolved defect)

Sat, 23 Nov 2019 06:00:00 GMT

Customers can now import files with RDC when the (delimiter || quote) is white space.

Legal Hold (Product Release Note - Resolved defect)

Sat, 23 Nov 2019 06:00:00 GMT

You can now ARM Restore Workspaces containing Legal Hold Scheduled Communications.

Legal Hold (Product Release Note - Enhancement)

Sat, 23 Nov 2019 06:00:00 GMT

You can now select .CSV for the output format for the Questionnaire Responses Export report.

Search (Product Release Note - Resolved defect)

Sat, 23 Nov 2019 06:00:00 GMT

When modifying the Order of Active field on a Keyword Search index, the desired setting change applied now correctly applies to the selected index.

Search (Product Release Note - Resolved defect)

Sat, 23 Nov 2019 06:00:00 GMT

When the 'Include dtSearch' setting is set to 'Yes' during an ARM Archive, Restoring the workspace will now correctly include the dtSearch indexes as active.

Scripts & Utilities (Product Release Note - Resolved defect)

Sat, 23 Nov 2019 06:00:00 GMT

The Case Metrics application now enters the correct time zone for both the last 7 days and Last Week selection when the Audit application is installed on the selected workspace.

Relativity Desktop Client (Product Release Note - Enhancement)

Sat, 23 Nov 2019 06:00:00 GMT

The file transfer mode status is disabled when copying images and natives are both disabled.

Repository Workspace (Product Release Note - Enhancement)

Sat, 23 Nov 2019 06:00:00 GMT

Imaging and OCR functionality now available.

Legal Hold (Product Release Note - Enhancement)

Sat, 23 Nov 2019 06:00:00 GMT

There is now a Relativity Legal Hold Preservation Agent that handles all Microsoft 365 Preservation-related work. If you have active M365 Preservations or if you intend to, you need to create at least one agent of this new type in order for Preservation-related jobs to be performed.

Audit (Product Release Note - Resolved defect)

Sat, 23 Nov 2019 06:00:00 GMT

When running Reviewer Statistics on a specific date range more than once, the correct usage metrics' values correctly displays in the report.

Authentication (Product Release Note - Resolved defect)

Sat, 23 Nov 2019 06:00:00 GMT

Google will be releasing an update to Chrome on February 3rd has the potential to degrade authentication into RelativityOne via Okta. Normally, users have 5 minutes to complete their authentication in the system (meaning provide usernames and passwords and then complete second-factor verification via Okta). With the new change, this window will be reduced to 2 minutes for an unspecified grace period by Google and then, ultimately eliminated completely.

ARM (Product Release Note - Enhancement)

Sat, 23 Nov 2019 06:00:00 GMT

The *AgentThreadCount* instance setting no longer exists from kCura ARM section. The default number of agents will be 12 with one thread per each agent as this gives the best performance for parallel ARM jobs. We do not recommend to increase the number of agents above 12 as the most effective setting is anything between 6 and 12. This change impacts both Relativity Server (10.3.2) and RelativityOne.

ARM (Product Release Note - Enhancement)

Sat, 23 Nov 2019 06:00:00 GMT

Zip compression will be removed with Goatsbeard 2. As a consequence, both *CompressionLevel* and *MaxArchiveFileSize* Instance settings no longer exist. Note: Legacy compressed archives performed by ARM are still supported (read and decompression) and ARM will detect that the archive has been compressed previously. This impacts both Relativity Server (10.3.2) and RelativityOne.

Infrastructure (Product Release Note - Enhancement)

Sat, 23 Nov 2019 06:00:00 GMT

Processing now supports Solidworks eDrawings 2020.

Legal Hold (Product Release Note - Resolved defect)

Sat, 23 Nov 2019 06:00:00 GMT

New Preservation Holds will no longer remain in a "Pending" state if the initial Preservation Case creation attempt fails.

Authentication (Product Release Note - Enhancement)

Sat, 23 Nov 2019 06:00:00 GMT

System Administrators and Developers will have the ability to create an OpenID Connect Authentication Provider and specify which scopes they would like their Identity Provider to give them, so that it is much easier for the administrators to manage a user's Login Method.

Discovery (Product Release Note - Resolved defect)

Sat, 23 Nov 2019 06:00:00 GMT

Corrected an issue where extracted text was getting corrupted when an emoji was present in an email file.

Investigations Template (Product Release Note - Enhancement)

Wed, 20 Nov 2019 06:00:00 GMT

The RelativityOne Investigations Template workspace now includes template Field Categories.

Viewer (Product Release Note - Enhancement)

Wed, 20 Nov 2019 06:00:00 GMT

When users are hovering over entity of interest, there is a link back to the Entity page from the Short Message Viewer, if a workspace is leveraging name normalization.

Review Template (Product Release Note - Enhancement)

Wed, 20 Nov 2019 06:00:00 GMT

New RelativityOne instances starting with RelativityOne Indigo have access to the RelativityOne Review Template workspace which simplifies the end-to-end process of document review by making visible only the recommended set of tabs, fields, views, and layouts. For existing instances, please contact support@relativity.com to have the workspace include ARM in your instance.

ECA Template (Product Release Note - Enhancement)

Wed, 20 Nov 2019 06:00:00 GMT

The RelativityOne ECA Template workspace now includes template Field Categories.

Search (Product Release Note - Enhancement)

Sat, 26 Oct 2019 05:00:00 GMT

dtSearch Index Worker agents now include logic to handle sub-index failures without causing the agent to become disabled.

Integration Points (Product Release Note - Enhancement)

Thu, 24 Oct 2019 05:00:00 GMT

When a new workspace is created using a template workspace with existing Integration Point Profiles, the profiles are copied over to the newly created workspace. Only Export type Integration Point Profiles with Source:Relativity and Destination: Relativity are enabled for copying at workspace creation. The Integration Point Profiles with Type: Import or Export with Destination:Loadfile aren’t be carried over.

Scripts & Utilities (Product Release Note - Enhancement)

Thu, 24 Oct 2019 05:00:00 GMT

The Breakage Report feature for the Data Grid Text Migration application is now available as a Relativity script. The Breakage Report feature assists with preparing for a workspace migration from Relativity Server instances to RelativityOne.

Search Term Reports (Product Release Note - Enhancement)

Thu, 24 Oct 2019 05:00:00 GMT

Search Terms Reports now support the Copy mass action. When a Search Terms Report is copied, all terms are copied, but not the results and document tags.

Search (Product Release Note - Enhancement)

Thu, 24 Oct 2019 05:00:00 GMT

When an overlay is applied to a document or a change occurs on a metadata field, you can now perform a dtSearch index Incremental Build rather than Full Build to update your dtSearch index.

Assisted Review (Product Release Note - Enhancement)

Thu, 24 Oct 2019 05:00:00 GMT

The three new columns; Index Health, Highest Ranked, Highest Ranked Coded ; display in the Review Summary/Prioritized Review report. Highest ranked is the denominator in the relevance rank calculation, highest ranked coded positive choice is the numerator and index health are the documents not considered in the calculation.

Integration Points (Product Release Note - Enhancement)

Thu, 24 Oct 2019 05:00:00 GMT

The Proof of Concept option for transferring documents between Relativity instances no longer exists. Integration Points should continue to be used for transferring documents between workspaces within the same instance.

RDO (Product Release Note - Enhancement)

Sat, 28 Sep 2019 05:00:00 GMT

The new Field Manger API includes multiple operations for programmatically working with field types supported by Relativity, including multiple choice, fixed length text, date, and other fields. It exposes methods for create, read, update, and delete operations on fields. It also provides helper methods for retrieving available object types, views, keyboard shortcuts, and other information about properties that you can set on fields. These methods are available on the IFieldManager Interface in the Relativity.Services.Interfaces.Field namespace. The classes and enumerations supporting this functionality are available in the Relativity.Services.Interfaces.Field.Models namespace.

Platform (Product Release Note - Enhancement)

Sat, 28 Sep 2019 05:00:00 GMT

New web and cloudy-friendly RESTful APIs for Matter are now available, and it's responsible for performing C.R.U.D operations; it includes all business logic and rules captured when a Relativity administrator manages matters in the Relativity interface.

Search (Product Release Note - Resolved defect)

Sat, 28 Sep 2019 05:00:00 GMT

A notification displays if you are incorrectly entering Keyword Search syntax. The error reads, "Invalid syntax in Keyword Search query."

Transfer Mode UI (Product Release Note - Enhancement)

Sat, 28 Sep 2019 05:00:00 GMT

The Transfer Mode user interface displays multiple transfer modes based on configurations and displays "Pending" when it's determining the mode.

Structured Analytics (Product Release Note - Resolved defect)

Sat, 28 Sep 2019 05:00:00 GMT

Increased the quality of parsing email headers during Name Normalizations to improve the identification and grouping of unique entities and aliases.

ADS (Product Release Note - Enhancement)

Sat, 28 Sep 2019 05:00:00 GMT

The new Library Applications Manager API includes multiple operations for working with applications supported by Relativity. It exposes methods for create, read, update, and delete operations on Applications. Apart from providing asynchronous helper methods for retrieving application install status and retry application installs, additional helper methods are newly available for retrieving workspace installation details, installation results, and errors and to cancel application installs. These methods work across the ILibraryApplicationsManager and IApplicationInstallManager interfaces. The classes and enumerations supporting this functionality are available in the Relativity.Services.Interfaces.LibraryApplication namespace

Platform (Developer Release Note - Enhancement)

Sat, 28 Sep 2019 05:00:00 GMT

Collect (Product Release Note - Enhancement)

Sat, 28 Sep 2019 05:00:00 GMT

Relativity Collect is a new application now available to all North American RelativityOne customers. You can now collect Office 365 OneDrive files, Outlook emails, contact, and calendars directly to a processing source location of your choice. Relativity Collect is part of your RelativityOne subscription at no additional cost. Contact your Customer Success Manager for information on getting Relativity Collect installed into your RelativityOne instance.

Audit (Product Release Note - Enhancement)

Sat, 28 Sep 2019 05:00:00 GMT

Data Grid Audit Migrator agent now includes additional error handling to reduce the possibility of the agent disabling due to failed migrations.

Processing (Product Release Note - Enhancement)

Sat, 31 Aug 2019 05:00:00 GMT

A reduced memory footprint now allows a large number of document errors to be retried at once without getting stuck.

OCR (Product Release Note - Resolved defect)

Sat, 31 Aug 2019 05:00:00 GMT

We now send email notifications for completed OCR jobs.

Legal Hold (Product Release Note - Resolved defect)

Sat, 31 Aug 2019 05:00:00 GMT

The Employment Status Change report now shows any Custodians whose End date falls within the specified report date range, even if the posting date of the related audit entry itself falls outside the reporting date range.

Production Sets (Product Release Note - Resolved defect)

Sat, 31 Aug 2019 05:00:00 GMT

Productions no longer write to the Date Produced field if the field is already populated. Upon copying a production, the date produced field is no longer be copied.

Production Sets (Product Release Note - Resolved defect)

Sat, 31 Aug 2019 05:00:00 GMT

If the number of document fields or the number of produced productions is bigger than the choiceoflimitonuser interface setting, the refreshed layout message doesn't show up after upgrade in the production layout.

Processing (Product Release Note - Resolved defect)

Sat, 31 Aug 2019 05:00:00 GMT

Large tracking logs no longer cause slow or failed processing jobs.

Discovery (Product Release Note - Resolved defect)

Sat, 31 Aug 2019 05:00:00 GMT

We improved performance of worker process initialization during Processing.

Analytics (Product Release Note - Enhancement)

Sat, 31 Aug 2019 05:00:00 GMT

The Java Developer Kit (JDK) that is utilized in the Relativity Analytics Engine has been updated from Oracle JDK to AdoptOpenJDK version 8.

Discovery (Product Release Note - Resolved defect)

Sat, 31 Aug 2019 05:00:00 GMT

We now properly extract Line Art from HWP files.

Legal Hold (Product Release Note - Resolved defect)

Sat, 31 Aug 2019 05:00:00 GMT

Saved communications now display graphics embedded in tables. Also, you can now resize graphics embedded in tables without getting stuck in a never-ending resizing session.

Infrastructure (Product Release Note - Enhancement)

Sat, 31 Aug 2019 05:00:00 GMT

You're no longer required to install the Hancom Office Hanword 2014 Viewer in order to use Relativity Processing.

Scripts & Utilities (Product Release Note - Enhancement)

Wed, 28 Aug 2019 05:00:00 GMT

When selecting the Start Job button or Retry Errors button in your Data Grid Text Migration job, your job will be added to the queue to begin as soon as any running or pending jobs complete.

Scripts & Utilities (Product Release Note - Enhancement)

Wed, 28 Aug 2019 05:00:00 GMT

The Data Grid Text Migration application will now automatically start any jobs that are in a Pending state that can be found in the Text Migration Jobs tab. For workspaces ARM Restored into RelativityOne, this feature will automatically create a job and execute on the Extracted Text field to migrate to Data Grid.

Short Message Viewer (Product Release Note - Enhancement)

Wed, 28 Aug 2019 05:00:00 GMT

We’ve made user interface changes to the Short Message Viewer to improve layout specifications, participant list badge colors, skin style, conversation header, and date and conversation breaks.

Workspace Portal (Product Release Note - Resolved defect)

Wed, 28 Aug 2019 05:00:00 GMT

The Workspace Portal now properly respects the permission, “Workspace Portal Services Permission.”

Telemetry (Product Release Note - Resolved defect)

Wed, 28 Aug 2019 05:00:00 GMT

The Telemetry Application had the Global Application flag added to it. This should prevent it from being installed into workspaces. It was possible for clients to have already installed it in workspaces and they will need to uninstall it from the workspaces when upgrading to 10.3 or higher. (Clients should uninstall it from workspaces even if they are not upgrading. It does not need to be in workspaces.) How to: 1. Log into the instance front end as a System Admin user. 2. Change the Instance setting "DeveloperMode" in section "Relativity.Core" to True 3. Go to the Application Library tab and click on "Relativity.Telemetry", this will show you a list of workspaces the app is installed in. 4. For every workspace the app is in: * Go to the workspace's "Relativity Application" tab * Click the Relativity.Telemetry application * Unlock the application via the button. * Uninstall the application via the button. * Verify the uninstall via the button. * Uninstall the application via the button 5. After the app has been uninstalled from every workspace, go back and change the Instance setting "DeveloperMode" in section "Relativity.Core" to False

Scripts & Utilities (Product Release Note - Resolved defect)

Wed, 28 Aug 2019 05:00:00 GMT

The Data Grid Text Migration application now batches the Field setup query to correctly handle large case migrations.

Scripts & Utilities (Product Release Note - Enhancement)

Wed, 28 Aug 2019 05:00:00 GMT

The Breakage Report is now exportable to either CSV or XLSX via the export link at the top of the list.

ARM (Product Release Note - Enhancement)

Wed, 28 Aug 2019 05:00:00 GMT

With Goatsbeard 0 release the following warning message will be displayed on ARM jobs tab for the customers using recurring jobs: "Please be notified that starting Indigo release (1/4 - 1/18/2020), Execution Type: Recurring functionality will be removed from ARM. Please cancel all existing recurring jobs in advance as they will not be executed after Indigo release." Starting Goatsbeard 0 release there will be no possibility of adding new recurring job neither editing the existing one. See ARM documentation for details.

Scripts & Utilities (Product Release Note - Enhancement)

Wed, 28 Aug 2019 05:00:00 GMT

The Data Grid Text Migration application now automatically creates a copy index of any active dtSearch index that uses the deprecated Searchable Set. The system created index creates a Saved Search that includes the same fields as the Searchable Set. You can use the Index Swap button in the dtSearch index console to update any existing Saved Searches using the original dtSearch index that are no longer valid.

Scripts & Utilities (Product Release Note - Enhancement)

Wed, 28 Aug 2019 05:00:00 GMT

The Breakage Report now includes two columns containing the operators and the searchable text used to create the Saved Search.

Production Sets (Product Release Note - Resolved defect)

Sat, 27 Jul 2019 05:00:00 GMT

You're now able to edit a produced production that gets upgraded from any previous versions of Relativity to Foxglove 1 or Goatsbeard EA.

Legal Hold (Product Release Note - Resolved defect)

Sat, 27 Jul 2019 05:00:00 GMT

The Questionnaire Responses Export report now populates correctly in workspaces that were previously ARM-ed.

Search (Product Release Note - Resolved defect)

Sat, 27 Jul 2019 05:00:00 GMT

You can run a full or incremental build on existing dtSearch indexes still using the deprecated Searchable Set.

Search (Product Release Note - Resolved defect)

Sat, 27 Jul 2019 05:00:00 GMT

You can now perform a dtSearch index build on documents greater than 2 GBs.

Audit (Product Release Note - Resolved defect)

Sat, 27 Jul 2019 05:00:00 GMT

You can now sort on the Object Artifact ID in the Audit tab.

Legal Hold (Product Release Note - Resolved defect)

Sat, 27 Jul 2019 05:00:00 GMT

Email addresses that contain a hyphen before the @ are no longer treated as invalid.

Legal Hold (Product Release Note - Resolved defect)

Sat, 27 Jul 2019 05:00:00 GMT

Legal Hold no longer becomes unresponsive when you change a custodian's assigned role to a role that has the Place On Preservation Hold system tag enabled.

Relativity Desktop Client (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

On the Workspace Details, the console now has a link for downloading the Relativity Desktop Client.

Publish (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

When a stuck job is resolved and the agent is back up, Publish jobs now properly resume.

Publish (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

Time Zones on the Processing Data Source and the Worker server now function properly, eliminating job level publish errors caused by mismatched values.

Review (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

Secondary buttons on Relativity Forms Modals have been updated with a secondary button style. Delete buttons have been updated with a destructive button style.

Relativity Desktop Client (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

To minimize the need to reinstall new versions of the RDC, the RDC has been redesigned to work across multiple releases. The RDC available in this release supports Relativity versions from Bluestem through Goatsbeard.

Relativity Desktop Client (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The RDC installer includes updated messaging for software compatibility checks and provides a compatibility URL.

List Page (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

We fixed an issue in which the Item List didn't load as a result of an erroneous query to generate a visualization dashboard.

Legal Hold (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

You can now customize custodian pickers by setting which columns to display, including custom fields, as well as the column order, the default width, and the column header text. You can also access picker configurations under the Item Selectors menu option in the Legal Hold Settings.

Legal Hold (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

You can now add Project Members to any project by assigning a role that has the Project Member system tag enabled. Project members can be assigned tasks, but they can't be placed on holds within a given project.

Processing (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

The Processing Set Manager agent's activity messages will now correctly refer to the Processing Data Sources rather than Processing Sets.

Processing (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

In instances where Lockbox is enabled, on the worker monitoring tab, when a user views a worker thread for a workspace they do not have access to, status fields will display "Item Secured" instead of the previous message "Failure retrieving processing data."

Mass Operations (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

We fixed an issue in which customers would see unexpected results when performing mass operations with custom search providers (dtSearch, Keyword) against saved searches with relational fields included.

Search (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

You are now able to copy existing conditions cards in the search panel with one click via a copy icon.

Search (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

We fixed an issue in which editing a modified but unsaved saved search from the search browser context menu loaded unsaved modified conditions instead of previously saved conditions.

Search (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The saved search form in the saved search browser now launches in a modal with updated styling.

Upgrading (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

When you upgrade to Goatsbeard and higher releases, the RDC installer preserves any existing app.config settings that you were using for the RDC.

Structured Analytics (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

When you run name normalization, we now automatically merge entities with the same first name and last name values rather than creating duplicate entities of the same name with a number suffixed to the end.

Structured Analytics (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

When you run name normalization, we now automatically merge entities that are identified with existing entities created by Processing, Legal Hold or Case Dynamics when their first name and last name values match.

Review (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The Short Message Viewer now takes your current Viewer type into account when opening attachments.

Review (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The Short Message Viewer now supports zoom functionality.

Review (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The Review Interface now displays the Relativity logo while it is loading the Outside In Viewer.

Search (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The Save As action on an existing saved search now prompts the user with a modal to update the name of the search.

Review (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

You can now fully collapse and hide the timeline in the Short Message Viewer.

Review (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The timeline in the Short Message Viewer now persists any sizing changes applied while you review SMS documents.

Discovered Files (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

You can now create widgets and dashboards to visualize discovered data prior to publish. In addition, you can export the list view.

Conceptual Analytics (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

You now need the View permission on Analytics Indexes to perform a search with the conceptual and classification search providers.

Discovery (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

BCC/CC/To fields are now parsed properly even when the length is greater than 8192 bytes.

Discovery (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

Fixed an issue where the 'Comments' metadata for DOCX files was being captured as 'Office/Description' instead of 'Office/Comments'.

Discovery (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

Certain HWP files with embedded scripts could cause processing jobs to become stuck. This has been fixed.

Assisted Review (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

We now provide a notification on an Active Learning project that a Classification Index is inactive after you manually cancel population.

Assisted Review (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

In the documents tab, you can now run a search against a classification index to quickly return documents of a certain rank or within a range of ranks from an Active Learning Project.

Assisted Review (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

By default, the Document List view that is generated when an Active Learning Project is created is now sorted on the Reviewed On field in ascending order.

Assisted Review (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The Active Learning viewer now supports undocking the viewer, swapping panes, a standalone viewer, and backward document navigation.

Assisted Review (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The Review Statistics tab now contains a section called Model Updates, which contains a history of Active Learning model builds.

Assisted Review (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The Coded Documents count is no longer reported on the Active Learning Viewer.

Discovery (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

Some HTML formatted emails are handled more similarly to how Outlook handles them; emails with content before the HTML tag have the important content shifted to the body tag of the email, leading to emails with proper extracted text content.

Installer (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The RDC installer is now available as an .exe file. It is now called Relativity.Desktop.Client.Setup.exe.

Installer (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The RDC installer includes an updated, streamlined look and feel. It also has a checkbox labeled "This application will be used with RelativityOne." This checkbox replaces the previous one labeled "Enable firewall rules on this computer."

Installer (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The RDC installer now checks for the software prerequisites. If you're missing any of the prerequisites, your computer must have Internet access so that the RDC installer can fetch the required software. If your computer doesn't have Internet access, the RDC installer can't retrieve the necessary software, so the installation fails.

Legal Hold (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

There is a new Task object that allows you to create work tasks and associate them to any project. You can assign tasks to Project Members (not Custodians), who are people assigned a Role that has the Project Member system tag enabled.

Installer (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

The RDC installer supports both 32-bit or 64-bit machines, so you don't need to select an installer based on the operating system type. It now detects the processor type for your computer and automatically installs the appropriate software.

Installer (Product Release Note - Enhancement)

Wed, 24 Jul 2019 05:00:00 GMT

Relativity.Desktop.Client.exe is now the name of the executable for the RDC.

Errors (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

password-protected ALZ files will now throw the proper error message when Relativity Processing is unable to decrypt them.

Discovery (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

Some Microsoft Office and Open Office files were incorrectly identified as container (zip) files, if the XML files that defined their contents were UTF-16 encoded instead of UTF-8. This has been fixed.

Errors (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

When attempting to extract text or open email/MSG files when Processing, we attempt to open the file from disk if opening it from memory fails, which should lead to less out of memory issues when Processing email files.

Infrastructure (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

When a Processing DeleteBatch job with a large amount of data is executing, Worker Status information will be correctly reflected in the Relativity Servers and Worker Monitoring tabs.

File Handlers (Product Release Note - Resolved defect)

Wed, 24 Jul 2019 05:00:00 GMT

Relativity Processing now supports Encrypted ALZ (AlZip) files.

Review Interface (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

The Markup Navigator now allows users to click anywhere in a row to navigate to a markup. The last clicked row is highlighted in yellow.

Review Interface (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

The Markup Navigator now automatically refreshes when a markup is created or deleted by the user.

Review Interface (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

The image mode and productions mode in the Relativity Viewer have been updated to utilize Outside In for rendering and displaying document data. This replaces PDFTron which was previously used in these viewer modes.

Review Interface (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

The image mode and productions mode in the Relativity Viewer now display a document skeleton while document data is being prepared or loading. This replaces the previously used spinning loader.

Review Interface (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

When an on-the-fly imaging job is in progress in the Relativity Viewer, a status pill is displayed to indicate job progress.

Search (Product Release Note - Resolved defect)

Sat, 29 Jun 2019 05:00:00 GMT

dtSearch index builds now correctly index Searchable Sets containing a combination of multi-object fields and Data Grid enabled long text document fields.

Review Interface (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

The native file download link in the Relativity Viewer will display the download icon only if the document has an associated native file, the user has permission to download it, and the native type is not restricted for download.

Review Interface (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

The visual style of modals in the image mode and productions mode have been updated. This includes the Mass Redact, Mass Delete Annotation, Edit Text Redaction, Delete Annotation, and Single Save as PDF modals. The functionality of these modals remain unchanged.

Processing (Product Release Note - Resolved defect)

Sat, 29 Jun 2019 05:00:00 GMT

Publish longer fails in instances where AD1 Images that contain more files than the designated batch size are processed. The default batch size is 10,000.

Legal Hold (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

There is a new merge field for communications named Active Projects, which returns only active projects that the custodian is assigned to.

Legal Hold (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

The communication Response Due Date is now displayed in the Custodian Status dashboard.

Review Interface (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

A status pill now indicates the job progress when conversion streaming is in progress.

Review Interface (Product Release Note - Resolved defect)

Sat, 29 Jun 2019 05:00:00 GMT

The DefaultTextRedactionTextSize instance setting no longer determines the default text size for text redactions in the Image Viewer. The text size defaults to "Auto."

Review Interface (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

Conversion streaming is now enabled in the native, image, and production modes allowing content to display in the viewer while conversion is in progress, without requiring the user wait for the entire conversion job to complete before viewing document content.

Review Interface (Product Release Note - Enhancement)

Sat, 29 Jun 2019 05:00:00 GMT

Annotations, including highlights and redactions, are now visible in the thumbnail viewer when using the Image Viewer.

Item List (Product Release Note - Enhancement)

Sat, 01 Jun 2019 05:00:00 GMT

The field picker list now includes lazy loading when you use the item list filters.

Discovery (Product Release Note - Enhancement)

Sat, 01 Jun 2019 05:00:00 GMT

You're no longer required to install Adobe Acrobat Reader in order to use Relativity Processing.

Discovery (Product Release Note - Resolved defect)

Sat, 01 Jun 2019 05:00:00 GMT

We addressed issue where larger Encase files may get errors due to insufficient resources being available.

Item List (Product Release Note - Resolved defect)

Sat, 01 Jun 2019 05:00:00 GMT

You no longer see unexpected results when performing mass operations with custom search providers (dtSearch, Keyword) against saved searches with relational fields included.

Search (Product Release Note - Enhancement)

Sat, 01 Jun 2019 05:00:00 GMT

Lucene Search is deprecated as a Search Provider for Index Search in Relativity. This includes all related Worker and Manager agents for indexing long text document fields with Elasticsearch.

Saved Search (Product Release Note - Enhancement)

Sat, 01 Jun 2019 05:00:00 GMT

The field picker list now includes lazy loading when you create views or saved searches.

Legal Hold (Product Release Note - Resolved defect)

Sat, 01 Jun 2019 05:00:00 GMT

When creating a Preservation Case you can now enter just a Start Date or just an End Date for your date filter criteria.

Discovery (Product Release Note - Resolved defect)

Sat, 01 Jun 2019 05:00:00 GMT

Publish will no longer fail in instances where AD1 Images that contain more files than the designated batch size are processed. The default batch size is 10,000.

Audit (Product Release Note - Enhancement)

Sat, 01 Jun 2019 05:00:00 GMT

When querying specifically on a field in the List View, the query now only applies to the field that is requested.

Audit (Product Release Note - Resolved defect)

Sat, 01 Jun 2019 05:00:00 GMT

The Object Artifact ID can be used to filter on in the List View and the Artifact ID is no longer available. Artifact ID was a duplicate field that was not filterable.

ARM (Product Release Note - Enhancement)

Sat, 01 Jun 2019 05:00:00 GMT

When selecting Include Data Grid with ARM Archive and Restores, any Lucene Search index active in the workspace will not be included.

Discovery (Product Release Note - Enhancement)

Sat, 01 Jun 2019 05:00:00 GMT

Invariant workers now support IBM Lotus Notes 10.0.1.

Case Dynamics (Product Release Note - Resolved defect)

Sat, 01 Jun 2019 05:00:00 GMT

The Link right-click menu option in the Viewer now appends text to long text fields on Case Dynamics objects.

Authentication (Product Release Note - Resolved defect)

Sat, 01 Jun 2019 05:00:00 GMT

The Trusted IPs now filter out ports, and only evaluate against the IP address. There is no longer a need for “:*” in your just trusted IP addresses, and will now be seen as a failure due to the port not being considered for evaluation.

Search (Product Release Note - Enhancement)

Wed, 29 May 2019 05:00:00 GMT

dtSearch index builds now have an option in the Advance Settings to enable Accent Sensitive indexing. You can now index and search on characters containing accents.

Review Interface (Product Release Note - Resolved defect)

Wed, 29 May 2019 05:00:00 GMT

The DefaultTextRedactionTextSize instance setting is no longer used to determine the default text size for text redactions in the Image Viewer. The text size will default to 'Auto'.

Processing Sets (Product Release Note - Enhancement)

Wed, 29 May 2019 05:00:00 GMT

You can now see the total size and number of files in a data source by two new fields: Pre-Expansion File Size and Pre-Expansion File Count, respectively.

Search (Product Release Note - Enhancement)

Wed, 29 May 2019 05:00:00 GMT

The dtSearch index build page now provides a Searchable Set pop-up with improved filtering capabilities that includes additional fields: Name, Created By, and Last Modified On date.

Search (Product Release Note - Enhancement)

Wed, 29 May 2019 05:00:00 GMT

When selecting a button in the Build and Manage Index console, the action will be captured in Relativity audits. You can now select the View Audit button to see what button was selected, when it occurred, and who initiated the action. This includes selecting Build Index: Full, Build Index: Incremental, Compress Index, Deactivate Index, and Swap Index.

Search (Product Release Note - Enhancement)

Wed, 29 May 2019 05:00:00 GMT

When building a dtSearch index, you will now be notified if the selected Searchable Set does not contain a long text document field.

Search (Product Release Note - Enhancement)

Wed, 29 May 2019 05:00:00 GMT

Updating any existing settings on the dtSearch index build page will now be captured through Relativity audits. You can now select the View Audit button to identify what settings were changed, who changed them, and when the change was made.

Legal Hold (Product Release Note - Resolved defect)

Wed, 29 May 2019 05:00:00 GMT

The undo button no longer deletes the contents contained in the HTML editor following a paste operation or the addition of a merge field.

Errors (Product Release Note - Enhancement)

Wed, 29 May 2019 05:00:00 GMT

On the Document Error layout, you can now see the new field Original File Path, which contains both the Source Path and the File Name. This allows greater ease in tracing back to the Processing Source Location when investigating the error.

Discovery (Product Release Note - Resolved defect)

Wed, 29 May 2019 05:00:00 GMT

All SmartArt text is now extracted correctly from Microsoft Office documents, including certain unusual SmartArt structures.

Assisted Review (Product Release Note - Enhancement)

Wed, 29 May 2019 05:00:00 GMT

In Active Learning, if an Elusion test is in progress when an index is repopulated, the Elusion test is canceled. Now, the Elusion Test review card displays a message providing you the reason why the Elusion Test was automatically canceled.

Legal Hold (Product Release Note - Enhancement)

Wed, 29 May 2019 05:00:00 GMT

The Questionnaire Responses Report now adds a copy of the exported report to the Attachments list displayed under the Libraries tab. Switch to the "System Generated Attachments" list view to see all Questionnaire Responses exports.

Legal Hold (Product Release Note - Enhancement)

Wed, 29 May 2019 05:00:00 GMT

The Questionnaire Responses Report export file is now named with a .DAT extension to reflect the fact it uses Concordance DAT file delimiters.

Field Mapping (Product Release Note - Enhancement)

Wed, 29 May 2019 05:00:00 GMT

You can now map a Relativity field to a new Field Catalog option called Deduped Count, which allows you to know how many duplicates a published file has encountered when deduplication is enabled.

RDO (Product Release Note - Enhancement)

Sat, 27 Apr 2019 05:00:00 GMT

The Auto Increment Field on Object application now creates audits for field updates.

Processing (Product Release Note - Enhancement)

Sat, 27 Apr 2019 05:00:00 GMT

You can now associate a Classification choice when creating or editing a custodian entity record. This allows you to understand the origin of the entity, specifically whether it was created via Processing, Name Normalization, or Case Dynamics. You can also now view and filter on Classification when selecting a Custodian from the picker view on a Processing Data Source, as well as on the Entities - Processing View under the Entities tab. Note that Custodian records originating from Quick-Create Set(s) will have the new Classification choice of Custodian - Processing automatically assigned.

Processing (Product Release Note - Resolved defect)

Sat, 27 Apr 2019 05:00:00 GMT

The space delimiter for Quick-Create Set(s) now works properly.

Structured Analytics (Product Release Note - Resolved defect)

Sat, 27 Apr 2019 05:00:00 GMT

To prevent the creation of large entity groups, we now correctly handle aliases that include 'on behalf of' and generic aliases such as 'Mom' or 'John.'

Scripts & Utilities (Product Release Note - Resolved defect)

Sat, 27 Apr 2019 05:00:00 GMT

When you run a Data Grid Text Migration job on a workspace, and the workspace is deleted while the job is in progress, the Data Grid Migration Worker agent now detects the workspace's deletion and correctly updates the status of the job.

Scripts & Utilities (Product Release Note - Resolved defect)

Sat, 27 Apr 2019 05:00:00 GMT

The Data Grid Text Migration application can now successfully migrate documents from SQL to Data Grid that are greater than 1 GB in size.

Imaging (Product Release Note - Resolved defect)

Sat, 27 Apr 2019 05:00:00 GMT

The Print/Save as PDF mass operation now fails when used inside a workspace containing a thousand or more productions.

Exporting (Product Release Note - Resolved defect)

Sat, 27 Apr 2019 05:00:00 GMT

When you export to file from a saved search, we now maintain the sort order applied to the list.

Imaging (Product Release Note - Enhancement)

Sat, 27 Apr 2019 05:00:00 GMT

When upgrading to BlazingStar (10.1) customers using the Native Time Zone Offset application will need to upgrade to the latest version (currently 6.1.0.6). Failure to do this will result in the agent shutting down and failing to run. Customers that are on 9.7 or later can upgrade the application to version 6.1.0.6 at any point prior to upgrading. Customers using older version of Relativity should upgrade the application immediately after the Relativity upgrade.

Processing (Product Release Note - Enhancement)

Sat, 27 Apr 2019 05:00:00 GMT

The SkipDocumentAuditDuringPublish instance setting is now enabled (set to True) by default. This means that Relativity by default will skip recording the Created and Native Created events in the Document History in order to boost performance during publish. You can change the default value for this instance setting, if desired.

Mass Operations (Product Release Note - Resolved defect)

Sat, 27 Apr 2019 05:00:00 GMT

The Send to Case Map mass operation no longer works if the case map view contains a single/multi-choice field and if the value is not set for a document.

Saved Search (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

You can now clear your folder selection when determining the scope of your saved search in the saved search modal.

ADS (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The MaxConcurrentWorkspaceUpgradesPerApplicationInstallerAgent instance setting has been removed. It was originally added to allow concurrent application installs within a single Application Installation Manager agent. We were hoping for less contention in the database by retrieving more workspaces per query and a speed improvement by running the installs concurrently. Since then we were able to reduce blocking in the query significantly, and we have found that multiple threads in an agent are no better than simply adding more agents. There was no longer a need for this capability. Without this setting, the recommended way for a Relativity administrator to speed up application installs is to add more Application Installation Manager agents.

RDO (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

The Relativity Forms API now supports the ability to override the data source the file field type.

RDO (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The Relativity Forms API now supports the ability to override the data source for fields with picker display types.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The Staging Explorer can now use UNC paths on Local. Once you paste the UNC path to the Local file directory path, you can see and open a drive available under particular UNC path.

Review Interface (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The Cursor Token is now replaced when used in the Action field of a custom Viewer Context Menu Item.

RelativityOne Staging Explorer (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

You can now send email notifications for finished and failed transfers.

Processing (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

You can now configure Relativity's behavior when an error occurs during the file copy stage of a Processing archive job. As part of your ARM settings, you can choose whether to skip the errored file or stop the job entirely.

Processing (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

When encountering a document error where metadata exceeds the fixed length of a field, you will now see as part of that error message the details regarding maximum length allowed as well as the current length of errored data.

Production Sets (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

An error will no longer occur when attempting to delete a Production.

RDO (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

Relativity forms now supports the ability to specify whether options in a non-yes/no fields with a dropdown display type are sorted. This can be set on the field's SortOptions property.

RDO (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

Relativity Forms now supports the ability to specify that yes/no fields are strictly Boolean (the Field will not have an "unset" possibility, and instead will defaults to false). This can be accomplished by setting the Field's `RemoveNoValueChoice` property to `true` in the Layout JSON for the yes/no Field.

Review Interface (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The Markup Navigator now allows you to click anywhere in a row to navigate to a markup. The last clicked row is highlighted in yellow.

Transcripts (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

When working with video transcript files, you are now able to create, save, merge and export video clips. In the initial release the export format options will be Clip Creation Script (.CCS) and Comma-Separated Values (.CSV).

Transcripts (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The list of designations in the right-click designation menu are now alphabetized.

Views (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

You can now preview the order of views when editing or creating a new view by clicking the View Order button next to the Order field.

Web browser (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

The fixed-length text field list filter now returns results for items with leading white space characters.

Web browser (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

Pie Chart labels are no longer hidden in pivot widgets when you apply browser zoom while using Chrome.

Review Interface (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The native file download link in the Viewer now only displays the download icon if the document has an associated native file.

Review Interface (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The Markup Navigator now automatically refreshes when you create or delete a markup.

Saved Search (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

When creating saved searches, you can now copy existing condition cards with a single click through the new copy icon on each condition card in the search panel.

Transcripts (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The default sort order in the tabs on the Transcripts Layout has been updated to show the newest item created at the top of the list.

Scripts & Utilities (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

During a Data Grid Text Migration job, we now check if there is a dependent field on the field that's being migrated and then move that workspace to a state of Completed with Errors until the dependent field is addressed.

Processing (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The new Discovered Files page in Relativity Processing allows you to view and analyze your discovered data before it is published.

Case Dynamics (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

When you use type ahead to link Key People, the person's name will be displayed in the First Name Last Name format once selected (e.g. "John Doe"). Previously, values were displayed with Last Name, First Name format (e.g. "Doe, John").

Case Dynamics (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

When you create parent-child relationships from the Case Dynamics Coding Pane, the items in the parent fields are now alphabetized, and the character limit has been increased to improve readability.

Fluid (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

Relativity modals now render with a secondary button style treatment for Close and Cancel actions.

Infrastructure (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

The Data Grid File Mapping table now has a constraint on the File Size column to prevent any applications or processes from writing a File Size value of 0.

Folder browser (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

When you click on any folder in the Document folder browser, you no longer receive a Document List error if the Folder Name field is secured in a given Workspace.

Authentication (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The new DomainNameWhiteListUrls instance setting allows a system administrator to enter a semicolon-delimited list of domain names that can navigate users away from Relativity. If the URL is not on the white-list, the user will not be allowed to navigate to the external URL. The instance setting defaults to a wildcard ( * ), which allows all external URLs to be accessible and the system admin should configure the instance setting as needed.

ARM (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The Archive Job and Archive Summary Pages now include a new Processing Options section, which includes the new Discovered Files and Missing Files Behavior settings.

Batching (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

The batch data source drop-down in the Batch Set layout can now display more than 10,000 saved searches. This is because the drop-down converts to a picker when the threshold is met for the item count specified for the ChoiceLimitForuser interface instance setting.

Case Dynamics (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The information that used to be stored in the Person and Organization objects of Case Dynamics is now stored in the Entity object. You will be able to classify Entities of Type Organization or Person as "Key" to include them in Case Dynamics workflows. You will be able to create Key Entities throughout the application, similar to how you created people and organizations prior to the Foxglove release. As people and organizations are identified in Legal Hold, Processing and Analytics and become central to the case, you can simply mark them as Key to include them in Case Dynamics.

Batching (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The Batch Set Data Source drop-down now respects the ChoiceLimitForuser interface instance setting and converts to a pop-up picker list for saved searches.

Legal Hold (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

We now display the date that a custodian was assigned to a Legal Hold Project in the Assigned Date field.

Processing (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

In the Worker Monitoring and Processing History tabs in Relativity, numeric fields (both fields with integers and fields with decimals) are now formatted based on the local client machine, including a thousands separator.

Processing (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

dtSearch now behaves as expected when it fails to extract text for DRM-protected Word, Excel, or PowerPoint files. Relativity switches over to native text extraction and then throws an error if applicable. This applies only to files saved in pre-2007 format (e.g., .doc, .xls, etc.).

Processing (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

Object Security Permissions now accurately reference Quick-Create Set(s).

Processing (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

The Email Sent Flag field now returns accurate values.

Processing (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

The Email Modified Flag field now returns accurate values.

Mass Operations (Product Release Note - Resolved defect)

Wed, 24 Apr 2019 05:00:00 GMT

When an ARM-mapped user refreshes the page on a filtered document list in an ARM-migrated workspace, the default scope of a mass operation is no longer all documents in the workspace.

Legal Hold (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

You can now require Single Sign-On (SSO) access to the Custodian Portal. Relativity Legal Hold supports OpenID Connect using Microsoft Azure AD.

Legal Hold (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

You can now export questionnaire responses to a DAT file using the Questionnaire Responses Export report. Questions and sub-questions are now arranged in chronological order from left to right in the exported DAT file.

Legal Hold (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

You now have the option of reusing the email body content of a communication for the Portal Detail content.

Mass Operations (Product Release Note - Enhancement)

Wed, 24 Apr 2019 05:00:00 GMT

The default scope of a mass operation is now all items in an item list. Clicking a specific item in the list will reduce mass operation scope to checked items.

Processing Sets (Product Release Note - Resolved defect)

Sat, 30 Mar 2019 05:00:00 GMT

Relativity Processing now correctly handles PDFs containing indirect page properties during copy operations.

RDO (Product Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

The Save and Previous button is now available on Relativity Forms-enabled pages when you create a Relativity Dynamic Object.

Platform (Product Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

A new RESTful Kepler Static Object/API for Object Types is available that is web and cloud friendly. This API is responsible for performing C.R.U.D operations and includes all business logic and rules that are captured when a Relativity administrator manages Object Types within the Relativity Agents web page.

Processing (Product Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

You can now kick off worker scaling manually from the Processing Administration page.

Transcripts (Product Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

The Transcripts application now supports transcript files up to 10GBs.

Workspace (Product Release Note - Resolved defect)

Sat, 30 Mar 2019 05:00:00 GMT

You can now correctly assign a Workspace Admin group to a workspace during workspace creation.

Relativity Desktop Client (Product Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

When exporting productions, saved searches, or folders with the Relativity Desktop Client (RDC), you now have more options to name the native and text files. Specifically, you can choose the control number and append the filename with custom text or leverage existing designation fields in the workspace.

Transcripts (Product Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

The Transcripts application now displays progress bars when importing transcripts files.

Errors (Product Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

There are now additional Document error categories available to help make error resolution easier.

General (Product Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

Beginning April 1st, Relativity will no longer support the Performance Dashboard (PDB) application, and it will be removed from all RelativityOne instances. At this point, a new open source version of PDB will become available. For more information on this new version, contact the Relativity Developer Experience team at devex@relativity.com. In addition, with the BlazingStar release, the RelativityOne Activity Dashboard is now available, and it allows you to monitor your instance usage. For more information about the RelativityOne Activity Dashboard, contact your CSM.

Platform (Developer Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

Authentication (Product Release Note - Resolved defect)

Sat, 30 Mar 2019 05:00:00 GMT

Relativity has changed how it handles trusted IPs, removing the common need for wildcards (":*"). The new setting, XForwardedForTrustedProxies, lists trusted proxies which are allowed to set the trusted IP for incoming requests. Relativity then only checks the first IP against the configured IPs for a given authentication request, in addition to handling certain nonstandard X-Forwarded-For headers.

Infrastructure (Product Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

Relativity Processing now supports Microsoft Office 2016.

List Page (Product Release Note - Resolved defect)

Sat, 30 Mar 2019 05:00:00 GMT

The Choice List tab now correctly populates entries for the Field and Object Type dropdowns.

General (Product Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

Relativity now supports SQL 2017.

General (Product Release Note - Enhancement)

Sat, 30 Mar 2019 05:00:00 GMT

The initial value property for the Auto Incremented Field on Object application is no longer editable once it is set.

Search (Product Release Note - Enhancement)

Tue, 05 Mar 2019 06:00:00 GMT

The Ingestion Management tab is no longer in Relativity with the deprecation of the Lucene Search index search provider.

Search (Product Release Note - Enhancement)

Tue, 05 Mar 2019 06:00:00 GMT

Lucene Search is no longer an available Index Search in Relativity.

Workspace (Product Release Note - Enhancement)

Tue, 05 Mar 2019 06:00:00 GMT

RelativityOne Tenants can move workspaces into and out of Cold Storage by clicking the 'Migrate to Cold Storage' console button on the workspace details page, which is available when the Cold Storage Application is installed in the instance. The cold storage application is available to clients who have signed up for it.

Search (Product Release Note - Resolved defect)

Tue, 05 Mar 2019 06:00:00 GMT

The word "his" is now included in the default Noise Words list when building a dtSearch index.

Audit (Product Release Note - Enhancement)

Tue, 05 Mar 2019 06:00:00 GMT

When performing a Revert or Mass Revert on audits in the Audit tab, an audit is now generated with a new Update - Revert or Update - Mass Revert action so that users can identify when the action is performed in the Audit tab.

Audit (Product Release Note - Resolved defect)

Tue, 05 Mar 2019 06:00:00 GMT

The IS operator in the Audit tab now performs the correct search syntax on the Object Name field when applied.

Processing Profile (Product Release Note - Enhancement)

Tue, 05 Mar 2019 06:00:00 GMT

You can now expect to see a boost in performance of up to 75% when using the Processing Duplication Workflow in high volume workspaces.

Message of the Day (Product Release Note - Enhancement)

Tue, 05 Mar 2019 06:00:00 GMT

System administrators now have the ability to give the users have the ability to opt-out of seeing the message of the day the first time they see it. If the user chooses to opt out, they won't see the same message of the day unless the administrator updates it.

Scripts & Utilities (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

The Data Grid Text Migration application now contains more granular job progress reporting. This includes more incremental updating to the progress bar, as well as the following workspace-specific details: Workspace, Workspace Status, Documents Migrated, Total Documents, and Errors.

Scripts & Utilities (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

The Data Grid Text Migration application automatically drops the field you migrate from the SQL Document table and removes it from the Full Text Index (Keyword Search). An instance setting is now available to disable this automated step; however, this requires manual clean-up if your Text Migration job does not automatically drop the field and remove it from the Full Text Index.

Scripts & Utilities (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

The Data Grid Text Migration now includes two new reporting features: Errors Report and Breakage Report. The Errors Report provides information to assist troubleshooting errors encountered during a migration job. The Breakage Report provides information on Relativity objects that may receive errors in the event that you run the Data Grid Text Migration application on a field in a specific workspace.

Scripts & Utilities (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can now create Data Grid Text Migration jobs at the instance level. This enables you to create a job that can run across all workspaces in your Relativity instance, which can include up to three Long Text document fields to migrate.

Scripts & Utilities (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

When you run a Data Grid Text Migration job in a workspace containing a Lucene Search provider, Relativity now removes that Lucene Search provider from the Search Indexes tab.

Review Interface (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can now view short message format files in the Viewer, including SMS, Slack, Skype, iMessage, and Bloomberg files. The Relativity Short Message Format (RSMF) Viewer also contains a histograph that allows you to easily view conversations that occurred within a span of time. In addition, you can also search for emojis or words using the highlights in the Viewer.

Review Interface (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

When we fail to save a redaction, the error message we display now indicates the document ArtifactID and the page number of the failed redaction.

Scripts & Utilities (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

A Data Grid Text Migration job only breaks saved Keyword Searches if the field being migrated is included in the Full Text Index.

Scripts & Utilities (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

The Data Grid Migration Worker agent now correctly recognizes and works on workspaces associated with the agent servers on multiple Resource Pools.

Scripts & Utilities (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

The Breakage Report in the Data Grid Text Migration application now correctly displays the saved Keyword Searches that would be affected by running a Text Migration job on the workspaces selected.

Scripts & Utilities (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can now retry Data Grid Text Migration jobs that contain workspace(s) that failed to migrate only by running the retry on the workspace(s) that failed during the initial migration.

Transcripts (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

The System Created By field now appears on the Transcripts layout, tabs, and Annotation Digest for Notes, Designations, and URLs.

Structured Analytics (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can now use Email Threading and Name Normalization to analyze emails containing Dutch language headers.

Transcripts (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

When adding a designation, you can now select from a pallet of 21 colors.

Transcripts (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can now pop the video player in and out of the viewer when working with a video transcript file. This will give you more room to annotate the transcript in the viewer.

Transcripts (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

When importing a transcript file, you can now use multi-select when selecting exhibits.

Scripts & Utilities (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You must now have System Administrator privileges to perform a Data Grid Text Migration job that migrates Long Text document fields.

Scripts & Utilities (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can now run a Data Grid Text Migration job on a workspace without requiring a down-time window. Workflows like RDC Import, Processing Publish, and dtSearch index builds can still run on a workspace while a Data Grid Text Migration job is in progress. This also includes normal Review workflows such as reviewing and searching on documents.

Search (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

When you add a Batch Set as a condition to a saved search, Relativity now returns the correct results when you run the saved search.

Structured Analytics (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

After running the Name Normalization Structured Analytics operation, you can visualize communication patterns between entities using the Communication Analysis widget on the document list.

Search Term Reports (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

You're no longer allowed to create and run Search Terms Reports on inactive dtSearch indexes.

Legal Hold (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

If you utilize the Employment End Date field to track employee departures, you can now run the new Employment Status Change report to see all audit entries for changes made to that field, giving you a list of departed employees.

Infrastructure (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

Calls to initialize an export using the Export API now return full metadata on all fields requested for export.

Legal Hold (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can now import employee/custodian data from Azure AD using a new provider for Relativity Integration Points.

Legal Hold (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can now see the overall response rates for hold notices and questionnaires for each project represented by a color (Green, Yellow, Red) on the Project list view page. You can configure at what response level each color is displayed.

Legal Hold (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can now see all outstanding hold notice acknowledgements and questionnaires for one or more projects by running the new Non-Responsive Custodians report.

ARM (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can now successfully perform an ARM - Restore on a workspace that was archived with Long Text document fields stored in Data Grid and with Lucene Search disabled.

ARM (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

ARM Archives now consume less agent memory when extracting audits from Elasticsearch.

Audit (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

When you export rows from the History tab, Relativity now correctly exports the information you select in Excel.

Errors (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

Document Error reflective fields now work properly on the Document list view, as well as in RDC Export and RIP. In addition, filtering now works for these fields on the Document list view.

Audit (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

When you query on the Old Value or New Value fields in Audit, Relativity now only queries the field specified in your search.

Platform (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

The new ApplicationInstallationManagerCacheTimeout instance setting controls the amount of time, in minutes, that the Application Installation Manager agent caches an application's schema, custom pages, assemblies, and resource files in memory. Entering a value of 0 disables the cache.

Processing Sets (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

You'll now see fewer issues on EnCase file types during inventory and discovery as a result of our upgraded handlers.

Processing Sets (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can now control whether extracted text is included as a path or as plain text via a new instance setting called UseExtractedTextPathOnlyforPublish. Including the text as a path will boost your publish performance.

Review Interface (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

The Native File Download icon is now more prominently displayed in the Viewer and its purpose is more clearly indicated.

Review Interface (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

We've removed the Native (Download) Viewer-mode from the Review Interface and deprecated the instance setting to control the visibility of the Native (Download) Viewer-mode from the Review Interface. Users with the appropriate permissions may continue to download native files from the Review Interface by clicking on the file-icon adjacent to the Document Identifier above the Viewer-mode bar.

Review Interface (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

To increase document navigation speeds, Relativity now pre-converts applicable document natives, images, and production images regardless of what Viewer mode you're on.

Platform (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

You can set the new ServiceHostExclusionList instance setting to a semi-colon delimited list of Guser interfaceDs for services that you want to prevent from starting in the Service Host Manager.

Platform (Product Release Note - Resolved defect)

Tue, 05 Feb 2019 06:00:00 GMT

When you send a message to users within a workspace, Relativity now correctly sends the message to only the logged-in users in the workspace.

Processing Sets (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

The default value for the ProcessingExportBatchSize instance setting is now 4000 as a result of improved publish performance.

Processing Sets (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

The new SkipDocumentAuditDuringPublish instance setting allows you to choose whether the document Created and Native Created events are recorded in the Document History. Setting this value to True will prevent these events from being recorded and will boost your publish performance.

Processing Sets (Product Release Note - Enhancement)

Tue, 05 Feb 2019 06:00:00 GMT

The new LongRunningTimeoutForPublish instance setting allows you to determine the amount of time you want to allow before a worker terminates an unresponsive publish job. The LongRunningTimeoutForRetryPublish instance setting determines the amount of time you want to allow before a worker terminates an unresponsive publish retry job.