Recipes

Recipes are workflow-based solutions for common tasks in Relativity. Our Solutions team writes and maintains these recipes. Recipes are organized on this page by feature set. Click the links below to jump to the list of recipes for that feature set.


Application Recipes

Assisted Review

Conceptual Analytics

Processing

Non-English Languages

Legal Hold


Production


Review

Searching

Structured Analytics


Workspace Administration

Note: Some of the recipes listed below now exist as knowledge base articles on the Relativity Community. When you click those links, you must enter valid Community credentials to access those articles. The remaining recipes will soon be integrated into their corresponding feature documentation so that they'll show up either as new topics or new headings within existing topics. Once this relocation is complete, we will be deprecating this home page, and all of the content below will be accessible via search on our sites.

You must have valid Relativity Community credentials in order to download any Community file linked to the documentation site. You'll need to enter those credentials on the Community login screen if you're not already logged in. If you're already logged in to the Community at the time you click a link, the file is automatically downloaded in the bottom left corner of your screen. If you get an error message stating "URL No Longer Exists" after clicking a Community link, it may be due to a single sign-on error related to the SAML Assertion Validator, and you should contact your IT department.

Application Recipes
The following recipes include a link to a Relativity Application that helps enhance workflows:
Case Details Matrix Application
Common Saved Searches Application
Common Review Dashboard Application
Legal Hold Custodian Information Application
Pleadings application
Assisted Review
Active Learning to QC previously coded data
Active Learning Useful Dashboards
Adding Documents to an Existing Sample-Based Learning Project
Estimating Recall in an Active Learning Project
How to Calculate Precision and Recall Without a Control Set
How to handle Suppressed Duplicates at the end of your project
Relativity Assisted Review Reviewer Protocol
Conceptual Analytics
Verifying Analytics Filters
Processing
Non-English Languages
Setting Up CJK and other Unicode document workspaces in Relativity
Legal Hold
Advanced workflows with Relativity Legal Hold
Legal Hold checklist
Legal Hold SMTP information
Production
Locking Produced Documents from Editing
Importing Productions in Relativity with Natives
Loading External Productions into Relativity
Maintaining Previous Bates Numbers Between Production Sets
OCR Redacted Production Documents & Export Text
Review
Coding the First Item in a Family Group by Using the Skip Function
Creating an Application for Managing Attorney Lists
Displaying Family Groups in a View
Email threading and near dupe - workflow alternatives
Transfer Tags from Other Document Review Applications
Using Redactions From Other Applications
Using the field tree to view folders
Using Case Dynamics Outlines for your Review Protocol
Searching
Structured Analytics
Email threading and near dupe - workflow alternatives
Running name normalization on only email header fields
Sampling for repeated content
Using Near Duplicate analysis in review
Validating RegEx filters in Structured Analytics
Workspace Administration
Creating commonly used dashboards in Relativity
Creating Commonly Used Pivots
Displaying Family Groups in a View
Exporting to HTML for Expert Witness Review
Mass importing into a file field
Migrating Data from Summation
Native Imaging - Dithering Algorithm Options
Reporting and monitoring using Audit
Searching for custom object information on the Document object
Transfer Tags from Other Document Review Applications
Using Redactions From Other Applications
Using Custom Objects to Secure Coding Choices