Quick Start template

You can use the Quick Start template to jump start the creation of a workspace. This template provides components meant for typical litigation workspace setup, including the Processing application with all catalog fields mapped, common searches and Profiles created.

Note that this an optional template that you install via ARM from the Community site and is distinct from the Starter Template, which is available by default when you deploy Relativity.

Note: This template isn't required to use Relativity; it's an option for logically customizing your Relativity environment and minimizing the manual effort associated with new workspace customization.

Note: The New Case Template is also available for selection in your Relativity instance when you're creating a workspace. This template is more simplified than the Quick Start Template in that it doesn't include the following applications: Processing, Analytics, Integration Points, Assisted Review, or Set Long text Field Size. The New Case Template is the most basic form of a Workspace. There are only system fields and the applications required for Standard Relativity to function. This is a great template to test an application or start from scratch for an alternative use of Relativity.

The tab structure in this template is organized to correspond to typical workflow based on use. Tabs are listed from left to right or lowest to highest order into the following workflows: Documents, Workspace Admin, Entities, Processing, Indexing & Analytics, Imaging & OCR, Scripts, Search Terms Reports, Integration Points, Reporting, Production, Audit, Case Admin, Dashboards, Processing Duplication Workflow, and Assisted Review.

See these related topics:

• Importing and setup
• Security setup

Template change log

To help you determine when to download the latest template files, the following table lists all updates made to the Quick Start template.

Accessing the template file

To access the Quick Start Template file:

1. Navigate to the Community and log in with your credentials.
2. Select the Files tab and then select the Templates folder on the Files & Libraries page.
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3. Select the quick start template from the templates list and click Download.
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Recommended pre-work

To use the template, it will be useful to understand topics covered in Admin and Processing training.

• Relativity Admin training
• Infrastructure setup
• Processing

Use this guide to get a deeper understanding of certain caveats with case setup. Each section discusses different aspects of case setup followed by references that outline the fields, views and layouts that make up the template. This template is just a starting point for creating your own workspace template.

Any Workspace can be used for a template, but be aware that the system is copying the entire Workspace to start and this will require enough server space to hold two copies before it removes all the documents. Also using a large Workspace will increase the time it takes to create a new Workspace. Our suggestion is to keep an empty version of the workspace as a template and update the master as needed.

Advanced components

• Custom pages are available for programmers to use when creating custom layouts and dynamically display information stored in a Relativity database. They enhance application flexibility by providing the means to present or manipulate data in Relativity using formats other than layouts, views, or other Dynamic Objects. For details, see Custom Pages
• Object types are for more advanced workflows in Relativity. Each table of data is an object and in this tab you can manage things around a key object like the document or entity objects or create your own. Generally, users don't need to access to object types. For details, see Creating and editing Relativity objects

Documents

The Documents tab in the Quick Start template is the starting point for more users, and it provides reviewers with access to workspace documents.

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Document views

The Quick Start template includes the following workspace views. Document views guide workflows by dictating which documents get in front of users. Different views are useful for different actions on the database. An example is the email thread view or a privilege view for the privilege log.

Object	View Name	Description	Conditions	Selected Fields	Sort order
Document	All Documents	System default view of all documents loaded in the system	None	Edit, File Icon, Control Number, Custodian, Primary Date/Time, Record Type, Unified Title, Email From, Email To, Email CC, Responsive, Issues	None
My Batched Out Docs	Displays all the logged in user’s checked out documents	Batch these conditions – Batch::Assigned To is logged in user AND Batch::Status any of these In Progress	Edit, File Icon, Control Number, Custodian, Primary Date/Time, Record Type, Unified Title, Email From, Email To, Email CC, Responsive, Issues	None
My Batched Out Inclusive Emails & Attachments	Displays all the logged-in user's checked out inclusive emails and attachments	Batch these conditions – Batch::Assigned To is logged in user AND Batch::Status any of these In Progress AND (Saved Search) document is in Inclusive Emails + Family	Edit, File Icon, Control Number, Email Threading Display, Primary Date/Time, Custodian, Email From, Email To, Email CC, Responsive, Issues	Email Thread Group then Email Threading ID
My Batched Out Unreviewed Docs	Displays all the user’s checked-out documents not coded in designation field	Batch These Conditions – Batch::Assigned To is logged in user AND Batch::Status is any of these: In Progress) AND Responsive is not set	Edit, File Icon, Control Number, Custodian, Primary Date/Time, Record Type, Unified Title, Email From, Email To, Email CC, Responsive, Issues	None
Unreviewed Documents	Displays a list of documents that have not been reviewed for responsiveness	Responsive is not set	Edit, File Icon, Control Number, Family Group, Custodian, File Name, Sort Date/Time, File Extension, File Type, File Size, Email From, Email To, Email CC, Responsive, Privilege, Confidential, Issues	None
Responsive Documents	Displays a list of documents that have been reviewed	Responsive is any of these: Responsive	Edit, File Icon, Control Number, Family Group, File Extension, Sort Date/Time, Email Subject, Email From, Email To, Email CC, Last Modified Date/Time, Privilege, Confidential, Issues, Responsive	None
Privilege Log	Displays a list of documents that have been coded as privileged	Privilege is set	Edit, File Icon, Control Number, Family Group, File Extension, Sort Date/Time, Email Subject, Email From, Email To, Email CC, Last Modified Date/Time, Responsive, Privilege, Privilege Description, Confidential, Issues	Sort Date/Time
Redacted Documents	Displays a list of documents that have redactions applied	Markup Set - Primary has any of these: Has Redactions	Edit, File Icon, Control Number, Family Group, File Extension, Sort Date/Time, Email Subject, Email From, Email To, Email CC, Last Modified Date/Time, Markup Set - Primary, Responsive, Privilege, Confidential, Issues	None
Email View	Displays a list of emails, arranged by thread group	Email Thread Group is set	Edit, File Icon, Control Number, Email Threading Display, Custodian, Email From, Sort Date/Time, Inclusive Email, Inclusive Reason, Email Duplicate Spare	Email Thread Group then Indentation then Email Threading ID
Inclusive Emails & Attachments	Displays a list of inclusive emails and attachments	(Saved Search) document is in Inclusive Emails + Family	Edit, File Icon, Control Number, Email Threading Display, Sort Date/Time, Email Thread Group, Email Action, Inclusive Email, Inclusive Reason, Responsive, Privilege, Confidential, Issues	Email Thread Group then Email Threading ID
Textual Near Duplicate Groups	Displays a list of documents based on their textual near duplicate information	Textual Near Duplicate Group is set	Edit, File Icon, Control Number, Textual Near Duplicate Group, Textual Near Duplicate Similarity, Textual Near Duplicate Principal, Last Modified Date/Time, Custodian, File Type, File Size, Responsive	Textual Near Duplicate Group then Textual Near Duplicate Similarity then Textual Near Duplicate Principal
Language Identification	Displays a list of documents based on their primary language	Primary Language is set	Edit, File Icon, Control Number, Primary Language, Docs-Languages, Docs-Languages::Percentage, Custodian, Unified Title, File Type, Responsive	None
Production Documents	Displays a list of documents where the Bates Beg field has been set	Production these conditions Production::Begin Bates is set	Edit, File Icon, Control Number, Family Group, Production:: Begin Bates, Production::End Bates, Production::Begin Attachment, Production::End Attachment, Bates Beg, Bates End, Bates Beg Attach, Bates End Attach, Sort Date/Time, Email Subject, Email From, Email To, Responsive, Privilege, Confidential, Issues	None
Admin View	Displays system admin view of documents loaded in the system	None	Edit, File Icon, Control Number, Family Group, File Extension, Sort Date/Time, File Name, Document Folder Path	None
Processing Errors	Displays all documents that received errors during discovery and publish	(Saved Search) document is in <Name of Saved Search>	Edit, File Icon, Control Number, Level, Record Type, Custodian, Unified Title, File Extension, Sort Date/Time, Processing Errors, Processing Errors::Error Status, Processing Errors::Message, Processing Errors::Processing phase, Contains Embedded Files, Has Hidden Data, Password Protected, Speaker Notes, Track Changes, Unprocessable	None
Technical Issues	Displays a list of documents that have been coded as having a technical issue designation	Responsive any of these: Technical Issues	Edit, File Icon, Control Number, Family Group, File Extension, Sort Date/Time, Email Subject, Email From, Email To, Email CC, Last Modified Date/Time, Responsive, Privilege, Confidential, Issues	None

Saved searches

You can access saved searches from the Documents tab with the button in the upper left corner of Relativity.

The Quick Start template includes the following saved searches secured for system admins only:

Folder name	Saved search name	Description	Logic group	Conditions	Fields
Processing	Processing errors	Returns all documents on which a processing errors occurred.	+ No Related Items	Processing Errors these conditions Processing Errors is set	Edit, File Icon, Control Number, Level, Record Type, Custodian, Unified Title, File Type, Processing Errors, Processing Errors::Error Status, Processing Errors::Message, Processing Errors::Processing phase, Discover Errors on Child Documents, Discover Errors on Child Documents::Error Status, Discover Errors on Child Documents::Message, Discover Errors on Child Documents::Processing phase
Indexing & Analytics	dtSearch	Returns all documents returned by dtSearch where the extracted text size is greater than .01	+ No Related Items	Extracted Text Size in KB is greater than 0.01	Extracted Text
Indexing & Analytics	Email Threading - Emails + Attachments	Returns all emails and attachments	+ No Related Items	Level is 1 AND Record Type any of these: Email AND Message Type any of these: Message	Edit, File Icon, Control Number
Indexing & Analytics	Email Threading - Parent Emails	Returns all parent emails	+ Family Group	Level is 1 AND Record Type any of these: Email AND Message Type any of these: Message	Edit, File Icon, Control Number, Level, Record Type, Message Type
Indexing & Analytics	Near Duplicate Analysis (No Parent Emails)	Returns all near duplicate documents but no parents	+ No Related Items	(Saved Search) document is not in 02.03 Email Threading - Parent Emails	Edit, File Icon, Control Number, Level, Record Type, Message Type
Indexing & Analytics	Language ID or Repeated Content	Displays a list of documents based on their primary language	+ No Related Items	Extracted Text Size in KB is greater than 0.01	Edit, File Icon, Control Number, Level, Record Type, Message Type
Indexing & Analytics	Analytics - Searchable Set	Returns documents with text present that can be utilized for analytics function where the extracted text size is greater than .01.	+ No Related Items	Extracted Text Size in KB is greater than 0.00 AND Extracted Text Size in KB is less than 30720.00	Extracted Text
Indexing & Analytics	Email Metadata Fields	Returns all emails with their metadata fields displayed	+ No Related Items	None	Email From, Email To, Email CC, Email BCC, Email Subject
Imaging & OCR	Extracted Text is Empty	Returns documents where the extracted text field is empty	+ No Related Items	Extracted Text Size in KB is greater than 0.01	Edit, File Icon, Control Number, Record Type, Custodian, Unified Title, File Type, File Size, Processing Folder Path, Artifact ID
Scripts	Parent Level Documents	Returns documents returned by the parent level documents script	+ No Related Items	Level is 1	Edit, File Icon, Control Number, Processing duplicate hash
Scripts	Document Level Documents	Returns all documents returned by the document level documents script	+ No Related Item	None	Edit, File Icon, Control Number, Processing duplicate hash
Scripts	Parent Level Dups + Family	Returns all parent level duplicate documents and their family members	+ No Related Item	Level is 1	Edit, File Icon, Control Number, Processing duplicate hash
Documents	Single Recipient Emails + Family	Returns all emails that were received by a single recipient and their family members	+ Family Group	Level is 1 AND Email Recipient Count is 1	Edit, File Icon, Control Number
Documents	Bulk Emails + Family	Returns all emails that were received by bulk recipients and their family members	+ Family Group	Level is 1 AND Email Recipient Count is greater than 49	Edit, File Icon, Control Number
Documents	Inclusive Emails + Family	Returns all emails coded as inclusive and their family members	+ Family Group	Inclusive Email is Yes AND Email Duplicate Spare is No	Edit, File Icon, Control Number
Search Terms Reports	Search Term Report	Returns all documents returned by any search terms report	+ No Related Item	None	Edit, File Icon, Control Number
Production Searches	Excel Files	Returns all excel files	+ No Related Item	Relativity Native Type is like Excel AND Production these conditions Production::Begin Bates is not set	Edit, File Icon, Control Number, Relativity Native Type
Production Searches	Imaging Complete	Returns all documents that were successfully imaged	+ No Related Item	Has Images any of these: Yes AND Production these conditions Production::Begin Bates is not set	Edit, File Icon, Control Number
Admin Searches (root)	All Documents	Returns all documents loaded into the workspace.	+ No Related Item	None	Edit, File Icon, Control Number

Workspace admin

The Workspace Admin tab in the Quick Start template provides options for working with the following features in Relativity:

Workspace details

On the Workspace Details page, Relativity displays read-only workspace settings, history information, Relativity Utilities console, Production Restrictions, and the Workspace Admin Group field. You can update the Production Restrictions field when you edit a workspace.

This page is extremely important for admins. The most useful component is the ability to manage the permissions of the workspace. This is also where you can get the compatible version of the Relativity Desktop Client to load or export data.

For more information, see Workspace Details

Search indexes

Use the Search Indexes tab to create and edit dtSearch and Analytics indexes.

Your database automatically creates a keyword search index. You can also create the structure for a dtSearch Index in the Quick Start template. A dtSearch index can be used to perform proximity searches, stemming, and other advanced searching operations not available in Keyword Search. You can also build a list of custom noise words and an alphabet file in your Quick Start template to be used throughout your instance.

Things to remember:

• If the dtSearch agent encounters a network-related error during the build process, it executes up to three retry attempts at 20-second intervals.
• You can edit a dtSearch alphabet file directly in Relativity before building the index. The alphabet file is displayed in the lower-right corner of a dtSearch index's page and is fully editable. You can edit the alphabet file to enable searching for a single character and symbols.
• You can safely estimate that any dtSearch index built is approximately 25-30 percent of the size of the text you are indexing.
• If you overlay data onto existing records, you can't use an incremental build to update your dtSearch index. An incremental build only looks for new documents in the searchable set. Previously indexed records aren't re-indexed by an incremental build. You must execute a full build to add the newly overlayed data to the index.

For more information, see Searching.

See the Recipes section of the documentation site for more detailed steps in updating the index to look for certain symbols and special characters.

Fields

Fields store object information, document metadata, and coding choices within Relativity. You can use fields to display metadata on views and layouts. You can also use fields to create associations between different objects in Relativity.

When creating fields, remember you can edit many aspects of a field; however, after you first save a field, the type is locked in and cannot be changed. As a result, we recommend that you be deliberate in choosing the type for your fields.

For details, see Fields

Choices

Choices are the predetermined values that you apply to single and multi -choice list fields. With the necessary permissions, you can create choices workspace fields.

Choices are created on fields that are usually part of the document object.

To access the Choice editor from the Fields tab:

1. Navigate to the Fields tab.
2. Click on the Name of an existing single or multiple choice field or create and save a new single or multiple choice field. See Fields.

3. Locate the Choice editor in the Choices section on the Fields form.
   

For details, see Choices

Layouts

The Quick Start template includes the following layouts that a reviewer can use to code documents with.

• Inline Tagging - an admin layout useful for selection of text in transcripts.
• Review Coding - meant for review purposes when assigning categories. The basic fields are updated for responsiveness and attorney comments.
• QC Review - contains basic review fields; this is used to provide a field confirmation for first pass review.
• Privilege Log Review - updates information for privilege log purposes based off of items deemed as privileged during the responsiveness review.
• Document Metadata - contains all of the metadata fields and is generally read only.
• Workspace Admin - contains all of the fields for the workspace admin.

For details, see Layouts

Views

Views are customizable lists of items in Relativity.

Views can be edited from the drop-down list or in the Views tab. The Views tab displays some views that are used only for administrative purposes and are not visible in the main view drop-down list from the Documents tab.

For details, see Views

Tabs

A workspace contains tabs that provide you with easy access to different Relativity features, including documents, search terms reports, views, and other default functionality. Relativity is a highly customizable platform. You can apply any template with a tabs arrangement that best serves your review needs. Some workspace templates also include custom tabs for specialized functionality.

The lowest ordered tab will be the default tab that opens when you select the workspace. Tabs can be hidden and nested. Access to a particular object doesn't mean you have access to the corresponding tab. This means tabs can be used for security.

For details, see Tabs

Relativity applications

The Quick Start template includes the following Relativity Applications.

• Analytics
• Analytics Core
• Assisted Review
• Choice Editor
• Audit
• Date Field Parsing
• Document Viewer
• Field Catalog
• Imaging
• Integration Points
• Processing
• Processing Duplication Workflow
• Lists
• OCR
• Production
• Relativity Color Map
• Search Terms Report
• Set Long Text Field Size
• Transform Set

Applications allow you to perform specialized functions in a workspace. You can configure new objects or link to existing objects for use with your application. See Creating an application in the Developers site.

Audit Migration Reports

The Audit Migration Reports tab provides you with the option of generating a migration error and migration status report for you to monitor the status of audit data as you migrate it into Elasticsearch. You also have the option of running a migration error retry script.

For details, see Audit Migration Reports

Audit Workspace Setttings

Use the Audit Workspace Setting tab to configure settings specific to the Audit application. The Audit Workspace Setting tab contains two settings, DisplayAuditDataSource and HistoryTabVisibleOnUpgrade.

For details, see Audit Workspace Settings

User Status

You can view information about users currently logged in to Relativity from the User Status tab, which is available from within any workspace or from Home.

For details, see User Status

Entities

Entities are the people or aliases who own or facilitate the data found in the data sources that you attach to processing sets and then publish to a workspace.

For details, see Entities.

Processing

Use the Relativity’s processing feature to ingest raw data directly into your workspace for eventual search, review, and production without the need for an external tool. You can use the various processing objects to create custom processing jobs that handle a wide array of information. Folders of files and PST containers will have data imported and fields linked to.

The Processing object contains the following tabs:

• Processing Sets - configure the top-level container or group name for the data source, such as an email container, that you intend to process.
• Processing Profile - the profile determines what functionality is applied during the processing job, such as how files are numbered, deduplicated, or text extracted.
• Password Bank - you can enter known passwords here, which allow the system to open and extract data.
• Inventory - narrow down your files before discovering them by eliminating irrelevant raw data from the discovery process through a variety of preliminary filters.
• Errors - compare the errors returned with the errors displayed on the Document and/or Reports.
• Reports - generate reports in Relativity to understand the progress and results of processing jobs.

Indexing & Analytics

The Indexing and Analytics tab provides the following sub tabs.

• Structured Analytics Set - use to set up and execute features such as email threading, near duplicate detection and language identification.
• Repeated Content Filters - displays the results of repeated content identification from structured analytics.
• Analytics Profiles - configure the header email field mapping for email threading.
• Analytics Indexes - create the concept index here.
• Search Indexes - create search indexes here.
• Analytics Categorization Set - create a set of example documents that Analytics uses as the basis for identifying and grouping other conceptually similar documents.

Imaging & OCR

The Imaging & OCR tab in the Quick Start template provides options for working with the following jobs:

• Password Bank - you can enter known passwords here, which allow the system to open and extract data.
• Imaging Profiles - configure the settings for how an image will be made similar to how you might print a document to paper.
• Imaging Sets - designate the groups of items to create images for, based on saved searches.
• Native Types - limit what file types can be imaged. Video files and audio files are obvious examples of items that cannot be imaged. This also can limit what file types can be opened in native version by users in the viewer.
• OCR Profiles - create the reusable set of parameters that you use when creating an OCR set.
• OCR Sets - designate and submit groups of documents defined by a saved search or production to be OCRed based on the settings defined by the OCR profile.
• Application Field Codes - create a field code to determine how Relativity refers to fields that Microsoft documents use to store document data.

Scripts

You can use Relativity scripts to create and execute flexible SQL-based scripts to customize and augment Relativity functionality. Scripts are Relativity artifacts. This means they have the same features as standard Relativity objects, allowing them to be secured and audited.

Relativity provides scripts as a way to manipulate or verify data. For example, a Parent date field might not be something a vendor can create from processing software; yet it's required to sort family groups by date.

To complete this task, you can use a Relativity Script named Propagate Sent Date to Family Documents. It takes the sent date field from emails, copies it to a parent date field, and passes the parent date field to all items of the family group.

This lets family groups remain in order during sorting. If there isn’t a parent document with a sent date such as loose files, you'll need to copy another date field over to the parent date field.

Below are some example scripts you might want to add to your workspace.

Script	Description
Reviewer Statistics	Reports on the efficiency of reviewers over the specified date range. The returned statistics provide a count on how many documents were reviewed over a certain period of time.
Propagate Sent Date to Family Documents	Sets all email family documents to the same sent date as their parent documents in the case.

See Relativity Script Library.

Search Terms Reports

Search terms reporting provides a breakdown of document count per search item. Keyword searching is often used as a method of filtering the initial dataset. Use those terms or search parameters in the search terms report to see which documents return which terms. You can then prioritize certain groups of documents for review.

The template doesn't contain any pre-made reports. You can create a report based on terms related to your case. Remember that you need to create a dtSearch first before creating the report. See Creating a search terms report.

Review batches

The Review Batches tab in the Quick Start template provides users with access to batches of documents. A user can check out those batches, and begin a review on the documents they contain.

See Checking out batches.

Summary reports

Summary Reports provide aggregate tallies of field values. These reports are based on an optional grouping criteria and the fields to be tallied. Your workspace contains one default summary report called Coding by Custodian.

This summary report provides a basic tally of a familiar field and common review task. Click the Edit button in the summary information screen to view its settings:

Summary Report	Fields
Designations by Custodian	Group By: Custodian Report on Subfolders: Yes Columns: -Designation: Non Responsive -Designation: (not set) -Designation: Not Sure -Designation: Responsive -Designation: Privilege

You can edit the settings of this, and any additional summary report you create, at any time during the review process.

Pivot profiles

Pivot Profiles allow you to create, save, and edit custom Pivot settings. You can then apply these Pivot profile settings while using Pivot in the data set.

See Pivot profiles.

By default, the Quick Start template includes the following pivot profiles:

• Tally of File Types - returns a grid of the types of files in the workspace
  • Group By... Relativity Native Type
  • Pivot On... <Total Only>
• Issues Related to Custodians - returns a pie chart of issue by custodian
  • Group By... Custodian - Single Choice
  • Pivot On... Issue Designation
• Issues Timeline - returns a grid of dates and how many issues fall within those dates
  • Group By... Sort Date
  • Pivot On... Issue Designation
• File Types Related to Custodians - returns a pie chart of file types by custodian
  • Group By... Custodian - Single Choice
  • Pivot On... Relativity Native Type

Domains

Use the Domains tab to create a new domain.

Use the Domains tab to:

• Find domains that might contain privileged information such as law firms and assign accordingly
• Assign lower priority to spam email and personal email addresses; bulk code or assign to entry level reviewers
• Prioritize emails from key domains
• Utilize Author and Recipient domains with Pivot to determine conversation relationships

After domain parsing is complete you'll see a tab with a list of the domains. Click on a domain to bring up the list of documents associated with the domain. This can be useful for a number of different workflows.

Production

The Production tab in the Quick Start template provides the following sub-tabs.

Production sets

When you want to produce documents in a case workspace, you can create a production set that defines the markup set for redactions, the document numbering, the appearance of the numbering, and other settings. Relativity uses these settings when running the production. You can then view the produced images in the Review Interface by selecting Production mode and the production set.

See Adding a production set.

Production placeholder

You can create your own unique placeholders for productions using images or custom text. Once you create the placeholders, you can attach the placeholders to the production data source. You can also produce the same document in multiple productions with different placeholders. The Production Placeholder library automatically includes a default image placeholder.

For details, see Production placeholders.

Audit

Use the Audit application to monitor and run reports on audited user activity. Audit provides insight into review planning for productivity analysis and enables you to easily find reviewer or propagation coding values for follow-up action. In the Audit application, you can add widgets for custom visualization of audit data, as well as custom dashboards.

For details, see Audit.

Case admin

The Case Admin tab in the Quick Start template provides options for working with the following admin functions: Batch Sets, Markup Sets, Persistent Highlight Sets, Production Sets, Scripts, and Transform Sets.

Batch sets

Batching is useful way to secure which documents a user is able to view. Batches can also help in creating a workflow. However, batches don't carry over with the template. As a result, you need to create new batches for each workspace. The template contains views setup to work with batches.

My Checked-Out Batches and My Checked-Out Batches Not Reviewed are views setup for first-level reviewers to view only their assigned documents or documents they have checked out.

Before you batch documents, you need to create a batch source. The batch source is a saved search containing documents to batch. You can then create a batch based on a specified parameter of these documents. Batches might be based on:

• Custodians
• Entities
• Clusters
• Time Periods

Securing a batch set applies security only to the batches themselves, not to their included documents. See Adding batch sets and batches.

Markup sets

Markup sets are securable sets of highlights and redactions. Reviewers use markup sets to apply highlights and redactions to documents in the Viewer.

See Markup sets.

Persistent highlight sets

Persistent Highlight Sets are reusable, transferable sets of persistent highlight parameters. You can select Persistent Highlight Sets in the Viewer to assist in document review.

See Persistent highlight sets.

Transform sets

Transform Sets read through selected fields in a workspace, perform a defined process, and writes the output to other fields or object types.

You can create a new transform set in your workspace that pulls from a source field and populate a destination field with the results. In Relativity, the transform set handlers are:

• Domain Parsing - takes field with email addresses, strips out the domain information, and writes it to a new field. For example, the address yourname@relativity.com becomes relativity.com.
• Conversation Index Parsing extracts the first 44 characters of an email thread conversation index to create a relational field with the same number.

See Transform sets.

Dashboards

When you've created a page configuration you'd like to preserve, you can create a customized dashboard. You can save multiple dashboards to quickly change the page configuration. The item list and any widgets on the dashboard will update automatically in response to filtering or searching.

For details, see Dashboards.

Processing Duplication Workflow

The Processing Duplication Workflow is a Relativity application that identifies master and duplicate documents, all custodians, and all source files for documents. It also provides capabilities to identify unique, master and duplicate files based on a relational field.

For details, Processing duplication workflow.

Integration Points

Integration Points offers a solution to configure integrations from third party systems to Relativity objects, as well as to move data from one workspace to another. Integration Points provides you with the ability to import and export data directly from your workspace through the same functionality that the Relativity Desktop Client (RDC) provides for importing and exporting the document object.

The Integration Points tab provides the following sub-tabs:

• Integration Points - use Integration Points to move documents between workplaces.
• Job History - view details about each Integration Points job.
• Job History Errors - view the errors that occurred on the Integration Points job.
• Destination Workspaces - view the details of the workspaces that were designated as destinations of an integration point.
• Integration Point Profile - view the details of all Integration Point Profiles.