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.

This page contains the following information:

See these related topics:

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.

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.

    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.

    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: