Imaging profiles

An imaging profile controls the settings used to image a group of documents. You can convert documents to black and white TIFF files or colored JPEG files. After you create a profile, you can use it in multiple imaging sets, update the profile settings, and set permissions on it. Imaging profiles, as well as any updates to the default profile, are included in workspace templates.

Note: For more information about editing permissions on imaging profiles, see Editing toolbar.

Relativity includes a default imaging profile that has the recommended default settings preset. It's best practice to make a copy of this default profile and make changes as appropriate when creating additional profiles. The mass image and the image-on-the-fly functionality defaults to this profile, but you can select any other profile when converting documents to images.

Note: Imaging profiles are to be used solely on the needs of your case, such as on document type or on the format needed for production. Imaging profiles don’t correspond directly to Relativity user types, in which case there is no single imaging profile type that is better suited for a case/project manager, reviewer, or lit support specialist than any other.

There are two main options for creating an imaging profile:

  • Basic Imaging Engine Options - provides a select number of simple settings for creating the profile.

    Note: The imaging method must be set to Basic only if the resource pool isn't set up to perform native imaging. See Resource pools.

  • Native Imaging Engine Options - provides an expanded range of settings for creating a profile with Relativity’s worker manager server.

For more information on installing the worker manager server, see Worker manager server installation.

Creating and editing an imaging profile

To create or edit an imaging profile:

  1. Navigate to the Imaging Profiles tab in a workspace.
  2. Click New Imaging Profile to launch the Imaging Profile form.
  3. Complete all required fields. See Fields for details.
  4. Click Save.

Note: When you create a new profile from scratch, no default values exist for any profile fields. If you'd like to create a new profile with default values already in place, you can copy the Default profile provided by Relativity, give it a unique name, and use it as a base for an imaging job.

Note: Relativity propagates native file types to imaging profiles only when the profile is created.


Expand the below drop-downs to view the fields and their descriptions associated with each section of the imaging profile.

Note: * indicates fields that are set automatically with default settings. You can change these settings as needed.

Native file imaging profile validation

Native imaging profiles must follow specific validation guidelines. Imaging profile validation reviews the following rules for all Native Imaging Engine Options:

  • Valid numerical values - numerical values fit within a designated range based on individual numerical field requirements
  • Configuration specific to format type - option selections and requirements vary based on the Native Image Format selection
  • Field dependencies - specific fields require additional field configurations to satisfy groups of settings available for native imaging, and specific fields are ignored based on the configuration of a related field

Native File Imaging profile validation only runs when using the default Native Imaging Profile Layout for new imaging profiles.

Numerical Field Values

The following table provides valid numerical value ranges and recommended values for select numerical configuration fields. Valid value ranges include the minimum and maximum values provided.

Field Minimum Value Maximum Value Recommended Value
Native Image Output Quality (DPI) 0 2400 300
Dithering Threshold 0 255 128

Format Specific Requirements

The following table states whether a field is set required or ignored based on the selected Native Image Format. If applicable, select the required field value.

Native Imaging Format Field Field Required/Ignore Required Field Value (if applicable)
JPEG Images/Dithering Algorithm Ignored  
JPEG Dithering Threshold Ignored  
JPEG Render color pages to JPEG Ignored  
TIFF Images/Dithering Algorithm Required  
TIFF Render color pages to JPEG Required Yes

Field Dependencies

The following table lists field dependencies and required field values if applicable. The Field 1 and Field 1 Value columns list fields and values that require you to configure the fields and values listed in the Required Field 2 and Required Field 2 Value columns.

For example, if Images/Dithering Algorithm is set to Threshold, you must configure a value for the Dithering Threshold field.

Field 1 Field 1 Value Required Field 2 Required Field 2 Value
Images/Dithering Algorithm Threshold Dithering Threshold <any>
Dithering Threshold <any> Images/Dithering Algorithm Threshold
Fit to ___ pages wide <any> Fit to ___ pages tall <any>
Fit to ___ pages tall <any> Fit to ___ pages wide <any>

When fields in the Field Set column are configured, values set for fields listed in the Field Ignored column are ignored:

Field Set Field Ignored
Zoom Level % Fit to pages ___ wide
Zoom Level % Fit to pages ___ tall
Fit to ___ pages wide Zoom Level %
Fit to ___ pages tall Zoom Level %

Note: With validation rules you can only configure Zoom Level % or the set of Fit to ___ pages fields. Don't set values for all three fields.

Viewing imaging profile details

On the Imaging Profile Details page, Relativity displays profile settings and a list of restricted native type files.

restricted native types on imaging profile

Restricted native types

The Restricted Native Types section lists the file formats that Relativity won't convert into images. It also includes features that you can use to modify this list. You see the following columns and options displayed in the Restricted Native Types section:

  • Name - lists file formats.
  • Category (Basic) - indicates a grouping of related file types or formats. For example, Word Processor is the category for common word processing formats such as Word, WordStar, WordPerfect, and others. (Additional super types are Database, Spreadsheet, Graphic, Multimedia, and Other.)
  • Link - adds existing native types to the restricted list through the Select Items pop-up. Select one or more file types in the Available Items list, click Add to include them in the Select Items list, and then click Set to link them to the profile.

    linking native types

Note: You can't add new native file types to Relativity. For a list of native types that Relativity supports, see the Native Types tab or Viewer-supported file types. Contact Support if you have additional questions about supported native types.

  • Unlink - removes restricted native types from the list. When you use this profile, Relativity images these documents. Select one or more file types, and click Unlink.
  • Resize, export, filter - column resize icon- resize columns, export, and filter the list of restricted native types. These features function similarly to those available on views.

  • Export the list Export the list icon - creates a list of restricted native types in Excel.

Application field codes

Application Field Codes is how Relativity refers to fields that Microsoft documents use to store document data. For example, [Date] is a field code in Microsoft that shows the date of document creation. Excel and PowerPoint refer to these fields as header and footer, Word refers to them as field codes, and Visio refers to them as fields. But for simplicity, Relativity refers to them as field codes, regardless of which Microsoft application document you’re viewing.

When imaging Microsoft application documents in Relativity, field codes embedded within a document can contain incorrect or irrelevant information. The imaged field code functions as it should, but instead of using the original Date, for example, the field code captures the date the document was imaged within Relativity instead of the date the document was actually created. By creating Application Field Codes in Relativity, however, you can determine how various field codes appear on imaged documents.

Relativity comes with 17 of the most commonly-used field codes automatically linked to the default native imaging profile with the most common rendering options supported. You can edit these linked field codes or remove them from the default native imaging profile based on your rendering preferences. You can also add additional field codes to Relativity beyond the 17 we include.

Note: Application Field Codes are only configurable with native imaging.

For more information on Application Field Codes and how to link them to native imaging profiles, see Application Field Codes.