Viewer

Relativity's Review Interface displays workspace documents. You can use the Viewer type tabs to toggle the loaded formats of documents, such as Native Viewer, Image Viewer, Extracted Text Viewer, or Productions Viewer. Using the Viewer, you can control the form of document that displays in the interface. If a document has not been imaged, you can image documents on-the-fly in the Viewer.

Note: Using your internet browser to zoom to any size other than 100% while using the Viewer is not supported and can cause unexpected behavior.

If you do not see the document in the Viewer, it either has not been loaded to the workspace, its conversion failed, or you do not have permission to see it.

Note: In the Native Viewer, you can expand the email header to display full email addresses. If you collapse or expand an email header, the Viewer maintains the expanded or collapsed state as you navigate through documents in the set.

See these related pages:

Native Viewer

The Native Viewer displays an HTML rendering of the document that is as close to the original version of the document as possible. It also provides options for navigating through a single document and between documents in a document set. You can also conduct text searching, highlighting text to copy and paste, zooming, arranging, and saving pages you review in the Native Viewer. You also have the option to print single documents from the Native Viewer by saving the document as a PDF. For more information, see Create PDF.

Note: The Viewer displays PDF text by mapping the character codes to Unicode in most cases. To check whether PDF text has been properly encoded and will display correctly in the Viewer, copy the text in the original PDF file and paste it into another application like Microsoft Word or Notepad. If the pasted text does not display correctly, the PDF is not properly encoded. If the pasted text displays correctly in another application but not in the Viewer, contact Support for assistance.

Navigating the Native Viewer

The Native Viewer offers several ways of viewing and working with documents. There are options available in the following sections of the Viewer:

Native Viewer toolbar options
Left drawer Viewer options
Document actions menu
Viewer settings menu
Viewer breadcrumbs
Right drawer Viewer options

Each of these options and menus is described in more detail in the sections below.

Native Viewer toolbar options

The following toolbar options are available in the Native Viewer:

Zoom Out/In —zooms out and in on the current document in increments of 10% within a range of 10% to 4,000%. If you attempt to zoom out to a percentage lower than 10%, the Viewer automatically sets the display to 10%. If you attempt to zoom in to a percentage higher than 4,000%, the Viewer automatically sets the display to 4,000%. Your zoom setting persists as you navigate through a document set. This means that if you've set one document to 150% and you go to the next document, the next document defaults to 150% zoom.
To specify a zoom percentage without using the zoom out/in toolbar buttons, type the number in the percentage field and press the Enter key.
Reset Zoom —resets the zoom to 100%.
Fit Width —increases the size of the document to fit the maximum width of the Viewer. This setting persists when you re-size the window.
Fit Page — fits the entire document into the total size of the page. Clicking this zooms out the document and reduces the font size.
Fit Actual —fits the document display to the actual size it was in its native application. By default, this resets the zoom percentage to 100%.
Layout Mode —select one of the following options to determine how documents that are more than one page long display in the Viewer.
- Single —one page of a document will display at a time. Use the page navigation options at the bottom of the Viewer to adjust which page you view.
- Single Continuous —displays the pages in the document stacked vertically so you can scroll up and down to view them.
- Facing Continuous —displays the pages in the document in a row horizontally so you can scroll left and right to view them.
Go To Next/Previous Highlight —moves through previous and next highlighted terms in the document.
Redact Markup Visibility —changes the visibility mode of the markups between full visibility, transparent and hidden. By default, this is set to Solid, which means all highlights and redactions appear as solid as you applied them. For more information, see Controlling markup visibility. This icon only displays if you are viewing a PDF file in the Viewer and have Redact installed.
Selector —select within a document. This icon only displays if you are viewing a PDF file in the Viewer and have Redact installed.
Text Selection Mode —select text in a PDF file. This icon only displays if you are viewing a PDF file in the Viewer and have Redact installed.
Highlight Mode —highlights the selected text with the color you specify from the drop-down menu. The default color is blue. This icon only displays if you are viewing a PDF file in the Viewer and have Redact installed. Select from the following: Blue, Green, Orange, Pink, Purple, Yellow
Redaction Mode —click the drop-down menu to select a redaction tool. The black redaction tool is the default. This icon only displays if you are viewing a PDF file in the Viewer and have Redact installed. You can select from the following:
- Black—creates a solid black box, like using a black marker. While you draw the box, a gray translucent fill appears.
- Text —creates a white redaction box with black text. The text will fill the box by default. To change the font size, keep the redaction box selected and click , and then select a new font size from the drop-down menu. You can right-click a text box redaction and select Edit to change the text redaction as desired. Alternatively, you can right-click a text box redaction and select either most recent word or phrase you entered while editing a redaction or if you have never edited or created a text redaction before, you can select Redacted instead. The system admin determines which text options are available.
- White —creates a solid white box with a gray border. The gray border will not be printed or produced.
Create PDF —click to save the current native document as a PDF file. When you click this option, the Create PDF pop-up displays. The document then opens in a new window in your browser as a PDF where you can then choose to save or print the document image.

Searchable PDF improvements per configuration

When you Create PDF from the Native Viewer or using the Mass PDF Operations bar, most types of searchable PDFs will now have significantly smaller file sizes. More specifically, images without highlights, but configured to be searchable and stamped, will benefit from the most dramatic decrease in file size. But overall, the Create PDF feature now generates reduced file saves for a wide range of configurations when creating searchable PDFs. In order to accomplish this for previously unknown file-types and mixed TIFF and JPEG Create PDF jobs, Relativity now treats each page individually, instead of treating the entire document as a whole, allowing for the best file-size-reduction technique possible for each page.

Image Format	Redactions	Highlights	File Size Reduction
TIFF	Yes	No	Up to 76%
TIFF	Yes	Yes	Up to 43%
JPEG	Yes	No	Up to 43%
JPEG	Yes	Yes	Up to 43%

After you click Create PDF, a copy of the document converts to a PDF file you can save from your web browser downloads. Relativity assigns a GUID for Create PDF file names.

Search Bar —searches for terms in the current document and navigates through the hits.
- Entering a term and either clicking the left or right arrow button or pressing Enter in this text box scrolls to and highlights the text of the next instance of the term from the placement of the cursor.
- Searching in this text box is not case sensitive.
- The Search Bar supports dtSearch and so proximity, fuzziness, and stemming can be used. To learn more about this search functionality, visit dtSearch.
- You can remove a term you previously searched for or all of the terms you have recently searched for from the Persistent Highlight Pane. Removing a term or terms will also remove any highlights they generated in the document. To remove a term or terms, hover your cursor over the row of the term you wish to remove or hover your cursor over your recent searches and then click on on the right side of the row.
Show/Hide Hidden Cells —displays or hides all hidden cells in a Microsoft Excel spreadsheet. This functionality is only available for Excel files and does not work on imaged documents because Relativity only images unhidden cells.

Left drawer Viewer options

The following options are available in the left drawer:

Show/Hide Persistent Highlight Pane —displays or hides a panel containing all Recent Searches from the criteria entered in the Search Bar and any persistent highlight sets in the workspace. See Persistent highlight sets for more information. Only terms in the sets and recent searches that are in the current document will display in the pane.
Additionally, you can control which highlights display in the current document by clicking on either the persistent set to only display highlights from that set or you can click on a specific term to only see that term highlighted in the document.
Thumbnail —click to expand the left drawer and display the Thumbnail Viewer. Each page of the document you're reviewing has its own numbered thumbnail in the Thumbnail Viewer. To learn more, visit Thumbnail Viewer.

Right drawer Viewer options

The following options are available in the right drawer:

Show/Hide Hidden Cells —displays or hides all hidden cells in a Microsoft Excel spreadsheet. This functionality is only available for Excel files and does not work on imaged documents because Relativity only images unhidden cells.
Show/Hide Contextual Search Pane —click to expand the right drawer and display the Contextual search pane. This feature allows you to quickly navigate to matching search terms in a document which is useful in longer documents or ones that have many matching search terms. The Contextual search pane has the same functionality as the search bar. To learn more about the search bar's functionality, see Search Bar. Additionally, each search term match is displayed in a box that includes both words before and after the search term match to make it easy for you to view the context of each one.
Enter a term or terms in the search box and press Enter on your keyboard to highlight in yellow any matches in the current document. You can click on a desired search term box in the pane to jump to that place in the document. The active search term box will display with a blue border and the matching search term in the document will be highlighted in blue to make it easy to find.

Document actions menu

To learn more about these options, see Document actions menu.

Viewer settings menu

To learn more about these options, see Viewer settings menu.

Viewer breadcrumbs

The Viewer breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.

Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.

Copying text in the Viewer

While viewing a document in the Native Viewer, you have several right-click options, including the Copy option. Use this option to copy text from the document you are currently viewing and then paste it into another application.

To do this:

Highlight the text you want copied.
Right-click, and then select from the menu.

You cannot copy text if you:

Have not highlighted any text.
Do not have permission to the Local Access option on the Document object. This is the same permission that permits you to open the file in its native application. For more information, see Object list in the Workspace security topic.

Note: If you do not have permission to the Local Access option on the document object, you cannot use the Ctrl+C or Ctrl+Ins options in either the Native Viewer or the Extracted Text Viewer.

Streaming audio and video files

Audio and video files can be streamed in the Native Viewer. Audio and video file type compatibility varies depending on your internet browser.

Note: If an audio or video file has not been opened in the Native Viewer, it may display with a value of No for the Supported by Viewer field. Once a file has been successfully opened by the Viewer, the Supported By Viewer field displays Yes.

For more information about which file types are compatible with your browser, see Viewer audio and video-supported file types.

Note: To adjust how large of files can be streamed in the Viewer, edit the MaximumNativeSizeForViewerForMediaFilesinMegaBytes instance setting.

The audio and video controls that display in the Viewer depend on your internet browser.

Browser	Audio Controls	Video Controls

Document Intelligence

Document Intelligence notifies you that there is hidden or annotated content present in the current document in the Native Viewer. This hidden content are the annotations and modifications tracked in certain document formats. For more information on the file types, see Tracking annotations. When hidden content is found in a document, a pop-up modal appears in the lower right corner. Highlighting and bordering is also visible in the Viewer where the changes were made and a annotation bar is available to sort and view each annotation. Once the notifications appear, you can then choose whether or not to view tracked changes, hidden text and comments in the Viewer.

Tracking annotations

The various file types each have distinct annotations that are tracked. Below is each file type that is supported and the related tracked changes:

File type	File extensions	Annotation type	Tracked changes
Excel	.xls, .xlsx, .xlsb	Tracked Changes, formulas, hidden pages/columns/rows, Comments	Inserted cell, moved cell, modified cell, cleared cell Inserted column, deleted column Inserted row, deleted row Inserted sheet, renamed sheet
Word	.doc, .docx	Tracked Changes, comments, hidden text	Insertions, deletions, moves
PowerPoint	.ppt, .pptx	Speaker notes, comments, hidden slides
PDF	.pdf	Comments

Using notifications and the annotation bar

When using Document Intelligence, an orange pop-up modal appears in the bottom right corner of the Viewer when hidden content exists. Click on the pop-up modal to see the hidden content on that document. If there is no hidden content found, the modal will say so. If there is hidden content found, it lists each piece of content. Click Show these items to open the annotation bar.

A hidden content icon is available when a supported file type is in the Native Viewer. Click to open or close the annotations bar. If you are viewing an unsupported file type, the icon is not available. For supported file types, see the Tracking annotations.

Annotation bar

The annotation bar is for sorting and viewing the hidden content found with Document Intelligence. Each annotation has a card that lists the tracked change, a description of the change, time and date, and author of the change.

If there are multiple annotation cards in the annotation bar, then you can sort them in a number of ways. Click the Sort By drop down menu for these options:

Location
Author A-Z
Author Z-A
Oldest first
Newest first
Annotation type

Annotation types and highlights

Each type of annotation comes with its distinct highlight in the Native Viewer. Below is a table that lists each annotation type with its highlight in the Viewer:

File type	Modification	Annotation
Excel	Inserted cell	Green dotted border around cell.
Excel	Deleted cell	Red dotted border around cell.
Excel	Modified cell	Purple dotted border around cell.
Excel	Moved cell	Red dotted border around original location; green dotted border around new location.
Excel	Inserted row	Green shading in the row header.
Excel	Deleted row	Red shading with "DEL" in the row header. If the row is added then deleted, the shading is purple.
Excel	Inserted column	Green shading in column header.
Excel	Deleted column	Red shading with "DEL" in the column header. If the row is added then deleted, the shading is purple.
Excel	Inserted sheet	Green shading in the sheet tab.
Excel	Hidden sheet	Grey text in the sheet tab.
Excel	Modified sheet	Purple shading on the sheet tab.
Word	Comments	Blue background on text and note bubble in document.
Word	Insertions	Green shading behind text.
Word	Deletions	Red shading behind text.
Word	Moves	Purple shading behind text.
Word	Hidden text	Red shading behind text.
PowerPoint	Speaker notes	Page under sheet.
PowerPoint	Comments	Note bubble in presentation.
PowerPoint	Hidden slide	Hidden icon in bottom left corner of slide.
PDF	Comments	Note bubble in document.

Leader lines

Clicking on an annotation in the Viewer connects the selected annotation to the related annotation tile in the annotation bar. Click on another annotation to view the leader line to that annotation card. One grey connector line is available at a time, unless you moved a cell. In this case, there is a leader line where the cell was originally located and a leader line in the cell's new location. Click the same annotation to remove the leader line.

Note: The Has Hidden Data field is populated during processing. The hidden content that the Viewer finds may not be perfectly in-sync with the hidden data that the processing engine finds.

Document Conversion

Beginning in 10.2.270.1, the Image Viewer and Productions Viewer support conversation streaming. This allows users to begin reviewing large documents without having to wait for the entire document to load.

The instance setting, MinimumSupportedVersionOfOutsideIn, determines the OutsideIn version to use when converting a document. The earliest OutsideIn version Relativity will support is 2017.1. Any document converted using a prior OutsideIn version will automatically re-convert with at least the minimum supported version input as the value in this instance setting. As a result, users will no longer have to mass-convert to benefit from the latest OutsideIn version.

Documents automatically re-convert in the following priority:

Priority One—documents currently being viewed.
Priority Two—the next three documents in the review set.
Priority Three—related documents, checked-out batch documents, the first 10 documents in a list.

All other documents not subject to the requirements listed above must be manually re-converted.

Image Viewer

When you switch to the Image Viewer, a TIFF or JPEG version of the document displays. You can highlight and redact images in this mode. The Image Viewer is only available if you have loaded an imaged document in the Viewer or if you have manually imaged the file using the Image on the fly option in the Document actions menu. For more information, see Imaging on the fly.

The redactions that are burned into a produced image are the redactions that were on the image at the time that you produced it. If you add or remove redactions from an image after you have produced it, then the image and the produced version of that image will be out of sync.

Navigating the Image Viewer

The Image Viewer offers several ways of viewing and working with documents.

Note: If you used the Basic Imaging profile to produce images of a .pdf file, please note that the Viewer displays .pdf text by mapping the character codes to Unicode in most cases. To check whether .pdf text has been properly encoded and will display correctly in the Viewer, copy the text in the original .pdf file and paste it into another application like Microsoft Word or Notepad. If the pasted text does not display correctly, the .pdf file is not properly encoded. If the pasted text displays correctly in another application but not in the Viewer, contact Support for assistance.

There are options available in the following sections of the Viewer:

Image Viewer toolbar options
Left drawer Viewer options
Document actions menu
Viewer settings menu
Viewer breadcrumbs

Each of these options and menus is described in more detail in the sections below.

Image Viewer toolbar options

The Image Viewer displays the following icons in the toolbar:

Zoom Out/In —zooms out and in on the current document in increments of 10% within a range of 10% to 4,000%. If you attempt to zoom out to a percentage lower than 10%, the Viewer automatically sets the display to 10%. If you attempt to zoom in to a percentage higher than 4,000%, the Viewer automatically sets the display to 4,000%. Your zoom setting persists as you navigate through a document set. This means that if you've set one document to 150% and you go to the next document, the next document defaults to 150% zoom.
To specify a zoom percentage without using the zoom out/in toolbar buttons, type the number in the percentage field and press the Enter key.
Reset Zoom —resets the zoom to 100%.
Fit Width —increases the size of the document to fit the maximum width of the Viewer. This setting persists when you re-size the window.
Fit Page —fits the entire document into the total size of the page. Clicking this zooms out the document and reduces the font size.
Fit Actual —fits the document display to the actual size it was in its native application. By default, this resets the zoom percentage to 100%.
Layout Mode —select one of the following options to determine how documents that are more than one page long display in the Viewer.
- Single —one page of a document will display at a time. Use the page navigation options at the bottom of the Viewer to adjust which page you view.
- Single Continuous —displays the pages in the document stacked vertically so you can scroll up and down to view them.
- Facing Continuous —displays the pages in the document in a row horizontally so you can scroll left and right to view them.
Rotate all pages —rotates all pages in a document clockwise 90 degrees.
Rotate current page —rotates only the current page clockwise 90 degrees.

Note: Image rotation is persistent. Any pages that you rotate will be rotated the next time you return to them in the Viewer and for other users who view them after you rotate them. Rotation is also applied when you run the production containing the images.

Selector —select within a document.
Markup Visibility —changes the visibility mode of the markups between full visibility, transparent and hidden. By default, this is set to Solid, which means all highlights and redactions appear as solid as you applied them. For more information, see Controlling markup visibility.
Highlight - <Color> —highlights the selected text with the color you specify from the drop-down menu. The default color is blue. Select from the following:
- Blue
- Green
- Orange
- Pink
- Purple
- Yellow
Redaction Mode - Basic Redact —enables the basic redaction tool. For more information, see Creating basic redactions.
Redaction Mode - Full page —enables the full-page redaction tool. The drop-down menu for this redaction type offers the same options as the basic Redact icon, except that the redaction you choose is applied to the entire page. For example, if you select White, the entire page becomes white. For more information, see Creating full-page redactions.
Redaction Mode - Inverse —enables the inverse redaction tool. For more information, see Creating inverse redactions.
Redaction Mode - Mass Redact —apply a full-page redaction across all images or a range of images in the document. For more information, see Creating mass redactions.

Redaction Type - <Style> —enables single redaction tool. For more information on redacting, see Creating basic redactions. Select from the following types of redactions:
- Black —applies a solid black box to the selected text.
- Cross —applies a white box with an X in the middle of it over the selected text.
- Text —applies a box over the selected text, in which you can add text such as Privileged or Redacted.
- White —applies a solid white box over the selected text.
Font Size —change the font size of the text within a text box redaction. For more information, see Editing font size in text box redactions.
Delete Highlights —mass delete markups from any or all images in the document. For more information, see Mass deleting markups.
Create PDF —gives you the option of saving the image as a PDF. For more information, see Saving an image as a PDF.

Left drawer Image Viewer options

The following options are available in the left drawer:

Thumbnail —click to expand the left drawer and display the Thumbnail Viewer. Each page of the document you're reviewing has its own numbered thumbnail in the Thumbnail Viewer. To learn more, visit Thumbnail Viewer.