Sitemap
| What's new |
|
| What's new in the infrastructure |
|
| Release notes |
|
| Known issues |
|
| Install & Upgrade |
|
| Cloud solutions |
|
| Licensing overview |
|
| Post-installation verification test |
|
| Pre-installation overview |
|
| Relativity installation |
|
| Configuring IIS security |
|
| Relativity Server release cadence and patches |
|
| Applying a Server hotfix or patch |
|
| Standalone DropIt deployment instructions (legacy workflow) |
|
| Relativity upgrade overview |
|
| Upgrade considerations |
|
| Configuring your conversion agents |
|
| Upgrading or installing your Analytics server |
|
| Upgrading workspaces |
|
| Upgrading Relativity Service Bus |
|
| Upgrading your agent server |
|
| Upgrading your primary SQL Server |
|
| Upgrading your web server |
|
| Uninstalling Relativity |
|
| System requirements |
|
| Relativity compatibility matrix |
|
| Data Grid system requirements |
|
| Processing system requirements |
|
| Upgrading Relativity to .NET 4.8 |
|
| Worker manager server installation |
|
| Worker manager server pre-installation steps |
|
| Installing the worker manager server |
|
| Upgrading a worker manager server installation |
|
| Getting started |
|
| Logging in to Relativity |
|
| Navigation |
|
| Relativity conventions |
|
| Quick Start Template |
|
| Importing and setup |
|
| Quick Start template |
|
| Security setup |
|
| Capabilities |
|
| Analytics |
|
| Solving review case challenges with Analytics |
|
| Implementing clustering with batching |
|
| Implementing categorization |
|
| Finding similar documents |
|
| Using keyword expansion |
|
| Conceptual analytics |
|
| Analytics indexes |
|
| Analytics categorization sets |
|
| Clustering |
|
| Cluster visualization |
|
| Concept searching |
|
| Find similar documents |
|
| Sampling for repeated content |
|
| Keyword expansion |
|
| Structured analytics |
|
| Running structured analytics |
|
| Analytics profiles |
|
| Email threading |
|
| Inclusive emails |
|
| Email threading results |
|
| Email thread visualization |
|
| Name normalization |
|
| Name normalization results |
|
| Best practices for name normalization |
|
| Running name normalization on email headers |
|
| Alias object |
|
| Communication analysis |
|
| Textual near duplicate identification |
|
| Textual near duplicate identification results |
|
| Using Near Duplicate Analysis in Review |
|
| Language identification |
|
| Language identification results |
|
| Supported email header formats |
|
| Repeated content filters |
|
| Using regular expressions with structured analytics |
|
| Assisted Review |
|
| Active Learning |
|
| Creating an Active Learning project |
|
| Security permissions |
|
| Reviewer access |
|
| Choosing an Active Learning review queue |
|
| Running Prioritized Review |
|
| Running Coverage Review |
|
| Best practices for Active Learning review |
|
| Monitoring an Active Learning project |
|
| Project Validation and Elusion Testing |
|
| Project Validation statistics |
|
| Review statistics |
|
| Active Learning performance baselines |
|
| Data Grid |
|
| Installing Data Grid |
|
| Backing up Data Grid |
|
| Data Grid Text Migration |
|
| Text migration checklist |
|
| Infrastructure |
|
| Integration Points |
|
| Installing Integration Points |
|
| Integration Points profiles |
|
| Importing data through Integration Points |
|
| Exporting data through Integration Points |
|
| Promoting data with Integration Points |
|
| Monitoring job history and errors |
|
| Viewing destination workspaces |
|
| Microsoft Entra ID provider |
|
| Legal Hold |
|
| Installing Relativity Legal Hold |
|
| System requirements |
|
| Upgrading Relativity Legal Hold |
|
| Securing a workspace |
|
| Importing legal hold data to Relativity |
|
| Relativity Desktop Client |
|
| Workspace security |
|
| Integrating Azure AD with Legal Hold |
|
| Integrating Azure AD for Custodian Portal SSO |
|
| Integrating Azure AD for Importing Custodians |
|
| Integrating Microsoft Graph API for sending email communications |
|
| Adding legal hold settings |
|
| Adding email settings |
|
| Using the Graph API for communications |
|
| Adding general settings |
|
| Adding custodian portal settings |
|
| Custodian Portal Authentication Provider |
|
| Creating legal hold entities |
|
| Importing entities via Relativity Desktop Client |
|
| Importing entities via Integration Points |
|
| Deleting a custodian |
|
| Adding preservation hold settings |
|
| Roles |
|
| Item selectors |
|
| Reporting |
|
| Creating a report |
|
| Scheduling a report |
|
| Mailbox |
|
| Question responses |
|
| Creating a communication |
|
| Creating a questionnaire |
|
| Question library |
|
| Attachments library |
|
| Tasks |
|
| Custodian portal |
|
| Projects |
|
| Legal Hold project management |
|
| Preservation hold |
|
| Adding preservation hold settings using Modern Authentication |
|
| Setting up SharePoint Discovery for preservation holds |
|
| Reminders |
|
| Sending a communication |
|
| Sending a questionnaire |
|
| Custodian status dashboard |
|
| Responding to emails |
|
| Processing |
|
| Installing and configuring Processing |
|
| Supported file types for Processing |
|
| Password bank |
|
| Mapping processing fields |
|
| Processing profiles |
|
| Deduplication considerations |
|
| Quick-create set(s) |
|
| Processing sets |
|
| Inventory |
|
| Discovering files |
|
| Files tab |
|
| Publishing files |
|
| Post-publish delete |
|
| Processing error workflow |
|
| Processing duplication workflow |
|
| Processing Administration |
|
| Reports |
|
| Managing the Processing Queue |
|
| Processing history |
|
| Processing to Data Grid |
|
| Processing FAQs |
|
| Relativity Processing Console |
|
| Installing the RPC |
|
| RPC user interface |
|
| Importing data |
|
| Extracting text |
|
| Indexing data |
|
| Filtering data |
|
| Running standard reports |
|
| Generating images |
|
| Performing Quality Control tasks |
|
| Exporting data |
|
| Managing workers and jobs |
|
| Field mappings |
|
| Maintenance tasks |
|
| RPC known issues |
|
| Production |
|
| Imaging documents |
|
| Imaging profiles |
|
| Application Field Codes |
|
| Image upload |
|
| Imaging sets |
|
| Running an imaging set |
|
| Monitoring imaging status |
|
| Imaging errors |
|
| Imaging Warnings |
|
| QC Review |
|
| Imaging jobs in the Worker Manager queue |
|
| Imaging history |
|
| Imaging native types |
|
| Native Imaging - Dithering Algorithm Options |
|
| Supported file types for imaging |
|
| OCR |
|
| OCR queue |
|
| OCR on redacted production documents |
|
| Production overview |
|
| Production sets |
|
| Advanced Formatting for Branding |
|
| Production Data Source |
|
| Production Placeholders |
|
| Production console |
|
| Stage and run a production |
|
| Stage a production |
|
| View documents |
|
| Check for production conflicts |
|
| Run a production |
|
| Production errors |
|
| Re-production |
|
| Branding queue |
|
| Production queue |
|
| Review |
|
| Reviewing documents in Relativity |
|
| Audit |
|
| Installing Elasticsearch |
|
| Upgrading Elasticsearch |
|
| Reporting and monitoring using Audit |
|
| Monitoring Elasticsearch |
|
| Batches |
|
| Assigning and checking batches in and out |
|
| Building views for checked-out documents |
|
| Choices |
|
| Clients |
|
| Dashboards |
|
| Creating commonly-used dashboards |
|
| Entity object |
|
| Errors |
|
| Event Handler Express |
|
| Using Event Handler Express |
|
| Building your first event handler |
|
| Fields |
|
| Applying propagation to documents |
|
| Field Categories |
|
| Groups |
|
| History |
|
| Instance Details |
|
| Importing and exporting |
|
| Command line import overview |
|
| Relativity Desktop Client |
|
| Using the RDC installer |
|
| Importing through the RDC |
|
| Load file specifications overview |
|
| Importing document metadata, files, and extracted text |
|
| Importing an image file |
|
| Importing a production file |
|
| Importing data into a Relativity Dynamic Object |
|
| Import errors for Desktop Client |
|
| Exporting with the RDC |
|
| Exporting a production set |
|
| Exporting a saved search |
|
| Exporting a folder |
|
| Exporting a folder and its subfolders |
|
| Exporting OCR and Extracted Text |
|
| Configuring the RDC |
|
| Simple File Upload |
|
| Instance settings |
|
| Instance settings' descriptions |
|
| Keyboard Shortcuts |
|
| Creating keyboard shortcuts |
|
| Layouts |
|
| Adding and editing an object list |
|
| Adding fields and text |
|
| Creating a new category |
|
| Copy from Previous |
|
| Using the rich text editor |
|
| Library scripts |
|
| Analytics billable estimate |
|
| Australian Document ID |
|
| Billing statistics - case rollup |
|
| Billing statistics - users |
|
| Case Dynamics Pre-Entity Integration Script |
|
| Case permission audit report |
|
| Check Converted Documents |
|
| Choice field stratified sampling |
|
| Copy To Legacy Document Fields |
|
| Create cluster upgrade jobs |
|
| Create sample set |
|
| dtSearch index auto incremental build |
|
| Forgotten password reset audit |
|
| Globally administer keyboard shortcuts |
|
| Monitor cluster upgrade jobs |
|
| Moving dtSearch indexes |
|
| Populate parent ID to child |
|
| Processing Statistics |
|
| Propagate sent date to family documents |
|
| Relativity SMTP configuration script |
|
| Report sample-based statistics |
|
| Reviewer statistics |
|
| Saved search gap and overlap check |
|
| Set duplicate flag field |
|
| Set extracted text size field |
|
| Set native file size field v4 |
|
| Set production beg/end attach fields |
|
| Set Relativity folder path field |
|
| Upgrade legacy applications |
|
| Workspace status report |
|
| Lists |
|
| Markup sets |
|
| Mass operations |
|
| Cancel Production Job |
|
| Mass edit |
|
| Mass copy |
|
| Mass move |
|
| Mass delete |
|
| Mass replace |
|
| Mass image |
|
| Tally/sum/average |
|
| Send to CaseMap |
|
| Mass export to file |
|
| Mass convert |
|
| Mass Save as List |
|
| Mass PDF |
|
| Retry Production Job |
|
| Set long text size |
|
| Invite users |
|
| Matters |
|
| Persistent highlight sets |
|
| Creating persistent highlight sets |
|
| Entering highlight terms |
|
| Using the highlight fields source |
|
| Importing search terms for persistent highlighting |
|
| Creating efficient searches for persistent highlighting |
|
| Pivot |
|
| Pivot profiles |
|
| Running Pivot reports |
|
| Printing in Relativity |
|
| Queue Management |
|
| Relativity objects |
|
| Creating and editing Relativity Objects |
|
| Deleting object dependencies |
|
| Creating a question object |
|
| Building Media Tracker with Relativity Dynamic Objects |
|
| Creating a tab to bookmark an object |
|
| Relativity's short message format |
|
| RSMF-supported Emoji, Emoticons, and Attachments |
|
| Creating an RSMF file |
|
| Processing an RSMF file |
|
| Reports |
|
| Resource files |
|
| Resource pools |
|
| Sampling |
|
| Scripts |
|
| Script groups |
|
| Searching in Relativity |
|
| Search conditions |
|
| Multiple object searching |
|
| Search panel |
|
| dtSearch |
|
| Running a dtSearch |
|
| Running a Dictionary search |
|
| Using dtSearch syntax options |
|
| Search Grid for dtSearch |
|
| Searching for symbols |
|
| Making the noise word and alphabet list searchable |
|
| dtSearch grid best practices |
|
| dtSearch default alphabet file text |
|
| Filters |
|
| Keyword search |
|
| Searching with the Entity object and name normalization |
|
| Searching workflows |
|
| Regular expressions |
|
| Using regular expressions with dtSearch |
|
| Saved search |
|
| Creating or editing a saved search |
|
| Defining criteria for saved searches |
|
| Saving searches on the Documents tab |
|
| Common Saved Searches application |
|
| Saved search history |
|
| Search terms reports |
|
| Search terms report hit count |
|
| Security and Permissions |
|
| Admin security |
|
| Setting instance permissions |
|
| Workspace security |
|
| Setting workspace permissions |
|
| Object security |
|
| Preview security |
|
| Client domains |
|
| Servers |
|
| Analytics servers |
|
| Cache location servers |
|
| Fileshare |
|
| SQL, agent, services, and web servers |
|
| Worker manager server |
|
| Worker monitoring |
|
| Workers |
|
| Summary reports |
|
| Tabs |
|
| Tab Sync |
|
| Users |
|
| Viewer |
|
| Viewer-supported file types |
|
| RSMF-supported Emoji, Emoticons, and Attachments |
|
| Markups |
|
| Document Compare |
|
| Viewer performance troubleshooting |
|
| Document conversion troubleshooting |
|
| Short Message Viewer |
|
| Views |
|
| Displaying family groups in a view |
|
| Workspaces |
|
| Workspace navigation |
|
| Supporting applications |
|
| Applications |
|
| Exporting applications |
|
| Locking and unlocking applications |
|
| Installing applications |
|
| Troubleshooting application installation errors |
|
| Uninstalling and deleting applications |
|
| Upgrading applications |
|
| ARM |
|
| Installing ARM |
|
| ARM Configuration |
|
| Working with ARM |
|
| Creating and running an Archive job |
|
| Creating and running a Move job |
|
| Creating and running a Restore job |
|
| BAK-only ARM Restore Procedure |
|
| Case Dynamics |
|
| Installing and upgrading Case Dynamics |
|
| Working with Case Dynamics objects |
|
| Organizing facts and issues |
|
| Working with Outlines |
|
| Reviewing documents with Case Dynamics |
|
| Working with Timeline Builder |
|
| Printing from Case Dynamics |
|
| Creating Case Dynamics reports |
|
| Case Dynamics fields |
|
| Case Metrics |
|
| Document Utilities |
|
| Document unitization |
|
| Move to folder path |
|
| Fields |
|
| Auto-increment field on object |
|
| Date field parsing |
|
| Populate Parent ID and Child ID |
|
| Set native time zone offset with DST |
|
| Track document field edits by reviewer |
|
| Propagation |
|
| Propagate coding post-import |
|
| Productions |
|
| Production gap and overlap check |
|
| Redactions |
|
| Change redaction type |
|
| Copy redactions across markup sets |
|
| Copy redactions across workspaces |
|
| Normalize redactions across a relational group |
|
| Reproduce a redaction to a document universe |
|
| Reporting |
|
| Collect folder path data |
|
| Environment-level user login and workspace |
|
| Login history by user report |
|
| User counts per workspace |
|
| Workspace folder group security |
|
| System |
|
| Disable inactive users |
|
| File validation agent |
|
| User Import Application |
|
| Telemetry and metrics |
|
| Billing Agent |
|
| Telemetry Smoke Test |
|
| Transcripts application |
|
| Installing the Transcripts application |
|
| Uploading transcripts |
|
| Supported file types for the Transcripts application |
|
| Annotating transcripts |
|
| Transcript video clips |
|
| Copying text from a transcript |
|
| Word Index |
|
| Transcript reports |
|
| Printing transcripts |
|
| Transcripts tab |
|
| User workspace access and last login |
|
| Relativity hybrid model |
|
| Workspace Portal |
|
| Relativity User and Group Synchronization |
|
| Installing the User and Group Synchronization applications |
|
| Working with User and Group Synchronization |
|
| Solutions |
|
| Knowledge Base |
|
| Processing |
|
| Legal Hold |
|
| Legal Hold checklist |
|
| Advanced workflows with Relativity Legal Hold |
|
| Legal Hold SMTP information |
|
| Production |
|
| Locking Produced Documents from Editing |
|
| Review |
|
| Displaying family groups by building an indented view |
|
| Searching |
|
| Searching for custom object information on the Document object |
|
| Searching for a document set using control numbers |
|
| Searching for dates in Relativity |
|
| QC newly loaded data |
|
| Search Terms Report Hit Count |
|
| Workspace Administration |
|
| Creating commonly-used dashboards |
|
| Reviewing documents in Relativity |
|
| Workflow solutions for very large workspaces |
|
| Scaling Active Learning |
|
| System guides |
|
| Agents overview |
|
| Adding and editing agents |
|
| Installing to agent servers |
|
| Managing agents in Relativity |
|
| Managing and setting Relativity agent quantity limitations |
|
| AppSettings table |
|
| Authentication |
|
| Managing users authentication methods |
|
| Authentication procedures |
|
| Client certificate authentication |
|
| OAuth2 clients |
|
| Federated instances |
|
| Identity server certificate |
|
| RSA Integration Guide |
|
| Backup and data management |
|
| Identifying data to back up |
|
| Selecting a backup approach |
|
| Assessing risk and cost concerns |
|
| Environment optimization |
|
| Configuring Windows server |
|
| Configuring SQL Server |
|
| Configuring the Analytics server |
|
| Configuring Data Grid servers |
|
| Setting up your workspace |
|
| Monitoring environment performance |
|
| Managing your Relativity environment |
|
| Expanding your Relativity environment |
|
| Infrastructure planning considerations overview |
|
| Infrastructure solutions for very large workspaces |
|
| Infrastructure checklist for very large workspaces |
|
| Scaling for database size |
|
| Scaling for document count |
|
| Scaling for number of users |
|
| Instance settings' descriptions |
|
| Instance setting table |
|
| Logging |
|
| Configure logging |
|
| Troubleshoot Relativity using logging |
|
| System-subsystem-application matrix for logging |
|
| Infrastructure considerations for logging |
|
| Managing Relativity SQL log files |
|
| Moving Analytics indexes and structured analytics sets |
|
| Relativity Service Bus |
|
| Relativity Secret Store |
|
| Using an existing public key infrastructure |
|
| RabbitMQ |
|
| Monitoring RabbitMQ |
|
| RabbitMQ entities |
|
| Troubleshooting RabbitMQ |
|
| Sanitizer object |
|
| Searching behind the scenes |
|
| Service Host Manager |
|
| SQL Server to SQL Server data migration |
|
| Supported languages matrix |
|
| Workstation configuration |
|
| User hardware and software requirements |
|
| Browser specific considerations |
|
| Resources |
|
| Certification exam resources |
|
| Documentation archives |
|
| Documentation by user role |
|
| Features A-Z |
|
| Database schema updates table |
|
| PDF downloads |
|
| Quick Reference Guides |
|
| Using this site |
|
| Version support policy |
|
