

Relativity is a complex application with many screens and functions. This section describes the Review Interface you use to review documents as well as some of the standard procedures you'll need to perform as you use the product.
This page contains the following sections:
Relativity offers several ways to log in and it's possible to have two or more methods available to you. Your system admin will provide you with all the information you need to log on. Contact your system admin if you have additional questions.
For procedures to log in, see
When you log in to Relativity, you see tabs displayed in the Sidebar on the left side of the page. You may also be able to access tabs using the Tab strip which runs horizontally across the top of the page. The Sidebar and Tab strip display the currently available tabs whether you are on the instance or workspace-level. The active tab in the Sidebar is indicated by the tab icon displaying in orange and in the Tab strip, the active tab is indicated by an orange line displaying under the name.
The tabs are arranged based on the Order value for each tab.
You can navigate tabs using the following features.
The Sidebar allows you to place tabs that you commonly use on the left-side of Relativity so that you can access them at your convenience.
Tabs are ordered from top to bottom of the Sidebar based on the value entered in Order. The lowest Order value displays at the top and the highest value displays at the bottom.
The total number of tabs that display in the Sidebar is determined by the resolution of your browser. Tabs that have been assigned to the Sidebar and do not fit, are available by hovering your cursor over the icon. If a tab has one or more child tabs, you can view and select those tabs by hovering over the parent tab's row in the fly-out menu.
The More icon will display with an orange bar on the right side to indicate that the active tab is located in the More menu.
To add a new or pre-existing tab to the Sidebar, toggle the Show in Sidebar on and click Save.
Tabs can display in the Sidebar with their name and icon. Alternatively, to reduce the width of the Sidebar and increase the number of icons that can display, you can click the Collapse icon to only display the icon for each tab.
Click the icon at the bottom of the Sidebar to display the All tabs menu. Every child tab that a user can view, as determined by their permissions, will display in the menu in alphabetic order. This menu does not display parent tabs.
If you select a tab that either has child tabs or is a child tab to a parent tab, the Tab strip will display horizontally across the top of Relativity. If a tab in the Tab strip has one or more children tabs, hover your cursor over it to view and select the desired tab. Depending on the size of your browser, there may be more tabs than can display in the Tab strip. You can hover your cursor over in the Tab strip to view additional tabs in a fly-out menu.
Parent tabs can be displayed in the Sidebar or the Tab strip. Tabs that have child tabs in the Tab strip will display with an arrow on the right side.
To view the child tabs of a parent tab in the Sidebar or Tab strip, hover your cursor over the parent tab and the child tabs will display in a fly-out menu.
When you select a child tab (for example, Production Sets) from the Sidebar or the Tab strip, you are taken to that page. In addition to an orange bar displaying underneath the parent tab in the Sidebar, the child tab and the path to reach the active tab is highlighted in blue to help you track your location in the Sidebar or the Tab strip.
Instead of clicking the drop-down arrow, you can also click the parent tab itself. Clicking the parent tab takes you to the default child tab, which is identified by the Order setting for each child tab.
When you first log in to Relativity, you see the default Home tab. Relativity displays the Workspaces tab as your default Home tab when you navigate to Home, but you can change the default Home tab to be any tab you want.
The Relativity Instances section includes federated instances you have access to. Federated instances links allow reviewers to easily switch to other Relativity environments.
The user drop-down menu options are:
Relativity displays the Workspaces tab as your default Home tab when you navigate to Home, but you can change the default Home tab to be any tab that is available for default and that is not a specific tab within a workspace.
Perform the following steps to change the default Home tab:
Note: If a user is not a member of a group with permission to view the tab set as the default Home tab, Relativity redirects to the lowest ordered tab the user's permissions allow.
Clicking My Settings from within the user drop-down menu opens a settings mode pop-up, which displays your user information. Click Edit to change your settings.
Note: Your first and last name appear as your username throughout Relativity.
Note: Depending on your permissions, you may not have rights to edit the Default Saved Search Owner field.
Note: Depending on your permissions, you may not have rights to edit the User-Group Email Notifications field.
After changing your settings as needed, click Save.
In the UI framework, you can access dashboards and the search panel.
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. Dashboards only report on data within the workspace you are in.
Note: For a list of dashboards that provide an effective starting point for administrators to help review teams visualize their data set, see the Creating commonly-used dashboards.
The page initially appears with the folder browser on the top left, the search panel on the bottom left and the item list to the right. Within this new framework, you have multiple options for customizing your display.
You can resize, move, or collapse any panel on the page, including any widgets you create.
Additionally, you can drag and drop panels to rearrange on the page. Click any panel and drag it to a new location. The other panels will automatically move to accommodate the panel you're dropping.
Dashboards and widgets can be copied over to newly created workspaces if they are part of a template. Dashboards only report on data within the workspace you are in if data is loaded in the workspace.
Note: You must have the correct workspace permissions to add, edit, or save a dashboard and to save pivot widgets to your dashboard.
You can also export individual Pivot widgets to Excel or to PNG format from each widget's context menu. See
Note: To enable the Add Widgets button and Pivot functionality for an Relativity Dynamic Object (RDO), you must select Enabled for the Pivot property in the Object Type Information section for the object.
To create a dashboard:
Note: You can only access the drop-down if Pivot is Enabled for the given object type.
Note: The dashboard with the lowest order number will appear by default when you log in to Relativity.
You can add the following widgets to customize your dashboard:
Note: When you reach the maximum number of widgets allowed on a dashboard, the Add Widget button will be grayed out and a tooltip displays when you hover over it that lets you know the reason you cannot add any additional widgets to your dashboard. This is controlled by the MaxNumberDashboardWidgets instance setting.
You can also make changes on the fly and save a dashboard with the changes. If a dashboard has not been saved, an orange notification displays in the Dashboard drop-down menu until it is saved.
Note: If a dashboard is part of a locked application, the option to save the dashboard is unavailable.
To delete a dashboard from the current tab you are in, click the icon to the right of the dashboard you want to delete in the Dashboards drop-down menu.
Click Delete in the Delete Dashboard Confirmation popup to delete the dashboard.
Note: If a dashboard is part of a locked application, the option to delete the dashboard is unavailable.
To rename a dashboard:
Note: If a dashboard is part of a locked application, the option to edit the dashboard is unavailable.
While working in the Document list in the new UI framework, you can use the
There are two ways you can reset your password if your system admin has given you the appropriate permissions. You can use the Reset Password option inside Relativity or the Forgot your password? link on the Relativity login screen.
Note: If your password has expired, the Reset Password dialog appears automatically when you log in to Relativity. Your system admin determines when your password expires and the number of previous passwords that you can't reuse.
If you're already logged in to Relativity, you can reset your password by clicking Reset Password in the Home drop-down menu. This directs you to a Reset Password pop-up.
Enter your old password, then enter and retype your new password. Click Save.
You can use your new password next time you log in to Relativity.
If you can't log in to Relativity because you've forgotten your password, perform the following steps to reset your password.
The Favorites menu contains all your bookmarks (Favorites) and the last 10 pages in your browsing history (Recents). The Favorites menu can be accessed by clicking the icon in the upper-right part of the page.
Use Favorites to quickly navigate the Relativity application. If you visit a particular page on a regular basis, minimize the number of clicks it takes to get there by adding the page as a favorite.
To mark a page as a favorite, click the star to the right of the breadcrumbs at the top of the page. The star turns yellow and Relativity adds the page to the Favorites section. Relativity doesn't limit the number of pages you can mark as a favorite.
Relativity records pages in the Recents section on each page load. That means that pop-up windows aren't recorded as Recents.
Note: If you're a system admin, you can turn off this feature by editing the RecentHistoryEnabled and FavoritesEnabled instance setting values. You can also change the number of Recents the Favorites menu displays by editing the RecentHistoryNumberOfItemsDisplays instance setting value.
Quick nav can be used to quickly search for and navigate to any workspace or tab in Relativity. To access quick nav, click Quick nav search box in the upper right corner of Relativity, or use the keyboard shortcut Ctrl+/.
Note: Verify that the quick nav Ctrl+/ keyboard shortcut works on custom pages. Contact Customer Support with any problems.
Open quick nav, and type the name of any tab or workspace.
Any tab or workspace that contains the character string within the name appears in the list of results. Results appear after you type more than one character, and they refine with each character you type. The results link you directly to the tab or workspace in Relativity.
Note: In Relativity terms, the search works the same as a leading and trailing wildcard search.
You can click on any result or use the up and down arrow keys to move through the results. Press Enter to navigate to the selected item.
Your search remains until the page is refreshed or you navigate to a new tab. The Esc key also clears your search from quick nav. If no text is entered in the quick nav search field, the Esc key closes quick nav. You can also click anywhere outside the quick nav window to close it.
Quick nav displays three types of results in the following order:
Note: This item only appears when you are in a workspace.
Quick nav results only reflect items available with your permission settings.
Using quick nav
Imagine you're a system admin in a workspace within Relativity, and a user emails you with a password reset request. You press Ctrl+/ and type the letters “use”. The results filter to only contain Admin and Workspace tab names with the letters u-s-e.
The results display a Users tab in the Admin tabs section. You click the Users tab and find the user who needs a password reset in the list. Once their password is reset, you use quick nav to get back to the workspace you were previously working in.
The following list highlights more features of quick nav functionality.
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