

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: 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.
To help you determine when to download the latest template files, the following table lists all updates made to the Quick Start template.
Component | Change | Date updated | Release Version |
---|---|---|---|
Fields | Added Message Event Count field and mapped to Message Count in processing | June 21, 2019 | |
Fields | Added RSMF End Date field and mapped to processing | June 21, 2019 | |
Fields | Added RSMF Begin Date field and mapped to processing | June 21, 2019 | |
Fields | Added Deduped Count and mapped to processing | June 21, 2019 | |
Fields | Image Count Field: Set Open to Associations to No | April 15, 2019 | |
Fields | System modified on: Change group by and pivot to Yes | April 15, 2019 | |
Fields | System modified by: Change group by and pivot to Yes | April 15, 2019 | |
Fields | System created on: Change group by and pivot to Yes | April 15, 2019 | |
Fields | System created by: Change group by and pivot to Yes | April 15, 2019 | |
Fields | Relativity Native Timezone Offset: Change group by and pivot to Yes | April 15, 2019 | |
Fields | Relativity Image Count: Change group by and pivot to Yes | April 15, 2019 | |
Fields | Markup Set - Primary: Change group by and pivot to Yes | April 15, 2019 | |
Fields | Batch: Change group by and pivot to Yes | April 15, 2019 | |
Fields | Folder Name: Change group by and pivot to Yes | April 15, 2019 | |
Fields | Has Native: Change group by and pivot to Yes | April 15, 2019 | |
Fields | Has Images: Change group by and pivot to Yes | April 15, 2019 | |
Structured Analytics | Name Normalization Structured Analytics Set added | April 1, 2019 | Blazingstar 10.1 |
Views | Create Processing Sets view of set that need to be published | January 29, 2019 | |
Views | Create view of Unprocessable files | January 29, 2019 | |
Searches | Add Search Processing Errors Ready for Retry | January 29, 2019 | |
Searches | Update All Processing Errors search to Processing Errors | January 29, 2019 | |
Groups | Add template to group names and (do not add users) | January 27, 2019 | |
Permissions | Added Processing Administrator Group and gave Processing Update permissions | November 29, 2018 | |
Group | Added Processing Administrator Group | November 12, 2018 | |
Fields | Change long text Email Sent Date to Sent Date. Change Date Field Sent Date/Time to Email Sent Date/Time. | October 7, 2018 | |
Scripts | Remove empty script | September 19, 2018 | |
Applications | Install Integration Points | September 19, 2018 | |
Searches |
Remove minimum size from search from SA Note: This removes attachments that will not get threaded with email(s). |
September 9, 2018 | |
Searches |
Remove minimum size from search from SA Note: This removes attachments that will not get threaded with email(s). |
September 9, 2018 | |
Analytics | Create AL Reviews permissions group | September 9, 2018 | |
Analytics | Remove mapping of Conversation ID in Analytics Profile | September 9, 2018 | |
Analytics | Create Classification Index | September 9, 2018 | |
Fields | New AL Designation field and choices | September 9, 2018 | |
Layouts | New AL Layout | September 9, 2018 | |
Security | Level 1 permissions add Folders browser, remove export to file | August 21, 2018 | |
Saved Search | dtSearch index search changed to remove condition of Text Size > .01 | July 1, 2018 | Bluestem 9.7 |
Views | Update email view with MSAS fields for sort | June 30, 2018 | |
Applications | Install Active Learning application | June 28, 2018 | |
Searches | Remove conditions from dtSearch search. | June 28, 2018 | |
Views | Update 05.01 Single Recipients with MSAS field | March 18, 2018 | |
Searches | Update 05.03 Inclusive emails and Family condition to be ETND::Email Thread Group is set. | March 18, 2018 | |
Searches | Update Textual Near Duplicate Groups | March 18, 2018 | |
Views | Update Inclusive emails and attachments view | March 18, 2018 | |
Views | Update email view with MSAS fields | March 18, 2018 | |
Fields | Original Email Author is now Email Original Author | March 12, 2018 | |
Fields | Cleaned up keywords and notes fields | February 19, 2018 | |
Fields | Production OCR Text added | February 19, 2018 | |
Tabs | Move "Review Batches" tab to top level instead of under reporting | February 19, 2018 | |
Fields | Changed CC (SMTP Address) to Email CC (SMTP Address) | February 19, 2018 | |
Fields | Updated keywords and notes fields for all processing fields | February 15, 2018 | |
Fields | Changed Sent Time to Email Sent Time | February 15, 2018 | |
Fields | Change Sent Date/Time to Email Sent Date/Time | February 15, 2018 | |
Fields | Changed Sender Domain to Email Sender Domain | February 15, 2018 | |
Fields | Production Type with choices of Images, Images and Slipsheets, Natives, Natives and Slipsheets so that you can dictate what type of production is going to be created. | February 15, 2018 | |
Fields | Added a Production Name Multiple Choice field for the purpose of marking documents for production. | February 15, 2018 | |
Searches | Changed 02.06 Analytics Training Set to Not Included in Analytics | February 15, 2018 | |
SAS | Created Structured Analytics sets; Email threading and Near Duplicate; Language ID; Repeated Content | February 15, 2018 | |
Folders | Create Processed Data folder | February 15, 2018 | |
Processing Profile | Updated Standard Profile: Change OCR Accuracy to High; Changed Deduplication to Custodial and Propagate Dedupe Data; Turn off Auto Publish; Updated destination folder to Processed Data. | February 15, 2018 | |
Searches | New folder named Quick Find and popluated with the following searches. By folder, sender domain, sender name, | February 15, 2018 | |
Searches | Secure admin searches folder from Level 1 and 2 permissions | February 13, 2018 | |
Fields | Update batch fields with Allow Pivot and Allow Group by: Batch, Batch::Assigned To, Batch::Batch Set, Batch Status | February 13, 2018 | |
Analytics Index | Index created with saved search and ready for Population after link to Repeated Content | February 13, 2018 | |
Analytics Profile | Remove mapping to conversation id field | February 13, 2018 | |
Analytics Index | Deleted and recreated | October 18, 2017 | |
02.07 Analytics Searchable Set | Renamed to "02.07 Analytics Index" | October 18, 2017 | |
02.06 Analytics Training Set | Deleted | October 18, 2017 | |
02.02 Email Threading - Emails + Attachments | Changed name to "02.02 Email Threading and Near Duplicate Detection | October 18, 2017 | |
Workspace Details | Workspace Name change from "Relativity Onboarding Template" to Relativity Quick Start Template" | October 18, 2017 |
To access the Quick Start Template file:
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.
The Documents tab in the Quick Start template is the starting point for more users, and it provides reviewers with access to workspace documents.
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 |
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 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 |
The Workspace Admin tab in the Quick Start template provides options for working with the following features in Relativity:
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.
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:
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 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.
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:
Locate the Choice editor in the Choices section on the Fields form.
The Quick Start template includes the following layouts that a reviewer can use to code documents with.
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.
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.
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.
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.
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.
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.
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.
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:
The Indexing and Analytics tab provides the following sub tabs.
The Imaging & OCR tab in the Quick Start template provides options for working with the following jobs:
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. |
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.
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.
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
-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 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.
By default, the Quick Start template includes the following pivot profiles:
Use the Domains tab to create a new domain.
Use the Domains tab to:
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.
The Production tab in the Quick Start template provides the following sub-tabs.
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.
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.
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.
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, and Scripts.
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:
Securing a batch set applies security only to the batches themselves, not to their included documents.
Markup sets are securable sets of highlights and redactions. Reviewers use markup sets to apply highlights and redactions to documents in the Viewer.
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.
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.
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.
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:
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