

The email thread visualization tool is available for any email threading jobs run as full builds. Upon job completion, the visualization is available from the document viewer when you open a document.
The email thread visualization can be used in the following ways to optimize your efficiency when working with email threads:
See these related pages:
Users must have the Analytics application installed in the workspace, and the Email Author Date ID must be present for the emails. The Email Author Date ID is only available for emails run through a full analysis using structured analytics. The email thread visualization pane will not work for email threads from previous versions unless a full analysis is run against the structured analytics set containing the emails.
The following security permissions are required for email thread visualization:
Object Security | Admin Operations |
---|---|
|
|
You must also have View security permissions to the following fields. If you don’t have security access to any one of these email fields, you cannot use this tool.
Email thread visualization is available from the document viewer, for all document types.
Note: Email thread visualization is not supported if you are using the ActiveX document viewer.
To launch the email thread visualization pane, click the email thread visualization ( ) icon in the lower left corner of the displayed document in the viewer. The pane expands and shows the thread group for the selected email in the viewer.
Upon clicking the email thread visualization ( ) icon, the email thread visualization pane expands to display the email thread group of the currently opened document. From the visualization, the currently opened document is outlined in orange and appears larger than the unselected documents in the thread. If the current document is an attachment or duplicate spare, the parent that holds that attachment or duplicate spare will be outlined in gray.
Note: If you are working with multiple structured analytics sets, ensure that you see the correct email thread information by opening the Display Options sub-tab inside the legend and verifying that you have the correct structured analytics set selected in the drop-down.
When navigating in the viewer, the email thread visualization pane will persist in its current state. Once opened, the pane will remain opened for documents that are navigated to which also have been run through email threading. Navigation to new email thread groups update the pane to reflect the new email thread group. Navigation to any documents that have not been run through email threading will close the email thread visualization pane.
The email thread is depicted in the email thread visualization pane from left to right with the earliest emails in the thread group appearing on the left. Emails with Forward and Reply actions branch downward before a Reply All action. Email actions are illustrated with arrow icons in the lower left corner of the email icon. See Email Threading Display for more information on how email actions are shown.
The color of the square email icon indicates inclusiveness. Inclusive, non-duplicate messages appear black. Non-inclusive or duplicate spare messages appear white. See Navigation icons and Using the legend and email thread characteristics for more information on.
Clicking on an email icon opens the parent email in the viewer and if you hover over an email icon, a tooltip window displays with information about who the email is from, the sent date, and lists any attachments or duplicate spares for the selected email. You can click on the attachment name or the name of the duplicate spare to open it in the viewer. See Using the email icon tooltip window (hover).
An email that has duplicate spares or non-duplicate spare emails that exist at the same location in the visualization contain a double stacked email icon. These non-duplicate spare emails are grouped within an "Other Emails" section in the tooltip. The following scenarios are the most common reasons these emails are not marked as duplicate spares and thus grouped in the “Other Emails” section:
Note: There are no changes to email threading values, branches, or nodes upon upgrade; the change is only in visualization.
If you navigate to a document within the current document list review queue (meaning, the set of documents that you have opened in the viewer), then the document opens without refreshing the viewer screen. If you navigate to an email that is outside of the current document list review queue (such as if you filtered the document list or opened the viewer from search results), then a new review queue containing only the documents within the selected document's email thread group displays. From the new email thread group review queue, you can only navigate to emails within the same thread group. Click Return to review queue at the top left of the viewer to return to your original document list review queue.
The following basic navigation icons are displayed in the email thread visualization pane:
Icon | Feature | Description |
---|---|---|
![]() |
Enable Mass Edit Selection | Click this button to allow you to click on documents in the visual email thread (along with their duplicate spares and/or attachments) to select them. You can then mass edit the selected documents. See Mass editing using email thread visualization. |
![]() |
Zoom out / Zoom in controls | Click the plus or minus sign to zoom in or zoom out in your email thread visualization. See Using zoom controls. |
![]() |
Reset Zoom | Click this icon to reset your zoom to its default state. See Using zoom controls. |
![]() |
Collapse legend / display option controls |
Click this icon to collapse the legend and display options for the email thread visualization pane. See Using the legend and email thread characteristics. |
![]() |
Expand legend / display option controls |
Click this icon to expand the legend and display options for the email thread visualization pane. See Using the legend and email thread characteristics. |
The email thread visualization tool can be used to code entire branches of emails quickly and visually. You can mass edit from thread group related items pane or the visualization and it’s reflected in real time.
The Edit and Cancel buttons appear. If you do not want to perform a mass edit, click Cancel to return to navigation mode.
The mass edit modal displays options for coding the documents.
The email thread visualization refreshes with the coding changes and restores the pane to navigation mode upon completion.
The visualization first renders in a best zoom state, respecting the particular email thread group size being rendered. The visualization can be further zoomed out or in using the zoom controls () in the header as well as through use of your mouse's scroll button. Click the reset zoom (
) arrow to restore the default zoom state.
When you view the email thread visualization for the first time during a session, a legend appears in an opened state showing the meaning behind the different icons. You can collapse the legend if you want to see more of the visualization and the legend will persist as closed once it is closed until you log out of Relativity.
The legend also contains the Coding Highlight as well as other display options that can be turned on or off. See Using coding highlighting.
The Legend contains descriptions for the following types of emails:
Icon | Feature | Description |
---|---|---|
![]() |
Inclusive | Emails that are inclusive, non-duplicate spares are represented by solid email icons. |
![]() |
Not Inclusive | Emails that are not inclusive are represented by the white email icons. |
![]() |
Missing |
|
![]() ![]() |
Duplicate Spare and Other |
An email that has duplicate spares or non-duplicate spare emails that exist at the same location in a thread contain a double stacked email icon. These non-duplicate spare emails are grouped within an "Other Emails" section in the tooltip. There are no changes to email threading values, branches, or nodes upon upgrade; the change is only in visualization. The following scenarios are the most common causes of these emails not being marked as duplicate spares:
|
The Email Threading Display field includes the following file type icons:
If you hover over an email icon, a tooltip window displays with information about who the email is from, the sent date, and lists any attachments or duplicate spares for the selected email. You can click on the attachment name or the name of the duplicate spare to open it in the viewer.
Note: Sent Date and Email From fields are typically mapped for email threads when you run Structured Analytics email threading on documents. The tooltip reflect those properties. If you do not map these fields in your Structured Analytics profile, or you don't use them in your workspace, Relativity will use the derived values from the Analytics engine.
If there are multiple attachments or duplicate spares, you can click on the link displaying the number of documents to display a slideout window of the actual list.
Note: The tooltip window will not display for you after clicking the Enable Mass Edit Selection ( ) icon and switching to selection mode.
When viewing a thread in the email thread visualization pane, you can also select from any email threading structured analytics sets to view any differences for the sets run with different settings or on slightly different data sets.
To switch to viewing the thread in a different structured analytics set, click the icon, then select a structured analytics set from the drop-down menu.
Use coding highlight to see how emails in the current thread are coded for a particular yes/no or single-choice field. Coding discrepancies that could exist in a coded email thread are visually apparent, making it very easy to make corrections or see where mistakes were made during review.
Note: Any coding for the selected field performed in Relativity is reflected in real time.
To use coding highlighting:
This enables the drop-down Coding Highlight field. To disable coding highlighting, click the switch again (now grayed out).
The emails in the thread are now highlighted with different colors corresponding to the available choices for the field.
The Legend displays the choices associated with the selected field for the displayed email thread and assigns each choice a color. Coding highlighting for this field will remain as you navigate the email thread. Navigating to other email thread groups with the Coding Highlight enabled will update the legend with the choices coded for the new thread.
Colors are assigned as a field and its choices are being visualized in the Email Thread Visualization. The choices visualized are assigned colors in the order shown in the table below. As new choices on that same field are visualized, then they are assigned the next color in the order shown.
Order |
Background Color |
Foreground Color |
---|---|---|
1 |
|
#434548 (default) |
2 |
|
#434548 (default) |
3 |
|
#434548 (default) |
4 |
|
#434548 (default) |
5 |
|
#434548 (default) |
6 |
|
#434548 (default) |
7 |
|
#434548 (default) |
8 |
|
#434548 (default) |
9 |
|
#434548 (default) |
10 |
|
#434548 (default) |
As a Relativity system admin, you can update the colors that are assigned to specific coding field values.
To update the color mapped to a choice perform the following steps:
Why was this not helpful?
Check one that applies.
Thank you for your feedback.
Want to tell us more?
Great!