

The Processing Duplication Workflow is a Relativity application that identifies primary and duplicate documents, all custodians, and all source files for documents. It also provides capabilities to identify unique, primary and duplicate files based on a relational field.
Note: Some versions of this application may not be eligible for support by Customer Support. For more information, see the Version support policy.
Click the following link to access the solution files.
Solution version | Supported Relativity version |
---|---|
2022.1.7 | All supported versions of Relativity. |
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This custom solution consists of the following components:
To deploy and configure the solution, add it to the Application Library as a Relativity application by following these steps:
After you add the solution to the Application Library, you're ready to install and configure it to a workspace by following these steps:
Note: The Processing Scripts tab will be put under Other tabs.
After you install and configure the solution to a workspace, the Processing Item Level Scripts and Processing Family Scripts sub-tabs become available under the Processing Duplication Workflow tab and contain three Relativity scripts within a script group:
When choosing which script to run, keep in mind the group of documents you wish to run your script on. For example, to find which families of documents are duplicates, execute the Update Duplicate Status script (Family Level) script. To find any duplicate in your dataset regardless of family, execute the All Custodians script (Item Level).
The All Custodians (Item Level) script populates a field with the names of all custodians who own a document. To run the All Custodians (Item Level) script:
The All Source Locations (Item Level) script identifies all source locations for a duplicate document. To run the All Source Locations (Item Level) script:
Before running the Update Duplicate Status (Item Level) script, you need to create fields in your environment by doing the following:
To run the Update Duplicate Status script:
The All Custodians (Family) script populates a field with the names of all custodians who own a document. To run the All Custodians (Family) script:
The All Source Locations (Family) script identifies all source locations for a duplicate document. To run the All Source Locations (Family) script:
Before running the Update Duplicate Status (Family) script, you need to create fields in your environment by doing the following:
To run the Update Duplicate Status script:
The results of running depend on which script was executed.
After you run the All Custodians (Item Level) script, the results appear as a report on the script page.
The following table lists and describes the columns in the report.
Column |
Description |
---|---|
Document Identifier |
The value of the document identifier on the Document object. |
Custodian |
The value of the Custodian associated with the document. |
Relational Identifier |
The value of the relational field chosen to define groups of related documents. |
All Custodians per Relational Group |
The semi-colon delimited list of all custodians that are associated with the document in the relational group. |
After you run the All Source Locations (Item Level) script, the results appear as a report on the script page.
The following table lists and describes the columns in the report:
Column |
Description |
---|---|
Document Identifier |
The value of the document identifier on the Document object. |
Folder Path |
The value of the source field file location associated with the document. |
Relational Identifier |
The value of the relational field chosen to define groups of related documents. |
All Source Locations |
The semi-colon delimited list of all source locations associated with the document. |
When the script is executed, the selected Duplicate Status Field is cleared for all documents in the workspace. Once the field is cleared, the Duplicate Status Field is populated with the following values for any documents included in the selected saved search:
Any documents not included in the selected saved search will be excluded from the logic to calculate duplicate status and will not be populated in the selected Duplicate Status Field.
When the script is complete, you will receive an "Update Complete" message on the script page. Documents in the saved search are updated.
After you run the All Custodians (Family) script, the results appear as a report on the script page.
The following table lists and describes the columns in the report.
Column |
Description |
---|---|
Document Identifier |
The value of the document identifier on the Document object. |
Custodian |
The value of the Custodian associated with the document. |
Relational Identifier |
The value of the relational field chosen to define groups of related documents. |
All Custodians per Relational Group |
The semi-colon delimited list of all custodians that are associated with the document in the relational group. |
After you run the All Source Locations (Family) script, the results appear as a report on the script page.
The following table lists and describes the columns in the report:
Column |
Description |
---|---|
Document Identifier |
The value of the document ide The value of the source field file location associated with the document. ntifier on the Document object. |
Folder Path |
|
Relational Identifier |
The value of the relational field chosen to define groups of related documents. |
All Source Locations |
The semi-colon delimited list of all source locations associated with the document. |
When the script is executed, the selected Duplicate Status Field is cleared for all documents in the workspace. Once the field is cleared, the Duplicate Status Field is populated with the following values for any documents included in the selected saved search:
Any documents not included in the selected saved search will be excluded from the logic to calculate duplicate status and will not be populated in the selected Duplicate Status Field.
When the script is complete, you will receive an "Update Complete" message on the script page. Documents in the saved search are updated.
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