Quick-create set(s)
With the quick-create set(s) feature, you can streamline the creation of data sources, custodians, and processing sets based on a specific file structure or PST from a single object. For example, if you need to create 73 data sources with a single custodian per data source, quick-create set(s) eliminates the need for you to do so on an individual basis.
You can also elect to create a single or multiple processing sets based on those custodians and data sources and specify what action you want Relativity to take, such as starting inventory or discovery, for each processing set created.
Read if you're studying for the Processing Specialist exam

The content on this site is based on the most recent monthly version of Relativity, which contains functionality that has been added since the release of the version on which Relativity's exams are based. As a result, some of the content on this site may differ significantly from questions you encounter in a practice quiz and on the exam itself. If you encounter any content on this site that contradicts your study materials, please refer to the
What's New and/or the
Release Notes for details on all new functionality.
Required security permissions
In addition to the permissions required to use Processing, you need the following permissions enabled in the Workspace Security console in order to use quick-create set(s).
- The Quick-Create Set(s) entry checked in the Tab Visibility section.
- The Edit permission on the corresponding Quick-Create Set(s) entry in the Object Security section.
Using quick-create set(s)
To use quick-create set(s), perform the following steps:
- Navigate to the Processing Sets sub-tab, click the New Processing Set drop-down menu, and select the Quick-Create Set(s) option.

- Complete the following fields on the Quick-Create Set(s) layout:
- (Optional) View the number of data sources you're about to create in the Preview window. If this window is empty, it's most likely a sign that you've selected an invalid source path and/or that you've entered an invalid delimiter; in this case, you'll most likely receive an error when you click Save and Create.
- Click Save and Create.
- If your Action on Save selection above was to either inventory or discover files, then you must click Discover or Inventory on the subsequent confirmation message to proceed with saving the quick-create instance.
Once you save and create the quick-create instance, the layout displays a success message and directs you to the Processing Sets tab.
Validations and errors
Note the following details about validations and errors:
- Relativity performs the same validations for quick-create set creation as it does for processing profile and set creation. This means that, for example, if the queue manager happens to go down while you're creating the quick -create instance, you'll see an error message at the top of layout and you won't be able to save and create it.
- If the quick-create instance fails to create a set, custodian, or data source, the resulting error will go to the Errors tab in Home, and if the error occurs after the creation of any of those objects, it will be considered a processing error and will go to either the Document Errors or Job Errors tab in the processing object.
- If your entity type is set to Person, Relativity validates that the names of the selected folders adhere to the selected delimiter and naming convention values.
- If you enter , (comma) as your delimiter, and you have one or more folder names that don't contain a comma, you will receive an invalid source path error after clicking Save and Create. In this case, the Preview window would also not list any entity names.