

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 that Relativity uses when you run the production.
You can then view the produced images in the Review Interface by selecting Production mode and the production set.
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See these related pages:
Before you can run a production, you must create a production set, and then add documents to it via a saved search. Use the following steps to create or edit a production set:
Note: The name of a production can be changed at any point in the production process.
Note: If you imported a production, the page numbering is set by the imported Opticon file. Any markup set selection, branding, or other settings on the Production Set form are not applied to the imported production. The images produce exactly as they were imported.
When you add or edit a production set, you can begin by modifying the settings in the Basic Settings section of the Production Set form.
The Basic Settings section contains the following fields:
Note: Click on the tool tip icon next to Basic Settings for more information on the image file types (see image below).
On the Production Set form, you can define multiple options that control how numbering is applied to images in your production.
Relativity provides the following numbering types for productions:
Numbering type | Description |
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Page level numbering | Generates a new incremental number (also known as a Bates number) on every page across your production documents. This number is branded on the images in your production. |
Document level numbering | Generates a new document number for each document, which is branded on the images in your production. |
Original image numbering | Retains the identifiers originally associated with your images. For example, you may want to retain the Bates or other numbers already assigned to images uploaded to Relativity. Relativity utilizes these values to create the production and attachment numbers. |
Existing production numbering | Re-uses the Bates numbering fields from a previously-run production set, changes the images of the documents produced, or produces only a subset of documents contained in the existing production. |
Document field numbering | Uses any fixed-length text field on the Document object for your numbering. Reflective fields are not available for this numbering option. |
Select Page level numbering to generate a new incremental number (also known as a Bates number) on every page across your production documents. This number is branded on the images in your production.
The form fields available when you select Page level numbering include:
Note: Continue from Previous will not work for productions using original image numbering, existing production numbering, or document field numbering.
Relativity automatically populates the Start number field with the value that displays for the Next doc number.
Note: Relativity does not support the combined length of the Prefix and Suffix exceeding 255 characters when using Page level numbering.
Select Document level numbering to generate a new document number for each document, which is branded on the images in your production.
The form fields available when you select Document level numbering include:
Note: Continue from Previous will not work for productions using original image numbering, existing production numbering, or document field numbering.
Relativity automatically populates the Start number field with the value that displays for the Next doc number.Note: If you export a production with document level numbering as single-page TIFF, and it does not include page numbering, Relativity automatically adds page numbers to identify each page uniquely.
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Note: The combined length of the Prefix and Suffix cannot exceed 255 characters when using Document level numbering.
Select the Original image numbering to retain the identifiers originally associated with your images. For example, you may want to retain the Bates or other numbers already assigned to images uploaded to Relativity. Relativity utilizes these values to create the production and attachment numbers.
The form fields available when you select Original image numbering include:
The following table provides several original image numbering scenarios:
Document has | Produced with | Generated Bates numbers with |
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Natives + imported images | Images and natives | The Image identifiers defined in the Image Load File. |
Natives + images | Natives only | The Document Identifier. |
Natives + Oracle images | Images only |
The Images number created by the TIFF native manager: Document Identifier + <Page Number> + <Hash Value>. For example: Stel_Img_0_272ec3bf-9287-4862-be34-bbb230274a86 |
Images only (imported) | Images only | The Image identifiers defined in the Image Load File. |
Natives only | Natives only | The Document Identifier. |
Natives only | Images and natives |
The created image place holder, using the Document Identifier field. For Example: e2f448d6-6e19-4d7c-9e50-7fccbf9c5c6b |
Natives only | Images only |
The created image place holder, using the Document Identifier field. For Example: e2f448d6-6e19-4d7c-9e50-7fccbf9c5c6b |
Select the Existing production numbering choice if you'd like to re-use the Bates numbering fields from a previously-run production set, change the images of the documents produced, or produce only a subset of documents contained in the existing production. More specifically, you may want to select this option if, for example, a court order requires that your documents be produced without an already-applied confidential branding or if you need to redact already-produced documents for privilege.
When creating a production set with Existing production numbering, you cannot add documents not contained in the existing set, change page counts, or change whether or not a document previously produced as native only is produced with a placeholder. You can, however, replace a document produced as a image with a placeholder as long as it’s a single page document.
The following required fields appear when you select the Existing production numbering choice:
Selecting this option fully replaces the original production's produced image inside Relativity. You cannot export the original produced image if you merge the sets.
Note: If you have an existing production set with document level numbering, no page-level markers, and the existing production is migrated into the environment, you cannot merge the productions together with existing production numbering.
If one production references an already produced production in the Production Set field, you cannot delete the referenced production. You can resolve the error by referencing an existing production or modifying the parameters of the production to eliminate the reference to the deleted production.
When electing to use an existing production's numbering and then merging that numbering, consider the following conflict scenarios. These scenarios result in errors when you attempt to run a new production set:
Select the Document field numbering choice if you'd like to use any fixed-length text field on the Document object for your numbering. Reflective fields are not available for this numbering option.
You may want to select this option if, for example, if you import a set of documents into Relativity and want to maintain the original numbering of the documents. For example, you could choose control number as the field and produce documents using the control number as the bates field.
The following required fields appear when you select the Document field numbering choice:
Note: The content of the numbering field, prefix, and suffix cannot exceed 255 characters.
Note: If you export a production with document level numbering as single-page TIFF, and it does not include page numbering, Relativity automatically adds page numbers to identify each page uniquely.
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In the Branding section of the production set form, you can set branding options for headers and footers. You can position headers and footers to the left, center, and right on the images in your production.
Note: If you experience slowness viewing this page, reduce the instance setting ChoiceLimitForUI until the drop-downs become popup pickers. Changing this instance setting affects all workspaces in an environment.
Select a Type for each header or footer position where you want information branded in the image.
The following Types are available:
Note: Relativity restricts the following field types from branding for document images in a production: user, multiple object, and reflective field types.
Note: If you enter a field ID that represents a field that doesn't exist or is not a document field you cannot produce the production.
In the above example, SSHACKLET_0000112 is the Document ID, 0 is the page ID, and 5b419b77-abe4-4ed6-a68a-197f99390895 is the hash value.
Note: Depending on the settings for the header and footer, Relativity prevents the image from being cut off by adding approximately five extra pixels to its edges.
Beginning in
In Sorting, you can select a field that determines how your production is sorted. Note that you can sort a production set by more than one field at a time. You can also use a descending or ascending sort order. By default, the sort order is Artifact ID, which is the load order of the documents. When you perform a sort, family groups are not kept together. The sorting applies to all data sources added to the production set. Sorting is only applicable when Production Numbering is set to the following:
Note: If you experience slowness viewing this page, reduce the instance setting ChoiceLimitForUI until the drop-downs become popup pickers. Changing this instance setting affects all workspaces in an environment.
Note: If no sort order is specified, the documents will be stamped in order of Artifact ID ascending. The production numbering sort order doesn't determine the order of documents in the document list view.
Note: If you would like to keep family group together in sort order, you must set Field 1/5 to Family Group following with other sorting criteria.
Post Production is an alternative workflow to running scripts after production. In Post Production, you can select additional actions to run automatically once production has completed. Post Production allows for better progress tracking, runs automatically, and provides visibility on the Production Set Console.
The Copy Bates to Document Fields action is supported in Post Production.
Once a production is completed, information stored from the production is copied to the following fields as configured.
Note: Create dedicated Fixed-Length Text fields for this operation or select fields with the purpose of having bates populated. Selecting one of the template fields may result in production failure.
The Other section displays additional fields added to the form after the production set was saved:
You can use the options available on the detail view for production sets to edit permissions, view audit information, preview the production, and perform other tasks. You can access these options through the buttons at the top of the page.
Use the following buttons to complete tasks as necessary:
Delete - removes the production set from Relativity. When you delete a production, the production is immediately removed from the Production sets tab. However, you may still see the Bates numbers from the production in the Documents tab. Relativity deletes the Bates numbers, the production data source, and any other remaining production information during off hours.
If you don't want to lose the previously recorded Bates numbers,
Note: When deleting a production the production images are deleted, not the original images.
The Production Set details options view also shows Production Status Information, Basic Settings, Numbering, Branding, Sorting, Other, and the Production Data Source. Once the production is run, you can also view the First and Last Bates Values associated with the production.
In the Production console, click the Preview Production button to preview the newly saved production before running the production. Preview the production to confirm that all basic settings, numbering, branding, sorting, and other options are correct. For more information, see Production console .
If you need to track multiple redaction sets on the same document, you can use the following workflow:
When you select the markup, it controls the redactions branded during production, so you can track multiple redaction sets on the same document, and generate different productions.
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