

Simple File Upload, formerly Single File Upload, gives users the ability to add new documents to Relativity without using the Relativity Desktop Client.
Keep the following considerations in mind:
The direct upload of EXE, DLL, and HTML files is prohibited in Simple File Upload for security reasons. An error message will display if you attempt to upload them.
To configure workspace security permissions for Simple File Upload:
Object Security | Tab Visibility | Other Settings |
---|---|---|
|
|
|
Access Simple File Upload within a workspace in the Documents tab. The application functions on the Folders, Clusters, and Field Tree browsers.
Note: You need to have the Add Document permission to access the New Document button.
To upload a new document to a workspace:
The selected files will display in a list. If you choose not to upload one of the selected files, click the delete icon next to the file's name in the pop-up.
Click upload. When a document uploads successfully, a green check mark appears next to the file name. A progress bar tracks the progress of all the files selected.
Note: You cannot upload a document that shares a Control Number with a document that already exists in Relativity. If you want to replace a document, use the Replace document native icon in the Review Interface. See Replacing documents.
The Viewer supports the ability to replace natives and images as an option in the Document Actions drop-down menu.
The Viewer supports the ability to replace natives and images as an option in the Document Actions drop-down menu.
Note: You need edit, add, and delete document permissions as well as to access the Replace document native icon.
To replace a document in the viewer:
On replace, the following meta data is uploaded:
If you replace a document with a document that shares the same control number, Relativity overwrites the following fields:
If you have the Simple File Upload application installed on your workspace, you have the option of opening an individual processing error, downloading the errored file, and uploading the repaired file as a replacement after you resolve the error outside of Relativity.
This is available through the Error Actions console, which appears on the Processing Error Layout after you have configured your environment with the assistance of a support representative.
The Error Actions console is hidden from the error layout if the option to Download and upload files with processing errors is not checked for the Processing Error object in the workspace security console. In order to access this functionality, every user, including system administrators, must be included in a group where this option has been manually checked after installing or upgrading the Simple File Upload application.
To upload a Simple file for a processing error, perform the following steps:
When you use Simple File Upload for processing errors, Relativity audits your actions, which you can view via the View Audit button on the processing error layout. When you open the audit view, you can see such actions as File Download and File Upload, along with the processing error file download and replacement paths, among other details.
Note: Auditing for Simple File Upload for processing errors was added in Relativity 9.5.219.30.
You can also access audit information through the History tab by filtering on the Object Type field for ProcessingError and on the Action field for File Download and/or File Upload.
Why was this not helpful?
Check one that applies.
Thank you for your feedback.
Want to tell us more?
Great!