

Relativity's Review Interface displays workspace documents. You can use the Viewer type tabs to toggle the loaded formats of documents, such as Native Viewer, Image Viewer, Extracted Text Viewer, or Productions Viewer. Using the Viewer, you can control the form of document that displays in the interface. If a document has not been imaged, you can image documents on-the-fly in the Viewer.
Note: Using your internet browser to zoom to any size other than 100% while using the Viewer is not supported and can cause unexpected behavior.
If you do not see the document in the Viewer, it either has not been loaded to the workspace, its conversion failed, or you do not have permission to see it.
Note: In the Native Viewer, you can expand the email header to display full email addresses. If you collapse or expand an email header, the Viewer maintains the expanded or collapsed state as you navigate through documents in the set.
See these related pages:
Note: The Viewer displays PDF text by mapping the character codes to Unicode in most cases. To check whether PDF text has been properly encoded and will display correctly in the Viewer, copy the text in the original PDF file and paste it into another application like Microsoft Word or Notepad. If the pasted text does not display correctly, the PDF is not properly encoded. If the pasted text displays correctly in another application but not in the Viewer, contact Support for assistance.
The Native Viewer offers several ways of viewing and working with documents. There are options available in the following sections of the Viewer:
Each of these options and menus is described in more detail in the sections below.
The following toolbar options are available in the Native Viewer:
When you Create PDF from the Native Viewer or using the Mass PDF operations bar, most types of searchable PDFs will now have significantly smaller file sizes. More specifically, images without highlights, but configured to be searchable and stamped, will benefit from the most dramatic decrease in file size. But, the Create PDF feature now generates reduced file saves for a wide range of configurations when creating searchable PDFs. To accomplish this for previously unknown file-types and mixed TIFF and JPEG Create PDF jobs, Relativity now treats each page individually, instead of treating the entire document as a whole, allowing for the best file-size-reduction technique possible for each page.
Image Format | Redactions | Highlights | File Size Reduction |
---|---|---|---|
TIFF | Yes | No | Up to 76% |
TIFF | Yes | Yes | Up to 43% |
JPEG | Yes | No | Up to 43% |
JPEG | Yes | Yes | Up to 43% |
After you click Create PDF, a copy of the document converts to a PDF file you can save from your web browser downloads. Relativity assigns a GUID for Create PDF file names.
The following options are available in the left drawer:
The following options are available in the right drawer:
Show/Hide hidden cells
—displays or hides all hidden cells in a Microsoft Excel spreadsheet. This functionality is only available for Excel files and does not work on imaged documents because Relativity only images unhidden cells.
Show/Hide Contextual Search pane —click to expand the right drawer and display the Contextual Search pane. This feature allows you to quickly navigate to matching search terms in a document. The Contextual search pane has the same functionality as the search bar. To learn more about the search bar's functionality, see Search Bar.
Additionally, each search term match is displayed in a box that includes both words before and after the search term match to view the context of each one.
Enter a term or terms in the search box and press Enter on your keyboard to highlight in yellow any matches in the current document. You can click on a desired search term box in the pane to jump to that place in the document. The active search term box will display with a blue border and the matching search term in the document will be highlighted in blue to make it easy to find.
To learn more about these options, see Document actions menu.
To learn more about these options, see Viewer settings menu.
The Viewer breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.
While viewing a document in the Native Viewer, you have several right-click options, including the Copy option. Use this option to copy text from the document you are currently viewing and then paste it into another application.
To do this:
You cannot copy text if you do not have permission to the Local Access option on the Document object. This is the same permission that permits you to open the file in its native application.
Audio and video files can be streamed in the Native Viewer. Audio and video file type compatibility varies depending on your internet browser.
Note: If an audio or video file has not been opened in the Native Viewer, it may display with a value of No for the Supported by Viewer field. Once a file has been successfully opened by the Viewer, the Supported By Viewer field displays Yes.
Note: To adjust how large of files can be streamed in the Viewer, edit the MaximumNativeSizeForViewerForMediaFilesinMegaBytes instance setting.
The audio and video controls that display in the Viewer depend on your internet browser.
Browser | Audio Controls | Video Controls |
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Note: Audio files that are longer than 30 minutes cannot be opened in the Native Viewer.
Waveform is a visualization of sound that you can view while listening to an audio file in the Native Viewer. Click the Show/Hide Waveform icon to display the Waveform visualization. The visualization tracks the volume and intensity of sound to help you avoid audio inactivity. You can use the audio controls to skip these sections. The visualization also scrolls with a time scale along the bottom to help you identify when a particular audio event occurs.
Note: Waveform audio is not compatible with the Pop-Out Viewer.
Document intelligence notifies you that there is hidden or annotated content present in the current document in the Native Viewer. This hidden content are the annotations and modifications tracked in certain document formats. For more information on the file types, see Tracking annotations. When hidden content is found in a document, a pop-up modal appears in the lower right corner. Highlighting and bordering is also visible in the Viewer where the changes were made and a annotation bar is available to sort and view each annotation. Once the notifications appear, you can then choose whether or not to view tracked changes, hidden text and comments in the Viewer.
The various file types each have distinct annotations that are tracked. Below is each file type that is supported and the related tracked changes:
File type | File extensions | Annotation type | Tracked changes |
---|---|---|---|
Excel | .xls, .xlsx, .xlsb | Tracked changes, formulas, hidden pages/columns/rows, Comments |
Inserted cell, moved cell, modified cell, cleared cell Inserted column, deleted column Inserted row, deleted row Inserted sheet, renamed sheet |
Word | .doc, .docx | Tracked changes, comments, hidden text | Insertions, deletions, moves |
PowerPoint | .ppt, .pptx | Speaker notes, comments, hidden slides | |
Comments, text content outside the printable page |
When using document intelligence, an orange pop-up modal appears in the bottom right corner of the Viewer when hidden content exists. Click on the pop-up modal to see the hidden content on that document. If there is no hidden content found, the modal will say so. If there is hidden content found, it lists each piece of content. Click Show these items to open the annotation bar.
A hidden content icon is available when a supported file type is in the Native Viewer. Click to open or close the annotations bar. If you are viewing an unsupported file type, the icon is not available. For supported file types, see the Tracking annotations.
The annotation bar is for sorting and viewing the hidden content found with document intelligence. Each annotation has a card that lists the tracked change, a description of the change, time and date, and author of the change.
If there are multiple annotation cards in the annotation bar, then you can sort them in multiple ways. Click the Sort By drop down menu for these options:
Each type of annotation comes with its distinct highlight in the Native Viewer. Below is a table that lists each annotation type with its highlight in the Viewer:
File type | Modification | Annotation |
---|---|---|
Excel | Inserted cell | Green dotted border around cell. |
Excel | Deleted cell | Red dotted border around cell. |
Excel | Modified cell | Purple dotted border around cell. |
Excel |
Moved cell |
Red dotted border around original location. Green dotted border around new location. |
Excel | Inserted row | Green shading in the row header. |
Excel | Deleted row | Red shading with DEL in the row header. If the row is added then deleted, the shading is purple. |
Excel | Inserted column | Green shading in column header. |
Excel | Deleted column | Red shading with DEL in the column header. If the row is added then deleted, the shading is purple. |
Excel | Inserted sheet | Green shading in the sheet tab. |
Excel | Hidden sheet | Grey text in the sheet tab. |
Excel | Modified sheet | Purple shading on the sheet tab. |
Word | Comments | Blue background on text and note bubble in document. |
Word | Insertions | Green shading behind text. |
Word | Deletions | Red shading behind text. |
Word | Moves | Purple shading behind text. |
Word | Hidden text | Red shading behind text. |
PowerPoint | Speaker notes | Page under sheet. |
PowerPoint | Comments | Note bubble in presentation. |
PowerPoint | Hidden slide | Hidden icon in bottom left corner of slide. |
Comments | Note bubble in document. |
Clicking on an annotation in the Viewer connects the selected annotation to the related annotation tile in the annotation bar. Click on another annotation to view the leader line to that annotation card.
One grey connector line is available at a time, unless you moved a cell. In this case, there is a leader line where the cell was originally located and a leader line in the cell's new location. Click the same annotation to remove the leader line.
Note: The Has Hidden Data field is populated during processing. The hidden content that the Viewer finds may not be perfectly in-sync with the hidden data that the processing engine finds.
Beginning in 10.2.270.1, the Image Viewer and Productions Viewer support conversation streaming. This allows users to begin reviewing large documents without having to wait for the entire document to load.
The instance setting, MinimumSupportedVersionOfOutsideIn, determines the OutsideIn version to use when converting a document. The earliest OutsideIn version Relativity will support is 2017.1. Any document converted using a prior OutsideIn version will automatically re-convert with at least the minimum supported version input as the value in this instance setting. As a result, users will no longer have to mass-convert to benefit from the latest OutsideIn version.
Documents automatically re-convert in the following priority:
All other documents not subject to the requirements listed above must be manually re-converted.
When you switch to the Image Viewer, a .tiff or .jpeg version of the document displays. You can highlight and redact images in this mode.
The Image Viewer is only available if you have loaded an imaged version of the document in the Viewer or if you have manually imaged the file using the Image on the fly option in the Document actions menu. For more information, see Imaging on the fly.
The redactions that are burned into a produced image are the redactions that were on the image at the time that you produced it. If you add or remove redactions from an image after you have produced it, then the image and the produced version of that image will be out of sync.
The Image Viewer offers several ways of viewing and working with documents.
Note: If you used the Basic Imaging profile to produce images of a .pdf file, please note that the Viewer displays .pdf text by mapping the character codes to Unicode in most cases.
To check whether .pdf text has been properly encoded and will display correctly in the Viewer, copy the text in the original .pdf file and paste it into another application like Microsoft Word or Notepad. If the pasted text does not display correctly, the .pdf file is not properly encoded. If the pasted text displays correctly in another application but not in the Viewer, contact Support for assistance.
There are options available in the following sections of the Viewer:
Each of these options and menus is described in more detail in the sections below.
The Image Viewer displays the following icons in the toolbar:
Note: Image rotation is persistent. Any pages that you rotate will be rotated the next time you return to them in the Viewer and for other users who view them after you rotate them. Rotation is also applied when you run the production containing the images.
The following options are available in the left drawer:
To learn more about these options, see Document actions menu.
To learn more about these options, see Viewer settings menu.
The Viewer breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.
Clicking the PDF icon brings up the following window, in which you can specify your PDF settings:
When you switch to Extracted Text Viewer in the Viewer type tabs, you can access a drop-down menu on the right side of the Extracted Text tab where all extracted text and all long text fields on the field edit/creation page are available.
Note: Relativity displays all long text fields made available in the Viewer in the drop-down menu, regardless of whether that field contains text for the current document. If you select a long text field from the drop-down list, and the current document does not have text for that field, the Viewer displays a message stating, "This page is empty".
Note: The Viewer displays .pdf text by mapping the character codes to Unicode in most cases. To check whether .pdf text has been properly encoded and will display correctly in the Viewer, copy the text in the original .pdf file and paste it into another application like Microsoft Word or Notepad. If the pasted text does not display correctly, the .pdf file is not properly encoded. If the pasted text displays correctly in another application but not in the Viewer, contact Support for assistance.
The Extracted Viewer offers several ways of viewing and working with documents. There are options available in the following sections of the Viewer:
Each of these options and menus is described in more detail in the sections below.
The Extracted Text Viewer provides the following options:
Reset zoom
—resets the zoom to 100%.
Note: If you do not have permission to the Local Access option on the document object, you cannot use the Ctrl+C or Ctrl+Ins options in either the Native Viewer or the Extracted Text Viewer.
The following options are available in the left drawer:
To learn more about these options, see Document actions menu.
To learn more about these options, see Viewer settings menu.
The Viewer breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.
When you switch to the Productions Viewer in the Viewer type tabs, you can access a drop-down menu on the right side of the Productions Viewer tab that displays available production sets that contain the current document.
Note: The redactions that are burned into a produced image are the redactions that were on the image at the time that you produced it. If you add or remove redactions from an image after you have produced it, then the image and the produced version of that image will be out of sync.
Select a production set from the drop-down menu to see how a document was produced in the selected production. If a document is not included in a production, the productions mode option is unavailable.
The Productions Viewer offers several ways of viewing and working with documents. There are options available in the following sections of the Viewer:
Each of these options and menus is described in more detail in the sections below.
Productions Viewer provides the following options:
Note: Image rotation is persistent. Any pages that you rotate will be rotated the next time you return to them in the Viewer and for other users who view them after you rotate them. Rotation is also applied when you run the production containing the images.
The following options are available in the left drawer:
Thumbnail
—click to expand the left drawer and display the Thumbnail Viewer. Each page of the document you are reviewing has its own numbered thumbnail in the Thumbnail Viewer. To learn more, visit Thumbnail Viewer.
To learn more about these options, see Document actions menu.
To learn more about these options, see Viewer settings menu.
The Viewer breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.
You can image a single document in the Viewer by selecting the Image on the fly option from the Document actions menu at the top-center of the page.
Using this feature, you can select any imaging profile you have permissions to view and use it to image the document.
Note: If the source file of the document you are imaging is changed during the conversion process, for example through overlay, that document becomes undeliverable and you receive an error. To resolve this error, refresh the page or re-image the document.
After imaging a document on the fly, you can access thumbnail renderings of the imaged pages of the document.
Imaging some file formats can cause problems. Consider the following:
Note: The default priority for all image-on-the-fly jobs is determined by the current value of the
The PDF Viewer allows you to view .pdf files in the Review Interface.
Note: You may experience slowness if you try to open .pdf documents that are larger than 300 megabytes.
Note: The Viewer displays .pdf text by mapping the character codes to Unicode in most cases. To check whether .pdf text has been properly encoded and will display correctly in the Viewer, copy the text in the original .pdf file and paste it into another application like Microsoft Word or Notepad. If the pasted text does not display correctly, the .pdf is not properly encoded. If the pasted text displays correctly in another application but not in the Viewer, contact Support for assistance.
There are options available in the following sections of the Viewer:
Each of these options and menus is described in more detail in the sections below.
The PDF Viewer provides the following options:
Note: Image rotation is persistent. Any pages that you rotate will be rotated the next time you return to them in the Viewer and for other users who view them after you rotate them. Rotation is also applied when you run the production containing the images.
Page controls —allows you to navigate the pages in the .pdf file that is currently displayed in the PDF Viewer.
To learn more about these options, see Document actions menu.
To learn more about these options, see Viewer settings menu.
The Viewer breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.
The following options are available in the Document actions menu:
The following options are available in the Viewer settings menu:
You can use the Pop Out Viewer to open the Viewer in a new window in your browser. The document card and the coding card remain in the previously opened browser window and can be expanded to a greater width to take advantage of the space freed up by the Pop Out Viewer. The Pop Out Viewer retains the same functionality as the Viewer. For example, you can switch Viewer types and view highlights or the Thumbnail Viewer as desired.
To open the Pop Out Viewer in a new browser window, select the Pop Out Viewer option from the Viewer settings menu in the upper-right corner.
To return the Viewer to the previous browser window where the document card and coding card are located, you can click either the Pop In Viewer button on the previous browser window or you can select the Pop In Viewer option from the Viewer settings menu in the upper-right.
Alternatively, if you close the browser window that the popped out Viewer is in, the Viewer pops in to the review interface or in other words, returns to the original browser window.
To view a document in a separate browser window, click the file icon in the document list or in the Viewer on the documents card or family card. Launching the Standalone Viewer from either the documents and family card launch the Review interface.
Keyboard shortcuts are available for use in the Standalone Viewer. For example, if you execute the shortcut for Save & Next in the Standalone Viewer, each window performs the operation and moves to the next document.
The Document preview panel allows you to view documents in the document list before launching the Viewer. It also allows you to filter the list and quickly view documents in the results which makes the process of finding documents more efficient. To learn more, visit
The related items card is located at the bottom-right corner of the Viewer. Related items are customizable groups of documents within a workspace. Common examples are family groups, duplicates, or similar documents.
The Edit field will be available in the Related items card if you add it to the Relational card view.
The related items toolbar includes the following:
Note: In the Document History card, you can click the Details link to display a pop-up with the audit history for the document. Click Run Details to display information about document imaging jobs, including the name of the imaging profile and the formatting options used during mass imaging or imaging on the fly.
When a coding decision is made, the information in the Related Items card automatically refreshes. If there are two or more reviewers on the same document, a user can refresh this card by clicking on the menu icon and selecting Refresh card.
The Related items card can be opened in a separate browser window. Click the menu icon and select Pop out card to open the card in its own window. Click the menu icon and select Pop in card to close the browser window and return the card to the Viewer.
You can use the Related items card to quickly identify documents related to the active document. You can also use this card to act on those groups of related items.
For instance, in the example of the Related items card below, you can select some or all of the documents in the Related items card and click Edit. This opens a window for you to access all of your active layouts—the same layouts available in the layouts pane. Using these layouts, you can make coding decisions and apply them to the selected documents using mass editing. Alternatively, you can mass PDF, Save as List, Image, or Tally/Sum/Average. To learn more, see Mass operations.
If you add the Edit field to your relational card view, you can click the Edit icon in the row of a document and immediately open that document in the Viewer with the layout ready to be edited.
The Document History and Production History card is located in the bottom-right of the Viewer. This card displays either the document history or the production history, depending on which you have selected. The Document History card displays information about the most recent actions taken by users with the current document. The Production History card displays information on any productions that the current document was included in.
You can filter the columns to help find information or export the information in the Document History card to a .csv file.
You can refresh this card by clicking on the Menu icon and selecting Refresh card.
The Document History card can be opened in a separate browser window. Click the Menu icon and select Pop out card to open the card in its own window. Click the Menu icon and select Pop in card to close the browser window and return the card to the Viewer.
The following permissions are required to access Document and Production History:
Object Security | Tab Visibility | Admin Operations |
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The Documents card contains the document list so you can conveniently navigate from document-to-document without having to leave the Viewer. The fields that display in the card are based on which view is selected in the document list. Each time that you save a coding decision in the Viewer, the Documents card refreshes to show the latest results. The highlighted document in the document list now updates when you navigate from document-to-document to make tracking even easier.
Users are granted permissions or access to related items by default. If you would like to prevent a user from accessing these features, you can disable the following permissions or secure them using item-level security:
Related item | Permission or item-level security |
---|---|
Email Duplicates | Secure using Email Duplicate Spare Field |
Thread Group | Secure using Email Thread Group Field |
Near Dupe Group | Secure using Textual Near Duplicate Group Field |
Conversational Family | Secure using the Conversation Family Field |
Duplicates | Secure using the MD5 Hash Field |
Family | Secure using the Group Identifier Field |
Batches | Disable the View Batch Pane permission in Admin Operations |
RAR Overturn Analysis | Disable the Assisted Review Overturn permission in Object Types |
Production History | Disable the Production permission in Security |
Linked Documents | Secure using the Link Pane view. This icon cannot be hidden but you can restrict access to it. |
Document History | Disable the View All Audits permission in Admin Operations |
Search Results | This icon cannot be hidden or secured in Relativity. |
.eml and .msg documents have header dates and times in Coordinated Universal Time (UTC) format. The Relativity Native Time Zone Offset field determines how the Viewer handles time zones for .eml, .msg, and RSMF documents.
Note: Relativity does not automatically account for Daylight Savings Time. If you need the Viewer to account for Daylight Savings Time, deploy the Set Native Timezone Offset with DST script.
When in the Native Viewer, Image Viewer, or Productions Viewer, you can access and browse thumbnail renderings of a document's pages. Quickly scan, locate, and navigate to pages in an open document.
Beginning in 10.2.270.1, the Thumbnail Viewer displays highlights and redactions on the document. This requires that the ImageViewerHTMLConversionType instance setting is set to True.
Note: Setting the ImageViewerHTMLConversionType instance setting to True may cause unexpected behavior with third-party Viewer integrations that interact with the Image Viewer or Productions Viewer. Please contact our Support team if you have any questions or would like more information.
To open the Thumbnail Viewer, click in the left drawer. The left drawer expands and displays the Thumbnail Viewer. Scroll up and down to navigate all pages in the open document and click a page to view it. As you scroll through the document, the thumbnail viewer scrolls simultaneously to keep the viewed pages in focus.
The Thumbnail Viewer is compatible with word processor, presentation, vector Image, and raster image file types.
Note: The Thumbnail Viewer may not be available in the Native Viewer for document types that do not paginate such as spreadsheets or plain text.
Note: To access to the Thumbnail Viewer, you must have the Admin Operation permission View Image Thumbnails. If you don't have this permission, contact your system admin.
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