

In Relativity, a workspace provides a secure data repository for documents used in cases or for applications developed with dynamic objects. You can store all types of documents, such as productions, witness testimony, and so on, in a workspace to facilitate searching, organizing, and categorizing content. In addition, you can use granular security settings to grant or deny permissions to specific content stored in the workspace.
At the workspace level, you can also define views, layouts, fields, and choices. These features streamline workflows, as well as simplify the processes for organizing and categorizing content. Views support filtering on item lists, while layouts, fields, and choices are used for categorizing documents.
See these related pages:
Also see these related workflows:
Imagine you are a system admin with security clearance, and your lead attorney comes to you with a new matter for one of your clients, a government contractor helping a government agency fulfill a FOIA request. Some of the documents in the load file include trade secrets and classified information that must be redacted, so the attorney asks you to load the files into a workspace only accessible to users within the firm who have security clearance.
You set up a new workspace for the client and load the documents into the workspace. Then you create a group, add only users with security clearance, and add the security group to the workspace. The information in the workspace is only accessible by employees with security clearance, and the redaction process can begin.
To create or edit a workspace, following these steps:
Note: Any groups that are part of a template workspace will also be a part of the client domain workspace. We recommend removing these non-client domain groups to prevent the client domain admin from seeing information on non-client domain users and groups.
The Workspace Information section fields are:
Note: You can edit a workspace name at any time without affecting any data. The root folder name for the workspace updates along with the workspace name.
Note: We recommend selecting an empty workspace without any documents as a template to prevent potential errors when trying to clean up all the references.
All of the following non-document objects in the template copy to the new workspace:
Note: The Analytics server selection is not copied over and will need to be manually selected once the new workspace is created since the resource pool is not necessarily the same for the new workspace.
Note: The Analytics server selection is not copied over and will need to be manually selected once the new workspace is created since the resource pool is not necessarily the same for the new workspace.
Note: The Analytics server selection is not copied over and will need to be manually selected once the new workspace is created since the resource pool is not necessarily the same for the new workspace.
The Advanced Settings section fields are:
Note: The SQL Server settings determine the languages available in this list. Contact your system admin if you require additional languages. For information on configuring and managing word breakers, go here.
On the Workspace Details tab, Relativity displays read-only workspace fields, history information, Relativity Utilities console, Production Restrictions, and the Workspace Admin Group field. You can update the Production Restrictions field when you edit a workspace. See Adding and editing production restrictions.
Note: Once a workspace is created, only System Administrators and Client Domain Administrators can make updates to the Matter object. Even users with full permissions for Matters and Clients will not have the ability to modify this object unless they are System Administrators or Client Domain Administrators.
From the Workspace Details tab, you can delete the current workspace. Clicking Delete removes the workspace from Relativity. After you click Delete, a confirmation message appears with the Dependencies button. See Displaying and interpreting the dependencies report.
Note: You must have Delete permissions for the workspace object in order to delete a workspace.
When you delete a workspace, the following occurs in Relativity:
Additional administrative features are available through the Relativity Utilities console on the Workspace Details tab.
The console includes the following in the System Section:
In the Relativity Downloads section, click any link to download the corresponding component.
The console includes the following button for rerunning event handlers:
Note:
To manage system keyboard shortcuts, follow these steps:
Use the following instructions to modify a system keyboard shortcut key:
Note: You must select either or both the Ctrl and Alt checkboxes. Relativity displays the error message <Invalid Keyboard Shortcut> when these checkboxes are not selected.
After you have completed your updates, click Save to display the Workspace Details page.
Note: You can create user-defined shortcuts when you add a new field to Relativity. See Creating and editing fields, and Creating keyboard shortcuts.
Access to View User's Personal Items is granted to System Administrators by default. All other groups must have the proper permissions. To view personal items, follow these steps:
Note: To move multiple users between boxes, click the double arrows. You can also select and double-click on user names to move the between boxes.
Using the Production Restrictions option, you can ensure that your production set does not include privileged or other confidential documents. You can select a saved search that returns documents that you want excluded from the production set. When you run a production, Relativity compares these documents against those in the production and alerts you to any conflicts.
Note: You must have permissions to the documents included in a production to remove production restrictions.
To add a production restriction:
If you use a workspace with production restrictions as a template, you'll see a warning message that requires you to select one of the following options:
You cannot delete the saved search that the Production Restriction option uses. You must first edit the Production Restriction option so that it no longer references the search.
A system admin can assign any group in Relativity to have full admin rights over a particular workspace. A workspace admin has full control over all objects within the workspace, but members of the group do not have the script permissions available only to system admins.
Use the following steps to set a designate a workspace admin group:
Note: You can only designate one group per workspace as a workspace admin group.
See Workspace security for more information on configuring permissions for workspaces.
Why was this not helpful?
Check one that applies.
Thank you for your feedback.
Want to tell us more?
Great!