Quick reference guides

Use these quick reference guides to quickly access information about the following topics:

• Advanced search quick reference—a guide to set up, configure, and optimize search indexes available in Relativity.
• Case workspace quick reference—a guide to navigating the Relativity case workspace.
• Review interface quick reference—a guide to working in the Viewers and email thread visualization.
• Dashboard and Pivot quick reference—a guide to interpreting the dashboard and pivot user interfaces.
• Searching quick reference—a guide to searching operators, fields, and key differences between keyword and dtSearches.
• Tab navigation quick reference—a guide to setting up and navigating in Relativity using tabs.
• Workspace security quick reference—a guide to applying permissions for groups within a workspace.

Product quick reference guides

Use these quick reference guides to access product-specific information:

• Active learning quick reference guide (PDF)—step-by-step instructions for creating and administering an active learning project, with an active learning project checklist included at the end of the guide.
• Analytics index quick reference guide (PDF)—step-by-step instructions for creating an analytics conceptual index in order to run conceptual analytics tools. In addition, this guide explains the different stages of index creation.
• Conceptual analytics setup basics (PDF)—high-level instructions for setting up an analytics conceptual index and the conceptual analytics tools.
• Connect - RelativityOne primary contact (PDF)—high-level workflow for enabling Connect for an instance.
• Connect - Admin (PDF)—high-level workflow for connecting users to multiple instances.
• Connect - User (PDF)—high-level workflow for signing in and navigating between multiple instances.
• Legal Hold quick reference guide (PDF)—step-by-step instructions on the key tasks in administering a hold in Legal Hold.
• Name normalization quick reference guide (PDF)—high-level instructions for running name normalization and various workflows for using its results.
• Structured analytics quick reference guide (PDF)—step-by-step instructions for creating and administering structured analytics. In particular, it discusses how to take advantage of running multiple structured analytics sets on the email threading and textual near duplicate operations.
• Structured analytics - Email threading and TND setup basics (PDF)—high-level workflows for setting up email threading and textual near duplicate identification separately or together.
• Structured analytics - Language identification setup basics (PDF)—high-level workflow for setting up language identification.
• Structured analytics - Name normalization setup basics (PDF)—high-level workflow for setting up name normalization.
• Structured analytics - Repeated content identification (PDF)—high-level workflow for setting up repeated content identification.