Quick reference guides

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

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

Product quick reference guides

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

Active Learning quick reference guide—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. To download a PDF, see Active learning quick reference guide (PDF)
Analytics index quick reference guide—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. To download a PDF, see Analytics index quick reference guide (PDF)
Conceptual analytics setup basics—high-level instructions for setting up an analytics conceptual index and the conceptual analytics tools. To download a PDF, see Conceptual analytics setup basics (PDF)
Legal Hold admin quick reference guide—step-by-step instructions on the key tasks in administering a hold in Legal Hold. To download a PDF, see Legal Hold quick reference guide (PDF).
Name normalization quick reference guide—high-level instructions for running name normalization and various workflows for using its results. To download a PDF, see Name normalization quick reference guide (PDF)
Structured analytics quick reference guide—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. To download a PDF, see Structured analytics quick reference guide (PDF)
Email threading and TND setup basics—high-level workflows for setting up email threading and textual near duplicate identification separately or together. To download a PDF, see Structured analytics - Email threading and TND setup basics (PDF)
Language identification setup basics—high-level workflow for setting up language identification. To download a PDF, see Structured analytics - Language identification setup basics (PDF)
Name normalization setup basics—high-level workflow for setting up name normalization. To download a PDF, see Structured analytics - Name normalization setup basics (PDF)
Repeated content identification setup basics—high-level workflow for setting up repeated content identification. To download a PDF, see Structured analytics - Repeated content identification (PDF)