Relativity Admin Guide

99 Pages·2014·3.34 MB·English

User Guide
Version 8.1 | 7/3/2014
Forthe mostrecentversionof thisdocument, visitourdocumentation website.
Table of Contents
1User guideoverview 6
1.1Navigation 6
1.1.1Logging in 6
1.1.2User options 6
1.1.3Core reviewer interface 8
1.1.4Resetting your password 10
2History 11
2.1Historyviewfields 11
2.2Filtersonthe Historytab 12
2.3Auditedactions 13
3Indented lists 15
4Inlinetagging 17
4.1Using Inline tagging 17
4.2Adding a tag toa transcript 20
4.3Viewing tagsina transcript 20
4.4Removing a tag from a transcript 20
5Markups 21
5.1Highlights 21
5.1.1Creating highlights 21
5.2Redactions 21
5.2.1Creating basic redactions 21
5.2.2Creating inverse redactions 22
5.2.3Creating full-page redactions 22
5.2.4Creating massredactions 23
5.3Editing markups 23
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5.3.1Working withoverlapping markups 24
5.3.2Editing redactiontext 24
5.3.3Editing fontsize intextbox redactions 24
5.4Massdeleting markups 25
5.5Controlling redactionvisibility 25
5.6Viewing markuphistory 25
5.7Using the MarkupNavigationpane 25
6Persistent highlight sets 26
6.1Getting startedwithpersistenthighlightsets 26
6.1.1Selecting persistenthighlightsetsinthe viewer 27
6.1.2Deselecting persistenthighlightsetsinthe viewer 28
6.1.3Persistenthighlightsetbehavior acrossviewer modes 29
6.2Creating persistenthighlightsets 29
6.2.1Fields 30
6.3Entering highlightterms 30
6.3.1Entering multiple variationsof a term 31
6.3.2Color-coding persistenthighlights 32
6.3.3Guidelinesfor adding termsor phrases 33
6.4Using the highlightfieldssource 33
6.4.1Bestpractices 35
6.5Importing searchtermsfor persistenthighlighting 36
6.5.1Relativitycomponentsetup 36
6.5.2Importing terms 37
6.6Creating efficientsearchesfor persistenthighlighting 38
7Search termsreports 39
7.1Guidelinesfor using searchtermsreports 39
7.2Creating a searchtermsreport 39
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7.2.1Fields 40
7.2.2Adding or editing termsandhighlightcolors 40
7.2.3Deleting terms 41
7.3Running a searchtermsreport 41
7.3.1Searchtermsreportstatus 43
7.4Using taggedsearchtermsina savedsearch 44
8Searching overview 46
8.1Searchconditions 47
8.1.1Canceledqueries 48
8.1.2Frequentlyaskedsearching questions 50
8.2Creating or editing a savedsearch 50
8.2.1Fields 51
8.2.2Using pop-uppickers 53
8.2.3Rerunning out-of-date savedsearches 54
8.2.4Copying a savedsearchtoanother workspace 54
9Summary reports 55
9.1Creating andediting a summaryreport 55
9.2Fields 56
10Tabs 57
10.1Creating andediting tabs 57
10.2Fields 58
10.3Nesting tabs 60
11Transcripts 61
11.1Importing transcripts 61
11.2Wordindex 61
11.3Links 62
11.3.1Adding a linktoa transcript 62
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12Viewer 63
12.1Viewer toolbars 63
12.1.1Documentviewselector options 63
12.1.2Viewer andExtractedTexticons 64
12.1.3Image icons 65
12.2Imaging onthe fly 66
12.3Using the stand-alone documentviewer 66
12.4Relateditemspane 67
12.5Using the thumbnail viewer 69
12.5.1Deleting blankimages 70
12.5.2Using the thumbnail viewer slideshow 70
12.6Adding informationtoCaseMap 71
12.6.1Adding a documenttoCaseMap 71
12.6.2Adding a facttoCaseMap 72
12.7RelativityCompare 74
12.8Viewer-supportedfile types 75
12.8.1Textonlydesignation 76
12.8.2File ID onlydesignation 76
12.8.3File identificationvaluesinOutside In8.4.0 76
12.8.4File typessupportedinOracle 8.4.0 79
13Workspaces 89
13.1Workspace navigation 91
13.1.1Browser 91
13.1.2Viewbar 94
13.1.3Item list 95
13.1.4Documentsetinformationbar 97
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1 User guide overview
Whenworking withRelativityasa reviewer, it'simportanttofamiliarize yourself withthe tool’s
manyimplementations.
Thisguide outlinesRelativity’scapabilitiesandwalksyouthroughhowyoucanbestuse Relativityfor
documentreview, from logging intocreating a wordindex inside a workspace.
1.1 Navigation
Relativityisa complex applicationwithmanyscreensandfunctions.Thissectiondescribesthe main
core reviewer interface youuse toreviewdocumentsaswell assome of the standardprocedures
you'll needtoperform asyouuse the product.
1.1.1 Logging in
Tolog intoRelativity, browse toyour Relativitywebsite.If youdon'tknowthe correctaddress,
contactyour Relativityadministrator.After youenter the address, the loginscreenappears.
Enter your email addressandpassword.If youdon'tknowyour logininformation, contactyour
Relativityadministrator.
1.1.2 User options
Whenyoufirstlog intoRelativity, yousee a listof your workspaces.Youcanclickyour name inthe
upper-rightcorner tosee the mode drop-downmenu.
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Bydefault, you're inWorkspacesmode, whichdisplaysyour workspaces.Depending onyour
permissions, youmayhave the optiontoedityour settingsor resetyour password.If youdon'tsee
the modes, your Relativityadministrator canchange the settings.
1.1.2.1 My settings
Clicking My Settingsopensa settingsmode pop-up, whichdisplaysyour user information.ClickEdit
tochange your settings.
n Firstname-yourfirstname.
n Lastname-yourlastname.
Note:YourfirstandlastnameappearasyourusernamethroughoutRelativity.
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n Email address-youremailaddressandlogin.
Note:ChanginganemailaddressontheMySettingspopupwindowisrestrictedtosystem
administrators.
n Skip DefaultPreference-ifchangedfromNormaltoSkip,turnsontheskipfeature.Whenreviewing
documents,skipcanpreventareviewerseeingdocumentsthathavealreadybeencoded(depending
ontheselectedview).SeeDocumentskipintheAdminguide.
n Item listpagelength-anumericfieldindicatingthedefaultlistlengthforalllistsinRelativity.Itcanbe
setfrom1to200.
n DefaultSelected FileType-thedefaultviewermode(Viewer,Native,Image,LongText,orProduction).
SeeVieweronpage 63fordetails.
n Advanced Search Publicby Default-determineswhethersavedsearchesarepublicorprivateby
default.IfsettoYes,thesearchispublicandalluserswithrightstoitcanseeit.IfsettingisNo,the
searchisprivateandonlyyouareabletoseeit.
Note:Dependingonyourpermissions,youmaynothaverightstoedittheAdvancedSearchDefault
field.
n NativeViewerCacheAhead-ifchecked,pre-loadsthenextnativedocumentinyourreviewqueue
oncetheactivedocumentisloaded.
n DataFocus-determineswhetheryourdefaultsettingistoshoworhidetheworkspacenameinthe
interface.DataFocusOnhidestheworkspacenameatthetopleftandallowsmorespaceinthewin-
dowfordatainformation.DataFocusOffshowstheworkspacename.YoucanalsotoggletheData
FocussettingdirectlyfromtheModemenu.
After changing your settingsasneeded, clickSave.
1.1.3 Core reviewer interface
Toopena documentinthe core reviewer interface, clickona documentname or identifier onthe
Documentstab.
The core reviewer interface screenconsistsof four panes:persistenthighlightsets(if activated),
viewer, layouts, andthe relateditemspane.
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Youcantoggle betweenseveral viewing optionsbyusing the iconsinthe upper-rightcorner of the
window.
Youcanmove througha setof documentsbyusing the navigationmenulocatedinthe upper-right
corner of the core reviewer interface.
Youcantype a number intothe textbox andhitEnter tomove tothatdocument.Youcanalsouse
the navigationarrows:
Topoffirstpage Previouspage Nextpage Lastpage
Youcan'tbrowse pastthe lastdocumentinyour returnedset.For example, inthe above screenshot,
youcan'tuse the navigationarrowstogettodocument1,001.
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1.1.4 Resetting your password
There are twowaysyoucanresetyour passwordif your administrator hasgivenyouthe appropriate
permissions.Youcanuse the Reset Password optioninside Relativityor the Forgot your password?
linkonthe Relativityloginscreen.
Note:Ifyourpasswordhasexpired,theResetPassworddialogappearsautomaticallywhenyouloginto
Relativity.Yoursystemadministratordetermineswhenyourpasswordexpiresandthenumberofprevious
passwordsthatyoucan'treuse.
1.1.4.1 Resetting your password inside Relativity
If you're alreadyloggedintoRelativity, youcanresetyour passwordbyclicking Reset Password in
the mode drop-downmenu.Thisdirectsyoutoa ResetPasswordpopup.
Enter your oldpassword, thenenter andretype your newpassword.ClickSave.
Youcanuse your newpasswordnexttime youlog intoRelativity.
1.1.4.2 Resetting your password outside Relativity
If youcan'tlog intoRelativitybecause you've forgottenyour password, perform the following steps
toresetyour password.
1. ClickForgotyourpassword?ontheloginscreen.
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