Relativity Admin Guide - 8.2

104 Pages·2016·3.31 MB·English

User Guide
Version 8.2 | October 4, 2013
Forthe mostrecentversionof thisdocument, visitourdocumentation website.
Table of Contents
1User guideoverview 6
1.1Navigation 6
1.1.1Logging in 6
1.1.2User options 7
1.1.3Core reviewer interface 9
1.1.4Resetting your password 10
1.1.5Favorites 11
1.1.6Quicknav 13
1.1.7Quicknavfunctionality 14
2History 15
2.1Historyviewfields 15
2.2Filtersonthe Historytab 16
2.3Auditedactions 17
3Indented lists 19
4Inlinetagging 21
4.1Adding a tag toa transcript 24
4.2Viewing tagsina transcript 24
4.3Removing a tag from a transcript 24
5Markups 24
5.1Highlights 25
5.1.1Creating highlights 25
5.2Redactions 26
5.2.1Creating basic redactions 26
5.2.2Creating inverse redactions 26
5.2.3Creating full-page redactions 27
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5.2.4Creating massredactions 27
5.3Editing markups 28
5.3.1Working withoverlapping markups 28
5.3.2Editing redactiontext 29
5.3.3Editing fontsize intextbox redactions 29
5.4Massdeleting markups 29
5.5Controlling redactionvisibility 30
5.6Viewing markuphistory 30
5.7Using the MarkupNavigationpane 30
6Persistent highlight sets 31
6.1Getting startedwithpersistenthighlightsets 32
6.1.1Selecting persistenthighlightsetsinthe viewer 33
6.1.2Deselecting persistenthighlightsetsinthe viewer 34
6.1.3Persistenthighlightsetbehavior acrossviewer modes 35
6.2Creating persistenthighlightsets 35
6.2.1Fields 36
6.3Entering highlightterms 36
6.3.1Entering multiple variationsof a term 37
6.3.2Color-coding persistenthighlights 38
6.3.3Guidelinesfor adding termsor phrases 39
6.4Using the highlightfieldssource 39
6.4.1Bestpractices 41
6.5Importing searchtermsfor persistenthighlighting 42
6.5.1Relativitycomponentsetup 42
6.5.2Importing terms 43
6.6Creating efficientsearchesfor persistenthighlighting 44
7Search termsreports 45
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7.1Guidelinesfor using searchtermsreports 47
7.2Creating a searchtermsreport 47
7.2.1Fields 48
7.2.2Adding or editing termsandhighlightcolors 48
7.2.3Deleting terms 49
7.3Running a searchtermsreport 49
7.3.1Searchtermsreportstatus 51
7.4Accessing taggeddocumentsusing the FieldTree browser 52
7.5Using taggedsearchtermsina savedsearch 52
8Searching overview 54
8.1Searchconditions 55
8.1.1Canceledqueries 57
8.1.2Frequentlyaskedsearching questions 58
9Summary reports 59
9.1Creating andediting a summaryreport 60
9.2Fields 61
10Tabs 62
10.1Creating andediting tabs 63
10.2Fields 64
10.3Nesting tabs 66
11Transcripts 67
11.1Importing transcripts 67
11.2Wordindex 68
11.3Links 68
11.3.1Adding a linktoa transcript 69
12Viewer 69
12.1Viewer toolbars 70
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12.1.1Documentviewselector options 70
12.1.2Viewer andExtractedTexticons 71
12.1.3Image icons 72
12.2Imaging onthe fly 73
12.3Stand-alone documentviewer 73
12.4Relateditemspane 74
12.5Thumbnail viewer 76
12.5.1Deleting blankimages 77
12.5.2Using the thumbnail viewer slideshow 77
12.6Adding informationtoCaseMap 78
12.6.1Adding a documenttoCaseMap 78
12.6.2Adding a facttoCaseMap 79
12.7RelativityCompare 81
12.8Viewer-supportedfile types 82
12.8.1Textonlydesignation 83
12.8.2File ID onlydesignation 83
12.8.3File identificationvaluesinOutside In8.4.0 83
12.8.4File typessupportedinOracle 8.4.0 86
13Workspaces 94
13.1Workspace admingroup 95
13.2Workspace navigation 96
13.2.1Browser 96
13.2.2Viewbar 99
13.2.3Item list 100
13.2.4Documentsetinformationbar 102
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1 User guide overview
Whenworking withRelativityasa reviewer, it'simportanttofamiliarize yourself withthe software's
manyfeatures.
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 Relativityadmin.After youenter the address, the loginscreenappears.
Enter your email addressandpassword.If youdon'tknowyour logininformation, contactyour
Relativityadmin.
Note:TheForgotyourpassword?linkonlydisplaysifanadminenablestheShowForgotPasswordLink
configurationtablevalue.SeetheConfigurationtableguide.
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1.1.2 User options
Whenyoufirstlog intoRelativity, yousee the defaultHome tab.Relativitydisplaysthe Workspaces
tabasyour defaultHome tabwhenyounavigate toHome, butyoucanchange the defaultHome tab
tobe anytabyouwant.See Changing the defaultHome tabbelowfor more information.
Youcanclickyour name inthe upper-rightcorner tosee the user drop-downmenu.
Depending onyour permissions, youmayhave the optiontoedityour settingsor resetyour
password.If youdon'tsee admintabs, your Relativityadmincanchange your permissionsettings.
1.1.2.1 Changing the default Home tab
Relativitydisplaysthe Workspacestabasyour defaultHome tabwhenyounavigate toHome, but
youcanchange the defaultHome tabtobe anytabyouwant.
Perform the following stepstochange the defaultHome tab:
1. FromHome,clicktheAdministrationtab.
2. ClicktheTabstab.
3. ClickthetabyouwanttosetasthedefaultHometab.
4. ClickEdit.
5. SelectYesintheIs Defaultdrop-downmenu.
6. ClickSave.
Note:IfauserisnotamemberofagroupwithpermissiontoviewthetabsetasthedefaultHometab,
Relativityredirectstothelowestorderedtabtheuser'spermissionsallow.
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1.1.2.2 My settings
Clicking My Settingsfrom withinthe user drop-downmenuopensa settingsmode pop-up, which
displaysyour user information.ClickEdit tochange your settings.
n Firstname-yourfirstname.
n Lastname-yourlastname.
Note:YourfirstandlastnameappearasyourusernamethroughoutRelativity.
n Email address-youremailaddressandlogin.
n Skip DefaultPreference-Whenreviewingdocuments,skippreventsareviewerseeingdocumentsthat
arealreadycoded(dependingontheselectedview).SeeDocumentskipintheAdminguide.Choose
oneofthefollowingoptions:
o Normal-thissettingdisablestheskipfeature.
o Skip-thissettingturnsontheskipfuture.
n Item listpagelength-anumericfieldindicatingthedefaultlistlengthforalllistsinRelativity.Itcanbe
setfrom1to200.
n DefaultSelected FileType-thedefaultviewermode(Viewer,Native,Image,LongText,orProduction).
SeeVieweronpage 69fordetails.
n Advanced Search Publicby Default-determineswhethersavedsearchesarepublicorprivateby
default.IfsettoYes,thesearchispublicandalluserswithrightstoitcanseeit.IfsettingisNo,the
searchisprivateandonlyyouareabletoseeit.
Note:Dependingonyourpermissions,youmaynothaverightstoedittheAdvancedSearchDefault
field.
n NativeViewerCacheAhead-ifchecked,thisfieldpre-loadsthenextnativedocumentinyourreview
queuewhentheactivedocumentisloaded.
n DataFocus-determineswhetheryourdefaultsettingistoshoworhidetheworkspacenameinthe
interface.DataFocusOnhidestheworkspacenameatthetopleftandallowsmorespaceinthewin-
dowfordatainformation.DataFocusOffshowstheworkspacename.YoucanalsotoggletheData
FocussettingdirectlyfromtheHomemenu.
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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.
Youcantoggle betweenseveral viewing optionsbyusing the iconsinthe upper-rightcorner of the
window.
n Keyboard shortcuts legend-displaysthekeyboardshortcutslegendfortheworkspace.
n Enable/disablekeyboard shortcuts-enablesanddisableskeyboardshortcutsfortheworkspace.
n Show/hidedocumentlist-showorhidethedocumentlistfromtheCoreReviewerInterface.
n Dock/undockdocumentviewer-docksorundockstheviewerfromtheCoreReviewerInterface.
n Swap panes-flipstheViewerfromtheleftsideofthewindowtotherightorvice-versa.
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n Launch stand-alonedocumentviewer-popsoutastaticstandaloneversionoftheViewer.
n Show/hidetab strip-showsorhidesthetabstrip.
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.
1.1.4 Resetting your password
There are twowaysyoucanresetyour passwordif your adminhasgivenyouthe appropriate
permissions.Youcanuse the Reset Password optioninside Relativityor the Forgot your password?
linkonthe Relativityloginscreen.
Note:Ifyourpasswordhasexpired,theResetPassworddialogappearsautomaticallywhenyouloginto
Relativity.Youradmindetermineswhenyourpasswordexpiresandthenumberofpreviouspasswords
thatyoucan'treuse.
1.1.4.1 Resetting your password inside Relativity
If you're alreadyloggedintoRelativity, youcanresetyour passwordbyclicking Reset Password in
the Home drop-downmenu.Thisdirectsyoutoa ResetPasswordpopup.
Enter your oldpassword, thenenter andretype your newpassword.ClickSave.
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