Click Here to see the latest updates in Relativity 9.5
After the upgrade to 9.5 it may take a bit of time getting used to the new user interface. As such you can change back to the Classic Interface by selecting the option Switch to Classic UI which can be found using the drop down arrow next to your name in the top right corner of the screen "Hi, Joe Bloggs".
Our Relativity environment supports IE, Chrome, Firefox and Safari.
In the bottom right corner of the Document List View it will display how many documents are in the current view or search.
In the top right corner of the Document List view it will display "Items 1 - 25 (of xxx) in sets of 25 per page". Using the drop down menu you can select to show items as 10, 15, 50, 100, 200, 500 or 1000.
The page navigation buttons can also be located next to this drop down.
Based on clients' requests, we have created reports that can be run at any time during the review process. Depending on your user access level you will have the ability to create or modify a report to meet your needs. These reports can be found under the "Reporting" tab of your document list view. Below is a quick breakdown of some of the reports, but for more details, please refer to our Training Videos and Guides page by Clicking Here. You can also Click Here to open the How to Work with Reports guide.
Summary Report has two reports: a) Responsive by Custodian which displays all documents that have NOT been coded Responsive. b) Privileged by Custodian displays the coding options for each of the Privileged options selected based on custodian.
The Reviewer History Report requires you to enter a date range, and returns a matrix displaying each reviewer in the case and their activity for that time range. There is currently no video for working with Reports
Hidden Content can be a variety of things such as revision history, track changes, comments, speaker notes, PowerPoint Alternative Views and even if a document is embedded.
A feature called an Alert Script can be turned on which will bring up a pop up outlining the hidden content which has been found when you navigation to a document in the Document Viewer.
To view the hidden content choose Hidden Content from the drop down menu in the Coding Pane
Searching in Relativity
Index searches such as the Keyword and dtSearch and Conditional Searches have been condensed into their own panel which can now be found under the folder tree. Although the dropdown says Add Condition when clicking on the dropdown you will now be able to access Index Searches, Saved Searches and a list of all the fields in the database (conditional searching).
The button to save your search has also moved. This can now be found in the bottom left corner of the Document List View next to the Mass Operations button.
A new slider has been added at the bottom of the search panel. Click on this (It's next to the words Auto-run search is on) to toggle between automatically running searches and manually running searches. When manual is selected a button will appear called Run Search
A dtSearch requires a custom index to be created whereas a Keyword search is readily available. By enabling a dtSearch more advanced search operators are available. For a full list of the differences between the two searches click here.
Filters are used to search for values present in the active Document List View. The type of filter depends on the type of field. Clicking on Show Filters in any screen with the "Show Filters" options will open a header just above your list view.
Boolean Text box fields support AND, OR, BETWEEN, = (equal), >= (greater than or equal to) <= (less than or equal to)
Custom Only allows you to combine several criteria by connecting them with an AND or OR Operator.
List and Multi-List provide you with a list of choices to select from. Multi-list will allow you to connect multiple selections with AND or OR connectors. For examples on searching refer to the Videos and Guides page of this website by Clicking Here.