RCU Exam Workbook

Relativity Certified User
Exam Workbook
Version 9.5
(9.5.41.87 - January 25, 2017 release)
Last updated: July 28, 2017
CERTIFIED USER
Contents 3.3 Viewer and Long Text Options....................................................................... 49
3.4 Image Viewer Options...................................................................................... 50
Overview................................................................................................3
3.5 Navigation Bar.................................................................................................... 56
Part 1 Introduction to Relativity...............................................................5
3.6 Core Reviewer Interface Toggle Options.................................................... 57
1.1 Relativity Overview.............................................................................................. 6
3.7 Layouts and Coding Forms.............................................................................. 59
1.2 Logging In............................................................................................................. .7
3.8 Related Items Strip............................................................................................ 63
1.3 Terminology.......................................................................................................... .9
3.9 Persistent Highlight Sets Panel...................................................................... 65
1.4 Special Considerations......................................................................................13
3.10 Special Considerations................................................................................... 66
1.5 Knowledge Check...............................................................................................14
3.11 Knowledge Check............................................................................................. 67
Part 2 Workspace Navigation..................................................................15
Part 4 Searching in Relativity..................................................................68
Workspace Navigation............................................................................................ 16
4.1 Searching.............................................................................................................. 69
Pivot Navigation........................................................................................................ 17
4.2 Filtering................................................................................................................. 72
2.1 User Tools............................................................................................................. 18
4.3 Keyword Search................................................................................................. 73
2.2 Tab Strip............................................................................................................... 20
4.4 dtSearch............................................................................................................... 74
2.3 Browser................................................................................................................ 21
4.5 Saved Searches Browser................................................................................ 79
2.4 Collapse Browse Panel.................................................................................... 22
4.6 Analytics .............................................................................................................. 81
2.5 Batching............................................................................................................... 23
4.7 Special Considerations..................................................................................... 90
2.6 View Bar............................................................................................................... 26
4.8 Knowledge Check............................................................................................. 91
2.7 Document List Control...................................................................................... 35
Appendix: Answer Key............................................................................................ 92
2.8 Pivot....................................................................................................................... 37
Change Log................................................................................................................ 93
2.9 Dashboards......................................................................................................... 40
2.10 Special Considerations................................................................................... 41
2.11 Knowledge Check............................................................................................. 42
Part 3 Core Reviewer Interface...............................................................43

Core Reviewer Interface......................................................................................... 44
Image Viewer............................................................................................................. 45
3.1 Viewer.................................................................................................................... 46
3.2 Document View Selector................................................................................. 47
Relativity Certified User Exam Workbook 2

Exam Version Disclaimer
The Relativity Certified User exam will test on the 9.5.41.87 product update from January 25, 2016. This workbook will provide you with the necessary information for
exam items. All content in this workbook as well as other study materials use the new UI. You will not be tested on the classic UI.
Overview
When working with Relativity as an end user, you should be familiar with several features of our software and understand how each helps streamline your workflows.
You can take advantage of the many innovative features in Relativity, ranging from efficient coding processes to email thread visualization functions.
Exam Details
The Relativity Certified User exam 100 questions. You will have 60 minutes to complete the exam. Question types include: multiple choice, multiple response, true/
false, hotspot, and matching. For more details on the exam itself, please review the Frequently Asked Questions (FAQ) document on the Certifications page of kCura’s
website.
Before You Begin

This workbook is designed to help you learn about Relativity’s core features and will help prepare you for the Relativity Certified User exam. You may need to reference
other materials to fully understand the software’s features and functionality, such as the tutorials and webinars identified in this workbook. You can also use the
following materials located on the Relativity Documentation site as a reference tool for the Relativity Certified User exam:
• Relativity Quick Reference Guides

• Relativity Certified User Documentation
−− Using this site
NOTE: You can now quickly navigate to a different version of the same documentation page by selecting a version from the Version drop-down. If an
exact match isn't found, you will receive a warning message that then sends you to the search results in that new site. •
The Relativity for Reviewers Webinar can also serve as a study resource. Additionally, we suggest you pay close attention to the Special Considerations throughout the
workbook and complete the Knowledge Checks, both of which can be found on the last pages of each section of the workbook. Answers to the Knowledge Checks
can be found in our documentation, as well as in the Answer Key at the end of the workbook. In case any updates are made to this workbook, a Change Log is located
at the end of the workbook for your convenience.

The online Relativity Certified User Practice Quiz can be found here. The quiz draws on content from this workbook, our documentation, and the other recommended
study materials to give you an idea of question topics and types you will see on the exam. You can take this quiz as often as you’d like to supplement your studies, but
it should not be your sole source of study. Please note the practice quiz questions are not identical to exam questions.
kCura is aware that a number of apps are available to the public which purport to be study guides for various Relativity exams. These apps are published by third
parties that are not affiliated with kCura, and kCura does not monitor their content and cannot ensure their accuracy. As such, you should only use kCura-approved
study materials. Your use of any other third party study resources is at your own risk. Contact certification@kcura.com if you have any questions.
Workbook Conventions
This workbook is divided into four parts. Each part is broken down into subsections, which dive deeper into specific Relativity features.
Throughout this workbook, tutorials, webinars, videos, and kCura documentation that are important for you to explore further will be notated by the References icon.
These resources enhance your experience and expand your knowledge of the tasks and features in the associated sections. Please note that tutorials cannot be
viewed on mobile devices.
Other key components of this workbook include the reference guides and icon legends presented in Parts 2 through 4. When analyzing these guides, note the
associated numbered callouts and their corresponding sections. These are designed to help you visualize what you should see in Relativity. The legends reference
Relativity icons used as you progress through the review process.
Icon Description
References - Additional resources to help you learn more about the subject.
Note - Calls attention to an important note, tip, or key point to remember. These notes
explain key topics or features that may be covered on the exam.

Part 1 Introduction to Relativity
1.1 Relativity Overview
Relativity is a feature-rich, web-based platform that provides complete processing capabilities, computer-assisted review, image and native file review, powerful
searching, diverse coding options, flexible workflow capabilities, productions, Unicode and foreign language support, and text analytics – all delivered in a highly
scalable solution.
www.edrm.net
VIDEO: Relativity Overview
WEBINAR: Reviewer Training Webinar
1.1.1 Browser Considerations

Relativity is compatible with Internet Explorer, Chrome, Safari, and Firefox.

1.2 Logging In
Relativity offers several ways to log in, and it’s possible to have two or more methods available to you. A system admin will determine your login method. Before
accessing Relativity, a system admin must create your user, set up a log in method, associate your user to a group, and associate that group to the appropriate
workspace. After these steps are complete, you can log into Relativity.
TUTORIAL: Getting Started Tutorial
1.2.1 User Passwords

A system admin may provide you with the ability to reset your password. You can generate a password request using the Reset Password option in the user drop-down
menu, Forgot Your Password? link on the login screen, or by contacting your system admin. You will then receive a new password email containing a link to where you
must enter your old password, followed by your new password. Relativity passwords must meet the following requirements:
• 8 characters minimum (maximum 50)

• Include the following:
−− 1 lowercase letter
−− 1 uppercase letter
−− 1 number
−− 1 non-alphanumeric character
The following outlines a typical login and password reset process for Password authentication. Depending on how your access to a Relativity environment is
configured, different authentication methods may be used for your account.
DOCUMENTATION: Logging in to Relativity

First, you enter your username.
On the next screen, you enter your password.

1.3 Terminology
The terms in the table provide definitions for some of Relativity’s most common terms. Familiarize yourself with these terms as you move through this workbook.
Term Definition
Workspaces within Relativity are typically document repositories used to store, display, search, organize,
Workspace
and categorize documents related to a specific client.
User Users are individuals who have access to the Relativity environment.
Relativity users are organized by groups and may be associated with more than one at a time. Groups are
Group
added to Relativity workspaces and access permissions may vary from workspace to workspace.
Document A document is a record within a Relativity workspace.
Field Fields are used to store document metadata or coding information within Relativity.
Choice Choices are predetermined values that are applied to Single and Multi-Choice List fields.
Views Views are customizable lists of items within Relativity. For example, a list of documents is controlled by a view.
Layout Layouts are web-based coding forms where users can view and edit Document field values.
Batch A static set of documents split into multiple document sets based on admin-set criteria.
1.3.1 Workspaces
When you are working on a case in Relativity, documents related to that case or investigation are stored in workspaces. Workspaces are securable document
repositories that facilitate viewing, searching, organizing, and categorizing content.
After logging into Relativity, you are either shown a list of workspaces you have access to, or you are brought directly into your workspace. To access the documents in
a particular workspace, you must first click the name of that workspace. The document list in that workspace opens, and you can now begin your tasks.

1.3.2 Fields
Fields are used to display information, such as document metadata and users’ coding choices. Relativity supports a number of field types, all of which hold different
types of information. For example, the Date Sent field type holds the date on which that document was sent or the date a document was received. Single choice and
multiple choice fields are used to make one or many coding decisions on fields, such as Designation or Issues. A Yes/No field is often used when users need to make
quick, binary decisions.
Yes/No fields can be displayed on layouts as drop-down menus, radio buttons, or checkboxes. In the case of checkboxes, remember that a Yes/No field displays in one
of three possible states: Yes, No, or Null.
• Yes: Box is checked.

• No: Box is unchecked.
• Null: Box is filled in with a shaded blue square.
Null and No are not the same coding decision. Ensure you select the correct option when coding a document.

1.3.3 Choices
Single choice and multiple choice coding fields use predetermined values called choices. The following image shows the Designation field as a single choice radio
button list and the Issues field as a multiple choice checkbox list. Single choice fields display as radio button lists, and multiple choice fields display as checkbox lists;
however, in the case of a long list of choices, both can appear as a pop-up picker. Responsive, Not Responsive, Insider Trading, and Coal are all choices associated to
fields. These fields live on the Coding layout.

You can select only one choice on the Designation single choice field radio buttons, whereas you can select multiple issues with the Issues multiple choice field. For
instance, a Designation field might have choices such as Responsive or Not Responsive. A user must select one of these choices to indicate a document’s relevance to
the case. You also might have a multiple choice field, like Issues, which you can use to code a document as relating to multiple issues.
In the previous image, the Designation field requires a coding decision before moving to the next document. A required field is marked by the orange line to the right
of the field name.
Other fields, like Date Sent or Control Number, are not usually associated with choices and typically appear as read-only fields on a layout.

1.4 Special Considerations
Review the following special considerations and best practices.
• Choices can be nested. If a choice is nested and the child choice is selected, the parent choice is automatically selected.
• To exit a workspace and return to your list of available workspaces, you can either click Home from the user drop-down menu, or click the Relativity logo in the
upper-left corner.
• In order to have access to a workspace, you must belong to a group that has been added to that workspace.

1.5 Knowledge Check
Introduction to Relativity
1. What passwords satisfy Relativity’s password requirements?
a. DestiNation2
b. locomotion123!
c. CJ4Ever!
d. TheQuest@89
2. Case documents are stored in a ___________.

3. Metadata loaded to Relativity is stored in fields. True or false?
4. How do you open a workspace?
a. Select the workspace field button.
b. Click the workspace button.
c. Click the workspace name.
d. Select the workspace name from the user drop-down.
5. Match these terms to the correct definition: View, Field, Group, Layout
a. Stores document metadata.
b. Organizes a subset of users.
c. Displays lists of items.
d. Holds fields and choices.

Part 2 Workspace Navigation
Workspace Navigation
1
9 15 4 7 6 5 2 8
View Bar - Controls which docu-

5 ments and fields are displayed in
the Document List Manager
Document List - Contains docu-

6
10 ment list
Document List Options Strip

7 - Document options to filter and
navigate your results
11 Document Set Info Bar -

Controls the returned set of
8
documents and how these docu-
ments are displayed
Search Index Selector - Select

9 search indexes to run on your
12 13 14 document set

Pivot Navigation
9
3 4 2 8 1 5

2.1 User Tools
There are several key areas in Relativity users should be familiar with. In order to use the system most efficiently and effectively, it is essential to understand the
navigation features, along with keyboard shortcut basics.
After opening a workspace, you are taken to the main document view. In the upper-right corner of the workspace, you will see two tools available to you: Favorites and
the user drop-down. With Favorites, you can bookmark certain pages to easily return to them. The user drop-down offers a variety of different user options.
2.1.1 Favorites
The Favorites menu contains all of your bookmarks (Favorites) and the last 10 pages in your browsing history (Recents). The Favorites menu appears at the top of the
application window next to your username. You can use Favorites to quickly navigate within Relativity. If you visit a particular page on a regular basis, adding it as a
Favorite minimizes the number of clicks it takes to get there.
To mark a page as a Favorite, click the gray star at the corner of the workspace while on that page, or next to the page name in the Recents section. Once you click it,
the star turns yellow and Relativity adds that page to the Favorites section. There is no limit to how many pages you can mark as a favorite. To remove a page from the
Favorites Section, click the yellow star. This will turn the star gray and remove the page as a Favorite.
NOTE: You can Favorite a document by first clicking the Show/Hide tab strip button in the core reviewer interface to make the Favorites menu visible,
then clicking the gray star.
2.1.2 User Drop-down Menu

The user drop-down appears in the upper-right corner and contains several helpful configuration options, including:
• Home: Navigates you to the default Home tab.

• Reset Password: Opens a pop-up where you can change your password.
• My Settings: Opens a pop-up where you can change various personal settings. The following fields are editable under your user information:
−− First Name: Your first name.
−− Last Name: Your last name.
−− Email Address: Your email address and login username.
−− Skip Default Preference: Skip prevents you from seeing documents that are already coded, depending on the selected view.

-- Normal: Disables the skip feature.
-- Skip: Enables the skip feature.
−− Default Filter Visibility: Determines if filters are displayed by default.
−− Item List Page Length: A number indicating the default list length for all your lists in Relativity. It can be set from 1 to 200.
−− Default Selected File Type: The default viewer mode.
−− Default Saved Search Owner: Determines whether saved searches are public or only private to the logged in user by default.
−− Native Viewer Cache Ahead: If checked, pre-loads the next native document in your review queue when the active document is loaded.
• Logout: Logs you out of Relativity.
In the middle section of the drop-down, you’ll find:
• Help: Launches the Relativity Documentation website.

• Support: Opens a new window containing the Support page of the Relativity website where you can open a support ticket.
• About: Opens a dialog displaying the Relativity version number and licensing agreement information.
In the last section, you will see the current user’s email address.
NOTE: Depending on your permissions, you may not have the option to edit your settings or reset your password.

2.2 Tab Strip
A workspace contains tabs that provide easy access to different Relativity features, including documents and batches. You can access different tabs by selecting the
tab of your choice on the tab strip. Your admin determines which tabs you can see and use. As such, tab access may vary from workspace to workspace.

2.3 Browser
The browser is where you can navigate to your documents. Not all cases will require you to have browser access. The browser contains the following options for
browsing through your documents: Folders and Saved Searches. There are also two other browsers which are typically used for admin tasks: Field Tree and Clusters.
Most end users do not have access to these browsers.
2.3.1 Browser Icons

To access other browsers, use the icons located at the top of the browser. The folders browser displays the folder hierarchy in your workspace. The folder structure is
set when documents are imported into the workspace. A folder often has multiple subfolders. You can expand and collapse desired folders by clicking the + or - signs.
Expand (+) opens the folder tree so you can see the subfolders. Collapse (-) returns you to the root folder.
By navigating to the saved searches browser, you are able to create a new search, or browse previously saved searches. See Part 4 for more information on saved
searches. While in the saved searches browser, you can easily toggle between the Search Folder Tree and the Search List, which might be helpful if you need to find a
specific search. Within the Search List, you are able to filter the saved searches using the Name and Path fields, as well as copy, move, or delete searches, and finally,
email a link to a saved search.

2.4 Collapse Browser Panel
You can show or hide the browser by using the collapse icon at the upper right. Hiding the browser provides more space to view the document list. Using the stacked
dots icon at the upper left, you can move the browser to the opposite side of the document list. You can also resize the document browser width as you would any
other window by dragging the edge separating the document list from the folder browser. The browser is open by default. Some workspaces will not have a browser.
TUTORIAL: Navigating Case Documents Tutorial
2.4.1 Collapse Search Panel

You can hide or show the Search Panel in the same way as the browser by using the icon at the upper right. Using the stacked dots icon at the upper left, you can
move the search panel to the opposite side of the document list as well as next to or nested inside the browser. You can also resize the searching panel width as you
would the browser by dragging the edge separating the document list from the folder browser. The search panel is open by default.

2.5 Batching
Batching helps structure large scale review by organizing documents into groups based on certain criteria, and then assigning those groups of documents to members
of the review team. Common examples of batch criteria include custodian, email thread, or issues. Batches typically include entire document families, like emails and
their attachments, to help streamline the review.
Your admin can create batches and assign them to you, or you may be tasked with assigning batches to other people.
TUTORIAL: Checking Documents In and Out Tutorial
2.5.1 Review Batches Tab

The Review Batches tab contains all the batches you can access. After clicking on the Review Batches tab, you also see important information about your batches, such
as the batch name, batch status, who it’s assigned to, the batch size, and if it has been reviewed.
2.5.2 Checking Batches Out

By clicking the Edit link next to a batch, you can check it out.

NOTE: You can only check out one batch at a time. However, a system admin can assign you multiple batches at once.
2.5.3 Checking Batches In

Checking batches in (or reassigning them to others) is a simple process that can be performed at any time after the batch has been checked out. There are no review
percentages or other completion criteria — in fact, a batch can be checked back in immediately after it has been checked out if necessary. To check a batch in, navigate
to the Review Batches tab and click Edit next to that batch. A pop-up window will open and you will have to choose one of the following options:
• Check In As Pending: Checks in the batch as pending, often used when the batch is only partially complete.
• Check In As Completed: Checks in the batch as completed.
• Reassign To: If you have the appropriate permissions, assign batches to other users by selecting their name in the drop-down.
NOTE: Depending on your permissions, you may not see the Reassign To button.

2.5.4 Batch Status
There are three different batch statuses. Batch status indicates what state a batch is in.
• Null: The batch is currently inactive.

• In Progress: The batch has been checked out, but not yet checked back in.
• Completed: The batch has been checked in as completed.
2.5.5 Viewing Your Batched Documents

A system admin can create a view to only return documents within your assigned batches. If this view is created and all other documents are secured, you will only see
documents in your checked out or assigned batches when you log in to the workspace.

2.6 View Bar
At the top of the document list, you can see the view bar. The view bar is used to view document sets. Some common views an end user might see include: My
Checked Out Batches, My Assigned Batches, Not Yet Reviewed Documents, Responsive Documents, Unassigned Documents, Email Threads, and Textual Near
Duplicates.
The view bar consists of the following sections:
• Views.
• Include Related Documents.
2.6.1 Views
The first drop-down on the view bar displays your default view. You can use the drop-down menu to access other views. Each view displays documents and a set of
fields, displayed in columns, based on a set of criteria. The order in which the fields appear is chosen when the view is created.
Any time you see a list of items in Relativity, it is defined by a view. Along with layouts, views represent one of the main places where users can see and interact with
metadata and fields.

Views are created to control:
• Items displayed in lists, based on a set of specified criteria.

• Fields of information related to displayed items.
• The default sort order of the items.
NOTE: There is no limit to the number of fields (columns) displayed in a view.
2.6.1.1 Batch Views
A common view is one that limits the displayed document to your current batch(es). Within the batch, documents can be grouped by fields, such as custodian or
designation. Some batch views are further split up to show only reviewed or unreviewed documents. These views update automatically each time a document is coded
and saved.
2.6.1.2 Family Views
Views can display document families (such as emails and their attachments) together. These lists might contain blue horizontal lines which indicate where one family
begins and another ends. It is also common for some family views to display as an indented list (with the attachments indented) so you can visualize how documents
are related. Views such as these can make it easier to spot-check coding when propagation is enabled. For more information on propagation, please see Part 3.
NOTE: For family views that already display both the parent and attachment documents, it is not necessary to include families in the relational field
drop-down. Please see the Include Related Documents section for more information.
2.6.1.3 Email Threading Views
Email threading views are similar to family views, but extend beyond a family of documents to encapsulate entire conversations. For example, consider a very common
situation where a document set contains emails from many different custodians. Threading will capture the entire conversation, regardless of the source, and arrange
the email chain in order, typically including attachments.
Inclusiveness
A benefit to using email threading during review is the ability to eliminate a lot of duplicate information by focusing on the emails that contain an entire conversation

thread. These are called inclusive emails.
Consider the following two examples:
You’ll note that email #2, in addition to containing some new information, also includes all of email #1. Consequently, email #2 is the inclusive email of this thread. As
such, it would not be necessary to review email #1, as it is non-inclusive; all of its information can be accessed elsewhere.
Please note the following about inclusive emails:
• An email thread may contain more than one inclusive email. This often occurs when a conversation branches out into parallel conversations.
• An email might be inclusive because of its attachments. Consider the previous two examples again. If email #1 had an attachment that email #2 did not have, then
both emails would be considered inclusive.
Displaying Threads in a View
When threading is applied, square indentation bubbles indicate each email’s indentation level within the thread. For example, in the following image, the first email in
the chain is marked “1,” an email responding to the first email is marked “2,” and the email responding to the third email is marked “4.” You can quickly identify potentially
missing emails in a thread using this visualization.
The color of the indentation bubble indicates inclusiveness. Inclusive email messages contain the prior message content and have a “Yes” value in the Inclusive Email
field. Duplicate spare email messages contain the exact same content as another message.
• A black square indicates that the email is inclusive and is not a duplicate spare.
• A white square indicates that the email is non-inclusive or a duplicate spare.

NOTE: Email indentation bubbles go up to 99. For messages with an indentation level over 99, the bubbles display “99+.”
Using File Icons
The Email Threading Display field includes the following file type icons (Note that the following numbers are examples, and don’t correspond with the above image):
• Reply ( ): Original file name begins with RE:

• Forward ( ): Original file name begins with FW:
• Send/Other ( ): Original file name does NOT begin with either RE: or FW:
• Unknown ( ): File type cannot be found.
• Email contains attachments ( ): File is an email containing attachments, which are sometimes also indented.
Displaying Attachments
Email attachments do not have a numbered square next to their name in the email thread display field. Instead they have an icon that indicates their file type. The
following image shows two email threads, separated by a blue line.
Note the second thread, which contains an email with the Artifact ID 1355209. This email consists of a parent email and three attachments: a Word file, a PDF, and an
Excel file.

2.6.1.4 Textual Near Duplicate Views
Another type of view that may be useful is the textual near duplicate view. You may be asked to review a set of documents that are extremely similar but not identical
to each other. For example, you may need to ensure a series of very similar reports are coded the same way. Another example includes locating additional privileged
documents that might have been missed during the first pass review. In situations like these, it is common to use a view that displays textual near duplicates. Prior to
creating the view, an admin can run a near duplicate analysis during which documents with similar text patterns are placed together into relational groups. Exact syntax
and word order are heavily considered during this analysis, unlike the conceptual analytics tools discussed later in this workbook. For more information on conceptual
analytics, please refer to Part 4.
The two most common fields you’ll likely encounter on a textual near duplicate view are as follows:
• Textual Near Duplicate Principal - Identifies the principal document with a “Yes” value. The principal is the largest document (as measured by amount of text) in the
duplicate group. It acts as an anchor document to which all other documents in the near duplicate group are compared.
• Textual Near Duplicate Similarity - The percent value of similarity between the near duplicate documents in a given group and their principal document.
• Textual Near Duplicate Group - Identifier for a given group of textual near duplicate documents. If the document contains text but does not match with any other
document in the data set, this field is empty. Documents that only contain numbers or that do not contain text will have the Textual Near Duplicate Group field set to
Numbers Only or Empty, respectively.
Each group of textually similar documents will contain a principal, which is typically the document in the group that contains the most text. All documents in a near

duplicate group will be assigned a score that indicates how similar each document is to its principal.
Consider the following example:
The first document, AZIPPER_0000000195.0001, is the group’s principal, as indicated by the “Yes” value in the Textual Near Duplicate Principal field. It also has a
score of 100. All principals will have a score of 100, as they are by definition 100% similar to themselves, however, not all documents with a score of 100 are necessarily
principals.
The remaining documents are part of the principal’s relational group. These documents are identical to the principal. We know this because they are 100% similar to
it, as shown in the Textual Near Duplicate Similarity field on the far right side of the view. Note that document AZIPPER_0000000158.0002 is very closely similar to its
principal but is not an exact duplicate; its score indicates it is 94 percent similar to the principal.
NOTE: Textual near duplicate groups have a relational field that can be used to code several documents at once. For more information about relational
fields and related items, see Part 3.
2.6.1.5 Sorting Views
You can use any sort-enabled field in the view to sort the entire searching set — the number of documents indicated at the lower right. To sort on a field, click the field
heading once to sort the documents on that field in ascending order, alphabetically. A down arrow appears next to the heading name. Clicking the field heading a
second time sorts the documents in descending order, alphabetically, resulting in an up arrow appearing. If you click the field name a third time, this will clear the sort
and return the field to its original order.

2.6.3 Folder Browser
The orange folder icon in the Folder browser shows the scope menu, which controls the folder scope of the documents returned. Click the drop-down arrow next to the
scope menu to change scope. The scope menu contains the following options:
• This folder and subfolders: Displays the documents in the currently selected folder AND the documents in all of its subfolders. This is the default option.
• Only this folder: Displays only the documents in the currently selected folder in the browser, not its subfolders.

2.6.4 Include Related Documents
The Include Related Documents drop-down returns items related to the documents in the view. The options vary by workspace, but may include family groups, email
threads, duplicates, or textual near duplicates. Once you select your browser and set of documents from the view bar, you can begin to work with the document list.
2.6.5 Relativity Compare

Sometimes a user needs to find subtle distinctions between very similar documents. A helpful way to identify these differences is to use the Relativity Compare feature.
To compare documents, the Compare field ( ) must be present in your view.

Clicking the Compare icon opens a new window, which automatically populates the initial document in the Compare field. Click the ellipsis on the With field to select the
document you want to compare to the original document. Once both documents are selected, click the Compare button to trigger the analysis.
• Blue text: indicates language in the second document but not the first.
• Red text: indicates language in the first document but not the second.
• Black text: indicates language common to both documents.

2.7 Document List Control
Using the Document List Controls, you have greater command over how you interact with your searchable set of documents.
2.7.1 Reset Column Sizes

You can customize the look and feel of your document list by changing a column’s size. To do this, hover over the gray line at the edge of the column header. A double
arrow appears, indicating that you can move the column. At this point, you can drag the line in either direction to adjust the column width. The other columns on the
page automatically adjust. To undo any changes you’ve made to your column widths, click the Reset Column Sizes icon ( ) to return to the original settings.
2.7.2 Show/Hide Filters

Within a view, filtering provides a fast and easy way to search the document list. You can use filters to search within the fields displayed on the active view. The Show
Filters icon ( ) reveals the filters for an item list at the top of each column. By clicking the icon again, it hides the filters. When you filter on a field, a filter icon displays
in the field column header. Filters can be enabled by default. For more information on filtering, see Part 4.
NOTE: If you would like to change your environment’s document display defaults or change the maximum number of documents you can load in the
core reveiwer interface, please contact your admin.
2.7.3 Clear All

By clicking the Clear All icon ( ), all current filter conditions are removed. Note that you can hide filters without clearing their conditions. You can also clear a filter on
an individual column by deleting the values in the search box and pressing Enter. Keep in mind that results may vary based on the active filters.
NOTE: Filters are not saved when navigating between different views.
2.7.4 Turn Grid Style On

By default, the columns displayed in the document list are not separated by vertical lines. If you click the Turn Grid Style On icon ( ), vertical and horizontal lines
appear, highlighting the separation of columns and rows in your view.

2.7.5 Document Display Count
The Document Display Count shows how many documents you are currently viewing (and how many documents are available). The items displayed per page may vary
depending on your user settings.
2.7.6 Number of Items Displayed

The number of items displayed is the number of documents that you can currently see in your view without navigating to the next page. The default setting is 25 items
per page, but you can change this number by selecting the drop-down.
2.7.7 Move First/Previous/Next/Last

You can use the Move First/Previous/Next/Last arrows to navigate to different documents in your list. Move First brings you to the first document in the item list. Move
Last brings you to the first document in the last set of items displayed in the document list. Move Previous and Move Next brings you backward or forward to the first
document of the previous or next page.
2.7.8 Total Items

The Total Items number at the lower right of the items list displays the total number of documents loaded into your searchable set. You can browse your entire returned
document set within the item list or the core reviewer interface without having to incrementally add more documents.
2.7.9 Save as Search

You can use the Save as Search icon ( ) located next to the mass operations drop-down at the bottom of the document list to convert the combined filters and
conditions (see 2.7.2 Show/Hide Filters) in the current view into a saved search. If you have the appropriate permissions, you can also name the saved search. Refer to
Part 4 for more information on conditional searching.

2.8 Pivot
Relativity offers a variety of data analysis resources to provide more insight into your case documents and accelerate the review process. The most significant of these
resources is Pivot, which enables the visualization of key data in your case to reveal trends and patterns. Using Pivot widgets, users can create tables and charts to
visually summarize and simplify data analysis. Pivot can be used whether you are looking at all records or a subset of records, such as search results.
2.8.1 Pivot Settings

The Pivot Settings pop-up displays the option to run reports on Pivot-enabled fields listed in a view or saved search. To display the Pivot Settings menu, click Add
Widget to the left of the dashboard functions drop-down. Once open, the Pivot Settings menu contains the following options: Pivot Profile, Group By and Pivot On, Sort
On, and Default Display Type. To save your settings and add the Pivot widget to your dashboard, click Add Pivot.

2.8.1.1 Pivot Fields
You can use Pivot to identify trends. In order to capture these trends, two fields are used: Group By and Pivot On. Use Group By to define the horizontal axis of the Pivot
report. You can run Group By on its own if you wish to only get results on a single field. Use Pivot On to break down the totals displayed in each row. This field acts as
the vertical axis of the report. If you choose a date field for the Group By or Pivot On fields, you can also select month, year, or year/month to further drill down into your
results.
2.8.2 Pivot Options Pane

Once you’ve added a Pivot widget to your dashboard, you can configure additional settings. Click the three stacked lines ( ) at the upper right of the widget to
display the Pivot options pane. The Pivot options pane has three sections: Properties, Display Type, and Options.

2.8.2.1 Properties
There are a few actions that you can take from the Properties section of the Pivot options pane.
• Edit Pivot: Makes changes to the Pivot settings configured previously in the Pivot Settings pop-up.
• Save Pivot Profile: Create a new Pivot profile or replace an existing one. For more information, see Creating and Editing Pivot Profiles.
• Maximize: Expand the widget dimensions to fit the entire document list screen. To revert the change, return to this pane and select Restore.
• Remove: Delete the widget.
Creating and Editing Pivot Profiles
You can save the configurations of a Pivot widget as a Pivot profile which can be accessed at a later time. To modify an existing profile, click Replace existing profile. If
you’re modifying settings for an existing profile and would like to create a new one, click Create new profile.
2.8.2.2 Display Type
There are a few additional Chart formats that can be accessed by clicking the menu icon ( ).
• Bar: Rectangular bars with lengths proportional to the values they represent.
• Stacked Bar: Rectangular bars with internal segments to compare parts of a whole.
• Pie: Circular chart divided into sections to illustrate each value.
• Line: Compares two values plotted along the vertical and horizontal axes.
• Table: Displays results in a grid organized by rows and columns.
TUTORIAL: Creating Dashboards and Using Widgets

2.9 Dashboards
Your admin can save a custom page configuration as a dashboard. There can be multiple dashboards in a given workspace, so you can quickly access different
configurations. To access a new dashboard, click the Dashboard drop-down in the upper-right. The dashboard you are currently viewing is highlighted in gray.
Dashboards update automatically in response to searching, and any time changes are made to the current dashboard, the dashboard drop-down will switch to orange.
This alert serves as a reminder that the original dashboard has changed. However, you must have the correct workspace permissions in order to add, edit, or save a
dashboard.

Review the followng special considerations and best practices.
Consider the following when dealing with workspace navigation:
• Extracted Text and other long-text fields can be selected as your OCR destination field.
• Always be conscious of the folder and view you have selected, as these selections will impact sorting and filtering results.
• If you have permission to create and edit views, you can use the New View and Edit View functions within the View bar drop-down.
• Views are fully customizable and will update automatically as new documents that meet the view criteria are uploaded.
• A system admin can check in a batch on behalf of any user.
• If the field you want to Group By or Pivot On is not available in the drop-down, contact your admin.

2.11 Knowledge Check
Workspace Navigation
1. You can apply a Favorite by selecting the star option from the user drop-down. True or false?
2. There will always be a principal document within a group of textually similar documents. True or false?
3. Name the two fields that are used to define the vertical and horizontal axis of Pivot reports.
a. ____________________
b. ____________________
4. What do views control? (Select all that apply.)

a. Items displayed in lists, based on a set of specified criteria.
b. Fields of information related to displayed items.
c. The number of items displayed per page.
d. The default sort order of the items.
5. Partially completed batches can be checked in by a reviewer. True or false?
6. What is the maximum number of fields that can be added to a view?

Part 3 Core Reviewer Interface
Core Reviewer Interface
1 2 4 3
6 5

Image Viewer Options
Image Viewer Show/Hide document page thumbnails
Zoom out / Zoom in
Fit actual / Fit width / Fit height
Reset to default zoom
Rotate all pages, rotate current page 90 degrees clockwise
Save document as a PDF with normal or transparent redactions and highlights
with the option to include a
slip sheet
Select within a document
Highlight within an image
Apply a solid black redaction
Apply a cross redaction
Apply a text redaction
Apply a white, borderless redaction
Apply an inverse redaction
Apply a full-page redaction in black, white, or with text or a cross
Apply a redaction to multiple pages
Change the font size of a text redaction
Delete one or multiple redactions
Markup visibility: solid, transparent, or hidden
Display viewer version information
Markup set drop-down menu and navigatiom
Paging control for documents with multiple pages
Document layout mode selection
Bandwidth Tester to test latency and download speed
Email Thread Visualization Icon

3.1 Viewer
In this section, you will learn about the Core Reviewer Interface and its components. You can use Core Reviewer Interface to review and interact with your documents.
There are four main panes that you will utilize during the review process. These include the Persistent Highlight Sets pane, the Relativity viewer, layouts (coding forms),
and the Related Items strip.
Relativity’s viewer displays the workspace documents. You can view documents in native, image, long text, and production modes.
3.1.1 Email Link to Document

By clicking the Email Link to Document icon ( ) in the viewer, you can quickly send an email with a link to a specific document in Relativity. A new email message
window opens and a secure link to the document is copied into the body of the message.
3.1.2 Image On-the-Fly

A system admin can give you permission to image a single document on-the-fly using the Image button in the viewer. If you have permissions to access multiple
imaging profiles, you will see a drop-down next to the Image button. You can select the desired profile when you image the document.

3.2 Document View Selector
Using the Document View Selector, you can choose how to display the document in the Core Reviewer Interface. To open a document, you must first click on the link
for the document name or identifier from the Document List Manager. Then, you can use the Document View Selector to choose one of the loaded file formats, such as
native, image, long text, or production.
TUTORIAL: Reviewing Your Documents Tutorial
3.2.1 Viewer Mode

The left-most radio button is the Viewer. Clicking on this radio button opens the document using the Relativity native file viewer. It provides a print preview that shows
how the file would look in its native application.
3.2.2 Native Mode

To the right of the Viewer radio button is the Native radio button. By selecting the Native mode, a document will open using the document’s native application. For
example, an Excel file would launch a new window displaying the document in Excel. This option is only presented if a native document has been loaded. Certain
document types may be restricted from native view by a system admin. In these situations, you can’t open the document in its native application.
3.2.3 Image Mode

The next radio button is the Image option. The Image selection will display a TIFF or JPEG version of the document. Image mode is available only if an image has been
loaded or created. You can highlight and redact images in this mode.

NOTE: To learn more about the icons in Image mode, see the section on Image Viewer options.
3.2.4 Long Text Mode

The long text radio button is the next option on the Document View Selector. This mode displays a drop-down menu of extracted text and all long text fields that have
been made available in the viewer. For example, in addition to a document’s extracted text, there might also be a long text field for translations of foreign language
documents.
3.2.5 Production Mode

If your workspace contains images that are part of a production, you will see the production radio button as the final option on the Document View Selector. You can
use this drop-down to navigate between various production sets. You will only see this option if you have permission to view production images.
NOTE: The drop-down menu will display long text fields that are empty for the current document, but not fields that you do not have permission to view.

3.3 Viewer and Long Text Options
In both viewer and long text modes, different tools are available on the Document View Selector to assist with document analysis. Working from left to right, let’s
discuss how each viewer option works.
3.3.1 Persistent Highlight Sets

Persistent highlight sets are groups of search terms set by a system admin to be highlighted on a document. Clicking the Show/Hide Persistent Highlight Sets icon (
) displays or hides a panel containing all persistent highlight sets in the workspace, along with each term’s hit count for the document.
3.3.2 Magnification and Reset Zoom

If you need to zoom in on a document, you can use the Magnification feature. You can zoom in and out on the current document, with the zoom ranging from 10
percent to 500 percent. The Reset Zoom icon ( ) will reset the zoom to 100 percent.
3.3.3 Searching in a Document

The Find Previous and Next tool searches for terms in the current document and navigates through the hits. The left and right arrows can be used to find the previous
instance of the term and the next instance of the term.
3.3.4 Save as PDF

You may be given permission by a system admin to save documents as PDF files. To save the current document displayed in the viewer, click the Save as PDF icon.
• To save the current native document as a PDF, ensure you are in Viewer mode.
• To save an image as a PDF, including any redactions or highlights, ensure the viewer is in Image mode.
3.3.5 Go to Next/Previous Highlight

Using the Go to Next/Previous Highlight arrows, ( ) you can navigate highlighted terms within your document. For example, if you ran a search on the word “oil,”
you could move through all the highlighted hits using these buttons. You can also use these arrows to navigate hits returned from terms in a persisent highlight set.

3.4 Image Viewer Options
In the Core Reviewer Interface, there are a variety of tools you can use to interact with your documents. In Image mode, a toolbar appears that you can use to mark
up images. In Relativity, markups refer to the highlights and redactions you can add to a document using the image viewer. Later, we’ll go into more detail about these
icons and features.
TUTORIAL: Adding Redactions and Annotations Tutorial
TUTORIAL: Using Imaging Profiles and Sets Tutorial
3.4.1 Fit Options

You can choose between the following Fit Options available on the Image Viewer toolbar:
• Fit Actual ( ): After zooming in or out using the magnification tool, you can select Fit Actual to resize the document back to 100 percent.
• Fit Width ( ): This icon expands your document the entire width of the viewer.
• Fit Page ( ): This icon resizes the height of the document, so you can see the entire page in the viewer.
3.4.2 Rotate Page

You can choose to rotate your document in two ways:
• Rotate All Document Pages Clockwise: Rotates all pages in a document clockwise 90 degrees.
• Rotate Current Page Clockwise: Rotates the current page clockwise 90 degrees.

3.4.3 Document Selector
Use the Selector icon ( ) to select a markup within a document.
3.4.4 Highlights
The first markup option to the right of the Selector in the Image viewer bar is the Highlight tool. When you create a highlight, a colored box appears in the area you
select, just like using a highlighter. You can choose a color from the Highlight drop-down or use the default yellow highlight color.
3.4.5 Redactions
Redactions are commonly used to hide confidential or privileged information. The redact drop-down defaults to the black box redaction. If you click the drop-down, you
can also apply cross redactions, textbox redactions., or white box redactions.
The following table outlines redaction options in Relativity.
Redaction Description
Black Creates a solid black box on the document, similar to using a black marker.
Cross Creates a white redaction box with a black border and a black X from corner to corner.
Creates a white redaction box with black text. The size of the text within the redaction fills the box by default. Once created,
Text you can edit redaction text by right-clicking on the textbox and selecting Edit. The Enter Redaction Text pop-up opens for you
to enter your desired redaction text.
Creates a solid white box on the document, outlined in gray for better visiblity in the viewer. However, the gray border won’t
White
be printed or produced.
Creates a black redaction across the entire page, except where you initially drew the redaction. A blue cast indicates where
Inverse the black redaction is created, and the white box indicates the area that is not redacted. You can apply an inverse redaction
and other redactions on the same document.
Covers the entire page of a document. The full-page redaction options consist of black box, white box, textbox, and cross
Full-page
redactions.
Applies a redaction to a range of pages or all pages in a document. For example, consider a clinical study where all the
Mass patient information is on pages 21-43. In this scenario, you could click the Mass Redact icon and choose to redact the entire
range of pages 21-43.

NOTE: If you have a full-page redaction applied to an image and then you apply an additional full-page redaction, the most recently applied full-page
redaction appears on top. If you then delete the second redaction, the first full-page redaction remains.
3.4.6 Font Size

For textbox redactions, you can alter the size of the text using the font size drop-down in the Redactions toolbar. New textbox redactions will automatically default to the
font size of the most recent redaction.
3.4.7 Delete Redactions and Highlights

Clicking the Delete Redactions and Highlights icon opens a pop-up window where you can indicate which markups you would like to remove. You have the option to
delete any type of redaction or highlight. You can also specify the range of pages from which the selected markups should be deleted.
3.4.8 Show Markup History

When you right-click on a markup, you can edit the redaction text, choose other redaction text, delete the markup, or show the markup history.

If you opt to Show Markup History, a new window opens that displays the following markup information:
• Action: Tracks markup creation, deletion, and resizing.

• User Name: Indicates who performed the action.
• Timestamp: Displays when the action was performed.
3.4.9 Change Markup Visibility

As you add highlights and redactions to your document, you can opt to change the visibility of your markups. Using the Change Markup Visibility tool, ( ) you can
alter the visibility mode of the markups between full visibility, transparent, and hidden.
3.4.10 About the Image Viewer

Clicking the About icon ( ) will open a pop-up window that provides information on the version of the Relativity Web Client Image Viewer.
3.4.11 Markup Navigation Pane

You can use the Markup Navigation Pane to locate all markups throughout a document. To open this pane, click the icon in the lower left corner of the viewer next to
the markup set drop-down. The Markup Navigation Pane displays a list of all:
• Redactions and highlights users created in the document.

• References to their page numbers.
• References to parent markup sets.
If you click the Markup Type hyperlink, the page and location of where the markup was added appears.

The markup navigation pane displays the following columns:
• Page Number • Markup Text

• Markup Type • Full Page
• Markup SubType • Markup Set

3.4.12 Thumbnails
Using Relativity’s thumbnail feature, you can navigate quickly through each page of a document’s images to ensure they’ve imaged properly. To activate thumbnails,
ensure that you are viewing the current document in Image mode, and then click the Show/Hide Thumbnails icon in the corner of the viewer window. The thumbnail
viewer opens on the left side of the screen. Once you are viewing a document’s thumbnails, you can quickly scan through the images for each page.
To exit Thumbnail mode, click the Show/Hide Thumbnails icon again.

3.5 Navigation Bar
You can easily move through documents loaded into the viewer by using the Navigation Bar located in the-right corner of the Core Reviewer Interface.
Simply click the arrows to find a document. You can go back and forth between documents or navigate directly to the first or last document in your returned set. You
can also type a number into the textbox and press the Enter key to move to that particular document.
NOTE: You cannot browse past the last document in your returned set.

3.6 Core Reviewer Interface Toggle Options
The Core Reviewer Interface has several icons in the upper-right corner of the window. Using these toggle options, you can customize how you access, view, and code
documents.
TUTORIAL: Using Keyboard Shortcuts Tutorial
3.6.1 Keyboard Shortcuts

The review process can be tedious, so keyboard shortcuts offer a huge advantage. Keyboard shortcuts provide for quick keyboard-executed commands. Relativity
has a set of standard keyboard shortcuts for various navigational commands. However, you can also assign keyboard commands to fields or choices. If you have the
permissions to edit fields and choices, you can create additional shortcuts using the Keyboard Shortcuts property on the field or choice.
By default, standard user actions use system keyboard shortcuts, which are listed in the shortcut legend along with browser shortcuts. The keyboard shortcuts legend
reflects your custom shortcuts as well. Within the legend, you can sort, filter, export the list, and print by right-clicking and choosing your browser’s print option.
Keyboard shortcuts can be enabled or disabled.
3.6.2 Show/Hide Document List

Sometimes it is helpful to see both the document list and the coding layout at the same time, as they contain different sets of information. The Show/Hide Document
List tool is located in the upper-right section of the Core Reviewer Interface. Clicking this icon brings up the document list on the top of the viewer.
3.6.3 Dock/Undock Document Viewer

The viewer can be docked or undocked from the Core Reviewer Interface depending on your preference. This is particularly helpful in situations where you have more
than one monitor. If selected, the viewer opens in a new window. Once you are finished, click the Return to Document List link and the standalone viewer will disappear.

3.6.4 Swap Viewer Panes
The Swap Panes toggle option switches the locations of the viewer and the layout so that whichever is on the left side will flip to the right side and vice-versa.
3.6.5 Standalone Document Viewer

To view a document in a separate browser window, click the Launch Standalone Document Viewer icon in the upper-right section of the Core Reviewer Interface. This
option opens another viewer pane with an Unsynced designation at the top of the screen. This means that the standalone viewer is not synchronized with the interface.
To synchronize the standalone viewer with the core viewer, click Unsynced. This switches the standalone viewer setting to Synced where you can view text and
images, natives, and productions side by side while navigating through the document list.
NOTE: Keyboard shortcuts are available for use in the standalone viewer. For example, if you execute the shortcut for Save & Next in the standalone
viewer, each window performs the operation and moves to the next document.
3.6.6 Show/Hide Tab Strip

The Show/Hide Tab Strip icon changes the viewer display settings so you can see the tab strip as it would appear when viewing the document list. Selecting this
toggle option also displays the workspace name and the user drop-down menu. This feature is helpful when you want to add a document as a Favorite, or access your
Favorites list from within the viewer.

3.7 Layouts and Coding Forms
After selecting a document from the Documents view, the Core Reviewer Interface opens. Clicking on a document’s control number will open the document in read-
only mode, whereas clicking on the Edit link will open the document in edit mode, so you can apply coding decisions. Once you’ve selected a document, you can
access layouts. You can use layouts to code documents. Specifically, they are web-based coding forms where you can view and edit document information.
Layouts hold information like fields, choices, and text. For example, you can create a layout specifically for first pass review, second pass review, QC round, or privilege
review. These layouts would contain different fields and choices because they serve different purposes. In addition to coding, layouts can also provide additional
information that may be pertinent to the case or document.
3.7.1 Coding Documents

To code a document, you must first open the document in Edit mode, and choose a layout from the layout drop-down.
You are then presented with an editable form of the layout where you can make coding decisions.
TUTORIAL: Coding Documents Tutorial

3.7.2 Save, Save & Next
Once you make a set of coding decisions on a document, there are two ways to save them:
• Clicking Save retains the coding decision(s) and the viewer will remain on that document until you manually move to the next document. The layout will shift to
read-only mode.
• Clicking Save & Next retains the coding decision(s) and moves you to the next document in the set, remaining in edit mode. It is also important to note that when
navigating to the next document, you will be prompted to save if changes have been made.
3.7.3 Copy from Previous

Layouts can include the Copy from Previous feature. Copy from Previous enhances review by providing the ability to code the current document using values from the
immediately preceding document. Only specific fields enabled by a system admin are able to be copied with this feature. When using Copy from Previous, you can
modify the values after they’ve been copied, and then save your new changes.
3.7.4 Managing Choices

During review, you may need to edit a choice or add one directly to a layout. Click the Manage link to add or edit a choice on-the-fly using the Choice Editor.
3.7.4.1 Adding Choices

Using the Choice Editor, you have the option to add a single choice or add many choices. You need to enter a name for the new choice(s) and can further customize
each new choice by clicking the Options link. Click Save to preserve the new choice in the list and sort alphabetically by clicking the ( ) icon.
NOTE: If you have add and delete permissions, you can reorder choices by dragging and dropping them from the dotted lines to the left of the name.

3.7.4.2 Editing Choices
By clicking the Edit icon next to an existing choice or by clicking Options for a new choice, you are presented with the following fields in the Edit Choice form:
• Name
• Order
• Highlight Color
• Relativity Applications
• Keyboard Shortcut
Once a new choice is created, it appears at the bottom of the list of choices as well as selected in the field on your layout. If you’ve created multiple new choices, the
last one created is selected. A system admin may grant access to the Choices tab where new choices will appear in the Choices List by selecting the See All Choices
link.

3.7.5 Switching Layouts
Depending on your role, you may have access to more than one layout. You can easily navigate back and forth between layouts from the drop-down at the top of the
layout. You can switch layouts in both read-only and edit modes. If you try to switch layouts without saving your coding decisions, you will be prompted to save.
3.7.6 Collapsible Layout Categories

Some layouts contain several fields which are only used occasionally during review. In order to make the best use of limited layout space, admins can create layouts
with collapsible categories. To expand or collapse a category, click the arrow next to the category name.
Here, the category is expanded. You can see the category, Document Metadata, and the fields in that category.
Here, the category is collapsed. You can see the category, but not the fields in that category.

3.8 Related Items Strip
Related items are special groups of documents within a workspace. These groups are connected via relational fields. Common examples include family groups,
duplicates, email threads, and textual near duplicates.
TUTORIAL: Working with Related Items Tutorial
3.8.1 Related Items Icons

To open the Related Items Pane within the viewer, you must first click on one of the Related Items icons at the bottom of the layout. Selecting one of these options will
display a group of documents related to the active document. Depending on your permissions and how your workspace is set up, these icons and options can vary.
Hover over each icon to display the name of the item.
3.8.2 Propagation
The propagation function can enhance your document review workflow, as it saves time spent coding related documents. It is used to automatically force a coding
value to a specified group of related items. For example, you can code a document as Responsive and have that value propagate to the document’s family members,
duplicates, and/or entire email thread.
There are limits to propagation, and it will not travel through multiple relational groups. For example, propagating a coding decision to an entire family will not code all
duplicates of the family documents as well.
NOTE: There is no warning to signal that propagation is being applied.
NOTE: Duplicates of any child attachments aren’t coded through propagation.
NOTE: Propagation only carries over specifically chosen coding decisions to the other documents in a relational group. Other user actions such as
redactions, highlights, or imaging are not applied to other documents via propagation.

3.8.3 Document Skip
Document skip utilizes a view or saved search, where you can work within a certain set of documents. When you are coding documents within this view or saved
search, document skip removes any documents from the set that no longer meet the criteria.
Skip is often used with propagation. If skip is enabled and propagation is applied, changes resulting from coding decisions will remove documents from the view that
no longer meet the view’s criteria. This speeds up review by reducing the number of documents that you need to look at. When skip is enabled, the skip menu appears
at the lower right of the layout. The following image shows what it looks like when document skip is enabled.
NOTE: Document skip does not warn you when a document is skipped. If another user codes one of your documents, the document no longer appears
in your view.

3.9 Persistent Highlight Sets Panel
Persistent highlight sets are reusable and transferable highlight parameters controlled by your admin to find specified terms within your document set. If there are any
persistent highlight sets in your workspace, you can see them displayed in the left-most panel of the Core Reviewer Interface by clicking the Show/Hide Persistent
Highlight Sets toggle icon.
It is important to note that your workspace might have more than one persistent highlight set. Once visible, each set can be turned on/off by clicking on its light bulb
icon. An additional light bulb will also be present if the current document is being viewed as the result of a search in order to see the search term hits. You can expand
and collapse each persistent highlight set by clicking the plus and minus signs next to the name of the set. If the document you are currently viewing contains any of
the terms specified in the set, you can view those terms and the number of times they appear in the document when you expand the set.
TUTORIAL: Using Persistent Highlight Sets Tutorial
NOTE: If a system admin edits a persistent highlight set while another person is using it, the individual receives a notification that the set currently in
use is undergoing modifications and will appear differently in the panel the next time he or she logs in and launches the viewer.
NOTE: Both keyword and dtSearch terms will automatically be highlighted on resulting documents. You can turn off these highlights by clicking the
search terms light bulb in the persistent highlight panel.

• In order to add a redaction to a document, the document must have an image.

• Document skip is controlled by admins. You must be assigned the ability to use document skip.
• If you are working with the same markup set as another user and simultaneously redact the same document, an error will occur.
• Ensure you’re using the correct markup set when applying redactions.
• The Choice Editor can be accessed from the Choices tab or through a layout. Choice permissions are controlled by admins, and you must be assigned the ability
to manage choices from either of these locations in the workspace.

3.11 Knowledge Check
Core Reviewer Interface
1. What viewer mode should you select to see a document’s extracted text?
2. You can switch off persistent highlights that have been applied to a document. True or false?
3. What options are redaction tools? (Select all that apply.)
a. Inverse
b. White box
c. Gray box
d. Textbox
4. From where can you view a list of keyboard shortcuts?

5. What features help speed up your doc-to-doc review speed? (Select all that apply.)
a. Save & Next
b. Apply All
c. Copy from Previous
d. Contextual help
6. Where can you access the Choice Editor? (Select all that apply.)
a. Choices tab
b. From a Layout
c. Fields tab
d. Workspace Security pane

Part 4 Searching in Relativity
4.1 Search
Relativity includes flexible search features to facilitate the document review process. These easily accessible features support a range of searching needs from filtering
on fields and simple keyword searches to the development of complex queries. There are many ways to search your data, including:
• Filtering: searches fields present in your view (or search result) for specific values.
• Keyword Search: searches a word or phrase, including basic Boolean operators.
• dtSearch: searches a word or phrase, including many advanced operators.
• Conditional searching: searches across different field values, even on fields which are not displayed in your view.
• Analytics: Relativity’s conceptual search engine. It is required for keyword expansion and similar document identification.
TUTORIAL: The Basics of Searching
DOCUMENTATION: Searching Quick Reference Guide and Searching Workflows Recipe
4.1.1 Search Panel

Using the search panel, you can build complex searches using drag-and-drop functionality. You can set conditions and then drag and drop them into logic groups,
which act as visual parentheses for your search query. This functionality is also available from the search builder when you create a saved search from the Documents
tab, or from the Saved Searches browser.

4.1.1.1 Auto-run Search
Auto-run Search is On by default. With Auto-run Search set to On, each condition that you select from the searching panel causes the page to auto-refresh and display
updated data. You can leave Auto-run Search set to Off if you prefer to manually apply any new conditions as you add them to your search.
Creating a search in the search panel
You can access different fields and search indexes in your workspace from the Add Condition drop-down menu.
You will have one or more of the following index searches available:
• Keyword
• dtSearch
• Analytics

Applying logic groups to search conditions
The criteria within logic groups are evaluated first before evaluating against other search conditions or logic groups. To apply logic groups to search conditions, click
Add Logic Group and drag an existing filter condition card into the green frame that appears. You can also create a logic group automatically by dragging one condition
onto another.
Toggling conditions on and off
Within the search panel, you can toggle conditions on and off by clicking the checkbox in the lower-right corner of the condition filter card. In this case the checkbox
defines one of two possible states: On and Off
• On: Box is checked.

• Off: Box is unchecked.
NOTE: To remove all conditions from the search panel, click Clear All Conditions.

4.2 Filtering
One of the easiest ways to search for information in Relativity is to filter on fields in a view. You can drill down into your data by employing multiple filters at once. There are
several different filter types. Each of these types has their own set of operators. The following table describes the proper syntax for each filter type.
Filter Type Function
Boolean Available for Yes/No field types. Conditions display a drop-down list similar to list filters.
Numeric Uses filtering criteria from advanced and Boolean operators.
List Usually associated with fields used for coding documents. Conditions vary by the type and purpose of the field associated with it.
Date Available for Date field types. Conditions display a calendar with drop-down menus for selecting the date and time.
MultiList Uses multiple conditions from a drop-down menu. You can connect the conditions with the OR or AND operators.
Used to search on specific terms, numbers, and dates. You can enter multiple terms connected by any of the following operators:
• AND
• OR
• IS SET
• IS NOT SET
Textbox
• BETWEEN
• = (equal)
• >= (greater than or equal to)
• <= (less than or equal to)
• % (to filter for NOT null)
NOTE: While filtering on multiple columns, each filter is treated as an AND operator.
NOTE: When filtering for dates, ensure you include an equal sign after a greater than or less than sign. Using them by themselves results in a syntax
error.

4.3 Keyword Search
Keyword search is Relativity’s default search engine. You can use Boolean operators (AND, OR, NOT) in keyword searches, quotation marks for exact matches, and
asterisks (*) for wildcards. Keyword search uses an index that is automatically populated. You can use keyword search right away as there is no setup involved.
A few examples follow of keyword search strings using Boolean operators. For more information, reference the Keyword Search section of our online documentation.
• books AND paper – the words book and paper

• books OR paper – the word books or the word paper
• books NOT paper – the word books and not the word paper
When attempting to search for more than one word using keyword search, you must use quotations. For example, if you wish to search for the phrase “brown fox,” the
query must be submitted with quotes.
If quotes are not used, keyword search will interpret this as a search for the word “brown” and the word “fox” anywhere in the document regardless of location.
TUTORIAL: Keyword Searches Tutorial

4.4 dtSearch
Relativity’s dtSearch engine provides advanced search functionality such as proximity, fuzzy, and stemming searches, as well as basic features such as Boolean
operators and wildcards. In order to use this advanced search technology, an index must first be built. After a dtSearch index is built, the Dictionary option is also
available. Here are some examples of dtSearch syntax using basic Boolean operators:
• Apple and Pear – Returns documents which contain both “Apple” and “Pear.”
• Apple and not Pear – Returns documents which contain “Apple” but not the word “Pear.”
• Apple or Pear – Returns documents which contain either the word “Apple” or the word “Pear.”
• Apple Pear – Returns documents with the exact phrase “Apple Pear.”
NOTE: Searches consisting of two words without an operator are handled differently in dtSearch and Keyword searching. The search Apple Pear would
be interpreted as Apple and Pear in a Keyword Search.
TUTORIAL: Using dtSearch Tutorial
4.4.1 Proximity Searching

One of the most powerful and commonly used dtSearch features is the ability to run proximity searches. You can use the terms xfirstword or xlastword to limit a search
to the beginning or end of a file, respectively. This is also useful when looking for the title of a report which appears only at the top of the document.

Here are some examples of proximity search syntax:
• Apple w/5 Pear – Returns documents where the word “Apple” appears within 5 words of “Pear.”
• Apple not w/5 Pear – Returns documents where the word “Apple” appears, but not within 5 words of “Pear.”
• Apple pre/5 Pear – Returns documents where “Apple” appears first, within 5 words of “Pear.”
• Apple w/5 xfirstword – Returns documents where “Apple” appears in the first 6 words of a document.
• Apple w/5 xlastword – Returns documents where “Apple” appears in the last 6 words of a document.
NOTE: The operator “Not” can be used in conjunction with all dtSearch proximity searches.
4.4.2 Fuzzy Searching

Using the dtSearch engine, you can perform fuzzy searches, which return documents containing spelling variations of a specified term. Fuzzy searching may be useful
when querying documents that contain misspelled terms, typographical errors, or have been scanned with Optical Character Recognition (OCR).
The percent sign (%) is the character used for fuzzy searches. The number of percent signs used indicates how many characters in the search term will be ignored by
the dtSearch engine when it runs the query. The position of the % indicates the number of characters from the beginning of the term that must match exactly with words
in the result set. The following search strings illustrate how this character is used:
• app%ly – Indicates that a matching word must begin with “app” and differ from “apply” by only one character.
• a%%pply – Indicates that a matching word must begin with “a” and differ from “apply” by only two characters.
4.4.3 Stemming
Using the dtSearch engine, you can perform stemming searches, which return documents containing grammatical variations of a root word. The tilde (~) is the character
used for stemming searches when added at the end of the root word. For example, a search on “apply~” returns documents containing the words “apply,” “applying,”
“applies,” and “applied.”
Because stemming only works with the root word, it generally doesn’t return irregular variations of a verb. For example, a search on “run~” would not return “ran.”
NOTE: Relativity only supports stemming for the English language.

4.4.4 Wildcards
The dtSearch engine supports special characters that you can use as wildcards. It also supports the use of leading wildcards, meaning those added to the beginning of
a word. The following characters represent wildcards in dtSearches:
Special Character Function
? Matches any single character.
Matches any numbers or characters. This character slows searches when used
*
near the beginning of the word.
Matches words containing grammatical variations of a root word. The tilde (~) is
~
the stemming character available in dtSearches.
4.4.5 Auto-recognition
Auto-recognition is a search index setting enabled by a system admin, which provides you with the ability to search for various date formats, email addresses, and
credit card numbers.
Date recognition searches for strings that appear to be dates. It uses English-language months, including common abbreviations and numerical formats. For example,
these date formats are recognized:
• January 15, 2006

• 15 Jan 06
• 2006/01/15
• 1/15/06
• 1-15-06
• The fifteenth of January, two thousand six
To search for a date, enter a date expression between the parentheses in the string date(); for example, date(jan 10 2006). To search for range of dates, enter a date
range between the parentheses in the string date(); for example, date(jan 10 2006 to jan 20 2006).

Email address recognition searches for text with the syntax of a valid email address, such as “sales@example.com.” With this feature, you can search for a specific
email address regardless of the alphabet settings for the at sign (@), periods (.), or other punctuation in the email address. To search for an email, enter an email address
between the parentheses in the string mail(); for example, mail(sales@example.com).
Credit card number recognition searches for any sequence of numbers that matches the syntax for a valid credit card number issued by a major credit card company.
A credit card number is recognized regardless of the pattern of spaces or punctuation embedded in the number. To search for a credit card number, enter a credit card
number between the parentheses in creditcard() as exemplified in creditcard(1234*).
4.4.6 Dictionary
The dictionary searches the index for a specific term. It displays up to a maximum of 2,000 occurrences of the term, and the number of documents containing it. The
dictionary is a great way to gather information and continue to gather statistics on new terms as they come to light.
To launch the dictionary search, click the dictionary link to the left of Search Terms text entry box.
You can search for a term, set a fuzziness level, and/or enable stemming with the dictionary search options.
• Fuzziness Level: Select a value from one to ten to determine the degree of variation in the terms returned. A larger number returns terms with more variation. This
option is independent of the fuzziness (%) character that you can enter in the textbox on the Dictionary Search dialog.
• Enable Stemming: Check the box to return grammatical variations of a word. For example, a search on “apply” returns “applying”, “applies” and “applied.” This
option is independent of the stemming (~) character that you can enter in the textbox on the Dictionary Search dialog.
NOTE: The fuzzy operator is helpful when searching for variations of misspelled names.

4.4.7 Stop Words
When you run a dtSearch or keyword search, certain words are ignored because they do not act as meaningful criteria in a query. They include characters (such as
punctuation marks and single letters), numbers, and words (such as “at”, “a”, “on” and “the”). The search for proof of purchase would not recognize the stop word “of”
and therefore would bring back any documents where proof and purchase are separated by any word.
VIDEO: Top 5 dtSearch Questions

4.5 Saved Searches Browser
One of the four browsers available in Relativity, the Saved Searches browser, holds all of the saved searches in your workspace. The Saved Searches browser provides
you with the features used to create, organize, edit, and interact with saved searches.
You can toggle the Saved Searches browser between two modes: Search Folder Tree and Search List.
The search folder tree displays a list of your existing saved searches in nested folders.
To display checkboxes to the left of folders and searches, click the display checkboxes button. You can then perform mass operations for items that you check. Click
the icon again to toggle them off.

A saved search is a saved set of criteria that returns documents that meet that criteria. For example, if you want to reference documents that contain the terms
“confidential” and “property” and are also coded as Responsive, you can create a saved search with those criteria. You may also set sort criteria and dictate which fields
will be displayed in the search results. Saved searches can be performed on the entire workspace, or can be limited to selected folders.
Since saved searches are executed in real-time, you can save the search conditions, but not the results list. Relativity executes the search each time you click on it
in the saved searches browser, and when you return to it after performing other tasks in the workspace. This functionality ensures that only data meeting the search
criteria is returned in the result set, and that any new data that is added to the workspace and matches your search criteria is included in the saved search.
This saved search will only bring back documents that are coded Responsive on the Designation field that contain the terms Confidential and Property.
NOTE: You can email a link to a saved search by clicking the email link icon or the by right-clicking the saved search.

4.6 Analytics
Although not all review projects use analytics, it is helpful to learn some of the basic functions, as the use of analytics becomes more widespread.
4.6.1 Concepts
One of Relativity’s more advanced and powerful set of features stems from a technology known as conceptual analytics. Unlike more traditional forms of data analysis,
which depend on exact text and word order, conceptual analytics tools are concerned with a document’s conceptual content.
To illustrate, consider the following email:
Most people who live in the United States can infer that this email is about the Thanksgiving holiday. However, if you take a closer look, you’ll notice that the word
“Thanksgiving” does not appear in the document at all. Consequently, if you entered “Thanksgiving” into a traditional searching tool, the document would not be
returned as a result.
Conceptual searching works differently. It can determine what a document is talking about without concerning itself with specific word choices and order. Instead, it
relies on how certain terms occur with other terms in the overall document set.

This email contains the following terms:
• turkey
• holidays
• November
• pumpkin pie
• football
Relativity Analytics is able to identify these terms and see how they are associated with each other in the rest of the available documents. Because of this, the concept
of “Thanksgiving” is no longer limited to the actual use of the word.
4.6.2 Keyword Expansion

One simple way to use conceptual analytics is with a feature called Keyword Expansion. You can enter a word (or longer passage of text) and retrieve conceptually
related terms. Note that “conceptually related” doesn’t mean that the results will be synonyms of the submitted text. Instead, Relativity will return terms that are
associated with your search words and terms that are about the ideas they represent within your document set.
You may access this feature in one of two ways:
1. From the document view:

a. Select an Analytics index from the index drop-down.
b. Click the Expand link.

c. Type in the term to expand upon.
d. Click the Expand button.
NOTE: The words returned for “thanksgiving” are not the same words that were listed in the previous example email to Grandma. Remember, all
conceptual analysis is specific to the documents being analyzed. Instead of using a synonym list or external dictionary, the relationships between the
terms are defined by the documents themselves.

2. From within a document:
a. Highlight the word(s) you wish to expand upon in the viewer.
b. Right-click on the document and select the Analytics | Keyword Expansion menu option.
Your highlight term(s) are automatically submitted, and your results will display in the pop-up window
Once you perform keyword expansion, you can copy the resulting terms (listed in descending rank) and submit them for additional searching. This is a useful way to
locate important documents that might otherwise be missed by traditional searching methods.
4.6.3 Find Similar Documents

Another Relativity Analytics feature is the ability to find similar documents. While in the core reviewer interface, right-click on the viewer of the current document, then
click Find Similar Documents on the contextual menu.

Your results display in the Search Results pane in the lower-right corner of the screen. To navigate to one of the returned documents, simply click its link in the Control
Number column.
There are a few important things to remember about Find Similar Documents. Documents returned in the Search Results pane are conceptually similar to the current
document. As such, this feature should not be confused with Textual Near Duplicates functionality, which operates on precise word count and order.
Even though results for Find Similar Documents are displayed in the lower-right corner of the screen, there typically is no relational field for this feature (and therefore
no related items icon at the of the layout).
NOTE: A system admin must first enable and grant access to these analytics features in order for them to be available.

4.6.4 Email Thread Visualization
The email thread visualization (ETV) tool helps you quickly see the make-up of an email conversation and optimizes your QC process. With email thread visualization,
you can easily see where an email conversation branched and where drafts or attachments occurred.
4.6.4.1 Navigating the Email Thread Visualization Pane
Email thread visualization is available from within the document viewer, for all document types. To launch the email thread visualization pane, click the email thread
visualization ( ) icon in the lower-right corner of the displayed document in the viewer. The pane expands and shows the thread group for the selected email in the
viewer.
Upon clicking the email thread visualization icon, the email thread visualization pane expands to display the email thread group of the currently opened document.
This document is outlined in gray, and displays as larger than the unselected documents in the thread. If the current document is an attachment or duplicate spare, the
parent that holds that attachment or duplicate spare will be outlined in gray.
The email thread is depicted in the email thread visualization pane from left to right, with the earliest emails in the thread group appearing on the left. Email actions are
illustrated with arrow icons in the lower-left corner of the email icon. Emails with Forward and Reply actions branch downward before a Reply All action.

Navigation Icons
You can use the following icons to navigate the email thread visualization pane:
• Enable Mass Edit Selection ( ): You can click on documents in the thread, along with their duplicate spares and attachments, to mass edit them.
• Zoom out / zoom in ( ): Click the minus or plus sign to zoom out or zoom in while in your email thread visualization.
• Reset zoom ( ): Click this icon to reset your zoom to its default state.
• Collapse legend / display option controls ( ): Collapse the legend and display options for the email thread visualization pane.
• Expand legend / display option controls ( ): Expand the legend and display options for the email thread visualization pane.
Using the Legend
When you view the email thread visualization pane for the first time during a session, a legend will appear in an opened state showing the meaning behind the different
icons. You can collapse the legend if you want to see more of the visualization and the legend will persist as closed once it is closed until you log out of Relativity.
NOTE: Any coding for the selected field performed in Relativity is reflected in real time.
NOTE: If you hover over an email icon, a tooltip window displays with information about who the email is from, the sent date, and lists any attachments
or duplicate spares for the selected email. You can click on the attachment name or the name of the duplicate spare to open it in the viewer.

4.6.4.2 Coding using Email Thread Visualization
Using coding higlight, you can see how emails in the current thread are coded for a particular yes/no or single-choice field. Coding discrepancies that could exist in a
coded email thread are visually apparent, making it very easy to make corrections or see where mistakes were made during review.
You can toggle coding highlighting on and off from the Display Options section of the legend. Once you toggle coding highlighting on, you can then select the field
you’d like to highlight in the Coding Highlight field drop-down. This will highlight the emails in the thread with different colors corresponding to the available choices for
the field. Click Legend to expand the legend sub-tab, and view the colors associated to each choice.
NOTE: To mass edit an entire branch of a thread, click the Enable Mass Edit Selection icon. Then, hold down the shift button, and click at the beginning
email and the end email in the thread you want to highlight.

The Legend displays the choices associated with the selected field for the displayed email thread and assigns each choice a color. Coding highlighting for this field
will remain as you navigate the email thread. Navigating to other email thread groups with the Coding Highlight enabled will update the legend with the choices coded
for the new thread. Use the Enable Mass Edit Selection icon to code entire branches of emails at once by clicking the icon, then selecting the emails you’d like to
code.
NOTE: Colors chosen for the highlighted field choices are assigned automatically. When a field choice is highlighted for the first time, a color is
associated with that choice and will remain associated with that choice as you view coding highlight for other email thread groups.
VIDEO: Email Thread Visualization
TUTORIAL: Using Email Thread Visualization

Consider the following when searching:
• For single object and multiple object fields, the name of the object(s) act(s) as hyperlinks in the filter condition card. You can quickly navigate to the named object
instance by clicking on it. For example, if you have a search condition that names the “First pass review” batch set, you can navigate directly to that batch set from
the filter condition card.
• CONTAINS and IS LIKE are two approximation operators that work with wildcards. However, they work in different ways:
−− CONTAINS leverages a full text index built upon the Extracted Text contained in the documents you are searching. Depending on how your workspace is
configured, other useful metadata may be included. CONTAINS does not permit leading wildcards.
−− When you use the IS LIKE search operator in Relativity, it automatically adds a leading and trailing wildcard. This search executes against all of the raw data
stored in that column. As a result, your search takes longer and may put greater strain against the database.
• Keyword searches are unable to retrieve results for queries consisting of single digits, letters, or characters. dtSearch can perform this type of search, so use
dtSearch when looking for specific numbers or letters.
• When conducting a proximity search, Relativity highlights every instance of each individual term it hits. For example, every instance of “law” and “order” is
highlighted when your initial search reads “law w/3 order”. This won’t affect your search.
• The more conditions added to a search, the longer it takes to see results. Relativity must search on behalf of each individual condition as it relates to the others,
slowing return time. Use as few conditions as possible to speed up the return rate.
• The Dictionary Search only returns the first 2,000 results. If your search has more than 2,000 hits, the Dictionary Search displays the following message: “Only
2,000 results returned.”
• The Save as Search function displays all the conditions and criteria that have been applied in the search builder. You can edit them before you save your new
search.
• When mass editing using the email thread visualization pane, if a selected email contains an attachment and/or duplicate spare, both the parent and children
attachments and/or duplicate spares are also selected, and the total number of selected documents for the email is displayed in a green circle.
• You can use email thread visualization in both the standalone viewer, and the undocked viewer.

4.8 Knowledge Check
Searching in Relativity
1. Name three ways to search in Relativity.
a. ___________________
b. ___________________
c. ___________________
2. A saved search is a list of terms or phrases that you can use to generate a report showing frequency. True or false?
3. A dictionary search returns only the first __________ results.
4. As a best practice, you should use CONTAINS over the IS LIKE operator. True or false?
5. You can access the Find Similar Documents feature by clicking on the Similar Documents radio button in the Viewer. True or false?
6. What advanced search functionalities does the dtSearch engine provide? (Select all that apply):
a. Fuzziness
b. Keyword Expansion
c. Proximity
d. Stemming
7. Email thread visualization is available for all document types. True or false?
8. When you launch email threading visualizaton in the standalone viewer, the viewer is in synced mode by default. True or false?

Appendix: Answer Key
Part 1: Introduction to Relativity Part 3: Core Reviewer Interface
1. C, D 1. Long Text Mode
2. Workspace 2. True
3. True 3. A, B, D
4. C 4. Keyboard Shortcuts Legend
5. 5. A, C
a. Field 6. A, B
b. Group
c. View Part 4: Searching in Relativity
d. Layout 1. Keyword, dtSearch Index, Filters
2. False
Part 2: Workspace Navigation 3. 2,000
1. False 4. True
2. True 5. False
3. Pivot On; Group By 6. A, C, D
4. A, B, D 7. True
5. True 8. False
6. Unlimited

Change Log
1. 4/14/2017 - Posted 9.5 document.
2. 7/11/2017 - Added practice quiz link to page 3.
3. 7/13/2017 - Updated Pivot menu icon image on page 39.
4. 7/28/2017 - Added URL to Using this site page and a note about the version switcher on the documentation site to pg. 3.

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Relativity Certified User

Last updated: July 28, 2017

Part 3 Core Reviewer Interface...............................................................43

Relativity Certified User Exam Workbook 2

Before You Begin

• Relativity Quick Reference Guides

Relativity Certified User Exam Workbook 3

Relativity Certified User Exam Workbook 4

VIDEO: Relativity Overview

WEBINAR: Reviewer Training Webinar

1.1.1 Browser Considerations

Relativity Certified User Exam Workbook 6

TUTORIAL: Getting Started Tutorial

1.2.1 User Passwords

• 8 characters minimum (maximum 50)

DOCUMENTATION: Logging in to Relativity

Relativity Certified User Exam Workbook 7

On the next screen, you enter your password.

Relativity Certified User Exam Workbook 8

Document A document is a record within a Relativity workspace.

Relativity Certified User Exam Workbook 9

• Yes: Box is checked.

Relativity Certified User Exam Workbook 10

Relativity Certified User Exam Workbook 11

Relativity Certified User Exam Workbook 12

Relativity Certified User Exam Workbook 13

2. Case documents are stored in a ___________.

Relativity Certified User Exam Workbook 14

View Bar - Controls which docu-

Document List - Contains docu-

Document List Options Strip

11 Document Set Info Bar -

Search Index Selector - Select

Relativity Certified User Exam Workbook 16

Relativity Certified User Exam Workbook 17

2.1.2 User Drop-down Menu

• Home: Navigates you to the default Home tab.

Relativity Certified User Exam Workbook 18

• Logout: Logs you out of Relativity.

In the middle section of the drop-down, you’ll find:

• Help: Launches the Relativity Documentation website.

Relativity Certified User Exam Workbook 19

Relativity Certified User Exam Workbook 20

2.3.1 Browser Icons

Relativity Certified User Exam Workbook 21

TUTORIAL: Navigating Case Documents Tutorial

2.4.1 Collapse Search Panel

Relativity Certified User Exam Workbook 22

TUTORIAL: Checking Documents In and Out Tutorial

2.5.1 Review Batches Tab

2.5.2 Checking Batches Out

Relativity Certified User Exam Workbook 23

2.5.3 Checking Batches In

Relativity Certified User Exam Workbook 24

• Null: The batch is currently inactive.

2.5.5 Viewing Your Batched Documents

Relativity Certified User Exam Workbook 25

The view bar consists of the following sections:

Relativity Certified User Exam Workbook 26

• Items displayed in lists, based on a set of specified criteria.

NOTE: There is no limit to the number of fields (columns) displayed in a view.

2.6.1.1 Batch Views

2.6.1.2 Family Views

2.6.1.3 Email Threading Views