RelativityOne Review Pro - Litigation Support Tip of the Night
How do you make special characters searchable in dtSearch?
1. Navigate to the dtSearch index. 2. Click Edit, and then scroll down to the Alphabet section. 3. Delete the character from the current category ("hyphen", "spaces", etc). Don't delete the category heading. 4. Enter the character you want to make searchable four times, separated by spaces under the section [Letters] // Original letter, lower case, upper case, unaccented. You must also begin with a space. 5. Perform a full build on the dtSearch index. The characters you added are included in your searches.
Where is the related items card?
5 Identify and act on documents related to the active document.
What the options when creating a new tab?
5. Select the desired icon from the Icon drop -down menu. 6. Enter the desired Order value.
What happens after you copy a condition on the search panel?
A pop-up modal opens. In the modal, click Apply to copy the same search condition. Edit the operator and the search before clicking Apply for a variation of the original search card. Click Add Condition to add another condition to your new search card.
Which tabs are shown on the sidebar?
A vertical navigation pane containing parent tabs, object tabs and/or external link tabs. The tabs shown here are determined by the workspace admin and are meant to contain the most frequently used tabs.
What are field categories used for?
A view can be created utilizing field categories or without them depending on where you create the view. Field categories allow you to quickly and accurately apply field conditions to the document list.
What is a view?
A view is a customizable list of items in Relativity, often created by a review manager or admin, from which a reviewer can sort and filter to locate specific items. Any time you see a list of documents in Relativity, you are using a view.
Where do you click to collapse the legend and display options for the email thread visualization pane?
. . . and expand
How does the active learning review process work?
. Once you click Start Review, you can begin reviewing documents as you would in a linear document review. Code documents on the review field specified for the project, and click Save and Next to get a new document.
What happens after you are assigned to an active learning queue?
. Once you log in to your workspace, you have access to a view named after the active learning project.
Where can you click to add or remove a page as a favorite?
1
Where are breadcrumbs and what are they/
1 Displays the current page you are on and the tab path used to navigate there.
Where do you go to create or edit a layout?
1. Navigate to the Layouts tab. 2. Click New Layout. To edit a layout, click the Edit link next to the layout's name. The Layout Information details layout opens.
What are the steps for deleting an individual batch?
1. Navigate to the Review Batches tab 2. Select the individual batch you'd like to delete. 3. Select Delete from the mass operations drop-down menu in the bottom-left. A pop-up window displays. 4. Click Delete in the pop-up. The selected batch is removed.
What steps are performed to check out a batch?
1. Navigate to the Review Batches tab. 2. Click Edit next to the batch you want to check out. The Batch Edit pop-up displays. 3. Select your name from the drop-down menu. 4. Click Check Out.
What steps are performed to check in a batch?
1. Navigate to the Review Batches tab. 2. Click Edit next to your batch. The Batch Edit pop-up displays. 3. Select one of the options on the Batch Edit pop-up: Check In As Pending - Check in the batch as pending. Check in As Completed - Check in the batch as completed.
What steps do you perform to check a batch in?
1. Navigate to the Review Batches tab. 2. Click the pencil icon in the row of your desired batch. 3. Select one of the options on the Batch Edit pop-up. Depending on permissions, you might not see the Reassign To button.
What happens if text is entered in the filter textbox?
The field column header is highlighted in orange and has a filter icon in the top right corner to let you know that filtering has been applied to that field. This will persist whether or not you have the filters shown or hidden.
What does the Show Field Name radio button?
The field name appears alongside its choices on the layout.
When are relational views created?
These relational views are automatically generated when you make a relational field. By default, they are not included on the Documents tab and are only used to determine the fields that appear in the related items pane for that relational group.
When does redaction mode display?
This icon only displays if you are viewing a PDF file in the Viewer and have Relativity Redact installed.
When will highlight mode be enabled?
This icon only displays if you are viewing a PDF file in the Viewer and have Relativity Redact installed.
What will happen when filters are active?
This icon will turn orange.
What will the active learning view show?
This view returns a list of all documents you have already reviewed or skipped in your active learning queue.
How do you download a copy of a native file with applied markups?
To download a copy of the native file with the markups applied in the Native Viewer, click on the Download Marked Up File button.
Where is an active learning review queue accessed?
To enter the Active Learning review queue, navigate to the Documents tab and ensure you are on the view named after the Active Learning project
Where is quick nav and what is it used for?
To find any tabs the user has access to.
Can the document preview panel be moved from one side to the other?
To move the preview panel, click in the upper-left corner and drag the window to the blue strip on the other side of the screen.
What permissions are needed for editing redaction text in a markup set?
To perform this task you need the permissions for the markup sets object as well as the individual markup set you wish to use.
How do you resize a markup in a small increment?
To re-size a markup in a smaller increment, press Ctrl + Shift + the arrow key on your keyboard that points in the direction you would like to expand the markup.
How do you run a search for phrase which contains one of the dtSearch connector words?
To search for a phrase that contains one of the dtSearch connector words, quote a connector word or the phrase it is in, or put a tilde after the connector. The following search strings work in returning phrases that contain connector words: "clear and convincing evidence" not~ relevant "whether or not John wants to"
What permission is necessary to add an application?
To set this option, you must have the permission Manage Relativity Applications, available under Admin Operations on the Security page
How do you show the history of a redaction or markup?
To view the history of any highlight or redaction, right-click it and select Show Markup History.
How does treat numbers and characters in parentheses?
Unexpected results may be returned when numbers or characters in parenthesis are used in a dtSearch. For example, the search term 1843 (c)(8)(ii) is treated as four words.
What in an Excel file can you redact?
Using Redact, you can apply markups to specific parts of a native Excel file including the sheet names, charts, objects, headers and footers right from the viewer.
How does ETV assist with review?
Using coding highlighting, you can see how emails in the current thread are coded for a particular field. Once you identify coding discrepancies, you can use ETV to mass-update your coding decisions as needed.
Can you change your web browser zoom when using the Viewer?
Using your internet browser to zoom to any size other than 100% while using the Viewer is not supported and can cause unexpected behavior.
For what are List filters usually used?
Usually associated with fields used for coding documents.
What functionality is not currently available for FedRAMP customers / government entities?
Utility server Customer-managed keys (CMK) Sandbox environments Preview environment
When must be done when deleting multiple markups?
Verify that you wish to delete the number of markups displayed in the modal and click the Delete X Markups button.
What permissions do you need for the search panel?
View Search Index permissions Edit Search permissions
What formatting is retained when cell content redaction is applied?
When a cell content redaction is applied, background colors, patterns, and borders from the selected cell will be maintained. Additionally, the font, font size, and color of the first word in the cell will be maintained in the redaction and any other fonts, font size, or colors in additional words will not.
Will the related items card show when a coding decision is made?
When a coding decision is made, the information in the Related Items card automatically refreshes.
Why may the number of documents in a batch be greater than the Maximum Batch Size field?
When a value for Family Field is selected, the resulting number of documents within each batch may be larger than the value for the Maximum Batch Size field.
How do filters work with the search panel?
Any filters that you apply to the fields in your document list appear as cards in the search panel. You can drag and drop these cards to reorder them, or drag one on top of another to create a logic group, which acts as a visual parenthesis for your search query.
What does a user need access to in order to be able to see any batches they have permissions for?
Any users with access to the Review Batches tab will be able to see any batches that they have permissions for.
How can you control which batches a user can see?
Applying views to the batches tab, creating any list of batches you'd like to see. You can restrict these views. Securing batch sets, where you can then assign permissions to all batches in a batch set. Securing individual batches. You can also restrict the Batches tab so only workspace managers and system admins can see it. In this model, a system admin or a user with Assign Batch permissions would need to check out batches to reviewers as needed.
Are numbers considered in the review learning process?
As mentioned above, numbers are not considered in the machine learning process. It follows that spreadsheets consisting largely of numbers, while potentially responsive, do not make good example documents.
Where is the Redact XLS Navigator card?
As of July 30, 2021, the Redact XLS Navigator card has been moved to the Redact Markup Navigator to make it more centrally located in the user interface and convenient to use.
Can video and audio files be played in the viewer?
Audio and video files can be streamed in the Native Viewer. Audio and video file type compatibility varies depending on your internet browser.
What does the Auto Batch field do?
Auto Batch - enables the system to automatically generate batches. Disabled - the default, which enables standard manual batch processing. Enabled - automatically generates batches according to the settings below.
How do Boolean filters work?
Available for Yes/No field types. Conditions display a drop-down list similar to list filters.
What single sign on services does RelOne support?
Azure Active Directory Okta Active Directory Federation Services
What are examples of identify providers that RelativityOne uses?
Azure Active Directory, Okta, Active Directory Federation Services, and Google
What are the 6 types of filters?
Boolean filters Numeric filters List filters Date filters Multilist filters Textbox filters
When was Aero UI release?
Fall 2020
What are the options in the Batch edit pop-up menu?
Check in as pending - you can check in the batch as pending for the assigned user. Check in as completed - you can check in the batch as completed for the assigned user Reassign - you can assign the batch to another user.
When should a batch be checked as completed?
Checks the batch in as completed. You should only check a batch in as completed if you have reviewed all documents in the batch.
How do you make choices appear in a single vertical list?
Choose 1 in the Repeat Columns field.
How do you search for documents not included in existing batch sets?
Field: Batch Operator: not these conditions Value: Field: Batch::Batch Set Operator: any of these Value: select all existing batch sets
How can you filter out Bates number for email threading?
Filter out the Bates stamps using a regular expression filter linked under Advanced Settings when you set up the Structured Analytics Set.
Which filters can be applied?
Filters are a quick and easy way to search for documents in your current document list view. Unlike using the search panel, in order to use filters to narrow down your document list based on a field, that field must be visible in your documents view.
What is shown on the browser panel?
Folders Field Tree Saved Searches Clusters
Where can you display a list of views?
For all Relativity Dynamic Objects (RDO), and most system objects, you can click on the view drop-down to display the list of views.
How are the xfirstword and xlastword operators used?
For example, apple W/10 xlastword searches for apple within 11 words of the end of a document.
How do begin to make coding decisions about a document?
Click Edit on the layout
What information can you find by on the Details link for the Document History card?
Click Run Details to display information about document imaging jobs, including the name of the imaging profile and the formatting options used during mass imaging or imaging on the fly.
How do you save your filtered item set as a saved search?
Click Save Search next to the mass operations drop-down menu at the bottom of the item list to open the Saved Search window.
How do you redact a chart in Excel
Click on the chart icon to display a list of all the charts in the document. Click the Redact button on the right side of the chart's row you wish to redact.A redaction is applied to the chart. Optionally, to apply a redaction to either the chart title or labels, click on the name of the chart and then click on the Redact button on the right side of any chart contents' row you wish to redact.
How can you download a document?
Click on the control number used for the document action drop down menu.
How do you rename a dashboard?
Click on the pencil icon next to the name of the dashboard in the Dashboard drop-down menu.
How is redaction visibility toggled each time you click?
Click once to set the markups to transparent. Click a second time to set the markups to invisible. The redactions are not deleted, just temporarily hidden. Click a third time to return the markups to full visibility.
Where do you go to create or edit a batch set?
Click the Batch Sets sub-tab from the Case Admin tab. Click New Batch Set to create a new batch set, or click Edit next to the batch you want to edit.
Where do you click to see which dashboards are available?
Click the Dashboards drop-down menu in the top right corner of the screen to display the list of dashboards available on the current tab.
Where do you create a dashboard?
Click the Dashboards drop-down menu in the top right corner of the screen.
Who do you begin working on active learning queue?
Click the Start Review button in the blue banner across the top of the view.
How do you activate Find Similar Documents?
Click the View Similar Documents button at the bottom of the viewer. Alternatively, right-click in the white space of the document and select Find Similar Documents
What does the grid style icon do?
Click the blue icon to turn grid style on. This shrinks the row padding and alternates row shading to make your data more compact and easier to read. Click the orange icon to turn grid style off.
Can cluster visualization images be modified in Excel?
Cluster visualization images cannot be modified using Excel, however, since they are a PNG image of the visualization.
When does concept searching work best?
Concept searching works best when run on more than just one word. When running a concept search, consider using a sentence or paragraph that accurately and concisely describes the concept you'd like to search, like a paragraph from the case complaint.
What should be done to ensure consistency in coding?
Consult fellow reviewers on difficult coding decisions to ensure unanimity.
What are Popup pickers used for?
Contains values for multiple or single choice fields, as well as multiple or single choice objects
What is shown on the Batch Set console?
Create Batches - creates the batches based on the entered settings. Created batches display on the bottom half of the batch set details page. Purge Batches - deletes any batches associated with the entire batch set. View Batch Summary Report - displays the Batch Summary report. This field is only enabled after you've created batches. Refresh Page - refreshes the page.
How does the credit card() search work?
Credit card number recognition searches for any sequence of numbers that matches the syntax for a valid credit card number issued by a major company, such as Visa, MasterCard, and so on. enter a credit card number between the parentheses in creditcard() as exemplified in creditcard(1234*).
What does the custom label box do?
Display custom text instead of the original field text
How do you display all hidden content in a document?
Display or hide all hidden content in the current document or display or hide the Contextual Search Pane.
What is the facing continuous layout mode option?
Displays the pages in the document 2 at a time in a row horizontally so you can scroll left and right to view them.
How does the Breadcrumbs option work?
Displays your current location while browsing documents in the Related items card. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
When should the Excerpt Text option not be used?
Do not use the Excerpt Text option for short keywords or phrases.
What should the object type be for a layout?
Document
What are the object security settings needed for conceptual analytics?
Document - View Analytics Index - View Analytics Categorization Set - View, Edit, Add Analytics Categorization Category - View, Edit, Add Analytics Example - View, Edit, Add
How do you know if a document contains hidden content?
Document Intelligence notifies you that there is hidden or annotated content present in the current document in the Native Viewer. This hidden content are the annotations and modifications tracked in certain document formats. For more information on the file types, see Tracking annotations. When hidden content is found in a document, a pop-up modal appears in the lower right corner.
What is referred to by collapsible cards?
Document list and Coding layout/Related items cards can be minimized to focus on the Viewer or expanded as needed. 4
What tab must be visible for concept searching?
Documents
What happens when a batch set is checked out?
Documents are pre-converted for viewing
What are two ways to run a fuzzy search?
Documents tab - when you select a dtSearch in the Search With option, you can use the fuzziness character (%). Dictionary Search - when you click the Dictionary link, you can use the fuzziness character (%) and the Fuzziness Level menu on the Dictionary Search
When will the Use as Example field be checked?
During categorization, Assisted Review will check the Use as Example field checkbox for all documents that are part of a project sample set.
What are the components to the layout buidler?
Edit Layout Information: [Layout Name] - click this link to navigate back to edit mode for the layout you're currently updating. Category - contains fields on the layout. Layout group - consists of one or more categories or object lists in a tabular format. See Creating and editing a layout group.
Which properties are not considered for email duplicate spare analysis?
Email To Email CC / BCC Microsoft Conversation Index Message ID In Reply To Message references White space Email Action
Should email headers be considered when determining whether or not a document is a good example?
Email headers, confidentiality footers, and other types of repeated content are typically filtered out prior to review. They should not be considered when determining whether a document is a good example for a computer-assisted review.
What is ETV used for?
Email thread visualization (ETV) is a tool that exists in the viewer to help you visualize the entire thread for the email you're currently viewing. You can use ETV to quickly see where the conversation branched, or where drafts or attachments occurred. You can also use ETV to help you QC your coding decisions.
What does this icon in the ETV represent?
Emails that have duplicate spares or non-duplicate spare emails that exist at the same location in a thread.
What would you do to make three choices appear in a horizontal row?
Enter 3 in the Repeat Columns field
What will give the best results for a concept search?
Enter a block of text, rather than a single word to get better results. Single word entries return broad, unreliable results. A good example source might be a hot document from your workspace, a complaint for the case, or an excerpted paragraph from a relevant web article.
How do you designate how many rows will be available to in a field?
Enter a number in the Rows box.
What kind of searches does the viewer search bar support?
Enter a terms search to highlight the results in the Viewer . The Search Bar supports dtSearch and so proximity, fuzziness, and stemming can be used.
What kind of searching does the viewer search bar support?
Enter a terms search to highlight the results in the Viewer. The Search Bar supports dtSearch and so proximity, fuzziness, and stemming can be used.
What will happen if an operator is omitted between two sets of parentheses?
Evaluation of the search phrase: (grape OR apple)(banana OR pear) dtSearch ignores the parentheses and analyzes the query as grape OR apple banana OR pear
How the time frame for matching sent dates in email threading differ when authors don't match?
For example, if it is impossible to match SMTP addresses and LDAP addresses as the author values, but the subject and text are exact matches, there is a more stringent time frame. In such cases, the time must be within 24 hours, and the minute must be within one minute of each other. For example, 15:35 would match with 18:36, but 15:35 would not match with 18:37.
How can the related items card be used to act on groups of related items?
For instance, in the example of the Related items card below, the active document is highlighted and listed with two related family documents. You can select some or all of the documents in the Related items card and click Edit. This opens a window for you to access all of your active layouts - the same layouts available in the layouts pane. Using these layouts, you can make coding decisions and apply them to the selected documents using mass editing. S
How can you quickly jump to single and multiple object fields?
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.
What shows the number of terms and hits per highlight set when minimized ?
Highlight set term and hit count
What determines whether a highlight term is active or inactive?
Highlight term checkbox
What shows the number of term hits in the highlight color scheme designated for that term?
Highlight term hit count and color
What will document intelligence give you the option to do?
Highlighting and bordering is also visible in the Viewer where the changes were made and a annotation bar is available to sort and view each annotation. Once the notifications appear, you can then choose whether or not to view tracked changes, hidden text and comments in the Viewer.
What are the highlighting features shown in text viewer and native file viewer?
Highlighting fuzzy; stemming; proximity; and regex
How does the image on the fly option work?
Hover your cursor over this option and Image Profile options will display. Select the desired profile to begin imaging the current document.
How does the Replaces images for this document option work?
Hover your cursor over this option and Image Profile options will display. Select the desired profile to replace the images for the current document using that imaging profile.
How do you returns only items where the field has a value?
IS SET
What will an orange notification on a dashboard mean?
If a dashboard has not been saved, an orange notification displays in the Dashboard drop-down menu until it is saved.
When will you not be able to save a dashboard?
If a dashboard is part of a locked application, the option to save the dashboard is unavailable.
What action does a user take when reviewing a document which appears to be a good example for machine learning?
If a document appears to be a good example for machine learning, simply code the designation field as you normally would and leave the Use as Example field checked.
What should be done with a document that is responsive but not a good example?
If a document is known to be responsive but is not a good example, code the document as responsive and uncheck the Use as Example button.
Are related items conditions for a saved search applied on the search panel?
If a related items condition has been set for the saved search, the related items condition also applies to any conditions that are added to the saved search via the search panel.
Will it be impossible to view a video or audio files which has a entry of 'No' in the Supported by Viewer field?
If an audio or video file has not been opened in the Native Viewer, it may display with a value of No for the Supported by Viewer field. Once a file has been successfully opened by the Viewer, the Supported By Viewer field displays Yes.
Can you access the Active Learning queue from the project document view if the queue is paused?
If aren't added to the queue or if the queue is paused, you can't access the Active Learning queue from the project document view. You can still access the view itself but only for reviewing previously coded documents.
How can the annotation cards for a document be sorted?
If there are multiple annotation cards in the annotation bar, then you can sort them in multiple ways. Click the Sort By drop down menu for these options: Location Author A-Z Author Z-A Oldest first Newest first Annotation type
How can you see changes made by another user viewing the same document?
If there are two or more reviewers on the same document, a user can click the Refresh icon to display the most up to date results in the card.
How can you quickly apply a single choice as a list filter?
If there is a single choice that you would like to immediately apply as a filter to the document list, hover your cursor over that choice's row and then click Only on the right side of the row.
How do you begin an active learning project?
If you are added to the queue and the queue is enabled, a blue banner appears in the project document view with a Start Review button. Clicking Start Review begins the review process.
In the new UI does document set information still display at the bottom of the screen?
If you are using the new UI, the document set information bar no longer displays the bottom of your screen. In the new user interface, you can now browse your entire returned document set using the item list or the Review Interface without having to incrementally add more documents.
What are the advanced settings for numeric filter?
If you click into the Filter textbox, a drop-down menu will appear. You can select the Advanced option that appears in the drop-down menu to display the pop-up for the numeric filter. This is where you can specify multiple filter conditions that are connected with explicit OR operators.
What should not be done if overwrite protection is disabled?
If you disable Overwrite Protection, we recommend that you avoid using Save & Next while coding documents because there is a possibility that your coding decisions may not be saved if another user is editing the same document at the same time. Instead, as a best practice, we recommend clicking Save and then carefully reviewing the layout to ensure your coding selections have been saved before navigating to the next document.
What happens if you do not enter a specific time on a date filter?
If you do not enter a specific time, a time of 12:00 AM will be entered explicitly for the filter.
What may be omitted from the Full Dashboard worksheet tab?
If you export a scroll-able table widget, it will not be shown on the Full Dashboard worksheet tab.
What happens if a coded decision has not been saved when a new layout is selected?
If you have entered a coding decision and have not saved it before selecting a new layout, a pop-up will display. Click Cancel to go back and save the coding decision before changing layouts or click OK to discard the coding decision and proceed to the new layout.
Which index is used for Find Similar Documents?
If you have more than one active index, the oldest active index (lowest Artifact ID) is chosen by default. Click the drop-down to select a different active index.
How are multiple markups displayed?
If you have multiple markups on a page that overlap each other, when you hover over the markups, translucent controls appear.
Where will some fields be found?
If you have previously linked fields to a field category, you can alternatively select the desired field category from the drop-down menu and then enter or select the field to which you want to apply the condition from the list
Will production numbers be accounted for in email threading?
If you have produced documents with Bates stamps in the text, this results in extra inclusive flags. As such, email duplicate spares are separated because they have differing text.
How do you ensure that a batch set includes all documents from a family?
If you select a value in the Family Field, then the batch set will include family documents from that related group that are also included in the data source.
How do you run a search that excludes only certain batch sets?
If you want to select these conditions as the first operator. Select none of these as the second operator. Documents belonging to more than one batch set may return in your search results. Using this combination of search operators returns documents that belong to any batch set you don't specify in the Batch::Batch Set value.
What is recommended when selecting a batch name?
If you're performing a multi-stage review with multiple batch sets per phase, be sure to include the phase name in the batch set name. This helps you search for information within a specific phase.
If emails are modified by the insertion of a confidentiality footer what will show the correct number of segments?
In cases where email segments are modified (e.g., a confidentiality footer is inserted), the Email Threading ID may have a greater number of blocks than segments in the email. In such cases, the Indentation will reflect the actual number of found segments in the document.
What determines how many blocks are in an email threading ID?
In most cases, the Email threading ID consists of one "block" per email segment Thus, "F00000abc-0000-0000+" would be a three-segment email.
What is used when there are more choices than can be displayed on the layout?
In most instances, choices and objects appear as checkboxes and radio buttons. Occasionally there are too many options to reasonably display on the layout, such as in a large list of issues. In these cases, you can display the choices in a pop-up picker.
What option is on the Document History card?
In the Document History card, you can click the Details link to display a pop-up with the audit history for the document.
What will a search for date(january 10 2006) find?
January 15, 2006 2006/01/15 1/15/06 1-15-06 The fifteenth of January, two thousand six
What happens after an active learning project is created?
Relativity creates a new document list view that's tied to the Active Learning project. This view is automatically secured to the reviewers added to the project.
Will RelOne show all long text fields for a document?
Relativity displays all long text fields made available in the Viewer in the drop-down menu, regardless of whether that field contains text for the current document. If you select a long text field from the drop-down list, and the current document doesn't have text for that field, the Viewer displays a message stating, "This page is empty".
How is the Excerpt Text field updated?
Relativity pastes the selection into the Excerpt Text field on the Assisted Review coding layout. You can perform this action multiple times per document. Each time you select text and click Add to Excerpt Text, the text is automatically appended to the Excerpt Text field.
What permission will a user need if they are redacting native documents outside of Relativity.?
Replace Document
What is '=' with term used for in a text filter operator?
Returns an exact phrase
What filters are used for a single choice field?
Single choice list Pop-up
How single choice fields displayed on a layout?
Single-choice fields are denoted by radio buttons or a drop-down menu, depending on what your project manager has set up.
Where are skipped documents shown?
Skipped documents are also reflected in the Project Home dashboard.
Can you skip documents without making a coding decision?
Skipping documents: You can skip documents without making a coding decision, unless the review field is required.
What is the general rule when reviewing emails on which email threading has been performed?
So the rule should not just be to review the inclusives and their attachments, but rather to review the inclusives and their attachments while skipping the duplicate spares and their attachments.
What annotations are available for PowerPoint files?
Speaker notes, comments, hidden slides
What is a field?
Stores document metadata or coding decisions (ex. Responsiveness)
What filters are used for a fixed length text field?
Text box single choice list custom / advanced
How does textual near duplicate identification function?
Textual near duplicate identification analyzes a document for exact syntax, word order, and word count, and groups documents with similar text patterns together into relational groups. Once an admin runs textual near duplicate analysis, you can use this analysis to review a set of documents that are extremely similar, but not identical to each othe
What is a potential problem with the 'Has Hidden Data' field?
The "Has Hidden Data" field is populated during Processing. The Hidden Content that the Viewer finds may not be perfectly in-sync with the Hidden Data that the Processing engine finds.
What follow a + OR - sign in the Email Threading ID?
The + or - symbol is followed by zero or more node identifiers comprised of four hexadecimal digits. Each node identifier is also followed by a + or - sign indicating whether or not a corresponding email item exists within the data set. Each subsequent set of four characters followed by a + or - sign defines another node in the tree and whether or not any email items exist for that node. Each node, including the root node, represents one email sent to potentially multiple people, and it will contain all copies of this email.
Is the use of the Conversation ID recommended?
The Conversation ID is not typically recommended, as email threading is highly accurate without the use of Conversation ID. Only when the email headers are widely corrupt or in unsupported formats do we recommend the use of this field.
What will a layout always contain by default?
The DocID field or control number field
Which layout contains the Copy From Previous field?
The Document layout is the only layout that contains the Enable Copy From Previous field.
What is the document preview panel?
The Document preview panel allows you to view documents in the document list before launching the Viewer. It also allows you to filter the list and quickly view documents in the results which makes the process of finding documents more efficient
What common views used during review?
My Checked Out Batch My Unreviewed Documents
to complete the following tasks: Create and run Excel markup projects and automated spreadsheet propagation projects. Manually apply markups to native Excel documents in the Viewer. QC markups that were applied automatically by Redact projects. Edit the redaction text that has been applied to native Excel documents. Create and run production preparation projects for native PDF documents. . . . what permissions are needed?
Native Excel Redactions Place/Edit Manual Redaction Place/Edit Manual Highlight Clear Markups Unhide Excel Content View Quality Control Panel Accept/Reject Quality Control Entries Input Custom Redaction Text Redact Produced Document
What are two areas of low importance on the exam?
Navigating a workspace Low Applying markups Low
What are the three areas of highest importance on the exam?
Navigating the Review Interface High Coding documents High Working with views and dashboards High
How can you go through an individual term highlighted in a document without review each term from a persistent highlighting set?
New to RelOne click on the arrows next to the lightbulb terms
Where do newly created batches appear?
Newly created batches appear on the Review Batches tab.
Where can you click to edit a view?
Next, click pencil icon next to the view you wish to edit, and then move through the steps for creating a view with field categories.
Are dtSearch indexes case sensitive by default?
No
Are searches in the search bar in the document viewer case sensitive?
No
Are track changes available for PowerPoint files and PDFs?
No
Can the minimum rank for Find Similar documents be changed?
No
Can you use NOT in proximity search?
No
Can you view hidden content, create or modify markups, or edit coding decisions in the document preview panel?
No
Do reviewers have permission to assign batches to other reviewers by default?
No
Do you need security permissions to use filtering?
No
Does rank indicate a percentage of relevancy?
No. The rank measures the conceptual distance between the query text and the searchable documents in the conceptual index. The higher the rank, the higher the relevance to the query. A rank of 100 represents the closest possible distance. The rank doesn't indicate the percentage of shared terms or the percentage of the document that isn't relevant.
Is a wildcard operator needs in a text filter?
No. The textbox filter treats each search term as if it were preceded and followed by a wildcard (*) and returns all versions of the term. Don't add an asterisk (*) to the beginning or ending of a search term. The filter won't return any results if you use this operator.
How are comments for a PDF shown?
Note bubble in document.
How are comments in for PowerPoint shown?
Note bubble in presentation
How can you display a pop-up viewer for a record?
Note that if you hover your mouse pointer over a record's file icon, you can click to open a pop-up viewer showing the record.
Where is the thumbnail viewer?
Note that the thumbnails show redacting and highlighting.
What happens if a SSO authentication has already been performed for Relativity and a user navigates to RelativityOne?
Now suppose the user, who is authenticated to on-premises Relativity, wants to access RelativityOne. The user navigates to RelativityOne, perhaps via the Workspaces tab or Federated Instances menu. RelativityOne will automatically forward them to the identity provider login page. Because the user recently logged in, the provider will recognize the browser session and automatically authenticate the user. The user is finally redirected back to RelativityOne and can begin working. From the perspective of the user, she can access many environments while only having to log in once.
What controls the number of documents that are converted for a batch?
NumberOfDocumentsToAutoPreconvert instance setting
What is a common view used by a reviewer?
Often, an admin will create a view to display only documents in your checked-out batches. This helps you organize your review, and ensure you are only seeing the documents necessary for your review.
Which field will be updated when a document has been coded?
Once a document has been coded by a reviewer, the Project Reviewers::User field will show that reviewer's name.
What happens after a concept search is run?
Once the operation is executed, the Documents list pane opens and displays the Concept Search tab, which contains documents that contain the concept the query expresses.
Which field will be updated once a batch is checked out? How will it be updated?
Once you assign batches, the Batch::Assigned To field contains the reviewer's name.
Where are the Gmail metadata fields located?
The Gmail metadata fields are located in the Message ID Email Metadata section of the Analytics profile.
Does the pop out viewer have the same functionality as the Viewer?
The Pop Out Viewer retains the same functionality as the Viewer. For example, you can switch Viewer types and view highlights or the Thumbnail Viewer as desired.
What is the thumbnail viewer compatible?
The Thumbnail Viewer is compatible with word processor, presentation, vector Image, and raster image file types. Note: The Thumbnail Viewer may not be available in the Native Viewer for document types that do not paginate such as spreadsheets or plain text.
What is the part of the Relativity interface that displays documents?
The Viewer
How is PDF text shown in the Viewer?
The Viewer displays PDF text by mapping the character codes to Unicode in most cases. To check whether PDF text has been properly encoded and will display correctly in the Viewer, copy the text in the original PDF file and paste it into another application like Microsoft Word or Notepad. If the pasted text does not display correctly, the PDF is not properly encoded. If the pasted text displays correctly in another application but not in the Viewer, contact Support for assistance.
What does Analytics used to determine if emails belong to the same thread?
The analytics engine uses a combination of email headers and email bodies to determine if emails belong to the same thread.
What is found on the annotation bar?
The annotation bar is for sorting and viewing the hidden content found with Document Intelligence. Each annotation has a card that lists the tracked change, a description of the change, time and date, and author of the change.
Can Analytics thread email headers if they are in a foreign language?
When email headers themselves are in a supported language, such as English, then the Analytics engine will thread them even if the header's contents are not in a supported language When the headers themselves are not in a supported language (this commonly happens when a speaker of an unsupported language hits "reply" in his or her email client and the email client then includes the headers in the embedded message), the Analytics engine won't be able to parse them out for email threading.
What can be mapped to the Analytics Profile to thread emails when a reply deleted the content of the original message?
When mapped on the Analytics Profile, email threading uses the Microsoft Conversation Index to bring emails together into threads. For example, if you replied to an email thread, but deleted everything below your signature, and changed recipients, email threading could group all emails together based on the Microsoft Conversation Index.
How are loose electronic files accounted for in email threading?
When running email threading, any loose e-docs (ex. a non-email that is not an attachment) that are analyzed by the Analytics Engine will receive an inclusive email value of No
How does SSO work?
When single sign-on is configured, the Relativity login page displays a button for the external identity provider. The user attempting to log in simply clicks the button and is redirected to the identity provider's login page. Upon successful login at the provider, the user is now authenticated and redirected back to Relativity.
How can Gmail emails be threaded?
When the Email Message ID, In Reply To, and Message References fields are mapped on the Analytics profile, emails imported from Gmail can be threaded according to Google's native threading system.
Why may there be fewer blocks in the threading ID than segments?
When there are fewer blocks in the threading ID than segments in the email, this indicates that the top segment matches (subject, segment body, normalized author and date) with a lower segment.
Why may there be more blocks in the ID than segments in the email?
When there are more blocks in the email threading ID than segments in the email, this indicates there is segment corruption or changes
What order must choice values be in the Batch Unit Field?
When using multiple choice fields for the Batch Unit Field, the choice values must be the same in order for them to be grouped in a batch.
Where does a highlight or redaction appear?
When you create a highlight, it appears in the Markup Navigation Pane
What will be displayed when you create a text redaction?
When you create a text redaction, it will display the most recent word or phrase you entered while editing a redaction. If you have never edited or created a text redaction before, it will display Redacted instead.
Should you use views to control security?
When you create a view, you can set conditions so that only objects that meet certain criteria appear in the view. However, you shouldn't rely on views to control security. If you need to prevent users from viewing an item, you must set the appropriate security permissions for that item
When is a filter type selected?
When you create or edit a field, you can select its Filter Type.
What happens when you edit a view from within the view itself?
When you edit a view from within the view itself, Relativity guides you through the four-step wizard. Complete the fields on the form and click Next after you complete each step. See the following sections to learn about each steps fields: Step 1: Basic Information Step 2: Fields Step 3: Conditions Step 4: Sort
How do you go about redacting a document that has not been imaged?
When you open a document in the Native Viewer that has not been imaged, select Image on the Fly from the Document actions menu to image the document which can then be opened in the Image Viewer.
When may a search on the search panel for a relative date give different results than saved search?
When you search on a user-created date field using a relative date (ex. Last 7 Days), you may see different results between a saved search and a search from the search panel if you aren't in the same timezone as your Relativity instance.
What is available on the Extracted Text Viewer?
When you switch to Extracted Text Viewer in the Viewer type tabs, you can access a drop-down menu on the right side of the Extracted Text tab where all extracted text and all long text fields on the field edit/creation page are available. The drop-down menu lists long-text fields that contain text for the current document open in the Viewer and those you have permissions to.
What is shown in the image viewer?
When you switch to the Image Viewer, a TIFF or JPEG version of the document displays.
What is available in the Productions Viewer?
When you switch to the Productions Viewer in the Viewer type tabs, you can access a drop-down menu on the right side of the Productions Viewer tab that displays available production sets that contain the current document.
What is a dashboard?
When you've created a page configuration you'd like to preserve, you can create a customized dashboard.
How can you login into RelativityOne?
With a either user name and password or a single sign-on (SSO)
Which account runs the saved search when auto batching is enabled?
With auto batching enabled, the Relativity service account runs the saved search specified as your batch data source. The Relativity Service account is a system admin account.
Can fuzzy and stemming searching be used together?
With fuzzy searching and stemming enabled, it checks for a fuzzy match twice, once against the original term, and once comparing the stemmed word with the stemmed word in the index. A match on either counts as a hit.
How many levels of tabs can be created?
With the Aero UI, admin users can now optionally create three levels of tab hierarchy - a parent tab in the Sidebar, which contains a parent tab in the Tab list, which contains an object tab or an external link tab.
What are the 3 levels of tab hierarchy?
With the Aero UI, admin users can now optionally create three levels of tab hierarchy - a parent tab in the Sidebar, which contains a parent tab in the Tab list, which contains an object tab or an external link tab.
What are the four areas of medium importance on the exam?
Working with batches Medium Reviewing documents using active learning Medium Using Analytics for review Medium Filtering and searching for documents Medium
Are single characters treated as full words for a proximity search?
Yes
Can categories be nested together?
Yes
Can users assign bates to one another?
Yes
Can you highlight text that is not redacted when entering an inverse redaction?
Yes
Can you select more than one choice on a field on the layout?
Yes
Can you select the check in as completed option even if not all of the documents have been reviewed?
Yes
Can you set a specific time in a date filter?
Yes
Does dtSearch support the use of leading wildcards?
Yes
Does the text viewer show all of the same highlighting as the native viewer?
Yes
If you collapse or expand an email header, will the Viewer maintain the expanded or collapsed state as you navigate through documents in the set?
Yes
Is overwrite protection enabled by default?
Yes
Is the Fuzziness Level menu independent of the fuzzy % character?
Yes
Is the Show/Hide Persistent Highlight Pane available in the document preview panel?
Yes
Can Relativity recognize dates in the European format?
Yes. In the case of ambiguous dates, such as 01/05/10,
Can you move markups as a set?
Yes. Use CTRL + A to select all markups on an image.
What types of fields are Boolean filters available for?
Yes/No fields
What search indices can be used on the search panel?
You can access multiple search indexes from the search panel, including any Analytics and dtSearch indexes that are configured and accessible to you in your workspace.
What is in the Email Thread Hash?
a hash generated by Relativity to facilitate Email Thread Visualization.
Does the fuzziness level in a dictionary search relate to the number of characters for which hits differ from the search term?
a level 7 fuzziness search doesn't necessarily mean up to 7 additional characters return.
How does the % operator work?
a%%pply indicates that a matching word must begin with a and differ from apply by only two characters.
What does the native viewer show?
an HTML rendering of the document that is as close to the original version of the document as possible.
What is the Reviewed Field?
an optional field that you can select from any yes/no, single-choice, or multi-choice field from the drop-down menu. Based on your selection, a tally is kept of how many documents in the batch have been reviewed. The batch set monitors the field you specify as the Reviewed Field. It also increments a count for each document in the batch that has been coded with a value for that field.
What operators are used for fixed length text, long text, and extracted text?
contains does not contain is is greater than is less than is like is not is not like is not set is set
How are applications added?
associates the layout with an application created in the Relativity Applications tab. Click SELECT to display the Select Items pop-up, and choose an application.
What should a user do once he has reviewed all of the documents in a batch?
check that batch in as Completed to signal you are done reviewing that set of documents.
What does the History Pop-up view control?
controls which fields appear when clicking details from the related items pane document history.
What does the Markup HIstory Details view control?
controls which fields appear when you launch a document's history details from the related items pane.
What does the CaseMap fields view control?
controls which fields are included in mass-sends to CaseMap.
What does the Default Search view control?
controls which fields are returned, by default, on an advanced or saved search. You can always include additional fields from the advanced or saved search field selector. This view also controls the sort order of these fields as well.
What does the Batch Set Batches view control?
controls which fields are shown for the list of batches displayed at the bottom of the Batch Sets tab.
What does the Linked view control?
controls which fields are shown in the pop-up. You can then link to a document in the viewer.
What does the Link Pane view control?
controls which fields are shown in the related items pane showing the linked documents.
How is a solid white box redaction shown?
creates a solid white box with a gray border. The gray border won't be printed or produced.
What does the Documents to be Batched field who?
displays the remaining documents that don't meet the minimum batch size. You must manually create a batch for these remaining documents
Are draft emails considered unique?
draft emails are considered unique and are always marked inclusive. They are not considered for duplicate spare analysis.
What will happen if a search is too ambiguous?
dtSearch displays a warning message when you enter an ambiguous search request.
What search does Relativity recommend for a SSN search?
dtSearch support notes the === == ==== notation is actually more performant than a regular expression for the same pattern assuming you're ok with getting some false hits.
How are search terms shown in the show/hide contextual search pane?
each search term match is displayed in a box that includes both words before and after the search term match to make it easy for you to view the context of each one.
What happens if you exceed more than 255 items in a fixed length field with a list filter?
if the field contains more than 255 items, the List filter type you specify for the field will revert to the Textbox filter type and an error will be written to the Error Log when you visit a Document list view containing the field.
When will a filter not be available for a Long Text field?
if the field is enabled for data grid
What is the Email Thread Group?
initial nine characters of the Email Threading ID. This value is the same for all members of an Email Thread Group which are all of the replies, forwards, and attachments following an initial sent email. This field is not relational.
What operators are used for yes/no fields?
is is not is not set is set
What should you do if a field is not available on the layout?
is important to code using the correct layout and field(s) as instructed by your review manager. If fields or choices you need are not available, contact your review manager so they can update the document layout accordingly.
How does the mail() search work?
mail(sa*@example.com) - returns variations of the email address: [email protected]; [email protected]
What is the Batch Prefix field?
sets the prefix for the batch numbering.
Why is Unanalyzed Attachment usually listed as an inclusive reason?
the message contains attachments that could not be analyzed by the Analytics engine. In most cases this is due to the attachment being larger than 30 MB.
What should be selected the object type for a layout?
the object type that the layout uses to modify or code. For example, select Document as the object type if you were creating a layout for coding documents.
What is the Batch Unit field?
the optional grouping condition on the batch.
How does dtSearch treat periods?
the period is indexed as a space character by default. Thus, dtSearch processes U.S.A. as three separate words: U, S, and A.
What should be done with a document is mostly non-responsive but contains examples of responsive text?
use the Excerpt Text box. Highlight the responsive text, right click, and choose Add to Excerpt Text. Code the document as responsive.
What does the Set Conditions section for creating a view look like?
used to optimize views. Only use the query hint if instructed by the Relativity Client Services team. Currently, you can use Hashjoin:(true/false) or Maxdop:(x) to populate the field.
What is Query Hint used for?
used to optimize views. Only use the query hint if instructed by the Relativity Client Services team. Currently, you can use Hashjoin:(true/false) or Maxdop:(x) to populate the field.
What does Edit Search Permissions let you do?
view and select fields from the Add Conditions drop-down menu
What kind of field is used for indentation?
- a whole number field indicating when the document was created within the thread.
What is the operation used for regular expressions?
"##"
What should you ask yourself when choosing an object type?
"What do I want to make a list of?" The answer is your object type.
What is used for phonic searching
# The pound sign (#) is the character used for phonic searches when added to the front of a word. For example, a phonic search for pear also finds pair and pare.
What is used for fuzzy searching?
%
What does Email Threading Display show?
- visualization of the properties of a document including the following: Sender Email subject File type icon (accounting for email action) Indentation level number bubble
How can you filter text alphabetically in a textbox filter?
. . . also works with dates.
What do you click to change the font size of text caption for a redaction?
. . . and then select a new font size from the drop-down menu.
What happens if you select <blank. on a filter?
. If selected, <blank> displays only items that don't have the a True (Yes) or False (No) value assigned to the Boolean field (is not set).
What is the limit for a layout field name?
. There is a 50 character limit for this field.
Where are the Viewer Type tabs in the review interface?
1 Select which Viewer type you would like to view the current document in.
What range does Relativity recommend for fuzzy searches?
1-3
What 5 steps are performed when a markup is first applied to an Excel file?
1. All calculated fields are replaced with their original calculated values. 2. All pivot tables are replaced with their original calculated values. 3. All change-history is removed from documents. 4. All hidden and very-hidden rows, columns, and sheets are unhidden. 5. All merged cells are un-merged.
How do you check out a batch?
1. Click the Review Batches tab. 2. Click Edit next to the batch you want to check out.
What does the Redact Mass Operations permission allow a user to do?
1. Convert Spreadsheet Markups 2. Revert Native Redactions 3. Unhide Excel content
What are examples of ambiguous searches that dtSearch can't handle?
(apple AND banana) W/10 (pear AND grape) (apple w/10 banana) w/10 (pear and grape)
What relationships are identified by email threading?
- Email threads - People involved in an email conversation - Email attachments (if the Parent ID is provided along with the attachment item) - Duplicate emails
What is the zoom range in the native viewer?
10 to 4,000%
What is the document zoom range?
10 to 500%
What is the closest possible rank in the results for Find Similar documents?
100
What is the rank for a matching document that is as close as possible for the concept search?
100
Which field shows the name of the Batch?
Batch
Which field shows the set to which a batch belongs?
Batch Set
Are all highly responsive documents good example documents for Assisted Review?
Because all machine learning is derived from text, it is important to note that some documents may be highly responsive but undesirable as example documents for an Assisted Review project.
Does stemming work with irregular variations of a verb?
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.
What operators are used for date fields?
Between Is Is after, is after on is before, is before or on is in is not is not set is set
What are the three statues for a batch?
Blank In progress Completed
How are blank attachments treated in email threading?
Blank attachments are considered unique by the Analytics engine. A duplicate email with a blank attachment is considered inclusive.
How do you access the pop-up display for a field?
Click SELECT. You can filter the choices in the pop-up to locate the desired one.
Do you create a solid white box?
Click here.
What does clicking on an annotation in the Viewer do?
Clicking on an annotation in the Viewer connects the selected annotation to the related annotation tile in the annotation bar.
Is a document in the standalone viewer effected by changes in the review interface?
Clicking on the file icon in the Document list will launch the Classic Review Interface which is unsynced. Changes such as turning highlights on and off in the Viewer or entering an on-the-fly search in the document list will not affect a document opened in the Standalone Viewer because it is unsynced.
What annotations are available for PDFs?
Comments
What is assisted review?
Computer-assisted review is a workflow that captures and analyzes reviewers' coding decisions and amplifies them across a data set. Based on user input, the system learns how to categorize conceptually similar documents in the document universe.
Does concept searching account for how terms are used in a document set?
Concept searching ultimately functions by finding term correlations within a document and across a document set.
What mass operations are needed for Redact?
Convert Spreadsheets Markup Revert Native Redactions Unhide Excel Content
What permission will a user need if they have a workflow to redact a PDF of native document?
Create PDF
What does the E3 version of Office 365 allow you to do?
Create a content search from the security and compliance center
What is a common batch unit field?
Custodian
When can a document be assigned to more than one reviewer?
Documents can only be assigned to one reviewer except in cases where the reviewer leaves the viewer without making a coding decision or is automatically logged out. When this happens, the queue can reassign the document to another reviewer.
How can you run a stem search?
Documents tab - When you select a dtSearch in the Search With option, you can use the stemming character (~). Dictionary Search - When you click the Dictionary link, you can use the stemming character (~) and the Enable Stemming checkbox on the Dictionary Search dialog. Saved Search - When you create a saved search, you can use the stemming character (~) and the Enable Stemming checkbox in the Search Conditions section of the form.
Why may documents with different values in the batch unit field be included in the same batch?
Documents with different values in a batch unit field are not included in the same batch unless the Family Field would override this.
How can you download a native file?
Download the native file for the current document. Alternatively, you can click on the document's name to download the native
How are near dupes ranked!
Each document in the duplicate group is assigned a similarity. This is a percent value of similarity between the near duplicate document and its principal document. A higher similarity score means the document is more similar to the principal document.
What must each view correspond to?
Each view corresponds to a Relativity object. For instance, to create a custom list of documents to display in the Documents tab, you must create a document view.
What are the options under Tabbed Display?
Edit - displays the tabbed layout group only when a user is in edit mode. Once the user saves and views the layout, the categories render in a list. View - displays the tabbed layout group only when a user is in view mode. When the user is editing the layout, the categories render in a list. View & Edit - displays the tabbed layout group when a user is in view and edit mode.
Why is the use of the Conversation ID not recommended for email threading?
Email threading uses the Conversation ID to group together emails with similar Conversation ID's, even when their Extracted Text differs.
What are examples of relational field views?
Family documents Duplicate documents
What type of filter should be used for fields and contain a large number of items?
Fields that contain a large number of items may also cause the List filter to take longer to populate. For fields that may contain a large number of choices, you can designate a Popup filter instead.
What types of fields is a textbox filter available for?
Fixed-length Text Long Text Date Whole Number Decimal Currency Object
How is a layout generated?
From the Layout console, click Build Layout to open the layout builder.
How do you create a layout group?
From the layout builder, click and drag a category/object list over another category/object list, then let go of your cursor click. A plus sign appears to the right of the category that you're dragging the other category onto.
How is a inserted cell annotation shown?
Green dotted border around cell.
How are insertions for a Word document shown?
Green shading behind text.
How is a hidden slide in a PowerPoint shown?
Hidden icon in bottom left corner of slide.
What is the Email Threading ID ?
ID value that indicates which conversation an email belongs to and where in that conversation it occurred.
How do you returns only items where the field does not have a value (null)?
IS NOT SET
Does email threading account for typos or bad OCR?
If email headers contain typos or extra characters as a result of incorrect OCR, the operation doesn't recognize the text as email header fields and the files aren't recognized as email files.
Will the Microsoft Conversation ID field be prioritized for email threading?
If the Conversation ID field is present for an email and mapped on the profile, it's used to group the email together with other emails first. The text is not examined to validate the Conversation ID data. If a match is found based upon Conversation ID, no further analysis is done on the email for grouping purposes.
When are documents batched in separate groups based on the choice values?
If the combination of choices is unique enough for the choice values, the documents are batched in separate batch groups.
For an active learning project, why may a user get a warning message?
If the queue is disabled or you're removed from the queue while reviewing documents, a warning message will appear in the viewer.
Does a dtSearch or analytics index for a saved search used for a batch data source need to be active?
If the saved search references a dtSearch or an Analytics index, that index must be active.
What is quick nav and where is it located?
2
Where is the Viewer search bar?
2
Where is the Viewer?
2 Displays the current document in the selected Viewer.
Where is the favorite icon?
2 Indicates whether a page is favorited. Click to add a page to favorites or to remove it if the page was already in favorites.
Where is the favorites menu?
3
Where is the sidebar?
3
Where is document navigation?
3 Browse across documents in the Review queue.
What are the final two steps in email threading?
3. Recognize when emails belong to the same conversation, (referred to as the Email Thread Group), using the body segments along with headers, and determine where in the conversation the emails occur. Email Thread Groups are created using the body segments, Email From, Email To, Email Date, and Email Subject headers. 4. Determine inclusiveness within conversations by analyzing the text, the sent time, and the sender of each email.
Where is the tab strip?
4
Where is the avatar and what can you access there?
4 Access your user menu options, including My Settings, Help, and Logout
What is the max transfer rate speed?
55 MBs per second
Where is the document browser menu and what does it do?
6 Choose whether the browser displays folders or saved searches
Where is the All Tabs menu?
6 Click to view all the tabs that a user has access to and are flagged as visible.
Where is the document list?
6 List presentation of all the documents in the user's Review queue.
What is the minimum concept rank value for a concept search?
60
Where are the View settings?
7
Where is the avatar?
7
Where is the collapse icon and what does it do?
7 - Click to reduce the widget of the Sidebar and only display the icon for each tab
Where are the document actions?
8
Where is the all Tabs menu?
8 - Click to view all the tabs in the workspace that you have access to.
Where are the panel toggle icons?
9 Change whether the browser, search panel, and/or document preview panel display
What is duplicate spare information saved to?
<Structured Analytics Set prefix>::Email Duplicate ID <Structured Analytics Set prefix>::Email Duplicate Spare
What are the various email threading fields preceded by?
<Structured Analytics Set prefix>::Email Duplicate Spare
What is used for numeric patterns?
=
What are the dtSearch wildcard operators?
? *
What does a No value in the Email Duplicate Spare field indicate?
A No value in this field indicates that an email is either not a duplicate of any other emails in the set, or that it is the master email in the Email Duplicate group.
Can sidebar tab have a parent tab?
A Sidebar tab cannot have a Parent selected. If a Parent was selected for a pre -existing tab, once you select Show in Sidebar, the Parent field will be disabled.
What does a Yes value in the Email Duplicate field indicate?
A Yes value indicates the document is in an Email Duplicate group, but it is not the master document.
What kind of field is the Email Duplicate Spare field?
A Yes/No field
Is there a limit to how long a batch can be checked out?
A batch may also be checked out for as long as desired.
How is an inverse redaction shown?
A blue cast indicates where the black redaction is created, and the white box indicates the area that is not redacted.
What can interfere with the imaging on the fly process?
If the source file of the document you are imaging is changed during the conversion process, for example through overlay, that document becomes undeliverable and you receive an error. To resolve this error, refresh the page or re-image the document.
What will happen if two people edit a markup at the same time?
If two people edit a markup at the same time, an error occurs.
What common scenarios violate the 4 corners test?
A document that comes from a custodian whose documents are usually responsive.-A document created within a date range that is presumptively responsive.-A document that is a family member of another document that is coded responsive.
How many characters can a field condition contain?
A field condition can contain up to 4,000 characters.
How can multiple layouts be organized?
If users have many layouts that they use during document review, you can add a new layout with dashes in the Name field, (-----------) and an appropriate order number to serve as a separator. This assists in organizing layouts and building the workflow.
Where is the side bar and what is notable about it?
Admins can change what is shown here for each case.
What is RelativityOne's new user interface?
Aero UI
What does the All Tabs indicator show?
All tabs you have access to. An orange line will show the current tab.
How should assisted review decisions be double-checked?
Always check the extracted text of a document to be sure it matches the content in other views. Whenever possible, review from the Extracted Text viewer.
Who can configure an active learning project?
An admin or review manager
What kind of data inconsistencies can email threading account for?
Analytics allows for data inconsistencies that can occur, such as timestamp differences generated by different servers.
Where can RelOne deploy?
Anywhere across the Azure global data footprint
What is ARM
Archive Restore Move - it is used to transfer large workspace and archival utilities
What is the purpose of the document list view set up for an Active Learning project?
As an Active Learning reviewer, this view is the only place you can enter the review queue.
What is the advanced setting on a Boolean filter?
If you click on Advanced, the pop-up for the Boolean filter appears where you can specify multiple filter conditions that are connected with explicit OR operators. Click Apply to apply the specified filter conditions to the field.
Can CTRL + C always be used?
If you don't have permission to the Local Access option on the Document object, you can't use the Ctrl+C or Ctrl+Ins options in either the Native Viewer or the Extracted Text Viewer.
Can a batch be assigned to someone else?
If you have the appropriate permissions, you can assign batches to other users
What is the longest word dtSearch can search for?
If you make any symbol a searchable character in your dtSearch index and then build an index on a long, uninterrupted search string, such as a file path, dtSearch truncates the string after the 32nd character.
Are image rotation settings saved?
Image rotation is persistent. Any pages that you rotate will be rotated the next time you return to them in the Viewer and for other users who view them after you rotate them. Rotation is also applied when you run the production containing the images.
What kind of documents are not good examples and why?
In order for a document be considered a good example for machine learning, it must contain a sufficient quantity of text to train the system. Assisted Review's text analytics engine learns from concepts, rather than individual words or short phrases. It's best to think in terms of sentences or paragraphs rather than a few words when deciding if a document has sufficient conceptual language. For that reason, very short documents that contain only a few words or phrases are typically not good examples.
How does RelOne create PDFs of a smaller file size?
In order to accomplish this for previously unknown file-types and mixed TIFF and JPEG Create PDF jobs, Relativity now treats each page individually, instead of treating the entire document as a whole, allowing for the best file-size-reduction technique possible for each page.
Is a dtSearch index always available?
In order to search using a dtSearch index, an admin or review manager must have already configured an index in your workspace, and provided you access.
How can you review all markups added to a document?
In some cases, it can be useful to review all markups applied to a document. In this scenario, you can use the Markup Navigation pane to view all markups in a document.
What does the conditions tab for a view control?
In the Conditions tab you determine which items you want your view to return.
Where is a count of the all documents coded for the project shown?
In the upper right of the Viewer, you can see a running count of all documents coded in the project, including skipped documents.
Where is the drop-down menu that determines folder scope?
It has been removed from the view bar and repositioned in the folder browser.
Why is a condition that may existing for a saved search?
It may reference a dtSearch or Analytics index
What is the status of a completed batch?
The batch has been checked in as completed, indicating all documents have been reviewed.
What is the status of a batch designated as blank?
The batch has not been checked out or reviewed by a user
What is the status of an in-progress batch?
The batch is checked out and has not yet been checked in. There may be some documents that have not yet been reviewed.
How can you search for a colon and an ampersand?
The colon (:) and ampersand (&) are not used by Relativity but are still considered a syntax term by the dtSearch index. In order to search for these symbols, you must index the character by modifying the alphabet file.
Which dashboard will appear by default when you log into Relativity?
The dashboard with the lowest order number will appear by default when you log in to Relativity.
How are the results of concept searches ranked?
The document that is closest to the query is returned with the highest conceptual score. This indicates distance from the query, not percentage of relevancy—a higher score means the document is closer to the query, thus it is more conceptually related.
What is the dtSearch index compromised of?
The dtSearch engine combines into a single pool the text for all fields identified for inclusion in an index.
What do the characters in the Email Threading ID represent?
The first nine characters indicate the Email Thread Group, (all emails with a common root), and the subsequent five-character components show each level in the thread leading up to an email's top segment.
Where do the individual charts that make up a dashboard show up on an exported Excel file?
The full dashboard displays on the Full Dashboard worksheet tab. The individual charts that make up your dashboard along with their data can be found on the subsequent worksheet tabs
When do dashboards update?
The item list and any widgets on the dashboard will update automatically in response to filtering or searching.
Where does each part of a dashboard appear?
The page initially appears with the folder browser on the top left, the search panel on the bottom left and the item list to the right. Within this new framework, you have multiple options for customizing your display.
What controls reviewer access?
The project document view enables or disables reviewer access based on whether you are added to the queue and whether the queue is active.
Does the order of a data source for a batch effect the order of the batch?
The sort order of the data source carries over to the batch.
What can effect how tabs are shown in the sidebar?
The tab is added to the Sidebar and will display based on the number of tabs you have already created and the size of your currently opened browser. If the vertical resolution is not high enough, the tab will display in the More menu.
How does the AndAny operator work?
The words before the AndAny connector are required search terms, and the words after the AndAny connector are optional. (apple and pear) AndAny (grape or banana)
What happens if you click Save & Next without making required coding decision?
This field is required will display near any required fields.
What is indentation based on?
This is derived from the # of Segments Analytics engine metadata field.
When does the markup set menu appear in the preview panel?
This menu only appears when viewing a document in Image mode of the Document preview panel.
When is the visualization type property editable?
This property is only editable on system-created views associated with Relational Fields. Otherwise this field is set to Standard List and is read-only.
What is the default setting for the number of a documents to convert for viewing?
This setting is set to 1000 by default and can be adjusted to suit your needs. Please note that if the value is set to 0, pre-conversion will be disabled.
What does 'My Checked Out Batch' show?
This view displays any documents in your batches currently in progress.
What does "My Unreviewed Documents' show?
This view displays documents that are in batches that are assigned to you that have not yet been coded.
How do you activate filters?
To activate the filter options at the top of each column in the item list, click the icon. The icon turns orange when filters are activated.
How can you change the folder scope?
To change the folder scope (Only this folder or This folder and subfolders), click the arrow icon to the left of the Folder browser, and then select either This folder and subfolders or Only this folder from the drop-down list.
What annotations are available for Word documents?
Tracked Changes, comments, hidden text
What annotation types for available for Excel files?
Tracked Changes, formulas, hidden pages/columns/rows, Comments
What is the operator precedence in Keyword search if no parentheses are use?
Unlike dtSearch, the order of precedence for a keyword search evaluates AND expressions before OR expressions:
In the document preview panel can you search or create ad hoc search terms?
Unlike the Viewer, you cannot search or create ad hoc search terms in the Document preview panel however. Additionally, searching for terms in the document list will not create highlights in a document you are viewing in the Document preview panel
What permissions will a user need if they are redacting images outside of Relativity?
Upload/Add/Delete Image -
What do you use to build a layout?
Use the Layout Options console to build your layout. Clicking an item to the left of the console displays that item's properties for you to interact with.
How do you quickly navigate to matching search terms in longer documents?
Use the contextual search pane
What is the % operator used for in a text filter?
Use this operator to check whether the field is set to a value. It behaves like the "Is like" operator in a query.
What are Textbox filters used for?
Used to search on specific terms, numbers, and dates
What field is used to select documents for active learning?
Users select or reject documents as examples for the system via the Use as Example field.
If a user does not have Native PDF, Native Excel, or Image redactions permissions what can't they do?
Users will not see markup projects or Redact Markup Navigator features in the Viewer for without this permission. Additionally, users will not be able to automatically or manually apply markups .
How do Multi-list filters work?
Uses multiple conditions from a drop-down menu. You can connect the conditions with the OR or AND operator.
What permissions does a user need for a markup set?
View Edit Delete Add Edit Security
What two operators can be used for a proximity search?
W/N and WI
What does Relativity recommend for Active Learning
We recommend turning off family propagation with Active Learning.
When can you search for noise words?
When using Boolean operators in a proximity search, noise words are included. Although the noise words are not searchable, they are still counted in the proximity search.
What will appear when hidden content exists?
When using Document Intelligence, an orange pop-up modal appears in the bottom right corner of the Viewer when hidden content exists.
What is notable about how RelOne creates PDFs?
When you Create PDF from the Native Viewer or using the Mass PDF Operations bar, most types of searchable PDFs will now have significantly smaller file sizes. More specifically, images without highlights, but configured to be searchable and stamped, will benefit from the most dramatic decrease in file size. But overall, the Create PDF feature now generates reduced file saves for a wide range of configurations when creating searchable PDFs.
What will be shown when accessing the active learning project for the first time?
When you access this view for the first time, no documents will appear because none have been coded yet. Documents start to appear in the list as you begin to code documents. Documents you skip also appear in this view.
How is Find Similar Documents similar to a concept searching?
When you click Find Similar Documents in the Viewer, the entire document is submitted as a query string. The process is similar to a concept search, except instead of a query string, the whole document's position in the concept space is used as the query.
How are email recipients factored into email threading?
While Email To is not considered during the Email Duplicate Spare analysis, the Email To must be the same alias for otherwise duplicative emails for them to have the same Email Threading ID. If the Email To alias differs between two emails, the emails will not receive the same Email Threading ID. Emails must have the same Email Threading ID in order to be email duplicate spares.
What kind of documents do not image well?
While most Microsoft Office documents render and image well, you may experience issues when imaging documents with embedded files. You may have problems rendering and imaging vector-based documents like Visio and CAD.
When happens when a redaction box is drawn?
While you draw the box, a gray translucent fill appears.
What is the underscore _ used for in a text filter?
Wildcard for a missing character. Don't use the underscore to check if a field is set to a value; it's slower and more resource-intensive than using the percent sign (%).
Are different document modes available in preview panel?
Yes
Can RelOne instances and on premises instances be connected?
Yes
Can a batch that has been checked in as completed by checked out again?
Yes
Can a black redaction be applied to WordArt, SmartArt and embedded objects, images, equations, text boxes, and shapes in Excel files?
Yes
Can a wildcard be used at the beginning and ending of a string?
Yes
Will each customer receive a dedicated file share and their own instance of the software?
Yes
Will various email aliases be accounted for in the Email From field?
Yes
Will your zoom setting persists as you navigate through a document set?
Yes
Is RelOne always up to date?
Yes, no upgrades have to be performed by you.
Can user and groups be synched across instances?
Yes, using the workspace portal
How else can a full page redaction be applied?
You can also create a keyboard shortcut to apply a full-page redaction.
What format can widgets be exported in?
You can also export individual Pivot widgets to Excel or to PNG format from each widget's context menu.
How else can markups be resized?
You can also re-size markups using the arrow keys.
How are layouts turned on and off?
You can also use object-level permissions to turn layouts on and off as necessary.
Can coded decisions be saved?
You can change coding decisions on documents you previously reviewed. You can access these documents and update the coding decision from your active learning project view.
When can a batch be checked in?
You can check in your batch at any time after it's been checked out. The option you select when checking the batch in indicates to other reviewers whether or not the review is complete
How do you get to the page on which a redaction appears from the navigation pane?
You can click anywhere on the markup row to jump to the page where the markup occurs.
What are the advanced options for a date filter?
You can click the Advanced option in the drop-down date filter to launch a pop-up to take advantage of additional operators such as "is in" that let you filter for items where the date is in this week, last week, last month, this month, etc. and create more complex date filter criteria using multiple conditions.
When can you edit the overwrite protection setting?
You can edit this field only when the instance setting AllowChangesToOverwriteProtection is set to True in the Instance setting table in SQL. By default, this value is False.
How are user permissions set for Active Learning?
You can grant permissions to specific users or groups for certain icons in the Viewer. Any permissions changes will affect how those groups see the Viewer for both Active Learning and non-Active Learning projects.
How can you make changes to a dashboard?
You can make changes on the fly and save a dashboard with the changes
How can the inverse redaction be changed?
You can move or resize the white box using the controls.
Where can you run a concept search from?
You can only run operations in the Native Viewer and Extracted Text Viewer, or from the Document s tab by selecting a conceptual analytics index
How you add or remove search terms?
You can remove a term you previously searched for or all of the terms you have recently searched for from the Persistent Highlight Pane. Removing a term or terms will also remove any highlights they generated in the document. To remove a term or terms, hover your cursor over the row of the term you wish to remove or hover your cursor over Your recent searches and then click on on the right side of the row.
Can you review automated redactions on the navigation pane?
You can review markups that were placed manually or by an automated project using the Redact Navigation Pane
What is Pivot used for?
You can use Pivot to summarize data in tables or charts to visually analyze trends in your data
Can you sort by any field?
You can use any field in the view to sort the entire searching set, if the Sort option is set to 'Yes'
What facilitates redaction of Excel files?
You can use the Redact XLS Navigator card in the viewer to easily redact specific areas of a native Excel document such as charts, comments, headers, footers, and other embedded objects.
Can you apply markups to native files?
You can use the Redact application to apply markups to native Excel files, PDF files, and document images.
What kind of fields cannot be stored in layouts?
You can't add fields stored in Data Grid to layouts.
Can you always copy text from the native viewer?
You can't copy text if you: Haven't highlighted any text. Don't have permission to the Local Access option on the Document object. This is the same permission that permits you to open the file in its native application.
How should documents be printed from the Viewer?
You have the option to print single documents from the Native Viewer by saving the document as a PDF. For more information,
What kind of PDFs will not open quickly?
You may experience slowness if you try to open PDF documents that are larger than 300 megabytes.
Can someone not added to a queue still code other documents?
You may still code documents outside the queue if you have permissions to do so.
When should double quotes be used in a dtSearch?
You only need to use double quotes when searching for a word that is a dtSearch operator. e.g., "clear and present danger"
Why may a batch contain fewer than the number in the Maximum Batch Size field?
Your batch may contain fewer documents than this value if there are no more documents to batch or no more documents with the current Batch Unit value.
What controls which widgets you can use?
Your review manager or admin may configure a dashboard with various widgets to help you visualize the types of documents in your set, or to help you QC your work before completing a batch
What is email threading use for?
a document set contains emails from multiple custodians, an admin may use email threading to arrange the email chain in order, typically including attachments, to make documents easier for you to review.
What are dtSearch connectors?
and or not to contains
What operators are used for user fields?
any of these is logged in user is not set is set None of these
What fields can be used for the batch unit field?
any single choice, multi-choice, single object or non-relational and non-system fixed length text field.
How are tabs, line feeds, form feeds, carriage returns, and backslashes referenced in dtSearch?
as Unicode characters \09 - horizontal tab \0a - line feed \0c - form feed \0d - carriage return \5c - backslash (\)
What are the redaction markup modes?
basic full -page inverse mass redact
Can a concept search account for documents in which misleading terms are used?
because concept search can see a document holistically, it can still find conceptual meaning in a document with intentional obfuscation.
What are the redaction markup types?
black cross white text redaction
What is the Convert Spreadsheets Markup mass operation used for?
change all of the redactions to highlights or vice versa
How does dtSearch treat hyphens?
characters removed during index creation. For example "First-Level" becomes two separate words in a dtSearch index.
What does the Search Results Pane view control?
controls which fields are visible in the related items pane when you right-click in the viewer to run an Analytics search for similar documents
What does the Production Documents view control?
controls which fields display for documents included on a production details page. Include the fields you use to qualify a document for production in the production documents view. You can then filter the list for disqualifying field values, providing a final QC step in the production process.
What does the Show/Hide persistent highlight pane show?
displays or hides a panel containing all Recent Searches from the criteria entered in the Search Bar AND any persistent highlight sets in the workspace.
What does the Status field in the Auto Batching Status section show?
displays the current status of the batch: Pending, Processing, Error or Finished
How are fields added?
drag and drop from the Fields list
What does inferred match indicate?
email threading identified the message as part of a thread where the header information matches with the rest of the conversation, but the body is different. This reason only occurs on the root email of a thread and is often caused by mail servers inserting confidentiality footers in a reply. Review to verify the message actually belongs to the conversation.
How can you see full email addresses?
expand the email header to display full email addresses.
When should be batch be checked in as pending?
f a batch is checked in as pending, it will appear as having a blank status. You might choose to check a batch in as pending if you have not finished reviewing all documents in the batch, but need to check that batch in so you can check out and begin reviewing documents in a different batch.
How do you activate the find similar documents tool?
find similar documents to the document you are currently viewing, click the View Similar Documents button at the bottom of the viewer. This opens the Similar Documents tab of the Document list pane, which displays conceptually similar documents, along with their rank.
What are the differences between standard searching and concept searching
finds the presence of query / derives meaning of a query using Boolean logic / using mathematics
What does the markup history show?
he Markup Information pop-up appears with information identifying each action, the user who performed the action, and the date and time at which the action was performed.
What happens if you exceed mroe than 255 items in a single choice/single object field with a list filter?
if the field contains more than 255 items, the List filter type you specify for the field will revert to None (disabled) and an error will be written to the Error Log when you visit a Document list view containing the field.
where is RelOne deployed
in pairs of Azure regions for redundancy
What does the Group Definition field control?
includes propagated documents in the view and groups those documents together between blue lines within the document list.
What is an inclusive email?
inclusive email indicator. An inclusive email message contains the most complete prior message content and lets you bypass redundant content. Reviewing documents specified as inclusive and ignoring duplicates covers all authored content in an email thread group.
What does this let you do?
ingest the data into a workspace using RelOne processing
What operators are used for whole number, decimal, currency fields?
is is greater than is less than is not is not set is set
What does the RelOne hybrid model do?
it brings cloud and on premises data together
What kind of search is a keyword search?
keyword search is an SQL full text search, which queries individual fields.
How can you download a file without any markups?
lick on the document actions menu and select Download document native.
How do you make sure that reviewers don't skip documents?
make the project review field a required field.
Are load files or data exports necessary with RIPs, Relativity Integration Points?
no
What does cluster visualization do?
offers you a quick overview of your document cluster sets and quickly drill into each cluster set to view subclusters and conceptually-related clusters of documents.
When is the Minimum Batch Size field used
only available if Auto Batch is enabled. This is the smallest possible number of documents in a batch.
What is the Auto Create Rate field used for?
only available if Auto Batch is enabled. This represents how often (in minutes) the system attempts to create batches.
What does the Add permission allow a user to do?
reate a new markup set. (This does not allow a user to add an actual markup however).
What is required for a conceptual analytics operation to be run from the viewer?
the document must be in the data set of an active Analytics index.
Do email bodies have to match exactly for email threading?
the email body must match exactly, although white space is ignored.
Will emails with differing Email To values belong to the same Email Thread Group?
the emails must have the same Email Thread Group in order to be email duplicate spares. Please note that a differing "Email To" alias would cause two otherwise duplicative emails to end up with different Email Thread Groups.
Do sent dates have to match exactly for email threading?
the identification considers the sent date, but permits for a level of variance. In general, the allowed time window is 30 hours for a valid match of email messages with no minute matching involved.
What field is updated when a highlight is made?
the markup set field to include Has Highlights
What field is updated when a redaction is made?
the markup set field to include Has Redactions.
What is user group synch?
the master instance is connected to the duplicate instance
What is entered in the Batch Data Source field?
the saved search containing documents that you want to batch.
What will the search apple NOT W/20 pear return?
the search expression apple NOT W/20 pear returns documents that contain apple when it's separated from pear by at least 20 words; it also returns documents that don't contain pear. Documents that contain apple separated from pear multiple times with varying proximity can be returned as long as there is at least one concurrence where apple is separated from pear by at least 20 words.
What date format does dtSearch have trouble with?
the short month format (ex. "Jan", "Feb", etc) can be problematic, and is occasionally rejected by Relativity
where is the auto start option and what does it do?
the upload or download job will automatically run. uncheck it to queue jobs
What is the Email Author ID?
this ID value contains a string of hashes that corresponds to each email segment of the current document's email conversation. Each hash is the generated MD5 hash value of the email segment's normalized author field and the date field. This field is used for creating the visual depiction of email threading in the email thread visualization (ETV) tool.
How much are TIFFs with redactions and no highlighted reduced?
up to 76%
What does the E5 version of Office 365 allow you to do?
use Advanced eDiscovery Center for searching and filtering AND ...
What does the RelOne staging explorer let you do?
using data compression technology to allow for high speed data transfers
What are xfirstword and xlastword used for?
xfirstword - Marks the beginning of a file. xlastword - Marks the end of a file.
What is used for stemming?
~ a search on apply~ returns documents containing the words apply, applying, applies, and applied.
What permission will a user need to download a native document, redact it, and then upload it?
Local Access (Download, Copy Text)
What are the left drawer viewer options?
Locate where the user may review highlight sets and terms associated with the current document or access the Thumbnail Viewer.
What are the two types of mark-ups?
Markups are divided into two types: highlights and redactions
What will a dtSearch for =th return?
Matches 4th, 5th, 6th, 7th, 8th, and so on.
What is = used for in a dtSearch?
Matches any numerical character (ex. === == ==== for Social Security Numbers).
What are the 4 entries for the Inclusive Reason field?
Message Attachment Inferred match Unanalyzed Attacchment
Where can pivot charts and cluster visualization images be exported to?
Microsoft Excel
How will available modes be displayed in the preview panel?
Mode names that are displayed in light blue indicate that the document is available for viewing in that mode. If a name appears in a black font and italics, that mode is not available for viewing in the current document.
What filters are used for a multiple choice field?
Multi-choice list Pop-up
What fields are multilist filters available for?
Multiple Choice Multiple Object Single Choice
What is the Relativity info security program based on?
NIST standards providing for: 1. background checks 2. physical security 3. access controls with MFA 4. vulnerability and patch management 5. Microsoft anti-malware 6. 24/7 monitoring 7. incident management 8. business continuity
How does the NOT operator work?
NOT (apple w/5 pear) returns all the documents that do not contain the word apple within five words of pear.
What the viewer types?
Native Image Long Text
to complete the following tasks: Create and run PDF markup projects. Manually apply markups on native PDF documents in the Viewer. QC markups that were applied automatically by Redact projects. Edit the redaction text that has been applied to native PDF documents. Create and run production preparation projects for native PDF documents . . . what permissions are needed?
Native PDF Redactions Place/Edit Manual Redaction Place/Edit Manual Highlight Clear Markups Accept/Reject Quality Control Entries Input Custom Redaction Text Redact Produced Document
Does Redact allow for the redaction of .csv files?
No
Does dtSearch recognize an underscore as a space by default?
No
Does dtSearch support stemming for languages other than English?
No
Is Redact compatible with the Classic/HTML Review Interface?
No
Is infrastructure needed?
No
On incremental runs will the Email Duplicate Spare group master email change?
No
When you navigate between hits for a particular term is it necessary to uncheck the other terms?
No
Will Duplicate emails with attachments that have the same names but different text be identified as duplicate spares?
No
Will single sign in be enabled for all RelOne instances?
No
Do all users see the same elements in the RelativityOne interface?
No an admin can control which elements a user sees.
Do you have to add text when using the text redaction box?
No the text will the box by default
Is backend management required?
No, the RelOne fully supports it.
What happens if an object type list page does not have a view?
Object Type List page does not have a view, it does not load and an error message appears that states no views have been created.
What view will someone havewhen they first login fr
Once you log in to your workspace, you have access to a view named after the active learning project.
What connections an annotation to an annotation tile?
One grey connector line is available at a time, unless you moved a cell. In this case, there is a leader line where the cell was originally located and a leader line in the cell's new location. Click the same annotation to remove the leader line.
What terms are displayed in the persistent highlighting pane for the current document?
Only terms in the sets and recent searches that are in the current document will display in the pane.
What are the external identity providers?
Open ID connect and SAML 2
Which SSO protocol is compatible with connecting to multiple instances?
OpenID Connect
What are the two SSP options?
OpenID Connect and SAML 2.0
Where do you control which users can see the layout?
Owner drop-down - determines which users can view the layout. Select from the following options: Public - all users can see the layout. This is the default selection. Specific User - limits the visibility of the layout to the selected user in the drop-down. Me - limits visibility to the logged in user.
What is the proximity with terms order operator?
PRE
What types of widgets are there?
Pivot widgets help you visualize the type of documents contained in your set. You can use widgets to help you filter your document set to identify specific items. − For example, on a pie chart widget, you can hover over a specific slice of the pie to view specific details about that item. You can then click the slice to filter for just documents that meet that criteria.
How many cluster visualization widgets can be on a dashboard?
Please note that there may be only one cluster visualization widget per dashboard.
What is a choice?
Predetermined value that is applied to a field (ex. Responsive).
How does dtSearch treat punctuation?
Punctuation inside a word is treated as a space. For example, dtSearch treats the search term can't as two words, can and t.
How is a modified cell annotation shown?
Purple dotted border around cell.
How are moves in a Word document shown?
Purple shading behind text.
How is a modified sheet shown?
Purple shading on the sheet tab.
What is a document?
Record within a workspace.
How is a deleted cell annotation shown?
Red dotted border around cell.
How are deletions for a Word document shown?
Red shading behind text.
How is hidden text in a Word document shown?
Red shading behind text.
How is a deleted column shown?
Red shading with "DEL" in the column header. If the row is added then deleted, the shading is purple.
How is a deleted row annotation shown?
Red shading with "DEL" in the row header. If the row is added then deleted, the shading is purple.
What tabs must be visible for Redact?
Redact Redact Projects Redact External Markups Redact Audits Redact Reports Redact Settings Redact Redacted File
What object security permissions are needed for Redact?
Redact - View, Edit, Delete, Add Redact Produced Document - Add, Edit, Delete Redact Redacted File - Add, Edit, Delete
What does the production preparation permissions allow a user to do?
Redact Produced Document - This permission is required to see the corresponding field when creating and running a production preparation project. Redact Redacted File - This permission is assumed, and removing this permission does not impact a user's access to Redact. All RDOs have a corresponding permission by default.
to complete the following tasks: Create and run image markup projects and image template projects. Manually apply markups to imaged documents in the Viewer. QC markups that were applied automatically by Redact projects. Edit the redaction text that has been applied to native imaged documents. Create and run production preparation projects for imaged documents. . . . what permissions are needed?
Redact permissions Image Redactions Place/Edit Manual Redaction Place/Edit Manual Highlight View Quality Control Panel Accept/Reject Quality Control Entries Input Custom Redaction Text Redact Produced Document Document object permissions Redact Document Highlight Document
How are PDFs named?
Relativity assigns a GUID for Create PDF file names.
Will all toolbar options be shown for each document?
Relativity automatically hides toolbar buttons and controls that aren't applicable to the currently loaded document type so that your toolbar isn't cluttered while you're reviewing documents
Does dtSearch use a POST operator?
Relativity does not use the POST operator. However, you can mimic this functionality by reversing the order of the terms, and using the PRE operator.
How does the Find Similar documents tool work?
Relativity ranks the documents based on the conceptual similarity of their content in the concept space rather than a strict word comparison.
How can you change the active markup set?
Relativity updates the active markup set to the one associated with your row selection in the Markup Navigation pane.
How does the email document option work?
Select to open an email in your default email application with the URL to the current document included in the body of the email
What allows the user to navigate across all the highlight term hits within a given highlight set without having to turn off all other sets?
Selected highlight set navigation
What appears in the field tree browser?
Selected single- and multiple-choice list fields and their choices appear in a tree structure.
Where can you find your most recent searches?
Shows a user -specific highlight set that contains recent searches the user has executed when interacting with the Viewer for a given Relativity session .
What is the highlight set term and hit count?
Shows the number of terms and hits per highlight set when minimized.
What are the layout mode options?
Single Single Continuous Facing Continuous
What types of fields is the list filter available for?
Single Choice Single Object User Fixed Length Text
What filters are used for a multiple object field?
Text Box Multi-Choice List Pop-up
What filters are used for a long text field?
Text box
What filters are used for a date field?
Text box Custom / advanced
What filters are used for a single object field?
Text box Single choice list Pop-up
Can Message ID Email metadata fields and the Conversation ID field be mapped on the same profile?
The Conversation ID field cannot be mapped on the same Analytics profile as the Message ID Email Metadata fields. If you want to thread emails using both, create two separate sets of Analytics profiles and structured analytics sets.
What is the document review panel?
The Document preview panel allows you to view documents in the document list before launching the Viewer. It also allows you to filter the list and quickly view documents in the results which makes the process of finding documents more efficient.
What happens after Find Similar Documents is executed?
The Documents list pane opens and displays the Similar Documents tab, which contains other conceptually similar documents.
How can you tell by the Email Threading ID if a root email is present?
The Email Thread Group ID is followed by a + (plus) sign which indicates that an actual root email document exists in the data set provided, or a - (minus) sign which indicates that the document is not in the data set.
What does the markup navigation pane show?
The Markup Navigation pane displays a list of all redactions and highlights that reviewers created in the document, as well as references to their page numbers and parent markup sets.
What powers RelOne?
The Microsoft Azure cloud
What kind of searching does the search bar support?
The Search Bar supports dtSearch and so proximity, fuzziness, and stemming can be used.
Will the viewer change depending on the type of queue that is selected?
The Viewer looks the same no matter which type of queue is active, contains the same functionality available for a standard queue, and relies on the same permissions.
What does the edit permission allow a user to do?
The ability to edit a given markup set's properties. (This does not allow a user to edit an actual markup however).
How are active search terms shown in the show/hide contextual search pane?
The active search term box will display with a blue border and the matching search term in the document will be highlighted in blue to make it easy to find.
Does analytics consider the entire subject field for email threading?
The analytics engine trims and ignores any prefixes such as "RE:", "FW:" or "FWD:" or the equivalent in the non-English languages Analytics supports.
What does the Last Error Reported field show?
the date and time stamp of the last error that occurred.
What does the Last Successful Run field show?
the date and time stamp of the last successful batch run.
What operators can you use directly in a textbox filter?
AND OR IS SET IS NOT SET BETWEEN = (equal) >= (greater than or equal to) <= (less than or equal to)
Which operators are used for textbox filters?
AND OR BETWEEN = (equal) >= (greater than or equal to) <= (less than or equal to) % (to filter for NOT null)
What objects are dashboards available for?
Dashboards are available for dynamic object type views. They are also supported by the following static objects: Document Install Event Handler Mass Operation Markup Set Production
What types of fields is the numeric filter available?
Decimal Whole Number Currency
What will you see if you have rights to assign batches to other users?
Depending on permissions, you might see a drop-down menu where you can select other users to assign batches to. If the drop-down menu is not available, you can only check out batches for yourself. You can't check out batches that another user has checked out.
How else can you apply different text to a redaction?
right click a text box redaction
Where is the view bar and related items drop-down?
5
What is the default highlight color?
Blue
What highlighting colors are available?
Blue Green Orange Pink Purple Yellow
How do you add a choice to a layout?
1. Click the Manage link on a single choice or multiple choice field on the layout. The Choice editor modal opens. 2. Click Add Choice,Add Many Choices, or Click to add a choice. 3. Enter a name for the choice or many choices. 4. (Optional) Click Details to further customize the choice. 5. Modify the details of the choice. See Choice detail fields. 6. Click Close.
How do you link a dashboard to a view?
1. Create or edit a view. 2. Choose an Object Type from the drop-down menu that is compatible with dashboards. 3. Select the desired dashboard from the Dashboard drop-down menu.
Which 11 fields does Analytics populate for email threading?
1. Email Author Date ID 2. Email Threading ID 3. Email Thread Group 4. Email Action 5. Indentation 6. Email Threading Display 7. Inclusive Email 8. Inclusive Reason 9. Email Duplicate Spare 10. Email Duplicate ID 11. Email Thread Hash
What fields are considered during Email Duplicate Spare analysis must be the same?
1. Email Thread Group 2. Email From 3. Email Subject 4. Email Body 5. Sent Date 6. Attachment
What troubleshooting steps should be performed if the Start Review button for an active learning project does not appear?
1. Ensure reviewers are added to the group associated with the Active Learning project. 2. Ensure the reviewers have the proper security permissions. 3. Ensure the saved search associated with the Active Learning project contains documents with extracted text. 4. Ensure the classification index associated with the Active Learning project is active. 5. On the Project Home tab, ensure the Start Review button is selected. 6. When previewing permissions, ensure that you are previewing user permissions, not group permissions. The Start Review button does not appear in permissions group previews.
What will be the result of unsupported email header formats?
1. Groups of emails will be split into multiple threads. 2. There will be fewer segments. 3. The indentation field will be lower
What are the Image Viewer options?
1. Image Viewer toolbar options 2. Left drawer Viewer options 3. Document actions menu 4. Viewer settings menu 5. Viewer Breadcrumbs
How do you create a new tab, or add an existing tab to the sidebar?
1. Navigate to Tabs . 2. Click New Tab to create a new tab or click on the desired tab in the list to add a pre -existing one to the Sidebar.
How do you show a tab in the sidebar?
1. Navigate to Tabs. 2. Click New Tab to create a new tab or click on the desired tab in the list to add a pre-existing one to the Sidebar.
What are the steps for deleting a batch set?
1. Navigate to the Batch Set tab. 2. Select the checkbox next to the batch you want to delete. 3. Select Delete in the mass operations drop-down menu, and click Go. 4. A confirmation message appears. Click OK.
How do you create a view with field categories?
1. Navigate to the Documents tab. 2. Click on the View drop-down to expand the menu. 3. Click NEW VIEW 4. The View pop-up displays. Complete the fields on the pop-up. The fields for creating a new view are separated into five tabs.
Where is the more menu?
5
How do you edit the contents of a single cell or sheet using a cell content redaction?
1. Open the desired Excel file in the Native Viewer. 2. Select the desired markup set in the bottom-left drop-drown menu. If None is selected, you will not be able to apply markups. 3. Select the cell you wish to apply a redaction to. 4. Right-click on the highlighted cell and hover your cursor over Relativity Redact and then Redact, and finally, select Cell Content. The Redact Cell Text modal displays. 5. Edit the cell's text as desired to create the redaction. 6. Click Update Cell Content. The Cell Content redaction is applied to the selected cell.
How does Relativity ensure a safe software development life cycle?
1. Risk analysis 2. coding standards 3. collaborative design and development 4. pen testing 5. 3rd party component reviews
What are the first two steps performing in email threading?
1. Segment emails into the component emails, such as when a reply, reply-all, or forward occurred. 2. Examine and normalize the header data, such as senders, recipients, and dates. This happens with both the component emails and the parent email, whose headers are usually passed explicitly as metadata.
How do you run a concept search?
1. Select a document from the document list, and then open it in the Native Viewer or Extracted Text Viewer. This is your primary document. 2. Select a section of text, and then right-click the text. 3. Select Concept Search from the right-click menu.
What must be done before a document is assigned to a reviewer?
1. The current reviewer has permission to the document. 2. The document has not been coded already. 3. The document is not assigned to any other active reviewer.
What 3 things do views control?
1. The items displayed on the list, based on a set of criteria. 2. The fields of information displayed for the returned items. 3. The sort order of the returned items.
What kind of support is provided?
1. all maintenance windows 2. systems monitoring 3. corrective action response 4. analyze performance for system optimization .e.g. database tuning 5. back up services 6. workflow integrations
What are the 5 security features?
1. dedicated customer tenants 2. Single sign-on and MFA 3. discreet user permissions 4. customer lockbox for data privacy 5. data encryption at rest and in transit
how does RelOne make data transfer smooth?
1. it uses the staging explorer a desktop file transfer tool that lets data be transferred to and from cloud storage 2. RIPs provide ability to move data between instances. 3. Office 365 integration - data never leaves the MS cloud
What are common types of inclusive emails?
1. the last thread in an email 2. the end of attachments 3. Change of text, such as inline replies or Bates stamped emails. 4. Change of sender or time 5. duplication
Where are the coding layouts?
4 Customizable coding forms for viewing and editing a document's fields.
Where are the right drawer viewer options/
5
What is the minimum concept rank for Find Similar documents?
A hit sphere with minimum concept rank of 60 is drawn around the document, and any documents that are within that hit sphere are returned as search results.
What is active learning?
Active learning is a technology-assisted review tool that is used to help predict which documents are most likely to be relevant. Active learning continuously learns from a reviewer's coding decisions, and can then serve up documents to reviewers based on the previous coding decisions applied.
How can you add a new object to the layout?
Add Category/Add Object List drop-down - use these buttons to add a category or an object list to the layout.
How can panels on a dashboard be rearranged?
Additionally, you can drag and drop panels to rearrange on the page. Click any panel and drag it to a new location. The other panels will automatically move to accommodate the panel you're dropping.
What does the communication analysis widget do?
After running the name normalization operation within structured analytics, you can use this widget to visualize communication frequencies, patterns, and networks between the entities linked to the documents in the view
Can you modify a full page redaction?
After you apply a full-page redaction, you can resize it to make it smaller than the full page and then work with it like a normal redaction.
What happens after a document is coded?
After you code a document and save the coding decision, the document is ranked as a measure of its relevance. Admins use these document rankings to determine how many relevant documents exist in the set, and when review is complete.
What are the 8 types of Redact permissions?
All Redact permissions Native PDF Redactions permissions Native Excel Redactions permissions Image Redactions permissions Redact Production Preparation permissions Redact Mass Operations permissions Markup set permissions Permissions for redacting documents outside of Relativity
How do you adjust the opacity of a marked up set
Allows the user to adjust the opacity of the selected markup set - redaction (100%), transparent (50%), and off (0%).
How is a Word comment annotation shown?
Blue background on text and note bubble in document.
What happens when you click inside a markup shape?
Blue dot controls appear on the corners and edges of the markup. Select any control and drag to re-size the markup.
What filters are used for a Yes/No field?
Boolean
What is the operator precedence in dtSearch if no parentheses are use?
By default, dtSearch evaluates OR expressions before AND expressions
What is the default setting for redact markup visibility?
By default, this is set to Solid, which means all highlights and redactions appear as solid as you applied them
What is the shortcut key for a quick search?
CTRL + /
What test is used for active learning?
Four Corners Test: When you review a document and are trying to determine if it meets the criteria for responsiveness, remember to only use the extracted text of the document, within the "Four Corners" of the document, to determine responsiveness. Ask yourself: Is the information that makes this document responsive contained within the four corners of the document's face?
What is the fuzziness level range?
From 1 to 10, 10 brining the most fuzzy results.
How is an inserted column shown?
Green shading in column header.
How is an inserted row annotation shown?
Green shading in the row header.
How is an inserted sheet shown?
Green shading in the sheet tab.
How is a hidden sheet annotation shown?
Grey text in the sheet tab.
What are two ways in which emails can be categorized?
Inclusive - an email that contains unique content not included in any other email, and therefore must be reviewed. An email with no replies or forwards, as well as the last email in a thread, are both considered inclusive. − Non-inclusive - an email whose text and attachments are fully contained in another (inclusive) email.
Does inclusiveness consider recipients?
Inclusiveness doesn't consider recipients. It's possible for two emails to have different recipients but the same content and for either of them to receive the inclusive designation.
What track changes are available for Excel files?
Inserted cell, moved cell, modified cell, cleared cell Inserted column, deleted column Inserted row, deleted row Inserted sheet, renamed sheet
What track changes are available for Word documents?
Insertions, deletions, moves
Why won't you have to worry about interruptions in your service?
It has built-in redundancy and disaster recovery
Will the markup set field be updated if a third party script or utility is used?
It may not be.
Where is the Target Rate field and what does it do?
It throttles the transfer speed to prioritize other jobs
How should numbers be set in the Order field?
It's always a good idea to order by 10's, starting with 10, then 20, then 30, etc. By numbering in groups of 10 you can insert an item into any position later in the workspace, without the need to reorder all items.
Is RelOne scalable?
It's optimized constantly for the cloud
How does the find similar documents tool?
Just like concept search, find similar documents ranks other documents based on the conceptual similarity of the content, and not based on word count or order. However, instead of searching for a specific sentence or paragraph like concept searching, find similar documents submits the entire document as a search query.
What are the 5 options in viewer settings?
Keyboard Shortcut Legend Displays the keyboard shortcuts legend. Enable/Disable Keyboard Shortcuts Turns keyboard shortcuts on or off. Show/Hide Tab Strip Display or hide the Sidebar and Tab strip in the Viewer. Pop Out Viewer Select to open the Pop Out Viewer in a new browser window. Swap Layout Select to move the Coding Layout and the Document card to the opposite side of the Viewer from where they are currently located.
Are keyboard shortcuts available for the standalone viewer?
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.
Should you use Find Similar Documents with large documents?
Large documents with many topics are not optimal for finding similar documents. Instead of using this feature, select the text that is relevant to your query, and then submit that text as a concept search
What are layouts?
Layouts are web-based coding forms that give you the ability to view and edit document fields.
What kind of fields can layouts consist of?
Layouts can consist of read-only fields, single-choice fields, and multi-choice fields.
How do you deal with a document that has responsive language, but which should be coded as non-responsive because of carve out agreement?
Let's assume that the parties have agreed to produce only final, executed contracts. This contract is a draft, which would make it non-responsive. However, this document contains a great deal of extremely responsive language, and to submit it as a non-responsive example would teach the system incorrectly. Consequently, the correct action here is to mark it as non-responsive, but not submit it as an example.
What does the lightbulb icon show?
Lightbulb indicates whether a highlight set is active or inactive
What fields are list filters frequently used for?
List filters are frequently associated with fields used for coding documents. The conditions displayed in the drop-down menu for this filter vary by the type and purpose of the associated field. For example, a field called Responsiveness might have the filter conditions of Responsive, Not Responsive, or Needs Further Review.
Are all toolbar options always available?
Relativity automatically hides toolbar buttons and controls that aren't applicable to the currently loaded document type so that your toolbar isn't cluttered while you're reviewing documents.
Can a sidebar tab have a parent tab?
Sidebar tab cannot have a Parent selected. If a Parent was selected for a pre- existing tab, once you select Show in Sidebar, the Parent field will be disabled.
How are speaker notes for a PowerPoint shown?
Page under sheet.
What do pickers views control?
Pickers have special restricting functionality within Relativity. You can use picker views criteria to control which items are available on the picker. For example, you can set up Relativity so that only clients with an active status are available for linking to users and matters
How do processing engines typically handle email headers?
Processing engines typically insert English-language headers on top of extracted email body text when they process container files such as PST, OST, or NSF. These headers, such as "To," "From," "Subject," etc., take their contents from specific fields in the container file. The container file's email body text does not, strictly speaking, contain the headers.
What permission do reviewers need in order to assign batches to other reviewer?
Reviewers can assign batches to other reviewers with the Assign Batches permission. Reviewers without this permission can only check out batches for themselves
Can reviewers change their coding decisions?
Reviewers can change the coding decision on documents they previously reviewed. These documents aren't considered manually-selected documents. The next model build will include the most recent coding update.
Can a reviewer have more than one batch checked out a time?
Reviewers may have multiple batches assigned, but they can check only one batch out at a time.
What does a reviewer need to be before they check in a batch?
Reviewers need to check in the checked out batch as Completed or Pending before they can check out another.
How do you revert a redaction?
Right-click on the highlighted area and hover your cursor over Relativity Redact in the right-click menu and select Revert.The Reverting Markup modal displays while your request is processed and then the selected markup(s) are removed from the document.
Which SSO protocol is more widespread?
SAML2
What are the email actions?
SEND REPLY REPLY-ALL FORWARD DRAFT
Do you need to use double quotes when searching for a phrase using dtSearch?
Searching for words right next to each other with no operator between them constitutes an exact phrase in dtSearch. For example, if you search for apple pear, dtSearch returns documents that contain the exact phrase apple pear. There is no rule that requires double quotes around a phrase of any number of words.
What is a workspace?
Secure data repository in which documents are stored
What does the copy document link option do?
Select to copy the URL to the current document to your clipboard.
What allows the user to to navigate across the highlight term hits for a specific highlight term without having to turn off all other sets/term .
Selected highlight term navigation
Can systems admins view layouts that users have kept private?
System admins can view layouts and other securable items that users have made private.
What is a feature of the tab strip?
Tabs may contain child tabs in a drop-down menu.
What does a view control?
The items displayed on the list, based on a set of criteria. -For example, if an admin is creating a view to help you conduct first pass review more efficiently, they may choose to configure the view to only display documents in your assigned batches. − The fields of information displayed for the returned documents.-For example, if you are coding documents for responsiveness, your view may include fields such as Responsive Designation, Custodian, and date fields that are relevant to help you determine whether or not a document is responsive. − The sort order of the returned items.-For example, an admin may configure a view to sort documents by custodian, so you can review all documents in the set by a single custodian sequentially.
What kind of numbers can be used in the Order field?
The lower the number, the higher the position on the list. Layout order can be any positive or negative integer, but you can't use decimals.
What will be used as the master email for email duplicate group?
The master email is the email with the lowest Document Identifier/Control Number (identifier field in Relativity).
Will the image viewer show redactions made when a document was produced?
The redactions that are burned into a produced image are the redactions that were on the image at the time that you produced it. If you add or remove redactions from an image after you've produced it, then the image and the produced version of that image will be out of sync.
What is the related items card?
The related items card is located at the bottom-right corner of the Viewer. Related items are customizable groups of documents within a workspace. Common examples are family groups, duplicates, or similar documents.
What happens when filter conditions are applied?
The search panel is also updated with the applied filter conditions and displayed as a filter card in a List Conditions box.
Where is the concept search added to?
The search text is automatically added to a textbox, which you can edit and then click Search to update your results.
What is the process for applying redactions to Excel files?
You can apply redactions to a single cell or a series of rows or columns by doing the following: 1. Open the desired Excel file in the Native Viewer. 2. Select the desired markup set in the bottom-left drop-drown menu. If None is selected, you will not be able to apply markups. 3. Select either the desired cell, the desired row or column, or click and drag your cursor to select the area you wish to apply a markup to. 4. Right-click on the highlighted area, hover your cursor over Relativity Redact in the right-click menu, and select the desired markup option from the menu.
How do you redact documents automatically?
You can apply redactions using Redact manually on each document, or by using a Redact project to apply redactions automatically based on words and terms you specify.
What options are available when edit a text box redaction?
You can right-click a text box redaction and select Edit to change the text redaction as desired. Alternatively, you can right-click a text box redaction and select either most recent word or phrase you entered while editing a redaction or if you have never edited or created a text redaction before, you can select Redacted instead. The system admin determines which text options are available.
What types of searches can be run with dtSearch?
You can use dtSearch indexes to search for variations on a date, email, or credit card numbers, if this functionality is enabled on the dtSearch index. This can be especially useful if you're working with documents that contain dates in both US and UK format, for example. • Using dtSearch syntax, you can also conduct proximity searches. This can help you identify documents where one key word occurs within a certain proximity of another wor
What are layouts used for?
You can use layouts to develop workflows specific to the needs of your case.
Can you edit a filter card on the search panel?
You cannot edit the filter card by clicking on it. However, you can clear the list condition the same way you can clear any search conditions on the search panel. The item list will update accordingly.
How does Redact work?
You determine how a project applies markups by creating rules that establish what words, terms, and/or regular expressions will receive markups. Once a project has been run, Redact also provides tools to make reviewing markups easy.
Who configures an active learning project?
admin or review manager configures an active learning project, and assigns you to an active learning review queue.
What kind of search will return an exact phrase in a textbox filter?
cubs sox
What is a dashboard?
dashboard is a saved page configuration that can include a document list and widgets.
What is used for the auto recognition of dates, emails, and creditcards?
date(), mail(), creditcard()
How do you search for a range of dates?
date(january 10 2006 to january 20 2006)
What does the delete permission allow a user to do?
delete a given markup set. (This does not allow a user to delete an actual markup however).
What is the document history option?
displays a history of actions taken on the current document. You may not have access to document history. If you store your audits in Data Grid, this displays the field name, old value, and new value.
What is overwrite protection used for?
prevents a user from saving changes to an item that another process has modified since the user opened or edited the layout
How is a principal document identified?
principal document is identified within a textual near duplicate identification group. The principal document is the largest document in the duplicate group, and acts as the document to which all other documents in the duplicate group are compared.
Does Redact keep a record of each document?
running the production preparation project not only prepares Excel and PDF files for production, but you can also retain a copy of each document in the project to make it easy to edit the produced documents in the future.
in staging explorer where are currently running uploads and downloads?
see also the file ops tab for copy and move files
What does the tab character size option control?
select an option from the drop-down menu to determine the amount of space that is taken when the Tab key was used in the current document. This option can help you ensure that the spacing in a spreadsheet document is aligned and works best when the Tab key is used after each column in the spreadsheet.
What does the Show data workseets option for a dashboard export control?
selecting this means the data for the individual widgets will be included in the export (and you can then modify this data).
What are the options for the visualization type?
standard format for email conversation visualization.
What is the default redaction tool?
the black redaction tool
What are the filter types?
textboxes popup pickers drop-down lists
Where can you add a cluster visualization widget?
the Documents tab, you can use Relativity Cluster Visualization to render your cluster data as an interactive visual map by adding a Cluster Visualization widget.
When is the image viewer available?
the Image Viewer is only available if you've loaded an imaged version of the document in the Viewer or if you've manually imaged the file using the Image on the fly option in the Document actions menu.
What controls how many widgets can be used on a dashboard?
the MaxNumberDashboardWidgets instance setting.
What does dtSearch use to determine which characters are treated as text, which cause spaces, which cause word breaks, and which are ignored?
the alphabet file
What is the Email Duplicate ID field?
this field contains a unique identifier only if the email is a duplicate of another email in the set. If the email is not a part of an email duplicate group, this field isn't set.
What does the tabbed display setting do?
this option determines when to render the layout group as tabs. When the layout group doesn't display as tabs, it displays in a sequential, vertical list.
What determines what kind of filter is available?
type of filter available for each field is determine by the field type.
How much are TIFFs with redactions and highlights, and JPEGs with redactions or highlighted reduced in file size?
up to 43%
What may affect the view?
you are unable to access a view, or your view is returning unexpected results, check to see if you have any filters applied to your document list, and confirm what documents your view is configured to return. Filters and view conditions could affect which documents are returned in your view.
Does a full page redaction allow for additional redactions?
you can create new redactions on top of a full-page redaction if desired.
Once a native document with markups has been prepared using the production preparation project, can you download it using the Download Marked Up File button?
you can no longer download a copy using the Download Marked Up File button. Instead, include the document in a native production set to export it.
What is the Copy from Previous option?
you can use this function to copy your coding decisions from the previous document to the current document.
To enable the Add Widgets button and Pivot functionality for an Relativity Dynamic Object (RDO) what must be done?
you must select Enabled for the Pivot property in the Object Type Information section for the object.
What is the Native Viewer?
− Native Viewer - You can view an HTML rendering of the document that is as close to the original version of the document as possible. You can search the text of the document, navigate through a document or document set, and zoom from the Native Viewer
