Relativity Documentation —Viewer
Saving an image as a PDF
Clicking this icon brings up the following window, in which you can specify your PDF settings: Print range Print options Include highlights Include redactions Include slip sheet Stamp identifier Stamp location
Show/Hide Persistent Highlight Pane
Displays or hides a panel containing all persistent highlight sets / search highlight sets in the workspace. See Persistent highlight sets for more information.
Show/Hide Hidden Content — Viewer
Displays or hides hidden content in the current document. This option is only available when viewing a document native.
Document Intelligence
Document Intelligence notifies you that there is hidden or annotated content present in the current document in the viewer. This hidden content are the annotations and modifications tracked in certain document formats. When hidden content is found in a document, a pop-up modal appears in the lower right corner. 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 HTML5 Viewer.
Redact - <Style>
Enables single redaction tool. For more information on redacting Select from the following types of redactions: • Black - applies a solid black box to the selected text. • Cross - applies a white box with an X in the middle of it over the selected text. • Text - applies a box over the selected text, in which you can add text such as "Privileged" or "Redacted." • White - applies a solid white box over the selected text.
Linked button
In related Items pane — displays all linked records on the active document.
Production button
In related Items pane — displays all productions in which the document was included. You may not have permissions to view production information.
Search results button
In related Items pane — displays the results of a Relativity Analytics search.
Batch sets button
In related Items pane — shows all the batch sets for the active record.
Viewer
Relativity's viewer displays workspace documents. You can use the viewer menu to toggle the loaded formats of documents, such as native, image, extracted text, or production. If a document does not contain content for an individual mode, such as an image, the applicable viewer mode will not be available. Using the viewer, you can control the form of document that displays in the interface. If a document hasn't been imaged, you can image documents on the fly in the viewer.
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.
Related items pane
The related items pane is located at the bottom-right corner of the core reviewer interface. Related items are customizable groups of documents within a workspace. Common examples are family groups, duplicates, or similar documents.
Tracking annotations
The various file types each have distinct annotations that are tracked. Such as: • Tracked Changes • formulas, • hidden pages/columns/rows, • Comments • hidden text • Speaker notes, • hidden slides
Show/Hide Thumbnails button
To open the thumbnail viewer when in Image or Productions mode, click the Show/Hide Thumbnails button on the viewer toolbar. The thumbnail viewer opens on the left side of the screen.
Standalone document viewer
To view the document in a separate browser window, click the standalone document viewer icon in the upper right of the core reviewer interface. This opens another viewer pane with an Unsynced designation at the top of the screen. This means that the standalone viewer isn't yet set to synchronize with the core reviewer interface. To synchronize the standalone viewer with the core viewer, click Unsynced. This switches the standalone viewer setting to Synced where you can view text and images, natives, and productions side-by-side while navigating through the document queue.
Securing Related items
Users are granted permissions or access to related items by default. If you would like to prevent a user from accessing these features, you can disable the following permissions or secure them using item-level security:
Viewer mode
Viewer mode displays an HTML rendering of the document that is as close to the original version of the document as possible. Viewer mode provides options for navigating through a single document and between documents in a document set. In Viewer mode you can also conduct text searching, highlighting text to copy and paste, zooming, arranging, and saving pages you review. You also have the option to print single documents from the viewer by saving the document as a PDF.
Thumbnail viewer
When in Image or Productions mode, you can access and browse thumbnail renderings of a document's pages. Quickly scan, locate, and navigate to pages in an open document.
notifications and the annotation bar
When using Document Intelligence, an orange pop-up modal appears in the bottom right corner of the viewer when hidden content exists. Click on the pop-up modal to see the hidden content on that document. If there is no hidden content found, the modal will say so. If there is hidden content found, it lists each piece of content. Click Show these items to open the annotation bar.
Extracted text mode
When you switch to Extracted Text or Long Text mode, the viewer toolbar displays a drop-down menu of extracted text and all long text fields made available in the viewer on the field edit/creation page. 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.
Image mode
When you switch to Image mode, the viewer displays a TIFF or JPEG version of the document. You can highlight and redact images in this mode. Image mode is available only if you've loaded an imaged version of the document in the viewer or if you've manually imaged the file through the Image button on the right side of the toolbar. When you open a document that has not yet been imaged, you have the option to image the document on the fly while in Viewer mode.
Productions mode
When you switch to Productions mode, the viewer toolbar displays a drop-down menu of available production sets that contain the document currently open in the viewer. Select a production set from the drop-down menu to see how a document was produced in the selected production. If a document isn't included in a production, the productions mode option is unavailable.
Native file download
You can download a file in the format that a software application used to create it. This file format is referred to as a native form. This viewer option is only available if a native copy of a document exists in Relativity. In addition, you need to meet the following requirements: • You must have permissions to download the file. If you're a reviewer but you don't have permissions, then you can't download the file. • Your group must be given the Local Access permission. For more information
Imaging on the fly
You can image a single document on the fly using the Image button in the viewer. You can image a single document on the fly using the button in the viewer. Using this feature, you can select any imaging profile you have permissions to view and use it to image the document.
Mass Redact button
apply a full-page redaction across all images or a range of images in the document.
Font Size button
change the font size of the text within a text box redaction
Markup Visibility button
changes the visibility mode of the markups between full visibility, transparent and hidden. By default, this is set to Solid, which means all highlights and redactions appear as solid as you applied them.
Delete Images button
click to delete an existing document image.
Related items buttons
displays a group of documents related to the active document. Options vary within the workspace. Hover over each icon to display the name of the item. Examples include: family group, duplicates, and thread group.
Document history button
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.
Show/Hide Thumbnails button
displays a thumbnail version of the document in a new pane on the left side of the viewer. Each page of the document you're reviewing has its own numbered thumbnail.
RAR Overturn Analysis button
displays overturned documents, seed documents, and seed excerpts.
About — Viewer
displays the version of the native file converter that converted the document when you opened it from the document list, the native document viewer version, and the latest installed version of the native document viewer.
Redact - Full page button
enables the full-page redaction tool. The drop-down menu for this redaction type offers the same options as the basic Redact icon, except that the redaction you choose is applied to the entire page.
Redact - Inverse button
enables the inverse redaction tool.
Fit Actual — Viewer
fits the document display to the actual size it was in its native application. By default, this resets the zoom percentage to 100%.
Fit Page — Viewer
fits the entire document into the total size of the page. Clicking this zooms out the document and reduces the font size.
Generate image
generate images for the current document.
Print/Save as PDF — Viewer
gives you the option of saving the current native document as a PDF file. Beginning in Relativity 9.4.254.2, when you click this option, a new window appears stating Saving. The document then opens in a new window in your browser as a PDF where you can then choose to save or print the document image. After you click Save as PDF, a copy of the document converts to a PDF file you can save from your web browser downloads.
Highlight - <Color> button
highlights the selected text with the color you specify from the drop-down menu. The default color is yellow. Select from the following: Pink Orange Yellow Green Blue Purple
Fit Width — Viewer
increases the size of the document to fit the maximum width of the viewer. This setting persists when you re-size the window.
Delete Redactions and Highlights button
mass delete markups from any or all images in the document.
Go To Next/Previous Highlight — Viewer
moves through previous and next highlighted terms in the document.
Replace document — Viewer
replace a document native for the selected document
Replace document button
replace a document native for the selected document.
Reset Zoom — Viewer
resets the zoom to 100%
Rotate all pages button
rotates all pages in a document clockwise 90 degrees.
Rotate current page button
rotates only the current page clockwise 90 degrees.
Find Previous/Next — Viewer
searches for terms in the current document and navigates through the hits. This searches the entire document, not just the active page.
Selector
select within a document.
Upload Image
upload an image for the selected document.
Zoom Out/In — Viewer
zooms out and in on the current document in increments of 10% within a range of 10% to 500%.
