Workflow Recipes Library

Below is a complete list of Relativity workflow recipes. These files are available on the Relativity Customer Portal.

Title	Size	Video
Adding Translated Text to Documents	234KB
Creating an Optimized Relativity Analytics Index	334KB
Exporting Concordance Tags to Relativity	187KB
Exporting PDFs Using Document Identifiers as Filenames	324KB
Finding Emails Exchanged Within the Same Domain	443KB
Highlighting Text in Relativity 7	867KB
Searching for a Document Set Using Control Numbers	246KB
Setting Up a Disclaimer Message	345KB
Using Redactions from other Applications	147KB
Using the Field Tree to View Folders	229KB
Verifying Imaged Natives	415KB

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By combining our product knowledge, litigation support expertise, and custom development capabilities, we can help you create custom workflows to get the most out of your Relativity installation.

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In addition to providing on-demand workflow advice, here are a few examples of what we can help you do:

Transfer workflows from legacy software
Create strategies to support multi-level reviews
Develop search, analytics, and keyword strategies
Build your own Relativity Applications
(e.g. custodian tracker, chain of custody, etc.)

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Featured Workflow Recipes

Each month, we will post new videos and workflow recipes with step-by-step instructions on how to perform advanced functions in Relativity.

For a complete list of workflow recipes, check out the recipe library.

The Sorting Documents and Keeping Email Families Together recipe will show you how to create an additional date field and populate it with the sent date from the email to the attachments using a script.

Download this recipe (PDF)

The Using Categorization to Find Privileged Documents recipe will show you how to use the Synchronize feature in Relativity Analytics to categorize existing privileged documents and use them as examples to find similar documents that may also be privileged.

Download this recipe (PDF)

The Reproducing Documents with the Same Production Number recipe will show you how to copy a production set and export only certain files from that production.

Download this recipe (PDF)

The Coding the First Item in a Family Group by Using the Skip Function recipe will show you how to use a saved search, a view, and the document Skip function to determine the next document available for review.

Download this recipe (PDF)

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