Workflow Recipes Library

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

Title	Size	Video
Adding Translated Text to Documents	234KB
Creating an Application for Managing Attorney Lists	234KB
Creating an Optimized Relativity Analytics Index	334KB
Creating a Read-only Layout to Lock Produced Documents	334KB
Creating Static Searches Using Multiple-choice Fields	334KB
Coding the First Item in a Family Group by Using the Skip Function	334KB
Exporting Concordance Tags to Relativity	187KB
Exporting PDFs Using Document Identifiers as Filenames	324KB
Filtering to Find Empty Fields	324KB
Finding Emails Exchanged Within the Same Domain	443KB
Highlighting Text in Relativity 7	867KB
Reproducing Documents with the Same Production Number	867KB
Searching for a Document Set Using Control Numbers	246KB
Setting Up a Disclaimer Message	345KB
Sorting Documents and Keeping Email Families Together	345KB
Tracking Categorized Documents to Their Example Document	345KB
Using Categorization to Find Privileged Documents	345KB
Using Categorization to Identify Hot Documents	345KB
Using Custom Objects to Secure Coding Choices	345KB
Using Redactions from other Applications	147KB
Using Saved Searches to Complete Conflict Checks	147KB
Using the Field Tree to View Folders	229KB
Verifying Imaged Natives	415KB

advice@kCura

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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Workflow Advice Team see more videos

Featured Workflow Recipes

Each month, we 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 Tracking Categorized Documents to Their Example Document recipe will show you how to create a tab containing a view that displays both your categorized documents and the example document used by the Analytics index to make its categorization decision.

Download this recipe (PDF)

The Using Categorization to Identify Hot Documents recipe will show you how to use Relativity Analytics to find hot documents based on records that have already been marked as hot.

Download this recipe (PDF)

The Creating a Read-only Layout to Lock Produced Documents recipe will show you how to add an object rule to your Document object that only allows documents to be viewed in a read-only layout.

Download this recipe (PDF)

The Creating Static Searches Using Multiple-choice Fields recipe will show you how to create a multiple-choice field and populate it with records in a static search. You will also learn how to make this new field visible in the Field Tree to manage and review your static searches.

Download this recipe (PDF)

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