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Workflow Recipe Library

This library is a complete list of Relativity workflow recipes, broken down by feature sets. These files are also available on the Relativity Customer Portal.

Use the dropdown menu below to select a feature set and explore the related recipes.

Analytics
Creating an Optimized Relativity Analytics Index	226KB
Using Categorization to Find Privileged Documents	345KB
Using Categorization to Identify Hot Documents	345KB
Using Reviewed Documents to Prioritize New Documents via Analytics	345KB
Verifying Analytics Filters	292KB

Applications and Integrations
Creating an Application for Managing Attorney Lists	234KB
Exporting Concordance Tags to Relativity	187KB
Using Redactions from other Applications	147KB

Assisted Review
Calculating Precision and Recall in Relativity Assisted Review Projects	345KB
Performing Meta Rounds for Relativity Assisted Review in 7.5	384KB
Providing Overturns from a Secured Relativity Assisted Review Project	226KB
Tracking Categorized Documents to Their Example Document	345KB
Understanding the Statistical Sampling Formula	345KB
Using Relativity Assisted Review for Relativity 7.5 After Upgrading	226KB

Coding and Editing Documents
Adding Translated Text to Documents	234KB
Coding the First Item in a Family Group by Using the Skip Function	334KB
Exporting Concordance Tags to Relativity	187KB
Recording Page-Level Information for a Document	296KB
Using Custom Objects to Secure Coding Choices	345KB
Using Redactions from other Applications	147KB

Data Visualization and Analysis
Creating Commonly Used Pivots	306KB
Displaying Family Groups by Building an Indented View	384KB
Finding Emails Exchanged Within the Same Domain	443KB
Highlighting Text in Relativity 7	867KB
Showing All Documents Related to a Search Hit Document in the Related Items Pane	576KB
Tagging Similar Documents by Creating an Indented Custom View	372KB
Using the Field Tree to View Folders	229KB

Exporting, Importing, and Overlays
Exporting PDFs Using Document Identifiers as Filenames	324KB
Exporting to HTML for Expert Witness Review	298KB
Overlaying Updated Hits on an Existing Search Term Report	334KB

Foreign Languages
Adding Translated Text to Documents	234KB
Setting Up CJK Document Workspaces in Relativity	234KB
Using dtSearch to Identify Foreign Language Documents	297KB

Productions
Maintaining Previous Bates Numbers Between Production Sets	350KB
Using Saved Searches to Complete Conflict Checks	147KB
Using Tokens to Customize Stamps in a Production	211KB

Quality Control
Filtering to Find Empty Fields	324KB
Verifying Analytics Filters	292KB
Verifying Imaged Natives	415KB

Processing
Resolving Common Processing Errors	306KB

Searching, Filtering, and Sorting
Creating Commonly Used Pivots	306KB
Creating Secured Saved Search Folders for Multiple Groups	203KB
Filtering to Find Empty Fields	324KB
Finding Conversational Uses of Phone or Fax with Regular Expressions	306KB
Finding Emails Exchanged Within the Same Domain	443KB
Highlighting Text in Relativity 7	867KB
Making Special Characters Searchable	503KB
Regular Expression Searching - SSN and EIN	378KB
Searching for a Document Set Using Control Numbers	246KB
Searching for Documents with Incorrectly Loaded Text	194KB
Searching for Terms and Excluding Email Footers	244KB
Showing All Documents Related to a Search Hit Document in the Related Items Pane	576KB
Tagging Similar Documents by Creating an Indented Custom View	372KB
Overlaying Updated Hits on an Existing Search Term Report	334KB
Using Categorization to Find Privileged Documents	345KB
Using Categorization to Identify Hot Documents	345KB
Using dtSearch to Identify Foreign Language Documents	297KB
Using Saved Searches to Complete Conflict Checks	147KB

Security
Creating a Read-only Layout to Lock Produced Documents	334KB
Creating Secured Saved Search Folders for Multiple Groups	203KB

Setup, Views, and Layouts
Creating an Optimized Relativity Analytics Index	226KB
Creating a Read-only Layout to Lock Produced Documents	334KB
Creating Hyperlinks to Shared Network Documents	226KB
Displaying Family Groups by Building an Indented View	384KB
Showing All Documents Related to a Search Hit Document in the Related Items Pane	576KB
Tagging Similar Documents by Creating an Indented Custom View	372KB
Using the Field Tree to View Folders	229KB

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The advice@kCura Blog

The advice@kCura Blog is written by the advice@kCura team, your dedicated resource for Relativity workflow advice and custom development. The team combines product knowledge and development capabilities with years of litigation support expertise. This blog features content from the team, including workflow recipes, helpful hints, and informative experiences in the field.

Don’t see the advice you need on this blog? If you're looking for an existing workflow recipe, click here for the full library. Otherwise, reach out to advice@kcura.com to get in touch with the team.

Entries for March 2012

Workflow Recipes - March 21, 2012

Filtering to Find Empty Fields

This recipe will show you how to use a custom filter type to identify fields that are empty.

Watch the video or download this recipe (PDF).

Creating an Application for Managing Attorney Lists

This recipe will show you how to create a single object with multiple fields on it, allowing you to import a CSV attorney list into your project.

Watch the video or download this recipe (PDF).

Posted by advice@kCura on March 21, 2012

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About advice@kCura

The advice@kCura team is comprised of team members with product knowledge, litigation support expertise, and custom development skills. With an average of 10 years in e-discovery, team members can help with tasks such as transferring workflows from legacy software into Relativity, creating strategies for multi-level reviews or complex searching, and building your own Relativity Applications.

For more information,
click here.

For a list of existing workflow advice recipes, click here.

advice@kcura.com

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