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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

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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.

 
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Workflow Recipes - December 13, 2011

rfox posted on December 13, 2011 14:40

Adding Translated Text to Documents

This recipe will show you how to add translated text into your workspace, search, see the translated text alongside the original text, and potentially produce the added translated text.

Watch the video or download this recipe (PDF).

Using the Field Tree to View Folders

This recipe will show you how to create a multi-choice field and open it to the Field Tree. Folder choices may be created when users perform their initial data load, or later on as an import overlay. Users may move a document from one folder choice to another (or display the document in multiple folder choices) by creating a document layout and editing as desired.

Watch the video or download this recipe (PDF).

Setting Up a Disclaimer Message

This recipe will show you how to create a disclaimer message and a select button agreeing to terms that are presented to users upon their first log in to the Relativity environment. This process will use edits to the Relativity Configuration SQL table to configure your custom disclaimer message.

Watch the video or download this recipe (PDF).

Highlighting Text in Relativity 7

This recipe will show you how to create an object to store text and link it to a persistent highlight set to highlight text on documents.

Watch the video or download this recipe (PDF).

Finding Emails Exchanged within the Same Domain

This recipe will show you how to use a Transform Set to parse email domain information from your data and use Pivot to analyze the volume of communications between or among companies.

Watch the video or download this recipe (PDF).

Exporting PDFs Using Document Identifiers as Filenames

This recipe will show you how to export documents from Relativity in PDF format using the Relativity Desktop Client and a saved search.

Watch the video or download this recipe (PDF).

Exporting Concordance Tags to Relativity

This recipe will show you how to transfer Concordance tags to the Field Tree in your Relativity Workspace.

Watch the video or download this recipe (PDF).

Posted by advice@kCura on December 13, 2011

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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.

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