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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.

 

Workflow Recipes

22

Workflow Recipes - May 22, 2013

Importing Productions in Relativity with Natives

This recipe will show you how to set up your workspaces to support the import of productions with natives, when natives are available. This conserves disk space by storing only one copy of the images and the natives.

Download this recipe (PDF).

Mass Importing into a File Field

This recipe will show you how to upload multiple documents into a file field stored on a custom object.

Download this recipe (PDF).

26

Workflow Recipes - April 26, 2013

Finding Conversational Uses of Phone or Fax with Regular Expressions

Using a regular expression and dtSearch, this recipe will show you how to find the words “fax” or “phone” when they are not followed by contact numbers.

Download this recipe (PDF).

Understanding the Statistical Sampling Formula

This recipe will break down the formula used to calculate the number of documents in a random sample set. You can reference this formula to ensure your random sample set is statistically valid.

Download this recipe (PDF).

03

Workflow Recipes - April 3, 2013

Creating Hyperlinks to Shared Network Documents

This recipe will show you how to create a field that will contain a shared network document path that can be opened in the core reviewer interface via a hyperlink.

Download this recipe (PDF).

Using Reviewed Documents to Prioritize New Documents via Analytics

Using Relativity’s similar documents functionality, this recipe will show you how to leverage previously coded documents to determine the potential values of new documents in your workspace.

Download this recipe (PDF).

07

Workflow Recipes - March 7, 2013

Providing Overturns from a Secured Relativity Assisted Review Project

This recipe will show you how to secure an Assisted Review project while allowing access to the Overturned Documents view.

Download this recipe (PDF).

Using Relativity Assisted Review for Relativity 7.5 After Upgrading

This recipe will highlight considerations to keep in mind as you take advantage of Assisted Review for Relativity 7.5 in your pre-existing workspaces.

Download this recipe (PDF).

15

Workflow Recipes - February 15, 2013

Displaying Family Groups by Building an Indented View

This recipe will show you how to create an indented view to display documents organized by family.

Download this recipe (PDF).

Resolving Common Processing Errors

This recipe will walk you through the process of repairing or unprotecting your files to add them to your workspace during processing.

Download this recipe (PDF).

28

Workflow Recipes - January 28, 2013

Removing Documents from a Relativity Assisted Review Example Set

This recipe will show you how to delete categorization examples in an Assisted Review project.

Download this recipe (PDF).

Migrating Cases from Summation

This recipe will highlight some best practices for migrating case information from Summation to Relativity.

Download this recipe (PDF).

21

Relativity Assisted Review Workflow Recipes - January 2, 2013

This week's workflow recipes focus on tips for working with Relativity Assisted Review. We often work with clients to help improve their Assisted Review workflows, and we're happy to share what we've learned. Take a look at the recipes below to learn more about how to fine-tune your Assisted Review project.

Calculating Precision and Recall in Relativity Assisted Review Projects

This recipe will show you how to calculate precision and recall using some of Relativity’s built-in features.

Download this recipe (PDF).

Performing Meta Rounds for Relativity Assisted Review in 7.5

This recipe will teach a Relativity Assisted Review project manager to identify high-ranking overturns, as well as highly influential seed documents that are responsible for a large number of overturns.

Download this recipe (PDF).

Posted by advice@kCura on December 21, 2012.

30

Workflow Recipes - November 30, 2012

Making Special Characters Searchable

This recipe will show you how to customize a dtSearch index to return documents containing special characters.

Download this recipe (PDF).

Tagging Similar Documents by Creating an Indented Custom View

This recipe will show you how to set up a custom view in Relativity that will display similar documents in an indented format.

Download this recipe (PDF).

06

Workflow Recipes - November 6, 2012

Creating Commonly Used Pivots

This recipe will show you a number of Pivot charts that may be useful for analyzing data throughout your project.

Download this recipe (PDF).

Verifying Analytics Filters

The below steps will show you how to verify that your filters are accurately applied to your analytics results.

Download this recipe (PDF).

26

Workflow Recipes - October 26, 2012

Creating an Optimized Relativity Analytics Index

This recipe will show you how to use saved searches and filters to optimize a Relativity Analytics index.

Download this recipe (PDF).

Overlaying Updated Hits on an Existing Search Term Report

This recipe will show you how to use the Relativity Desktop Client to overlay searching information into a premade search terms report.

Download this recipe (PDF).

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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

(312) 870-5555

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