Tutorials

Whether you’re new to Relativity, or just looking to brush up on a specific feature, our Relativity tutorials are a great way to get up to speed.  Each interactive tutorial covers a specific Relativity feature, so you can learn at your own pace. These tutorials apply to Relativity 5.06 and above.

 

For previous versions of Relativity, check out the Relativity 5.05 Tutorials page


 

Click on a topic below to jump to that tutorial

 

 

Administrators

 

 

Getting started in Relativity

Getting started in Relativity  (Time 3:39)


Just getting started in Relativity?  This tutorial will introduce you to the application; logging in, editing personal settings, changing your password, and opening a case.


 

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Navigating case documents

Navigating case documents (Time 9:02)


This tutorial illustrates how to navigate the Case Workspace, allowing you to browse, sort, and view case documents.


 

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Checking documents in and out

Checking documents in and out (Time 3:02)


Are you required to “check out” documents before beginning your review? In this lesson you will learn to work with batches of documents. 


 

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Viewing your documents

Viewing your documents (Time 8:51)


Ready to start viewing your documents? Learn how to use the Core Reviewer Interface to see all the versions of your document.


 

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Adding redactions and annotations

Adding redactions and annotations (Time 4:43)


Need to redact or annotate a document?  This tutorial explains Relativity’s markup sets, and how to apply redactions and annotations.


 

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Coding and tagging documents

Coding and tagging documents (Time 5:38)


Ready to code your documents?   Learn how to work with layouts to code and tag you documents in this tutorial.


 

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Tagging sections of a document

Tagging sections of a document (Time 2:23)


Looking to mark a few important lines in a large document?  This tutorial outlines how to tag sections of documents.


 

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Working with related items

Working with related items (Time 5:03)


How does a document you’re viewing in Relativity connect to other documents in your case? In this lesson, you will learn how to work with a document’s related items.


 

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Using the word index

Using the word index (Time 2:38)


Do you need to perform a detailed search within an individual document?  This tutorial will demonstrate the use of the document word index.


 

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Performaning mass operations

Performing mass operations (Time 5:03)


Looking to perform an action on a group of documents? This tutorial teaches you how to perform a mass operation.


 

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Creating keyword searches

Running keyword searches (Time 5:53)


In this lesson you will learn how to run a keyword search, and filter your results.


 

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Creating a dtSearch

Running a dtSearch (Time 5:16)


Do you need more detailed searching options than keyword search allows?  This tutorial teaches you about dtSearch capabilities.


 

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Creating and running advanced searches

Creating and running advanced searches (Time 7:13)


Looking to combine different Relativity searching techniques in one step?  This lesson outlines how to create, edit, and run an advanced search, and filter your results.


 

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Printing case documents

Printing case documents (Time 5:07)


Do you need to print documents?  This tutorial will show you how to print a single document, or a group of images.


 

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Administrators

 

Printing case documents

Customer Portal (Time 10:37)


Using the Customer Portal – Don’t wait for support, find solutions to common issues. This tutorial demonstrates how to create, manage and report on ticket, submit and vote on ideas, get documentation and more.


 

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