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Tutorials

Whether you’re new to Relativity or looking to brush up on a specific feature, our 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. The following tutorials apply to Relativity 7.0. For previous versions, check out the Tutorials Archive.

End Users | Administrators

Tutorials Archive

End Users

Getting Started
(3:45)

This introduction to Relativity will cover logging in, editing personal settings, changing your password, and opening a case.

Navigating Case Documents
(8:25)

This tutorial illustrates how to navigate the Case Workspace. You'll learn how to browse, sort, and view case documents.

Checking Documents In and Out
(3:15)

Are you required to check out documents before beginning your review? In this lesson, you will learn how to work with batches of documents, checking them in and out.

Reviewing Your Documents
(9:00)

Check out this tutorial when you’re ready to start drilling into your documents. You will learn how to use the Core Reviewer Interface to view different versions of a document.

Using Pivot
(5:37)

Are you looking for deeper insight into your document set? Learn how Relativity lets you visualize your data, leverage your fields, and discover trends and patterns.

Adding Redactions and Annotations (4:40)

This tutorial explains markup sets in Relativity and shows you how to apply redactions and annotations to documents.

Coding and Tagging Documents
(5:15)

Are you ready to code your documents? In this tutorial, you'll learn how to work with layouts to code and tag your documents.

Using Persistent Highlight Sets
(4:54)

This tutorial shows you how to use the Persistent Highlight Sets panel to manage a list of terms in a document.

Working with Related Items
(5:58)
How does a particular 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.

Working with Transcripts
(3:10)

In this tutorial, you will learn how to work with transcript documents.

Performing Mass Operations
(6:15)

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

Conducting a Keyword Search
(6:08)

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

Conducting a dtSearch
(6:29)

Do you need searching options that are more detailed than those for a keyword search? This tutorial teaches you about dtSearch capabilities.

Creating a Saved Search
(8:17)

Are you looking to combine different Relativity searching techniques in one step? This lesson outlines how to create, edit, and run an advanced search. You'll also learn how to filter your results.

Printing Case Documents
(5:25)

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

Administrators

Customer Portal
(10:37)

New to the Customer Portal? See how Relativity Administrators can search knowledge based articles, monitor, report and submit tickets, review and post new ideas, download documentation, ask and answer questions in the Relativity Community and subscribe to updates.

Customer Portal Answers Forum
(3:58)

This tutorial walks you through using the Relativity Answers forum on the Customer Portal.

Using Keyboard Shortcuts
(5:03)

This tutorial demonstrates how to configure keyboard shortcuts to speed up document review.

Creating Pivot Profiles
(5:53)

Looking for the ability to save a pivot? In this tutorial, you’ll walk through the steps to create profiles in order to run common pivot queries on different data sets.

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