User Guide September 22, 2015- Version 9& 9.1 ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- For the mostrecentversionof thisdocument, visitour documentation website. Table of Contents 1User guideoverview 7 1.1Navigation 7 1.1.1Logging in 7 1.1.2User options 8 1.1.3Core reviewer interface 10 1.1.4Resetting your password 11 1.1.5Favorites 12 1.1.6Using Favorites 13 1.1.7Quicknav 13 1.1.8Using quicknav 15 1.1.9Quicknavfunctionality 15 2History 15 Using history 15 2.1Historyviewfields 16 2.2Filtersonthe Historytab 17 2.3Auditedactions 19 3Indented lists 20 4Inlinetagging 21 Using inline tagging 21 4.1Adding a tag toa transcript 24 4.2Viewing tagsina transcript 24 4.3Removing a tag from a transcript 25 5Markups 25 Using markups 25 5.1Highlights 26 Relativity|User Guide - 2 5.1.1Creating highlights 26 5.2Redactions 26 5.2.1Creating basic redactions 27 5.2.2Creating inverse redactions 27 5.2.3Creating full-page redactions 28 5.2.4Creating massredactions 28 5.3Editing markups 29 5.3.1Working withoverlapping markups 30 5.3.2Editing redactiontext 30 5.3.3Editing fontsize intextbox redactions 31 5.4Massdeleting markups 31 5.5Controlling markupvisibility 32 5.6Viewing markuphistory 32 5.7Using the MarkupNavigationpane 32 6Persistent highlight sets 33 Using persistenthighlightsets 34 6.1Getting startedwithpersistenthighlightsets 35 6.1.1Showing andhiding persistenthighlightsetsinthe viewer 36 6.1.2Navigating highlightedtermsinthe viewer 38 6.1.3Persistenthighlightsetbehavior acrossviewer modes 38 6.2Creating persistenthighlightsets 39 6.2.1Fields 39 6.3Entering highlightterms 40 6.3.1Color-coding persistenthighlights 40 6.3.2Guidelinesfor adding termsor phrases 41 6.4Using the highlightfieldssource 42 6.4.1Bestpractices 44 Relativity|User Guide - 3 6.5Importing searchtermsfor persistenthighlighting 45 6.5.1Relativitycomponentsetup 45 6.5.2Importing terms 46 6.6Creating efficientsearchesfor persistenthighlighting 47 7Search termsreports 48 Using searchtermsreports 48 7.1Guidelinesfor using searchtermsreports 49 7.2Creating a searchtermsreport 50 7.2.1Fields 50 7.2.2Adding or editing termsandhighlightcolors 51 7.2.3Deleting terms 51 7.3Running a searchtermsreport 52 7.3.1Searchtermsreportstatus 53 7.4Accessing taggeddocumentsusing the FieldTree browser 54 7.5Using taggedsearchtermsina savedsearch 55 8Searching overview 57 8.1Searchconditions 58 8.1.1Canceledqueries 59 8.1.2Frequentlyaskedsearching questions 60 9Summary reports 61 Using summaryreports 62 9.1Creating andediting a summaryreport 62 9.2Fields 63 10Tabs 64 Using tabs 64 10.1Creating andediting tabs 65 10.2Fields 66 Relativity|User Guide - 4 10.3Nesting tabs 68 11Transcripts 69 Using transcripts 69 11.1Importing transcripts 69 11.2Links 69 11.2.1Adding a linktoa transcript 70 12Viewer 70 Using the viewer 71 12.1Viewer mode 71 12.1.1Copying textinthe viewer 74 12.2Native mode 75 12.3Image mode 76 12.3.1Saving animage asa PDF 78 12.4Extractedtextmode 80 12.5Productionsmode 82 12.6Imaging onthe fly 83 12.6.1Image-on-the-flyprocess 84 12.7Stand-alone documentviewer 85 12.8Relateditemspane 85 12.9Thumbnail viewer 87 12.10Viewer paging 88 12.11Adding informationtoCaseMap 89 12.11.1Adding a documenttoCaseMap 90 12.11.2Adding a facttoCaseMap 90 12.12RelativityCompare 92 12.13Viewer-supportedfile types 94 12.13.1Textonlydesignation 94 Relativity|User Guide - 5 12.13.2File ID onlydesignation 95 12.13.3File identificationvaluesinOutside In8.5.0 95 12.13.4File typessupportedinOracle 8.5.0 96 13Workspaces 105 13.1Workspace admingroup 107 13.2Workspace navigation 107 13.2.1Browser 108 13.2.2Viewbar 111 13.2.3Item list 112 13.2.4Documentsetinformationbar 113 Relativity|User Guide - 6 1 User guide overview Whenworking withRelativityasa reviewer, it'simportanttofamiliarize yourself withthe tool’s manyimplementations. Thisguide outlinesRelativity’scapabilitiesandwalksyouthroughhowyoucanbestuse Relativityfor documentreview, from logging intocreating a wordindex inside a workspace. 1.1 Navigation Relativityisa complex applicationwithmanyscreensandfunctions.Thissectiondescribesthe main core reviewer interface youuse toreviewdocumentsaswell assome of the standardprocedures you'll needtoperform asyouuse the product. 1.1.1 Logging in Tolog intoRelativity, browse toyour Relativitywebsite.If youdon'tknowthe correctaddress, contactyour Relativityadmin.After youenter the address, the loginscreenappears. Enter your email addressandpassword.If youdon'tknowyour logininformation, contactyour Relativityadmin. Note:TheForgotyourpassword?linkonlydisplaysifanadminenablestheShowForgotPasswordLink configurationtablevalue.SeetheConfigurationtableguide. Relativity|User Guide - 7 1.1.2 User options Whenyoufirstlog intoRelativity, yousee the defaultHome tab.Relativitydisplaysthe Workspaces tabasyour defaultHome tabwhenyounavigate toHome, butyoucanchange the defaultHome tab tobe anytabyouwant.See Changing the defaultHome tabbelowfor more information. Youcanclickyour name inthe upper-rightcorner tosee the user drop-downmenu. Depending onyour permissions, youmayhave the optiontoedityour settingsor resetyour password.If youdon'tsee admintabs, your Relativityadmincanchange your permissionsettings. 1.1.2.1 Changing the default Home tab Relativitydisplaysthe Workspacestabasyour defaultHome tabwhenyounavigate toHome, but youcanchange the defaultHome tabtobe anytabyouwant. Perform the following stepstochange the defaultHome tab: 1. FromHome,clicktheAdministrationtab. 2. ClicktheTabstab. 3. ClickthetabyouwanttosetasthedefaultHometab. 4. ClickEdit. 5. SelectYesintheIs Defaultdrop-downmenu. 6. ClickSave. Note:IfauserisnotamemberofagroupwithpermissiontoviewthetabsetasthedefaultHometab, Relativityredirectstothelowestorderedtabtheuser'spermissionsallow. 1.1.2.2 My settings Clicking My Settingsfrom withinthe user drop-downmenuopensa settingsmode pop-up, which displaysyour user information.ClickEdit tochange your settings. Relativity|User Guide - 8 n Firstname-yourfirstname. n Lastname-yourlastname. Note:YourfirstandlastnameappearasyourusernamethroughoutRelativity. n Email address-youremailaddressandlogin. n Skip DefaultPreference-Whenreviewingdocuments,skippreventsareviewerseeingdocumentsthat arealreadycoded(dependingontheselectedview).SeeDocumentskipintheAdminguide.Choose oneofthefollowingoptions: o Normal-thissettingdisablestheskipfeature. o Skip-thissettingturnsontheskipfuture. n DefaultFilterVisibility-determineswhetherornotthefiltersforcolumnsinviewsdisplaybydefault. o Hidden-hidesfiltersbydefault. o Visible-displaysfiltersbydefault. n Item listpagelength-anumericfieldindicatingthedefaultlistlengthforalllistsinRelativity.Itcanbe setfrom1to200. n DefaultSelected FileType-thedefaultviewermode(Viewer,Native,Image,LongText,orProduction). SeeVieweronpage70fordetails. n Advanced Search Publicby Default-determineswhethersavedsearchesarepublicorprivateby default.IfsettoYes,thesearchispublicandalluserswithrightstoitcanseeit.IfsettingisNo,the searchisprivateandonlyyouareabletoseeit. Note:Dependingonyourpermissions,youmaynothaverightstoedittheAdvancedSearchDefault field. n NativeViewerCacheAhead-ifchecked,thisfieldpre-loadsthenextnativedocumentinyourreview queuewhentheactivedocumentisloaded. n DataFocus-determineswhetheryourdefaultsettingistoshoworhidetheworkspacenameinthe interface.DataFocusOnhidestheworkspacenameatthetopleftandallowsmorespaceinthewin- dowfordatainformation.DataFocusOffshowstheworkspacename.YoucanalsotoggletheData FocussettingdirectlyfromtheHomemenu. After changing your settingsasneeded, clickSave. Relativity|User Guide - 9 1.1.3 Core reviewer interface Toopena documentinthe core reviewer interface, clickona documentname or identifier onthe Documentstab. The core reviewer interface screenconsistsof the following areas: 1. Documentviewselector 2. Viewer 3. Navigationbar 4. Layouts 5. RelatedItemspane 6. PersistentHighlightSets Youcantoggle betweenseveral viewing optionsbyusing the iconsinthe upper-rightcorner of the window. 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