Welcome to RelativityOne!
Logging In & Out Safely
Your Home Base: The Home Tab
Navigating Workspaces
The All-Important Documents Tab
Understanding the Tabs Bar
The Left Navigation Panel
The Document Viewer
The Layouts Panel
The Search Bar & Filters
Your User Profile
Setting Personal Preferences
Optimizing Your View
Keyboard Shortcuts
Meet the Document Viewer
Navigating Documents
Document Metadata Basics
Coding Panel Explained
Making Coding Decisions
Coding Best Practices
Adding Notes to Documents
Highlighting Key Text
Annotation Management
Redaction Basics
Applying Text Redactions
Applying Area Redactions
Redaction Best Practices
Removing Redactions
Search Bar Basics
Simple Keyword Searches
Boolean Operators
Wildcards and Phrasing
dtSearch Introduction
Proximity Searching
Fuzzy and Stemming
Numeric and Other Operators
Analytics Indexes
Conceptual Search
Email Threading
Filtering Basics
Advanced Filtering
Search and Filter Best Practices
Folders: Your Digital Binders
Creating New Folders
Moving Documents to Folders
Renaming and Deleting Folders
Folder Permissions & Access
Saved Searches: Your Shortcuts
Creating Your First Saved Search
Editing Saved Searches
Organizing Saved Searches
Sharing Saved Searches
Reports: Your Review Snapshot
Generating a Simple Report
Exporting Report Data
Using Reports for QC
What is EDRM?
Relativity's EDRM Role
Data Ingestion Basics
Processing Data in Relativity
Reviewing Documents in Relativity
Relativity Security Overview
Handling Sensitive Data
What is Privilege?
Identifying Privileged Docs
Managing Privilege in Relativity
Production Basics
Relativity Production Role
Production Formats
Production Best Practices
Why QC Matters
Spot-Checking Documents
Reviewing Coding Layouts
Checking for Redaction Errors
Using Saved Searches for QC
Notes and Comments
Document History
Using Layouts for Teamwork
Reviewer Overrides
Data Consistency Basics
Coding Protocol Adherence
Handling Discrepancies
Audit Trails in Relativity
Best Practices for Review