Admin Flashcards
(41 cards)
What is Relativity?
An application with many screens and functions for reviewing documents
What should you do if you have questions about logging into Relativity?
Contact your system admin for information
What indicates the active tab in the sidebar and tab strip?
In the sidebar, the tab icon displays in orange; in the tab strip, an orange line displays under the name
How are tabs ordered in the sidebar?
Based on the Order value for each tab, from lowest to highest
What happens if there are more tabs than can fit in the sidebar?
They are available by hovering over the More icon
How can you add a new tab to the sidebar?
Toggle Show in Sidebar on and click Save
What does the All tabs menu display?
Every child tab a user can view, in alphabetic order
What is indicated by an arrow on the right side of a tab in the tab strip?
That the tab has one or more child tabs
What is the default Home tab in Relativity?
The Workspaces tab
What can a system admin do in Relativity?
Create and edit clients, matters, users, groups, and views
What are the options available in the user drop-down menu?
- My Settings
- Other Relativity instances
- Help
- Contact Support
- About Relativity
- Search the Community
- What’s New
- Logout
What steps are needed to change the default Home tab?
- Navigate to the Tabs tab
- Click on the desired tab
- Click the Edit icon
- Toggle Set as Default Tab on
- Click Save
What does the My Settings pop-up allow you to change?
- First name
- Last name
- Email address
- Skip Default Preference
- Default Filter Visibility
- Item list page length
- Default Selected File Type
- Default Saved Search Owner
- Native Viewer Cache Ahead
- User-Group Email Notifications
What is a dashboard in Relativity?
A customizable page configuration that preserves layout and widgets
What happens when you create a dashboard?
The item list and widgets update automatically based on filtering or searching
What types of widgets can be added to a dashboard?
- Pivot charts and tables
- Cluster visualizations
- Communication Analysis
What should you do to save changes to a dashboard?
Click Save in the Dashboards drop-down menu
How do you delete a dashboard?
Click the Delete icon next to the dashboard and confirm deletion
What is necessary for resetting your password in Relativity?
You need appropriate permissions from your system admin
What happens if your password has expired?
The Reset Password dialog appears automatically when logging in
What are the two ways to reset your password in Relativity?
- Reset Password option inside Relativity
- Forgot your password? link on the Relativity login screen
What happens when your password expires in Relativity?
The Reset Password dialog appears automatically when you log in
How can you reset your password if you’re logged in to Relativity?
Click Reset Password in the Home dropdown menu and follow the prompts
What information do you need to reset your password outside Relativity?
Your email address
