USING VIEWS TO DRIVE REVIEW WORKFLOW

Question 1

Setting up an email threading view

What fields are useful in an email threading view?

Answer 1

\::Email Threading Display
\::Email Thread Group
\::Email Threading ID
\::Inclusive Email
\::Inclusive Reason

Question 2

Why should you exercise caution when using Propagation?

Answer 2

It will automatically apply coding to other documents which may not be what you want.

It’s recommended to turn off propagation for responsiveness fields.

Question 3

Setting up an email threading view

What do Indentation Squares do?

Answer 3

Black square denotes that the email is both inclusive and non-duplicate spare.

White square denotes that the email is either one of the following:
A non-inclusive email
An inclusive email that is a duplicate spare.

The numbers indicate each emails indentation level within the thread. 1 means first email in chain. It goes up to +99.

Question 4

Why should you not include the Email Threading Display Field in Layouts?

Answer 4

Email Threading Display field uses HTML, it will not display anything if you add it to layouts.

Question 5

Indentation Squares

Why might you only batch out Black Squares?

Answer 5

You might review only black squares as they are unique and it will make your review more efficient.

Question 6

Email thread visualization

What happens if you navigate to a document that is outside of the current document list review queue?

Answer 6

A new review queue containing only the documents within the selected document’s email thread group displays.

Click Return to review queue at the top left of the viewer to return to your original document list review queue.

Question 7

Email thread visualization

What is Coding Highlighting

Answer 7

Highlights the email square in Email Thread Visualisation with colours to show how the email has been coded

Question 8

Filters

What is a Filter Type?

Answer 8

This is configured when you create the field. It determines how the date is filtered for that field.

Question 9

Filters

What are the different Filter Types?

Answer 9

Boolean filters
Numeric filters
List filters
Date filters
Multilist filters
Textbox filters

Question 10

Filters - How is it displayed?

Boolean

Answer 10

Yes/No

Question 11

Filters - How is it displayed?

List

Answer 11

You choose from a list

The List filter type is available for the following field types only:

Single Choice
Single Object
User
Fixed Length Text

Often used for Coding Fields.

Question 12

Filters

List - Why might you want to designate this as a Popup filter?

Answer 12

Can take a long time to display for fields that contain a large number of documents so you can designate a Popup filter for these

Question 13

Filters - How is it displayed?

Multilist

Answer 13

The multilist filter type is available for the following field types only:

Multiple Choice
Multiple Object
Single Choice

Often used for Coding Fields.

Similar to List. Has option to select “Only” for a choice

Question 14

Filters - How is it displayed?

TextBox

Answer 14

Text searches using Boolean operators.

Very powerful as it’s searching.

Question 15

Filters

If you use filters to identify a set of documents and want to save as a Search how do you do it?

Answer 15

Click the Save as Search button down at the bottom of the screen next to Bulk Actions button

Question 16

Viewing the personal items of workspace users

How do you do this?

Answer 16

You have to be system admin.

Workspace Details Tab/On Right side Relativity Utilities Console click VIEW ANOTHER USER’S PERSONAL ITEMS/Select The user

Question 17

Relativity object security

How do you apply permissions to a specific object for example:

A Specific View

Answer 17

In the Views Tab select the View and then click edit permissions / Turn Overwrite Inherited Security to ON / Update the permissions for the user or group

Question 18

How do you set permissions on a Folder?

Answer 18

Right-click the folder and click Secure / You may need to turn Overwrite Inherited Security to ON / Set permissions

Note - Parent-level folders cannot be secured

Question 19

Search conditions

What is a Logic Group?

Answer 19

A way of grouping search criteria together. Like parenthesis.

Drag using conditions into the logical group using the handle on left side of the condition

Question 20

Search conditions

If you perform a keyword search, dtSearch, Analytics search, or use Pivot and it’s taking too long to run how do you cancel it

Answer 20

For any long running queries or searches there should be a cancel button.

When you click Cancel Request, Relativity stops the background query used to populate documents in an item list.

Cancelled queries are recorded in the audit record.

Question 21

Search conditions

Can I nest multiple searches in a saved search?

Answer 21

For performance reasons, we don’t recommend nesting multiple searches in a saved search.

You can select a search as a condition, but using multiple searches as conditions slows down the return of your results.

Question 22

Why do my searches run slowly when I use multiple conditions?

Answer 22

When you add multiple search conditions to a query, Relativity searches on these conditions relative to each other, which slows down the return of your results.

For example, you experience slow performance when running a query on all email messages received “after June 1” and “before June 30” of the same year. You can improve performance by using as few conditions as possible, such as excluding the condition “before June 30”. Run the query with only the condition “after June 1”, and then sort or filter your results to display messages received between the desired dates.

Question 23

Can I use a reserved character such as ampersand (&) in my dtSearch queries?

Answer 23

The following characters have special meaning in dtSearch, and must be treated with care when they appear in your queries: ?, *, %, ~, #, =, :, &, ()

Use the dictionary to explore syntax options if necessary.
If you want to make any of these characters searchable, you must add them to the alphabet file and, in some cases, use Regular Expressions in your search.

Question 24

Why are terms in my proximity search highlighted even when they don’t match my defined W/N criteria?

Answer 24

Relativity highlights terms that meet the requirements of your proximity search as well as the individual search terms.

For example, the results of a proximity search for instances of law within three words of order (that is “law W/3 order”) includes highlighted terms of “law” and “order” when they aren’t within three words of each other. To accommodate this behavior, focus only on the results that match the proximity search criteria, and disregard the other highlighted terms.

Question 25

Why would I receive an error message saying my query is too complex?

Answer 25

Relativity can’t return precise results when a query includes search conditions that are too complex due to the use of multiple search terms. To avoid this error message, simplify your search criteria.

For example, search for 10 instead of 50 terms in your query. You can save and tag your search results from each simpler query. With this approach, you can search on the required terms while providing better results.