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1. If you have trouble downloading the attached file it is also located at http www SE com energy daily_pdf Don t forget to check out the J PowerMatch West Coast indices the most accurate indices anywhere Index values are calculated from actual tra des and can be audited by all PowerMatch customers B A Numb Our aim is to bring you the most timely electricity market coverage in the ai industry and we welcome your feedback on how we can improve the product 20 further r Export to Excel Items 1 3 0f3 M 4 D M S 134 57 kb s Checked Items Edit J S yya Layouts Display 2 1 Logging In To log into Relativity browse to your Relativity website If you do not know the correct address contact your Relativity administrator After you enter the address the login screen appears Relativity User Manual 6 Relativity Email Address Password Log In Presented by iMCura Login Screen Enter your email address and password If you do not know your login information contact your Relativity administrator 2 2 Reviewer Options When you first log into Relativity you see a list of your workspaces You can click your name in the upper right corner to see the mode dropdown Hi Greg ps Workspaces Reset Password My Settings Logout Support About You are logged in as phouston kcura com Data Focus on off Mode Drop
2. TXT XLS XLSX DOC DOCX Relativity User Manual 101 PPT PPTX m RTF XML PDF On the item list choose whether you d like to process all searchable items checked items or these items in the current returned set Once you have selected the desired document set select create word index and click Go You are presented with a confirmation prompt Create Word Indexes For 1000 Documents Run ae Create Word Index Screen Click Run to create the word indexes Depending on the number of documents submitted and their size this operation may take some time 7 Disclaimer This documentation is proprietary information of kCura Corporation and may be modified altered or repurposed only in accordance with written consent from kCura 2010 All rights reserved Relativity User Manual 102
3. Include Related Documents returns documents related to the documents currently in the view The options vary by workspace but may include email family groups duplicates or near duplicates Related items are further described in the Related Items Pane section of this document 3 2 4 Dictionary When using dtSearch a Dictionary Search option is available The Dictionary Search allows you to search the index for a specific term and see the total occurrences of the term and the number of documents containing it To launch the Dictionary Search click the Dictionary link next to the Keywords textbox Documents in This Folder amp Subfolde Search Terms Dic tionary C Dictionary Link For more information refer to the Relativity Searching Guide 3 2 5 Icons Relativity User Manual 19 In the left hand of the view bar there will be one icon and at the right end of the view bar there may be one or two icons as seen in below tere In This Folder amp Subfolders fie E Icon Display The icons are Icon Description Show the current path This allows you to copy your current browser location to the clipboard paste into various locations Clicking this brings up the following Current browser location Salt vs Pepper Add a new view This will only be present if you have permission to add a new view If it is not present contact your Relativity administrator to add a view Edit the current view This will onl
4. Custogian Sent Bote ant O o Ey Custodians ta contre g af cat asooo Sisa Andrew 5 4 2009 3 45 PM kCura Retativity File Servers 4 if A 000002 Sieja Andrew 1 10 2008 4 52 AM Relativity Review s L Foreign Documents jaf HE n ja Andr Stats xds Transcripts A 3 af GB zat sooo Siaja Andrew 1 10 2006 4 52 AM client_presentation ppt BROWSE R F 4 af cer asoooocs Sieja Andrew 1 10 2008 4 52 AM H FHE DHS ox ih m asoooos sieja wk EM LISE 4 52 AM relativity_ptot_agenda i 2 g JS G a asooooos Seja Andrew 1 10 2008 4 52 AM big_video wav af I gae Enoo0001 Men Pai 12 13 2000 8 35 AM Bloomberg Power Lines Report Ej iaf GS eat enooo002 Men Pard 12 13 2000 6 41 PM December 14 2000 0 Sear Stearns predictions for telecom Ti n Latin America TRS Bt Checked Edit hd Ge Viewing the First 1 000 v Of 73 973 items in setsof 25 v per page Workspace Display The Tab Strip allows you to navigate between the different sections of the application such as documents summary reports and productions Clicking on a tab takes you to that section Depending on your permissions within Relativity you may see only the documents tab If not all tabs can be displayed at once click on one of the triangle shaped icons at the end of the tabs to move across the tab list Tab Scroll button The Browser which may not be available to all users provides you with the following different ways of na
5. button to collapse subfolders back into their root folder Click expand to view to view the subfolders EE Slinger Ryan H E Email Paper Files Expanding a Folder Click collapse to get back to the root folder Relativity User Manual 14 Collapsing a Subfolder 3 1 1 2 Advanced and Saved Searches Advanced and Saved Searches combines many of Relativity s searching tools into one feature rich interface For detailed instructions on creating advanced and saved searches see the Relativity Searching Guide All Relativity documentation can be found in the reference guides section of the kCura Support site www kcura com relativity manual 3 1 1 3 Field Tree Clicking on the Field Tree icon displays the Field Tree in the browser Selected single and multiple choice list fields and their choices are available in a tree structure Below is an example of a Field Tree Relativity User Manual 15 Field Tree iE Author Domain NAFS Categorization PAFS Clusters Maggi Mike at Confidentiality I Deposition Kit vs R Preston D Williams gt Sieja E Miller D Robertson 7 gt Elliott Johnson R Fact Witness J35M019 PIH 7 Ki Tweedy D Dempster 7 k Peyton gt Merholz ols Not Set J EX File Type J E Issues qa Jay All Domains ii Privilege Wi Responsiveness Lal SearchHitResult Keyword 4 Field Tree Display Each single and multiple ch
6. only a set of documents you would like clustered Relativity User Manual 97 On the item list choose whether you d like to cluster all searchable items checked items or these items in the current returned set Then ensure that Cluster is selected in the dropdown Click Go Cluster 1000 Documents Submit For Clustering Cluster Options ee Create New Cluster Replace Existing Cluster Cluster Options First select your Cluster Option Create New Cluster creates a new cluster set Replace Existing Cluster creates a new cluster set 6 11 1 Create New Cluster Selecting Create New Cluster brings up the options to create a new cluster set Relativity User Manual 98 Cluster 73973 Documents Cluster Options Create New Cluster Replace Existing Cluster Analytics Index a Advanced Options Outline and Title New Cluster Options Name is the name of the cluster set This will be used to display the cluster set on the cluster browser Content analyst index allows you to select which Relativity Analytics index you would like to use to cluster your documents Advanced options can be accessed by clicking the Title format sets how the clusters will be named o Outline and title will show outline numbering plus the cluster name ERE Cluster Employee Search a 2 1 Enron com Pm 0 0 43 ME 1 1 Information 14 0 77 ME 1 2 Ect Hou 14 0 67 ME 1 3
7. Annotation 0 Selected Item s Reset Column Sizes Hide Filters Clear Al Items 1 zona N 4 gt M All Al All amp Tag Ault Colorado 350 00 125 00 300 00 This is near Denver 315 00 Tag 350 00 125 00 300 00 315 00 Mead Mead and co 335 00 187 50 320 00 350 00 Select Annotation Options Select the tag you d like to edit or remove then click OK to continue with the action 4 2 5 Working with Transcripts Relativity allows the loading of ASCII transcripts Transcripts generally are treated like any other documents in Relativity Relativity offers word indexing for transcripts Word indexes provide a page number list for each word in the file that link to the word location Right click tagging and linking may also be very useful Transcripts often are hundreds of pages long so being able to tag key sections or link to exhibits can be valuable Access the word index by clicking the book icon on the lower right corner of the viewer with a transcript open Word Index Icon The word index displays all non noise words in the index the page and line location of each of the occurrences and the total number of times the word appears in the index The word index is sorted in alphanumeric order so it starts with numbers It is filterable so to see all words that start with a click show filters and enter a Relativity User Manual 59 To begin using the word index enter into the filt
8. KS Highlight Highlights selected text Redact Stamp redaction Redact with text Text redaction message can be customized by right clicking on textbox after redaction is drawn Change markup Changes the visibility mode of the visibility annotations between full visibility transparent and hidden NOTE Hidden annotations are not deleted About image viewer Displays the version of Relativity T Web Client installed if the version is out of date the symbol will be red 4 2 1 Markup Sets Depending on your permissions you may see a dropdown in the lower left corner of the viewer The dropdown shows your available markup sets Markup sets are securable sets of annotations and highlights Annotations in Relativity are simply highlights Relativity User Manual 49 INQUSIY and We WeICOMe YOU TeedDack on ng further Bloomberg Energy Department 12 13 Bloomberg Daily Power Report Attore Expert mI 1 of Markup Set Dropdown If you have more than one markup set check with your Relativity administrator to learn when to use each markup set 4 2 2 Annotating amp Redacting within the Image You can use the image viewer s annotation and redaction tools to mark up a document Select the function you would like to use highlight black box stamp redaction or text redaction Highlight also known as an annotation in Relativity creates a transparent yellow box where specified just like using a hig
9. OWA Please E print this now T a E Edit EN009466 Bailey Susan 6 7 2001 3 37 AM 1 URGENT Outlook Email Notification new E i EJ Edit amp N009467 Bailey Susan 6 7 2001 3 37 AM 2 SURVEY INFORMATION EMAIL T at EJ Edit EN009468 Bailey Susan 6 7 2001 3 37 AM 3 URGENT TO PREVENT LOSS OF INFORMATION E a i Edit EN009469 Bailey Susan 6 7 2001 5 11 PM Out of Office AutoReply ENRON METALL RECYCLING GMBH amp CO KG Tia a E Edit EN009470 Bailey Susan 6 7 2001 3 04 PM PG amp E BANKRUPTCY CASE IMPORTANT E i EJ Edit EN009471 Bailey Susan 6 7 2001 3 32 PM XMS Upgrade Transition Plan Al XMS Users Please Read J mef amp Edit EN009472 Bailey Susan 4 4 2001 7 00 AM Credit Legal Seminar EB49C3 Session 3 ee Checked v Edit v Viewing the First 478 v of 478 items insets of 25 v per page Item list Manager To change a column size hover over the white bar at the edge of the column header and drag it either direction to widen or narrow the column A double arrow will appear when it is ready to be moved The other columns on the page will automatically adjust to fill the rest of the window Column data can be cut off If you wish to return to the initial settings click on the blue link at the top of the Item list to Reset Column Sizes gt Reset Column Sizes oe Date Sent Designation 5 18 2001 12 00 AM 57 18 2001 12 00 AM Column Resizing Relativity User Manual 35 3 4 1 Previewing a Document Note that if you
10. and hit enter You can also use the navigation arrow links Show Filters Clear Al Items 1 1 000 of 1 000 N P H Navigation Arrows The navigation arrows do the following d If you would like to browse the documents in the core reviewer interface click on a control number to launch that document Remember you will be able to browse only the selected returned set However you can always add more documents if you need to 3 7 Searching You can run a keyword search on your entire searching set by selecting an index from the Search drop down in the upper right corner of the item list manager The Search With dropdown is shown in red below ALERT Hi Greg Show Filters items 1 25 Keyword Search Analytics Index CA Index Dt Full Index DT_Sea rch Search With Dropdown The options in your dropdown vary with each workspace Descriptions of the different search indexes as well as details on how to use them can be found in the Relativity Searching Guide Relativity User Manual 40 All Relativity documentation can be found in the reference guides section of the kCura Support site www kcura com relativity manual 4 Core Reviewer Interface By clicking on a document s control number you open the document in the core reviewer interface 6G ISH Document otto M4 Db Ww Core Reviewer Interface The core reviewer interface screen consists of three panes the viewer la
11. down Relativity User Manual 7 By default you will be in Workspaces mode which displays your workspaces Depending on your permissions you may have the option to edit your settings or reset your password If you do not see the modes your Relativity administrator can change the settings 2 3 Workspace Mode Clicking on Workspaces in the mode bar or logging in brings you to a list of your workspaces If you don t see your workspace check the view bar shown by the red arrow below The view bar controls which workspaces are displayed in the list 4 Workspaces ee A Workspaces EF zR Hame T Al Edit Pepper v Salt Edit A salt vs Pepper Workspaces View Bar Try switching to different views to see if your workspace appears If your workspace is unavailable contact your Relativity administrator 2 3 1 Reset Password Clicking Reset Password mode takes you into a reset password mode pop up which allows you to enter a new password Relativity User Manual 8 Reset Password Please set a new password Relativity requires that each password contain at least 8 characters 1 lower case letter 1 upper case letter 1 number 1 non alpha numeric character Old Password New Password Retype Password Reset Password Display The Reset Password dialog box displays a list of instructions for creating a new password It also displays a textbox where your old password should be en
12. found The illustration below exhibits basic Skip functionality Relativity User Manual 66 Skip Disabled Skip Enabled 4 6 Related Items Pane The Related Items pane is located at the bottom right corner of the core reviewer interface Related items are customizable groups of documents within a workspace Common examples are email family groups duplicate groups and near duplicate groups Below the related items pane you will find the related items menu bar krint ft 4 ie Related Items Menu Bar The menu bar functions include the following Icon Name Description ba OY Related items Displays a group of documents related to the active document Options will vary within the workspace Hover over each icon in the menu bar to display the name of the item Examples are familygroup duplicates or similar documents Document Displays a history of actions taken history on the current document You may Relativity User Manual 67 not have access to document history Production Displays all productions in which the document was included You may not have access to production information Linked Displays all linked records on the active document More information on linking documents can be found in Chapter 3 Viewer Search Displays the results of a Relativity results analytics search More information can be found in the Relativity Searching Guide Batch sets Shows all the batc
13. function Find previous amp Searches for terms in document ta fn next and navigates through the hits Relativity User Manual 47 Draft normal pr eview i Fit to window width E Print current document Hide annotations Go to next or d gt previous highlighted term About native T viewer and Bandwidth Tester Description Dropdown for different view modes Available only in the preview mode Prints the current document Shows hides all annotations or highlights in the document NOTE This does not delete the annotations Moves through previous highlighted terms in the document Displays the version of Relativity Web Client and Outside In Version Viewer Extracted Text Toolbar Features Because the image viewer has different functionality it has a different toolbar icon Name 3 10 i me a k r Rotate all document AS pages clockwise Description Allows you to zoom in and out of current document with a 10 300 limit Fit actual resize to 100 Fit width resize to the width of the page Fit page resize to the height of the page Rotates all pages in a document clockwise 90 degrees Relativity User Manual 48 Description Rotate current page clockwise Rotates the current page clockwise 90 degrees Prints the current document Switch to normal Allows users to select within a mode document
14. nena ren er er nee ree are een ener Arena ana ean are 71 5 1 Checking a Baten Back IN vacnce ec mec ere eer 72 Mass Operations aciancicnctavadierevavariaverievavecdtionevavevancteudvanetsuatavenemayvasies 73 6 1 Mass Editoare 74 6 2 Mass MOVE saieta e a e a Eea 79 6 3 MSDE E TES E E A E eR Tr re 81 Relativity User Manual 3 7 6 3 1 Enable Disable Snapshot Auditing on Delete 82 6 4 Mass PrOGUCe sx Mi Ni Mt ee a 82 6 5 Mass REDI alana eae nn enn eee 84 6 6 Mass IMIE Ceren van va vs a we wo wa wins ww vn wavs vn vn wn vn wa va EON 85 6 7 Mass PRACT AG Cea ce sic uri oierseumianonawenetual T teu 86 GS Tay UM AVe oane er te nee en Te N 89 6 9 Send TO Oe cy 9 2 0 arene er mr en 90 6 10 EXPO tO FIE s a EAN 97 611 G4 rrr e en ee ne ee ee ee 97 611 1 Create New CUSTE iicwiisi wena cersienncensreesecttah tee eaeneas 98 6 11 2 Replace Existing Cluster cee ceccsscceeccseeeeeeeeeeeeees 100 6312 Process TranSerlOtSanlertesietiles a a a 100 edd Create VV ORC CN cea ee eur cain sian eslen een be be be bx 2 a ee 101 Discal E M aip ins ts se sy Sn vss tt tS hub Se ty Salvo Vastu Stes Y Sy Salvo Val sw eerie teat hetle haus 102 Relativity User Manual 4 1 Overview When working with Relativity as a user it is important to familiarize yourself with the tool s many implementations This document outlines Relativity s structure and capabilities and guides you through the ways in whi
15. pages None will not include any identifier Document identifier will include the images document identifier Page identifier will include the images page identifier Stamp location allows you to designate where the identifier will be stamped Select from Top left Top center Top right Bottom left Bottom center Relativity User Manual 88 Bottom right Markup set allows you to select which markup set s redactions and annotations will be applied This option will be present only if there are two or more markup sets on the workspace that you have rights to see 6 8 Tally Sum Average Tally sum average allows you to tally sum and average the values of any numeric fields This commonly is used to determine the number of pages ina print job or production On the item list choose whether you d like to tally sum average all searchable items checked items or these items in the current returned set Then ensure that Tally Sum Average is selected in the dropdown Click Go Edit i EN446505 10 Edit EN446506 Edit EN446507 a Checked Tally Sum Average Tally Sum Average Selected Clicking Go launches the Tally Sum Average form Tally Sum Average of 190 Documents Function Taly r Field Issues X 0 Selected Item s Show Filters Clear Al Items 1 10 of 10 C r m NULL 146 F Accounting 5 F Finance 5 m Hot 8 F HR 9 fr T 6d F Neglect 9 E Pers
16. replace only selected text in the field instead of the entire field Anew text option will appear allowing you to enter the text to be replaced Update with sets what you would like to apply to the field o Text allows you to add text to the field o Field allows you to add another field s value to the field set above Click Add Another Field at the top of the form to add an additional replacement action to the form Click Save to execute the mass replace Replace Entire Field Append to End Insert at Beginning C Search for Text Field Mass Replace Options 6 6 Mass Image Mass Image creates TIFF images for selected documents On the item list choose whether you d like to image all searchable items checked items or these items in the current returned set Then ensure that Image is selected in the dropdown Click Go Relativity User Manual 85 EJ ENO00017 phillip allen lenron com EN000018 phillip allen enron com ENO00019 phillip allen lenron com Checked items ME E Mass Image Selected Clicking Go will prompt you to confirm you would like to create the TIFFs Click OK to create the TIFFs Depending on the number of TIFFs being created this may take some time Additionally please note that TIFF on the fly jobs will take precedence over batch TIFF jobs Windows e epo kee Are you sure you want to image these documents Cancel Mass Image Confi
17. set the manner in which those items will be produced For example you could run a search for all items you d like to produce and then filter for Excel documents You could add those to your production as native only You could then find the remaining records you d like to produce and add them to your production as images only Relativity User Manual 82 On the item list choose whether you d like to produce all searchable items checked items or these items in the current returned set Then ensure that Produce is selected in the dropdown Click Go rey F Edit E EN446518 179 2002 12 3 rey F Edit EJ EN446519 1 24 2002 9 ry fm Edit E EN446520 1 8 2002 4 L144 documents CE Ke Mass Produce Option Clicking Go launches the Mass Produce form Produce 25 Documents EN aon M 4 gt M O Selected Item s peset Col Images and Natives Images Only Natives Only A Production 01 Mass Produce Form Select your production from all open productions Production sets that have been produced will not be available Files to produce allows you to select which versions of each document will be produced o Images and natives will include both natives and images for the selected records If you are producing images and natives ensure that you are not including natives for images with redactions There is no way to redact the exported natives so exporting natives with redac
18. will display the field information in descending order in both the chart and the grid Show blank Values is a checkbox that allows you to show or hide totals in the Pivot Chart Blanks counts may be high so hiding them may improve the readability of the chart More Options is a link that when selected shows the following drop down ank Values More Options Show Grand Total Show Legend Rotate Labels Stagger Labels Show Labels Switch Series Vertical Orientation Horizontal Orientation More Chart Options o The options in this drop down are Show Grand Total toggles the display of grand total in the Pivot Chart This value can help add context but may throw off the scale of the Pivot Chart and reduce readability Show Legend toggles the display of the Pivot Chart legend This information can often be intuited from looking at the chart If not it can be added Relativity User Manual 28 Rotate Labels rotates the group by labels at a 45 degree angle This can help readability in fields with many values Rotate Labels Option Stagger Labels is another option to improve readability of group by values Stagger labels varies the horizontal position of the labels to improve readability Mann Kay Campbell Larry McConnell Mike Allen Paul Bass Eric Arnold Johnny Blair Lynn Melaut Stagger Labels Option Show Labels toggles the value count labels on Pivot Ch
19. 000 16 000 14 000 Documents 88 88 8 re as Boa i ae L L a Let be te be Enoi ce ae ea a Eric Campbell Arnold Johary McConnell Mike len Paul Maaui Grol Baughman Don Buy Rick Maggi Mike May Larry Carson Mi Marin Thomas Grawner Sandra F Custodians Pivot Chart Display 3 3 4 Working With Pivot Chart Results Pivot Charts allow many customization options to optimize their look and feel The options are displayed in the tool bar at the top of the pivot chart Chart Type Bar Sort by Grand Total DESC V Show blank Values More Options Pivot Chart Tool Bar Chart Type allows you to choose the chart type o Bar displays rectangular bars with lengths proportional to the value that they represent The value will be shown above the bar Relativity User Manual 27 o Pie displays a circular chart pie chart divided into sections to illustrate each value within the pie The value and percentage will be shown for each section o Line compares two values plotted along an axis the vertical and horizontal The value is shown where the two axis meet Sort by allows you to select how you want the chart information to be sorted by o Grand Total o Your selected Group By field ASC DESC is a drop down that allows you to choose between the ASC and DESC settings o ASC will display the field information in ascending in order in both the chart and the grid o DESC
20. 2 View Order Window It s always a good idea to order by 10s starting with 10 then 20 then 30 etc Numbering in groups of 10 allows you to insert an item into any position later in the workspace without the need to reorder all items Parent choice allows you to select a parent choice below which the current choice will nest o Once you have set your family of choices and tagged values editing a parent choice will create inconsistencies If you need to change a parent choice create a new choice family mass edit the applicable documents and then remove the old choice Highlight Color allows you to set the annotation for the choice if it is available for right click tagging 4 4 2 Pop ups on the Layout In most instances you see your choices as checkboxes and radio buttons as you do above However there occasionally may be too many options to viably display on the layout such as a large list of issues In those instances your Relativity administrator may present the field using a pop up picker Relativity User Manual 64 Document Information Pop up on the Layout Clicking the ellipsis presents you with all of the choices on the field Select Options 0 Selected Item s Show Filters Clear Al Items 1 8 of 8 Ei a Ea FullPath Accounting Finance Hot Hot Super Hot PM Hot Super Hot Scalding HR Neglect Questionable Field Options Note that you can cli
21. 3 AL 144 documents E Mass Move Option Clicking Go launches the mass move select folder form Select the target location and click OK Note that all documents will be moved to the target directory The subdirectory structure of the source document will not be maintained Move 103 Documents Select Folder Pepper v Salt a C albert_meyers_000 C andrea_ring_000 asl ring a h C Andrea_Ring_Jan2002_1 a Andrea Ring Jan2002 2 a Andrea_Ring Jun2001 ri C Andrea_Ring_Mar2002_1 ri Andrea_Ring_Marz2002_7 a Andrea_Ring_Nov2001 h ARING Non Privileged 4 ExMerge Ring Andrea andrew_lewis_000 louise kitchen O00 E3 richard_sanders_000 Select Folder Display If you mass move any documents any custom security applied to those documents is lost and the document inherits the rights of the parent folder Relativity User Manual 80 6 3 Mass Delete Mass Delete functionality allows you to remove entire documents or specified document components in one action In addition to deleting the specified items from the workspace these actions also delete the associated files from the file servers This action cannot be undone Accordingly please use great care when performing a mass delete On the item list choose whether you d like to delete all searchable items checked items or these items in the current returned s
22. Alen Phillip allen 6 0 69 Advanced Cluster Options o Title only will show only the title Inthe above example Enron com Pm o Outline only will show only the outline numbering Inthe above example 1 1 1 etc Relativity User Manual 99 Maximum hierarchy depth sets how many levels deep the cluster hierarchy can go The default is 4 levels A value of 1 will create only top level clusters Minimum coherence is how conceptually correlated the items must be to be included in the same cluster Generality is the measure of how general the cluster will be with 0O as the most general and 1 being the most specific The higher the generality setting the fewer top level settings will be created 6 11 2 Replace Existing Cluster Replace Existing Cluster is the same as Create a New Cluster set except the results replace existing clustering options When you select Replace Existing Cluster you are prompted to select the existing cluster set you would like to replace 6 12 Process Transcripts To work with transcripts first load the transcripts into Relativity as you would any other type of native file Relativity accepts only ASCII text transcripts For organizational purposes you may find it beneficial to create a folder called transcripts at the root of your workspace You can store your transcripts in this folder Additionally you can add any subfolder options you would like Proce
23. Layouts Layouts found in the upper right corner of the core reviewer interface are web based coding forms They give you access to view and edit document fields To access the layout list click the drop down menu above the layouts pane All Fields vw Document Metadata Privileged Layouts Dropdown You may have access to one or more layouts Layouts correspond to a particular review process or task and will contain only the fields necessary to complete the task This is done to keep the area uncluttered If you feel your layout is incomplete or that you need access to a different layout contact your Relativity administrator Your Relativity administrator can create a personal layout for you a view that is visible only to you and the Relativity administrator Contact your Relativity administrator to have a personal layout created If you simply are learning about the documents select the layout that provides you with the proper information and browse the documents with the layout in view mode If you need to make changes to editable fields select the correct layout then click the Edit button next to the layout selector Pegi Privileged wyt Edit Layout Button Relativity User Manual 61 Any fields in the current layout that have been set to editable are open for changes Reviewer Details Custodian Sieja Andrew Coding Not Responsive Not Sure a Responsive W Not Confidential
24. Left Arrow Page Up Previous Image Al System At M Toggle Modes Draft Normal Preview Extracted Text Viewer System At N Switch to Native Mode Al System Alt P Switch to Productions Mode Al System At Page Down Next Document Al System Alt Page Up Previous Document Al System At Right Arrow Page Down Next Image Al System Alt S Save Al System Alt Space Edit Al System Alt Up Arrow Previous Annotation Extracted Text Viewer System At V Switch to Viewer Mode All System Alt Z Cancel Al System Ctri A Select Al Al Internet Explorer Ctrl C Copy Al Internet Explorer Ctrl F Find Al Internet Explorer Ctrl P Print Al Internet Explorer Ctrl Shift T Reopen Last Tab Al Internet Explorer Ctri T New Tab Al Internet Explorer Ctrl V Paste Al Internet Explorer Ctri X Cut Al Internet Explorer Keyboard Shortcuts Legend Keyboard Shortcuts are only available for Relativity Viewer 6 6 and higher If your Viewer does not automatically upgrade you must re install the 6 6 Viewer otherwise the keyboard shortcut icons will not be visible in the Core Reviewer Interface To check your current version of the Viewer click the icon in the Core Reviewer Interface 4 1 1 Special Considerations Please keep in mind the following when working with Relativity s keyboard shortcuts feature Relativity User Manual 43 Keyboard shortcuts are active when o Keyboard shortcuts are enabled o Focus is in the Core Reviewer Interface o The viewer is doc
25. Relativity User Manual August 27 2010 iMCura Contents i OVVIO W eee eee ene R R ene ee ee 5 2 R lativity 9 21 07 cna OO mr ne or 5 2 1 OG NS irere AASS 6 2 2 Reviewer OPTIONS cccceecsccecsececsececsecsececsececsesecsesecoecseaeses 7 2 3 Workspace MOde cccscccsccssccseccneceecceccseeeuceeeceseeeuceeeeeeees 8 2 3 4 Reset aS SW OO a aceranceaccnaaacanacenmcenamesstosacmacenacenascnasemasumasades 8 ZO WAY SCUMINGS a OR 9 2 WV OURS ACO AAAA AAAA 11 3 1 OW SCE a E A E 13 3 1 1 Browser OptiOnS ssssssesssessssesesesesesesrsrsrsesesereeseseseseeene 13 3 2 VIEW Baf se ssctestsa thatthe bein tunetseand oho dedetine tie einan n Tee 17 oe ee lt 1 ee a ee ree 18 3A SCOPE MONU es EE 18 3 2 3 Include Related Documents sssnssensserssesssrssersrrssrrsrrssne 19 3 24 DICH OWA vecerinictrnicarteiearpaeerer erorar a n a E r a EEEREN ENRERE 19 Ira DONS aa E N seetsbeeeeees 19 3 3 PO e E E T 20 33L PINOT GING ersin 22 o PIVO e 26 3 3 3 Setting up a Pivot Ch rt sssssiririsrsersrisinesssrsrrirerisisessssrrrarisis 26 3 3 4 Working With Pivot Chart Results ccccccesccsecceeeeeeeees 27 3 3 5 Using Pivot to Filter your Document List s es 31 330 PivotDataisoutof Date ivicsvvssersevevsevevevevsensmbvensventees 34 3 4 kemir bY Fe 2 2 nen ee 34 3 4 1 Previewing a DOCUMENT ccccsececseceecececeeseeeceeeseeeesees 36 Deel SOM C vaccnnatnansnnnsnd viwsntetndnhavdenl nivenintod
26. The following are keyboard shortcuts for system actions o Alt Down Arrow Next Annotation o Alt E Switch to Extracted Text o Alt End Last Document Relativity User Manual 45 Alt Enter Save and Next Alt Home First Document Alt I Switch to Image Mode Alt Left Arrow Page Up Previous Image Alt M Toggle Modes Draft Normal Preview Alt N Switch to Native Mode Alt P Switch to Productions Mode Alt Page Down Next Document Alt Page Up Previous Document Alt Right Arrow Page Down Next Image Alt S Save Alt Space Edit Alt Up Arrow Previous Annotation Alt V Switch to Viewer Mode o Alt Z Cancel These key combinations are NOT available for user defined shortcuts o System Keyboard Shortcuts o The following IE shortcuts Ctri A Select All Ctrl C Copy Ctri F Find Ctri P Print Ctrl Shift Reopen Last Tab Ctri T New Tab Ctri V Paste Ctrl X Cut O O O O O O O O O O O O oO 0 4 2 Document Viewer The document viewer displays workspace documents The document viewer menu displays the loaded forms of the documents and controls which form of the document is displayed in the viewer The options are Viewer Native Image Extracted Text Productions Acme Production Document Viewer Options The document viewer options do the following Name Description Relativity User Manual 46 Vie
27. Thomas Paul Thomas Paul D Subject you don t need access to stack manager Importance High you didn t respond to my first two emails none of you require access to stack manager If this is incorrect please respond to my previous emails Thanks Dan Tagged with a Different Value To identify all the tags on a document you can open up the tag list by clicking the green tag icon in the lower right corner of the viewer window im actual ta ge in the gt the product 20 Tag Icon Clicking the tag list icon brings up the tag list pane which shows all the tags on the record Relativity User Manual 56 Original Message From Diamond Daniel i Sent Tuesday February 05 2002 7 41 AM To Benson Robert Bishop Serena Brodeur Stephane Coffing Timothy Driscoll Michael M Ermis Frank Fischer Mark Guzman Mark Mallory Chris Slinger Ryan Thomas Paul Thomas Paul D Subject you don t need access to stack manager Importance High assume that Since you didn t respond to my first two emails none of you require access to stack manager If this is incorrect please respond to my previous emails E Thanks 4 l assume that since you didn t respond to my first two emails Neglect you didn t respond to my first two emails none of you require access to stack manager Responsive Export to Excel Items 1 2 of 2 lt lt lt 9 gt gt gt 5 Tag L
28. W Not Sure Confidential Privilege F Not Privileged F Privileged Edit Layout Display Note that the Responsiveness field above is orange Any field with an orange label is required You are not allowed to save any other changes to the document without setting a value for required fields 4 4 1 Adding a Choice You may see a hyperlinked add option on a specific field on your layout Relativity User Manual 62 Issue Coding Gai Patution Accounting Bunk Stocks Business Development en fuego Enron Hot HR Personal Really Hot Shady Government Shady Investments Add Choice Link Clicking Add allows you to add a choice New Choice View Order Choice Information Display The fields to be entered for a choice are as follows Name is the choice value Order is a number that represents the position of the choice in relation to the field s other choices The lower the number the higher the position on the list Items that share the same value will be sorted in alohanumeric order Clicking on the View Order Relativity User Manual 63 button will allow you to see the order of the other items in the choice o Pane order can be any integer positive or negative No decimals are allowed Order Reference Reset Column Sizes Hide Filters All All Not Sure Not Sure 1000 Privileged Privileged 2 Privileged Attorney Chent Attorney Chent 1 Privileged Work Product Work Product
29. You must check any fields you d like to edit Options set in unchecked fields will not be applied There are three options for multiple choice field values shown below Personal E Suspected Fraud Shady Government Multiple Choice Field Values The first option shown on the Personal choice removes the value from any of the selected documents The second option shown on the Suspected Fraud choice leaves any values on the selected documents as is The third option shown on the Shady Government choice applies the option to all selected documents In the mass edit window there are two options for editing multi choice fields a checkbox or a pop up picker When the pop up picker has been selected as the display type during the layout build there are two options to edit the field Check and Uncheck For information see the Layouts section Relativity User Manual 75 Edit 25 Documents a i a a Not Responsive Not Sure C Responsive Add CEEE 11 Confidential C Not Sure Confidential Add E Privilege 7 Privilesed I Attorney Client I Work Product M Not Sure Add Check Un Check Rewewer Comments 4 gt Mass Edit Multi Choice Fields Clicking the Check button allows you to create a list of items to add to the field Uncheck allows you to create a list of items to remove from the field Items not selected will remain unchanged Clicking either Check or Uncheck opens the Availabl
30. arts Labels shown ay Campbell Larry PicConnal Mike Bass Eric Arnold Johnny E Show Labels Option Labels hidden Relativity User Manual 29 cay Campbell Larry Mcconnell Mike Bass Eric Arnold Johnny B Show Labels Unchecked Switch Series switches the Group by and Pivot field s positions In the above examples our Group By field Custodian was the value on the horizontal axis while our Pivot on field Responsiveness drove the bars on the chart Selecting Switch Series would put Responsiveness on the horizontal axis and chart bars for each Custodian Not Responsive Switch Series Option o There is also a radio button list that allows you to change the axes of the report between o Vertical o Horizontal Relativity User Manual 30 In the upper right corner of the pivot chart is the Size To Fit button Size To Fit Button Clicking the Size to Fit button expands the Pivot Chart to the maximum size allowed in the current window In the bottom right corner of the chart window is the items per page drop down Viewing 15 items insets of _ per page Items Per Page This dropdown allows you expand the number of items listed on the chart While adding more items can give the chart more scope adding hundreds of items can make the chart illegible Finally you can use right click functionality to use the chart outside of Relativity Right clicking will allow you the
31. ay 0 Ei _ Edit First Pass Review FPROOOO4 In Progress Allen Paul David Larry 0 500 4 I Edit First Pass Review FPR0O0006 In Progress Allen Paul Leib Jay 0 500 Z I Edit First Pass Review FPROOOO8 In Progress Arnold Johnny Leib Jay 0 500 g I Edit First Pass Review FPROOOO9 Completed Arnold Johnny Kunes Brian 0 500 _ Edit First Pass Review FPROOO10 In Progress Arnold Johnny Aguilar Alex 0 500 8 _ Edit First Pass Review FPROOO11 Completed Arnold Johnny Kunes Brian 0 500 H _ Edit First Pass Review FPR00012 In Progress Arnold Johnny Dwaram Ron 0 500 10 _ Edit First Pass Review FPROOO13 In Progress Arnold Johnny Aguilar Alex 0 500 g I Edit First Pass Review FPR00014 In Progress Arnold Johnny Dave Tejas 0 500 us Edit First Pass Review FPR00015 In Progress Arnold Johnny Duggan Margaret 0 500 5 Checked Export to File gt Viewing the First 1 000 gt of 1 415 items in sets of 25 per page Review Batches Tab After clicking edit click Check Out on the resulting pop up to check out the batch Depending on permissions you might see a dropdown where you can select other uses to assign batches If the dropdown is not available you are only able to check out batches for yourself Batch Edit Bachmann Dave w me Check Out Batch Button Your Relativity administrator should have provided you with a view to display your checked out documents It likely is called my checked out documents or something simila
32. ch it can best be used for document review from logging in to creating a word index inside a workspace 2 Relativity Objects Relativity is a flexible document review platform customized by your Relativity administrator to provide an intuitive document review Each workspace consists of an interconnected set of objects Workspace Documents Fields Layouts Choices Relativity Objects Each Workspace contains many Documents Documents information is stored in Fields Fields may have predetermined sets of values you can select called Choices in Relativity You can view or interact with documents using Views and Layouts Views are read only lists of documents and are displayed in the item list manager Relativity User Manual 5 v In This Folder amp Subfolders v da Admin Staging aE Custodians ial Foreign Documents Viewing the First 1 000 v of 73 973 items insetsof 25 per page Views Display Layouts are editable web based coding forms that allow you to view and make changes to your documents fields 10 a Mf th owt S al 4 O Allen Paul From messenger ecm MENMEN com Sent Wed 13 Dec 2000 08 35 00 To Ce Bec Subject BEEM Power Lines Report Here is today s copy of EEE Power Lines AGBBB Acrobat Reader is required to view the attached pdf file You can download a free version of Acrobat Reader at http www JB com products acrobat readstep html
33. chhitResult Keyword Analysis invest AND Sent Date 1999 OR SearchhitResult Keyword Analysis apply AND Sent Date 1999 Selected Filters Bar The document list will be filtered If the document list was hidden while you worked with the Pivot Grid it will be shown If you would like to work strictly with the document list after the filter has been applied you can hide the Pivot Grid by deselecting its option Relativity User Manual 32 Item List Enabled Hiding the Pivot Grid will result in a filter bar appearing above the item list showing the active filters Documents In This Folder amp Subfolders Custodians Brawner Sandra F AND Sent Date 2000 OR Custodians Carson Mike AND Sent Date 2000 0 Selected Item s Ber nd E Edit EN036538 12 12 2000 4 56 AM jons amerexe Active Filters Bar 3 3 5 2 Filtering the Document List with Pivot Chart Using the Pivot Chart to filter the document list works much like filtering from the Pivot Grid To filter in the Pivot Chart click on the desired bar line plot or pie chart slice Although there is no change to the chart the filter selection will show below the chart Click Go to apply the filters to the document list 200 em nme Cle caa a ce BE Ee foe Ee e j a S s S 2 T a So Ee 0 Set Filters fem Custodians May Larry AND Responsiveness Not Responsive Document List Filter Bar Relativ
34. ck Show Filters to filter your list if you don t see your desired choice on the screen For more information on filtering in Relativity see the Relativity Searching Guide All Relativity documentation can be found in the reference guides section of the kCura Support site www kcura com relativity manual If you are editing only one document you can click Save to register your changes If you are editing a list of documents click the Save amp Next button This will register your changes and then move to the next document Relativity User Manual 65 Save amp Next Button 4 5 Skip Function During document review the skip function can be enabled by to expedite the review process The skip function sits at the bottom of the layout and will only be available if you have been given the permissions Document Details Control Number AS 000001 Custodians Sieja Andrew Not Responsive Not Sure Responsive Add a Control Number Subject all all E A asooo Kura Relativity F 8 Asooo002 Relativity Review Stats xls F AS000003 client_presentation ppt m A asooo004 OW 2 EH doc x Export to Excel Items 1 of N 4 gt M Checked Items w Edit w em Skip Drop Down If Skip is selected clicking the Save amp Next button any documents after the current document that do not already meet the view or Saved Search criteria are skipped until a document that does meet the criteria is
35. d set selector expanded below sets the number of documents shown in the item list at one time The option you select remains in force throughout this session or until you select another option Relativity User Manual 38 Viewing the First 1 000 of 73 973 items insets of 1000 7 per page Set Selector 3 6 Navigation Bar Based on the selections in your document set information bar you can navigate the item lists using the navigation bar The navigation bar is located in the upper right corner of the item list manager Show Filters Clear Al Items 1 1 000 of 1 000 Med gt bi Navigation Bar The Show Filters option allows you to apply a filter on any field in the item list Filters can help you narrow the item list to focus on key records For information on how to use filters effectively see the Relativity Searching Guide All Relativity documentation can be found in the reference guides section of the kCura Support site www kcura com relativity manual Your browsing options are set by your selections in the set information bar Below the displayed set is 1000 documents and the returned set is 25 documents Therefore you are able to browse through those 1 000 documents in 25 document sets Show Filters Clear Al Items 1 1 000 of 1 000 N d gt Dil Displayed Set Returned Set Relativity User Manual 39 To jump to a specific document you can enter a record number into the textbox shown above
36. e EmailTo Note Any modifications you make are automatically saved in the destination CaseMap case and will be recalled the next time you run this wizard lt e cre View Edit Field Mappings Clicking Modify will bring up the field mapping section of the wizard Relativity User Manual 93 Show ie All fields Mapped fields Unmapped fields Selected CaseMap Field Bates Begin T Link Gbject short names Use the options below to map data from your source application to the selected field in CaseMap and apply formatting static text hard returns description nelds only Modify Remove The selected CaseMap field is not mapped Modify Field Mappings You can use the options to preview any of the data reset the mappings load mapping settings from a previous load or save your current mappings Preview Data Reset to Default Mappings Load Mappings from File Save Mappings to File Preview Options To map your fields go to the Document Spreadsheets fields and double click on the field you d like to map Relativity User Manual 94 Mapped fields Unmapped fields Document Spreadsheet Fields Double clicking the mapping will open the New Item box Select the Relativity field from the select a source data field box and then click OK Omit if prior item is blank Omit if next item is blank New Item Options Repea
37. e Items window Relativity User Manual 76 Items to Check Issues Available Items 0 Selected Item s Reset Column Sizes Show Filters Clear All items 1 12 0f12 N 4d b H Eeee i Accounting Shady Investments M Hot E 7 Hot Really Hot a Viewing the first 12 of 12 items in sets of 25 per page Add Selected Items aed Reset Column Sizes Show Filters Clear Al Items fo o Md gt H IiE Full Path Viewing the first 0 of 0 items in sets of 235 if per page Available Items Window From the Available Items list you can move choices and objects into the Selected Items list below Select the check box next to the desired selection and click Add This will build a list in the bottom window of selected items To remove something from this list select it and click Remove Click Set to proceed with the action to Check or Uncheck the items from the field Cancel stops any action Items not selected will remain unchanged Relativity User Manual 77 ltems to Check Issues Available Items 0 Selected Item s Reset Column Sizes Show Fitters Clear Al Items 10 oF 10 Med gt bil i Accounting 7 Shady Investments M Hot 7 Hot Really Hot Super Hot en fuego Ek zl Viewing the first 10 of 10 items in sets of 25 T per page Selected Items 0 Selected Item s Reset Column Sizes Show Fiters Clear Al Items 2o M 4 gt H IiE Full Pat
38. e P icon in the top right corner of the item list This icon is available in the Documents tab and for objects that have been enabled for Pivot You can Pivot on the results of any view or saved search Pivot Icon Clicking on the Pivot icon will open the Pivot menu Relativity User Manual 21 Pivot Grid W Pivot Chart Pivot Menu There are three options available Pivot Grid turns the pivot grid on off o Pivot Grid shows your pivot in a table Pivot Chart turns the pivot chart on off o Pivot Chart shows your pivot graphically as a bar line or pie chart List turns on off the document view what you see when you browse to the documents tab You can use these options in any combination 3 3 1 Pivot Grid The Pivot grid offers the ability to create a summary of where two fields data intersects Similar to the way you can use a spreadsheet to find totals and create visual representations of data pivot tables allow you to several options for working with document data 3 3 1 1 Setting up a Pivot Grid There are two fields that intersect to create the summarized data table or chart Documents In This Folder amp Subfolders Include Family Ea Eg by Pivoton Total Only Pivot Grid Options Group By creates the list of items to summarize the vertical axis of the pivot grid Pivot on is an optional field that allows you to break down the totals for each Group by row b
39. e a file CaseMapSend cmbulk If so click Open Relativity User Manual 90 Name CaseMapSend cmbulk Type Bulk Send to CaseMap File 3 07KB From relativity kcura com While files from the Intemet can be useful some files can potentially ham your computer f you do not trust the source do not open or save this file What s the isk Save CaseMap File Option Clicking open will launch the bulk send to CaseMap wizard Click next on the main screen Welcome to the Bulk Send to CaseMap Wizard CaseMap Case Analysis Tool This wizard sends selected records from Relativity into CaseMap It will create new and update existing records in CaseMap It will not duplicate data Please make sure that you have the CaseMap case open in which you want to send the data LexisNexis To continue dick Next Send to CaseMap Screen If you do not have CaseMap open you will be prompted to launch the application Once CaseMap is open the wizard will prompt you to switch to the application Click the Switch to CaseMap button then click next Relativity User Manual 91 Bulk Send to CaseMap Wizard CaseMap Case Analysis Tool Open a CaseMap case In order to use this wizard you must have a case open in CaseMap Select the button below bring CaseMap to the foreground so you can open the case you want to send records to a 7 Le x i 5 J Ee 5 a Switch to CaseMap Option The w
40. elativity For more information on filtering in Relativity see the Relativity Searching Manual Additionally you can use the Pivot Grid as a tool to filter a larger data set For more information see the Using Pivot to Filter section below Finally you can export the Pivot Grid to file In the bottom left of the Pivot Grid select Export to File from the dropdown then click Go The Export to File option in Pivot exports in HTML format to avoid issues with CSV delimiters in Excel McConnell Mike 9 Hair Lynn Alen Faul McLaughlin Erral Baughman Don Export To File ge Export To File 3 3 2 Pivot Chart In addition to showing pivot results in the Pivot Grid table you can also show the results graphically using the Pivot Chart 3 3 3 Setting up a Pivot Chart A Pivot Chart is set up the same way as a Pivot Grid Please see the Setting up a Pivot Grid section for details on field selection and considerations If you already have a Pivot Grid run you can easily switch to or add a Pivot Chart by activating the component Relativity User Manual 26 E Pivot Grid Pivot Chart E List Set Pivot Chart Enabled Add the Pivot Chart check box and click Set to launch the Pivot Chart The pivot chart reflects the results of the query executed in the Pivot grid above Chart Type ar Sortby Grand Total DESC F Show blank Values More Options 24000 422 22 000 20 000 18
41. er bar the term or part of the term that you d like to see For example if you wanted to see all of the instances in which there was an objection in the deposition you would activate the filters type objection in the filter bar and click enter CJ Word Index MT rephrase All rephrase 2 28 11 30 23 Export to Excel Items 1 1 of 1 Mdp gt H CJ gt Word Index Entry That search informs you there are three occurrences of the word objection in the transcript The locations are listed by page number a colon then the line number They are also hyperlinked thus clicking on the location jumps you to that location in the transcript 4 3 Navigation You can move through the returned set of documents by using the navigation menu located in the upper right corner of the core reviewer interface Show Filters Clear Al Items 1 1 000 of 1 000 N 4 gt H Navigation Arrows You can type a number into the textbox and hit Enter to move to that document You can use the navigation buttons UN d Top of first poge Previous page Next page Last page Note that you will be unable to browse past the last document in your returned set For example in the above screenshot there would be no way to get to document 1 001 using the above arrows For more Relativity User Manual 60 information on changing your returned set please see the Document Set Information Bar section of this document 4 4
42. et Then ensure that Delete is selected in the dropdown Click Go 23 ENO00017 philip alen enron com ENO00018 phillip allen enron com EN000019 phillip allen enron com Mass Delete Option You will be prompted to choose and confirm which document attributes and or whole documents you would like to delete Delete 10 Documents Delete documents and all associated files Delete only images from selected documents Delete only natives from selected documents Delete only natives and images from selected documents T Force a delete even if Redactions Annotations Links or Tags are present On delete Relativity will record all of the documents field values a snapshot audit This will make searching case History easier but will slow the delete and increase the size of your audits To disable snapshot auditing go to the Document object on the Object Type tab Cancel Document Delete Options The following options are available when performing a Mass Delete Relativity User Manual 81 Delete documents and all associated files deletes the entirety of all selected documents This includes images natives and field values Delete only images from selected documents deletes only the images from selected documents leaving the natives and documents field values in place Delete only natives from selected documents deletes only the natives f
43. following options Open Link Open Link in New Tab Open Link in New Window Save Target As Print Target Show Picture Save Picture As E mail Picture Print Picture Right Click Options 3 3 5 Using Pivot to Filter your Document List You can use the Pivot Grid or Pivot Chart to filter the document set Relativity User Manual 31 3 3 5 1 Filtering the Document List with Pivot Grid In the Pivot Grid click a cell once to add it to your filter list This adds the item to the filter list but does NOT execute the filter Selected cells will be shown in yellow You can continue to add multiple selections to the filter list Pivot data as of 4 29 2010 11 37 AM Reset Column Sizes Show Filters Clear Al Page 1 of 1 K 4 D gt Di blank 60 85 304 24 656 40 399 3 217 2 9 2 2 68 736 invest 6 798 1 620 263 2 687 apply 4 536 1 110 117 1 767 application 2 11 368 752 142 1 1 276 invest KS KS wi 5 westgate Grand 60 87 325 26 362 43 881 3 739 2 10 2 2 74 470 Total Cells Added to Filter List Clicking on a selected cell a second time will de select the filter Selected filters will be noted in the bar below the pivot When you have selected the desired filter conditions ensure that Set Filters is applied in the dropdown and click Go blank 60 a5 304 24 656 40 399 3 217 2 invest 6 798 1 620 263 apply 4 536 1 110 117 applicatio 2 11 368 T52 142 invest 4 w5 Set Filters Sear
44. h 7 Hot Really Hot El P Hot Really Hot Super Hot Set Cancel Buttons Below the mass edit form reflects checked and unchecked objects and choices Relativity User Manual 78 Edit 25 Documents Responsive Add Confidentiality p Not Confidential Not Sure Confidential Add E Sees FA Privileged I Attorney Client I Work Product r Mot Sure Add Issues Clear Hot Really Hot Super Hot eee Clear Accounting Shady Investments Multi Choice Mass Edits Set Once values have been set a Clear link appears next to the Check and or Un Check buttons This allows you to clear the set values without having to return to the Items to Check window and remove them Note also the Add link in the bottom right corner of the field setting This allows you to add a new choice to a multi choice field Clicking Save at the top of the form will save the edits you made 6 2 Mass Move Mass Move allows you to move selected documents to a new folder On the item list choose whether you d like to move all searchable items checked items or these items in the current returned set For a full explanation of the searchable set and returned set please see Section on Views Relativity User Manual 79 Then ensure that move is selected in the dropdown Click Go F Edit ey EN446512 173 F Edit bA EN446513 1 14 Ph Edit EN446514 1711 Hu F Edit bi EN446515 17
45. h sets for the active record More information about batch sets can be found in Chapter 4 Checking Out Batches You may not have access to this section The related items pane allows you to quickly identify documents related to the active document It also allows you to act on those groups of related items For instance in the example of the related items pane below the active document is an email highlighted in yellow with five attachments You can select some or all of the documents in the related items pane and click Go This brings up all of your active layouts the same layouts available in the layouts pane Using these layouts you can make coding decisions and apply them to the entire range of documents This is called mass editing Relativity User Manual 68 La Family a a i mn iF 1 M 86 Asoo0002 Relativity Review Stats xts m EE Asoo0003 client_presentation ppt 7 FE asoooo04 W FA EHA doc m m Asooo005 relativity_pilot_agenda doc MC amp Asoo0006 big_video wav Export to Excel Items 1 e are M 4 gt M Checked Items En Mia eE Family Document View The same principal of mass editing can be applied to documents in the item list manager back on the case workspace For more information on mass editing see Mass Operations 4 7 Relativity Compare Relativity Compare lets you compare the extracted text of two specific documents allowing you to understand the key d
46. hlighter ryan singer enron com paul thamasm enron com Cc Bcc r a a E ao E o a a E a a a TORRE I M N a gil i cr T i ror E i f 4 Subject you don t need access to stack manager km m m s m a m a n a a e e e ee a o mrmmn m l assume that since you didn t respond to my first two emails n this iS incorrect please respond to my previous emails Highlight Stamp Redaction creates a solid black box where specified like using a black marker Yan SING een POM GOMl hal TOM ia Se ron Gory Cc Bec l assume that since you didn t respond to my first two emails r this iS incorrect please respond to my previous emails Relativity User Manual 50 Stamp Redaction Text Redactions are white redaction boxes with black text You can right click on a text redaction box to apply different text to the redaction box The text options are set by your Relativity administrator You can also right click and select Edit Using the edit feature you can apply any term you wish Allen Paul From messenger ecm bloomberg com Sent Redacted m eee ier oreo Cc Text Redaction To delete any annotation right click on the annotation and select Delete You can also toggle the annotation and redaction visibility Click the Change Markup Visibility button to change the setting 3 10 4 DAEA EE ek T 0 Change markup Visibility Button Clicking the Change Markup Visibility bu
47. hover your mouse pointer over a record s file icon you can left click to open a pop up viewer showing the record If your item list doesn t contain the file icon contact your Relativity administrator to add it 3 4 2 Sorting You can use any present field to sort the entire searching set the number of documents indicated in the bottom right Click any field heading once to sort the documents in that field in ascending order alphabetically A down arrow will appear next to the heading name as in the Reviewer field below Edit ef E E a 2005 09 06 EDDS Screen Shots ppt FS00002571 Brian y Edit iy 4 feature comparison relativity xls FS00002572 Brian 0 Edit gf W 2006 07 13 Relativity Vision doc F 00002573 Fiona 0 edit gf EE 10 11 05 ppt FS00002574 Keith Sorting Down Arrow Click a second time to sort the documents in descending order alphabetically An up arrow will appear 0 Edt E GE 10 11 05 ppt FS00002574 Keith Cr Edt gf Bt 2006 07 13 Relativity Vision doc F 00002573 Fiona edit gf 8 feature comparison relativity xls FS00002572 Brian 0 edit f EE 2005 09 06 EDDS Screen Shots ppt FS00002571 Brian Sorting Up Arrow If you are unable to sort a particular field you should contact your Administrator and make sure the field has the Sort option set to Yes Relativity User Manual 36 3 5 Document Set Information Bar The document set information bar is found in the bottom right co
48. ifferences This field can be included in any view and displays the Compare icon Relativity User Manual 69 Cluster CA Index core can few Ei j i 3 Il Export to Excel items 1 2 of 2 Med gt M Compare Icon Clicking the Relativity Compare icon opens the Document Compare selection window Document Compare Compare 1900001 H Clear ia Clear Document Compare Window By default the selected document will appear in the Compare window ASO00001 Click the ellipsis to the right of the With field to select the document to compare The Select an Item pop up displays Select an Item 0 Selected Item s Reset Column Sizes Hide Filters Clear Al items 1 10 of 1 000 M 4 gt M Control Number a can ian j 0 EN0O0002 This document is something important ENOOOOO1 O ENOO0000S Compare With List Select the desired document from the list and then click OK The Document Compare window is refreshed loading the selected document in the With box Next click Compare Relativity User Manual 70 4 7 1 Comparing Documents The selected records are compared as shown below Document Compare FROM messenger ccm blo omberg com RECEIVED Wed Pec 23960 06546 Mon 14 May 2001 09 04 Cc BCC SUBJECT Bloomberg Power Lines Report Here is today s copy of Bloomberg Power Lines Adobe Acrobat Rea required to wiew the attached pdf file You can down
49. ist The entries in the tag list pane are hyperlinked Clicking on the link highlights the active tag in blue in the viewer Note that new inline tag you apply will not appear in the tag list pane until you reload the record or refresh the pane The refresh button is in the upper right corner of the pane Relativity User Manual 57 Mid Columbia NP15 SP15 Mead Palo Verde Four Comers Mid C ontinent ECAR East 4 mome Text 362 50 31250 350 00 375 00 450 00 315 00 387 50 307 50 206 25 233 50 325 00 300 00 320 00 320 00 325 00 350 00 350 00 335 00 335 00 336 25 330 00 187 50 136 53 182 50 69 20 22 71 63 00 75 86 75 00 aS 00 400 76 00 57 90 23 19 T AL Ca Or Border 452 50 172 50 430 00 475 9 Ault Colorado 350 00 125 00 300 00 3130 AEP 67 00 25 50 59 00 75 00 West 6 f Hyperlinked Tags AL Notice Ca Or This is near Denver this is my right click tag You also can edit or remove a tag Right click on the tag to access the menu Thanks Dan Edit Tag Options Redact Highlight Link Tag Edit Tag Remove Show Annotation History Clicking Edit Tag allows you to edit the same layout you used to apply the tag Clicking Remove removes the tag If the area you right click to edit or remove has overlapping tags you will be presented with a selection box Relativity User Manual 58 Select
50. ity User Manual 33 3 3 6 Pivot Data is out of Date Pivot Grids or Charts will not automatically refresh if you change your data source This is done when you move to a new folder move to a new choice apply a filter or a search If you change the data source you will see a message above the pivot Pivot data is out of date Please run the pivot Group By Custodians Fivoton Responsive Pivot data is out of date Please run the pivot Out of Date Message Additionally the Pivot Grid and Pivot Chart will be greyed out to indicate that the data no longer applies to the current document set 1 400 1 200 300 Documents Non applicable Data If you see this message click go to re run the Pivot with the new data set 3 4 Item list Manager The item list manager consists of the item list as well as controls for working with the documents The fields displayed in the item list are based on the selected view which is editable Relativity User Manual 34 Contact your Relativity administrator to change the fields in your view gj Documents v In This Folder amp Subfolders Include Family Ga Ed Search fal 0 Selected Item s Reset Column Sizes Show Filters Clear Al Items 1 25 of 478 K 4 gt M a Edit EN009464 Bailey Susan 4 19 2000 9 53 AM Inventory Collected from CN Susan Bailey OU HOU O ECT E E Edit EN009465 Bailey Susan 6 7 2001 3 37 AM 4 URGENT
51. izard will ask you to confirm that the workspace you have open is the correct target workspace If the workspace listed is the correct target workspace click Next Bulk Send to CaseMap Wizard E Please Confirm the Destination CaseMap Case CaseMap Case Analysis Tool This wizard will send the records to the CaseMap case listed below To select a different CaseMap case close this case in CaseMap and open the correct one Destination CaseMap Case Filename Hawkins cm75 Case name Phillip Hawkins w Anstar Biotech Industries File location C Users Dan Documents CaseSoft CaseMap Samples 7 54 LexisNexis Confirm Destination CaseMap Relativity User Manual 92 Clicking Next brings up the View Edit Field mappings section allowing you to map the Relativity fields set in the CaseMap fields view to CaseMap fields The first time you go through this process you will need to map the fields Click Modify to set the correct field mapping CaseMap should automatically populate the matches on subsequent bulk sends Bulk Send to CaseMap Wizard View Edit Field Mappings Review the data field pairs below The fields from the source file are mapped to their corresponding data fields in CaseMap Click Modify to change the mappings or format the destination fields 3 document records to the Document spreadsheet Source Data Field CaseMap Field s ControlNumber EmailFrom EmailBCC EmailCc SentDat
52. ked or Undocked and IE only has one tab open o If the shortcut overlaps with a Windows shortcut both shortcuts will be triggered for example if a program installed on a user s computer uses the CTRL ALT R shortcut clicking CTRL ALT R will trigger that action regardless of whether a user is in Internet Explorer or not Keyboard shortcuts are not triggered when o Keyboard shortcuts are disabled o Focus is NOT in the Core Reviewer Interface o The mini viewer is launched o The viewer is undocked and IE has more than one tab open o Viewing a document in NATIVE mode The following table outlines what Document Field types users can define shortcuts for and what behavior the shortcuts trigger Text Focus jumps to Fixed Length textbox Text ae Text Only Focus jumps to textbox Long Text NO ACTION Rich Text Date Focus jumps to textbox Integer Focus jumps to textbox Decimal Focus jumps to Decimal textbox Currency Focus jumps to Currency textbox Dropdown Dropdown choices User are toggled Relativity User Manual 44 Checkbox Checkbox state is toggled Boolean Dropdown choices Dropdown are toggled Multiple Choice Multiple Object The following table outlines what Document Choices users can define shortcuts for and what behavior the shortcuts will trigger Radio Choice Choice button selected deselected associated with Choice Document Dropdown selected deselected Single Choice Field
53. load a free version of Acrobat Reader at httpv iwew adobe com products acrobat readstep html Compared Text The similarities and differences between the documents are color coded in the following way Identical text is in black Added text is in green Deleted text is in red 5 Checking Out Batches Your workspace workflow may require that you work with batches Batches are sets of documents your Relativity administrator can create allowing you to check out sets of documents to yourself These batches are found on the Batches tab For a full explanation of creating and editing Batches please see the Relativity Administrative Manual All Relativity documentation can be found at www kcura com relativity manual To check out a batch go to the Review Batches tab this may be called simply Batches tab depending on your case template Your Relativity administrator may give you instructions on which batches to check out Find the batch you d like to check out and click Edit Note that you cannot check out batches that are in progress by another reviewer Relativity User Manual 71 ra 4 nents Review Batches Sumr y Report Statist search Tern searc le dian Tracking w ser y IACura Al Batches RA 0 Selected Item s Reset Column Sizes Show Filters Clear Al Items 25 of 1 000 K 4 gt Dil Tal Tense en nans o patenu aeneo evene aensee H _ Edit First Pass Review In Progress Allen Paul Leib J
54. lowing pop up Depending on your work progress check the batch back in either as pending or as completed Depending on permissions you might see a dropdown and a button to reassign a batch Batch Edit s Pending Check In As Completed Check In Batch Options 6 Mass Operations Although most user level functionality is covered in the Relativity Reviewer manual many mass operations are primarily administrative functions Access to each of these mass operations can be granted individually To select multiple items in a list select one item click hold the Shift key and select a second item to get the range of everything in between Relativity User Manual 73 6 1 Mass Edit Mass Edit allows you to edit field and coding values for multiple documents at once You can use any layout to which you have access On the item list choose whether you d like to edit all searchable items checked items or these items in the current returned set For a full explanation of the searchable set and returned set please see Chapter 2 Then ensure that Edit is selected in the dropdown Click Go gf E ENo00006 H i ENOOOOO7 Mass Operation Go Button Clicking Go brings up the mass edit form Using the dropdown you can select from all layouts you have rights to see Mass Edit eee Privilege E Attorney Client V Privilege i Work Product Add Mass Edit Form Relativity User Manual 74
55. nintatnl nindnlnincseds tsar 36 Relativity User Manual 2 3 5 Document Set Information Bar ccccscecececccccscecescsceceueas 37 3 5 1 Adding More Documents erisir eatieks okt eiccaicteeeces 38 392 APDIVINE FIELS misean 38 3 6 Navigation Bal roere ririn ir E n e EEE EE EEEO E 39 3 7 S212 19 8 a aaa T 40 Core REVIEWER INTE ACE seiccsesccssscenesecnrsncsesessasessusetaaasederedeaseaevensas 41 4 1 Keyboard SOM CUUS eisepeisceeeree seers ole uss 42 Ar SPeClal COMSIG ClhALIONS Seeessunevanowonurrnevascnsadeebubsuuesueeseseunees 43 4 2 DOCUIMIENT VIGWES esiceriectcicecece cere ecetuvelenerededeteceeeredevedcesieeds 46 AZL Mako 6 OE 0 49 4 2 2 Annotating amp Redacting within the IMage cceeceee 50 4 2 3 Creating Links ON the VICWEF eininknkninikan e annn 52 4 2 4 Inline Tagging in the ViCWEL cccccceecesecseceeeeeeceeeeeeeees 54 4 25 WORKING WIEN ThANSCHIDUS cies wine wanton e ee 59 4 3 Naviga OMe a a a 60 4 4 LAV OUIUS eeen 61 QA Ae ANOGINS a Cholesterin irtete 62 4 4 2 Pop ups on the Layout cccceccssccseccsecesceseeeeeseceeeeeeeees 64 4 5 SIs FUNC O cs sete sedated veux Gubecuho T 66 4 6 Related ITEMS PANG sisiexerierarasinsererierenierierietrindesenasteriavenarieseieianenentetays 67 4 7 Relativity COMI ale savas ceuscvaveusveuncexessecvpeasusavaumsumesuseneravertees 69 4 7 1 Comparing DOCUMENTS ccccecseceeeeceeceeseeeceeeeceeeeeaenees 71 Checking 18 imis tcl dela omer
56. nt Your Relativity administrator can color code your choices You can right click tag in viewer mode only For example issue coding documents is a common task However if a record is large and covers many topics it may be difficult to identify which part of the record relates to which issue To tag a section of text with a value select the text right click and select Tag A Er EEE AS AEE EE E O LEa ee It is Ama HE 9 17 29 dollars W Arco come back up and they need to be sold or used to cover a shot it is 26 mw in SP15 and t Redact 10 25 They are up around the clock and need to recieve fair market price for their generation Highlight Link Tag Edit Tag Tagging Text with a Value Clicking Tag brings up the inline tag layout Relativity User Manual 54 Tag Document Selected Text We sold mw around the clock to Gas Recovery systems at 34 dollars This price is artificially inflated lssues ei Questionable Hot Super Hot Scalding Accounting HR Finance Personal L Tag Document Options On the tag layout you can code the correct value and enter a note Sometimes tags may overlap Consider the following example Original Message From Diamond Daniel Sent Tuesday February 05 2002 7 41 AM To Benson Robert Bishop Serena Brodeur Stephane Coffing Timothy Driscoll Michael M Ermis Frank Fischer Mark Guzman Mark Mallory Chris Slinger Ryan Thomas Pa
57. oice field has its own choice folder in the Field Tree The field s choices are displayed as subfolders A Not Set choice is also available for each field which displays null values for the field Clicking on a choice within the Field Tree displays all the documents in the item list manager that have the selected choice value AND meet the criteria of the active view The current browser location drives what is displayed in the item list The breadcrumb pointed to by the red arrow below shows the current browser selection Relativity User Manual 16 The breadcrumb can also be accessed by clicking on the Show Current File Path icon Salt vs Pepper Be Documents Rewiew Batches g Documents Ime amp Edt enz97417 Jays saddag sa yes Sy Ima amp edit amp N297420 dhe A Edit amp N297529 ime A Edit EN297949 m amp Edit amp N298135 iMag amp Edit EN298465 Sma amp Edit EN298713 S mmm hi di PAP oR Ti Checked Edit Bee id gt S USWUOIIAU g SHIN Zey Breadcrumb Display 3 2 View Bar You can use the view bar as well as any searches or filters to further narrow the document set a Documents In This Folder amp Subfolders w View Bar Display The view bar consists of the following sections Show current path icon Relativity User Manual 17 Ga Eg Views Scope Menu Include Related Documents Dictionary Edit view icon Create vie
58. onal 7 AL10 v Export to File v e Viewing all items in setsof 25 v perpage Tally Sum Average Relativity User Manual 89 The fields are Field is the field to be calculated Function is the function to be performed o Tally provides a list of unique items and the total number based on the items selected o Sum tallies all selected documents values for any number field o Average finds the average values of all selected documents values for the specified field The results of a tally are similar to a summary report it outlines the values of a field and the count for each After receiving your results the following actions may be performed Filter the results Clear All filter text Browse through the results using the blue arrows Sort the results Export results to an external file 6 9 Send To CaseMap You can use the send to CaseMap feature to bulk send items to your CaseMap database versions 7 and above To perform the bulk send you will need to have CaseMap installed and open to the correct case There is a Relativity system view called CaseMap fields that controls which fields are sent to CaseMap See Chapter 13 Views for more information about editing views On the item list choose whether you d like to run a send all items only checked items or these items in the current returned set Select send to CaseMap in the dropdown and click Go You may be prompted to open or sav
59. our Pivot Grid may contain many pages of results To view all results you can browse through all pages or you can expand your page size If your Pivot Grid has more than one page it will be indicated in the upper right corner of the Pivot Grid Relativity User Manual 24 Pivoton Responsiveness Reset Column Sizes Show Filters Clear Al f Page 1 of 7 Il q b H 3 62 if 44 23 381 J 5d 4 141 F823 Pivot Navigation Arrows To page through results use the navigation arrows You can expand your page size to accommodate all results The page size is determined by the dropdown in the bottom right of the Pivot Grid Viewing 26 items insets of 15 Item Set Drop down By default results will be sorted with by your Group By field in descending order You can sort the Pivot Grid just like you work with the document list Click on any column header once to sort it descending and a second time to sort it ascending If you find there are too many results in your Pivot Grid you can filter within the Pivot Grid Click Show Filters above the Pivot Grid to activate the filters Relativity User Manual 25 Group By SearchHitResult Keyword Analysis Pivoton Sent Date v by YearMonth v Pivot data as of 4 28 2010 7 10 PM Reset Column Sizes Show Filters Clear Al Page 1 c _ Ka blank 60 85 35 26 29 16 41 19 25 24 89 410 Show Filters Link Filtering within the Pivot Grid works like filtering in any other part of R
60. owser will be displayed on the vertical bar when the browser is hidden You may reopen the document browser by clicking the Show Browser link The document browser may also be resized Use the browser resize handle the thick black vertical bar to the left of the show hide browser link to resize the browser to suit your preference 3 1 1 Browser Options The browser menu is located directly below the browser Click on one of the menu s options to display that mode of the browser Browser Menu Display Relativity User Manual 13 Description Folder browser Navigate the folder hierarchy for your workspace Field Tree Browse your documents according to how they were coded Saved and Create a new Search or browse previously advanced search saved searches Clusters Browse your workspace clusters which are groupings of conceptually correlated documents Browser Icons 3 1 1 1 Workspace Folders Clicking on the folder icon allows you to navigate the folder hierarchy for your workspace The folder structure is set when documents are imported It can be based on the document s source or according to a folder structure set by your Relativity administrator Clicking on a folder displays that folder s documents in the item list A folder often has multiple subfolders You can view the subfolders with the expand button to the left of the desired folder Once the subfolders are expanded you can use the collapse
61. play name throughout Relativity Email address is your email address and login Skip Default Preference if changed from Normal to Skip will turn on the skip feature When reviewing documents skip can eliminate a reviewer seeing documents already coded depending on the selected view Item list page length is a numeric field indicating the default list length for all lists in Relativity It can be set from 1 to 200 Default selected file type is the default viewer mode Viewer Native Image O O Extracted text Relativity User Manual 10 o Production Advanced Search Default is your default search owner value If the owner is set to Public all users with rights to the search are able to see it If the owner is set to Private only you are able to see the search Depending on your permissions you may not have rights to edit the Advanced Search Default field Native Viewer Cache Ahead if checked pre loads the next native document in your review queue once the active document is loaded Once you have changed any settings as needed click Save 3 Workspace After logging into Relativity and selecting your workspace you see the workspace documents tab The workspace consists of the following Tab Bar Browser View Bar Pivot Item List Relativity User Manual 11 E Salt vs Pepper TAB BAR 4 E 0 Selected Item s a a Admin Staging Reset Column Sizes Show Filters Items 25
62. r 5 1 Checking a Batch Back in When you are finished working with your batch go back to the batches tab Find your batch and click Edit Relativity User Manual 72 ro 4 l Review Batches Al Batches gt GA 0 Selected Item s MB gt Hi oavie ACura Reset Column Sizes Show Filters Clear All Items 1 25 of 1 000 M 4 gt M at firens foun Spaen tint est Batch Size a SS SS Ss T a First Pass Review FPROOOO3 In Progress Allen Paul Leib Jay 0 500 ass Review FPROOOO4 In Progress Allen Paul David Larry 0 500 First Pass Review FPROOO06 In Progress Allen Paul Leib Jay 0 500 E Edit First Pass Review FPR00008 In Progress Arnold Johnny Leib Jay 0 500 6 _ Edit First Pass Review FPROOOO9 Completed Arnold Johnny Kunes Brian 0 500 us Edit First Pass Review FPR00010 In Progress Arnold Johnny Aguilar Alex 0 500 8 7 Edit First Pass Review FPROOO11 Completed Arnold Johnny Kunes Brian 0 500 E _ Edit First Pass Review FPR00012 In Progress Arnold Johnny Dwaram Ron 0 500 10 _ Eqit First Pass Review FPROOO13 In Progress Arnold Johnny Aguilar Aex 0 500 g Edit First Pass Review FPR00014 In Progress Arnold Johnny Dave Tejas 0 500 iva Edit First Pass Review FPROOO15 In Progress Arnold Johnny Duggan Margaret 0 500 g Checked Export to File 7 Viewing the First 1 000 7 of 1 415 items in sets of 25 per page Edit Batch Link Clicking edit will bring up the fol
63. reation using a PDF print driver and will create one PDF from all the documents selected In order to use this option you need to verify your viewer is version 5 08 or later Relativity User Manual 87 Sending all document as one print job to a physical printer is not recommended Depending on your printer setup it can Cause issues with your print queue Image set options O Select original if you d like to print non produced versions of the documents Select produced images if you d like to print produced versions If you select produced documents you can select which version of the document you d like to print by clicking modify production order fa document was not part of the selected production you can check Include original images for documents that haven t been produced to include the original instead Print options Print annotations will include any highlighting on original O images Print redactions will include any text or stamp redactions Slipsheets will include a slipsheet between documents Your slipsheet can be Blank page will include a blank page Stamp identifier will include a page with the document identifier stamped lt Document layouts gt will include a slipsheet with the fields from any document layout The values for the proceeding document will be shown for those fields Stamp identifier allows you to select whether you d like to print any identifier value on the
64. rmation The mass image operation uses the same technology as the Relativity native file viewer For a full listing of the known issues with the viewer see the viewer details document Relativity Viewer Details 6 7 Mass Print Image Mass Print Image allows you to batch print document TIFF images On the item list choose whether you d like to print all searchable items checked items or these items in the current returned set Then ensure that Print is selected in the dropdown Click Go Relativity User Manual 86 Fi F Edit EJ EN446517 1 9 2002 4 3 F Edit B EN446518 1 9 2002 12 3 m Edt EA EN446519 1 24 2002 9 0 yl Edit E EM446520 1 8 2002 4 3 Mass Print Images Selected Click Go to set your print settings x Printer Name Send each document individually Send all documents as one print job only for PDF Printers Image Set Options i Original Images Produced Images r Include orginal images for documents that havent been produced Mody Producton Order Print options Print Annotations Print Redactions Print Slip Sheets piank Page Stamp Identifier iors Stamp Location Bottom Right Print Options Screen Printer Name drop down allows you to select any local printers o Send each document individually makes each document print as a separate print job o Send all documents as one print job will combine all documents into one print job This is only intended for PDF c
65. rner of the workspace It consists of the returned set selector and the displayed set selector The document set information bar gives you further control over how you work with your searching set First 1 000 Viewing the of 73 973 items insets of 25 per page Document Set Display The returned set selector indicates what subset of your searching set Relativity returns Your returned set is controlled by the dropdown seen in the above screenshot The size of your returned set DOES NOT control which items you can search or on which items you can run a mass operation Any search you run is based on the number of documents in your searching set Any mass operation you run can be based on the number of checked items in the item list the number of returned items OR all the items in your searching set Mass operations are further detailed later in this document Depending on your environment the default returned set size may be 500 or 1 000 If you d like to change your environments results set selector defaults contact your Relativity administrator Note that the number of documents in your result set selector is the number of documents you will be able to browse in the core reviewer interface For instance if your result set selector is set to 500 documents you will be able to browse the first 500 documents of your searchable set You will not be able to browse to document 501 in the viewer However you do have two co
66. rom selected documents leaving the images and documents field values in place Delete only natives and images from selected documents deletes only the images and natives from selected documents leaving the documents field values in place Force a delete even if Redactions Annotations Links or Tags are present will allow the Mass Delete to successfully complete even if the selected documents contain these additions o If this box is not checked and redactions annotations links or tags are present sections of the mass delete will not complete A warning will be generated o Deleting is done in batches and if an error occurs the remaining item in that batch will be left and the system will continue to the next batch o If this box is checked any and redactions annotations links or tags will be deleted along with the designated items Click OK to proceed This operation is final and cannot be undone 6 3 1 Enable Disable Snapshot Auditing on Delete When performing a delete you have the option of creating a snapshot of the current field values of the deleted record a snapshot This data will be stored in the history for the workspace While enabling this property can be useful when searching the workspace history it can also significantly increase the size of your workspace s audit table The default value is set to enable 6 4 Mass Produce Mass produce allows you to add documents to an open production and to
67. ssing of a transcript will read the ASCII text file identify page breaks and parse out the content of the transcript into a hyperlinked word index for fast searching of the content On the item list choose whether you d like to process all searchable items checked items or items on in the current returned set Then ensure that Process Transcripts is selected in the dropdown Click Go Relativity User Manual 100 Process 1 Transcripts Header To Add Footer To Add Header To Remove Footer To Remove Process Transcripts Options There are four options when processing a transcript to control how the transcript appears in the viewer Header to add allows you to add text to the header of each page Added headers will show in viewer preview mode and on printed versions of a transcript Footer to add allows you to add text to the footer of each page Added footers will show in viewer preview mode and on printed versions of a transcript Header to remove allows you to remove any existing headers Footer to remove allows you to remove any existing footers Court reporters often put a header or footer on each page of the transcript This is an example of a header or footer that you might want to remove 6 13 Create Word Index Create word index creates a document level hyperlinked index of all words in a specific document This functionality is available for the following document types MSG EML
68. t Column Sizes Hide Filters Clear Al Items 1 10 of 1 000 N 4 P Aly aly A ENOOOOO2 This document is something important E ENooo001 A ENOOOOOS E EN000004 ENOOO005 F EN000006 F ENOOOOO FE ENOo00008 a FAO Document to Link List Select the document to which you d like to link from the list Note that you can filter the list so if you know the control number or even the prefix you quickly can find the desired document Linked text is shown with green text and underlined Ryan made two styles of inc sheets for our future use One profit loss sheet in one_ please note that the colors are Linked Text Relativity User Manual 53 Left clicking the link launches the record in a standalone viewer If you would like to remove a link right click to bring up the right click menu and then click Remove ade style sheets for o _ ae eet position m colors are a little busy and it may be Redact h the inc sheet manager and profit loss sheet on ad Highlight do to improve t rusty on my excel skills Especially Link lf you want can come in later today ee Dat AA aeons 5 Eae Remove a Link Note that all links on the active record are displayed in the related items pane which is outlined later in this document 4 2 4 Inline Tagging in the Viewer You can right click and tag a section of a record as a choice This inline tag will apply to the docume
69. t the above for all fields you would like to map then click OK in the bulk send to CaseMap wizard Clicking OK brings you back to the second screen of the wizard Review the matches then click Next Relativity User Manual 95 Bulk Send to CaseMap Wizard View Edit Field Mappings Review the data field pairs below The fields from the source file are mapped to their corresponding data fields in CaseMap Click Modify to change the mappings or format the destination fields 3 document records to the Document spreadsheet Source Data Field CaseMap Field s ControlNumber Bates Begin EmailFrom Author s EmailBCC BCC EmailCc Copied To SentDate Date EmailTo Recipient s Preview Modify Note Any modifications you make are automatically saved in the _ Preview l Sali destination CaseMap case and will be recalled the next time you run this wizard View Edit Field Mappings Clicking Next will present a final confirmation screen Click Finish to complete the send Bulk Send to CaseMap Wizard You are about to send multiple records into CaseMap CaseMap Case Analysis Tool Please verify the following 233 document records to the Document spreadsheet Note This will create new and update existing records in CaseMap It will not duplicate data LexisNexis 2 Destination CaseMap Case File name Hawkins cm75 Case name Phillip Hawkins w Anstar Biotech Indus
70. ted images would expose the information behind the redactions Relativity User Manual 83 o Images only will include only images for the selected records o Natives only will include only natives for the selected records The fields available on this form are set by a system view For more information on editing this view see Views Editing a View System Views 6 5 Mass Replace Mass Replace allows you to replace existing field text with new text On the item list choose whether you d like to replace text in all searchable items checked items or these items in the current returned set Then ensure that Replace is selected in the dropdown Click Go C Edit i EN446518 1 Edit EN446519 ay p Edit ed EN446520 Ali44 documents Replace Mass Replace Selected The fields are Field is the field you would like to update Select from workspace fixed length or long text fields Action sets the action to be performed o Replace entire field will replace the field entirely o Append to end will add the new value to the end of the field A delimiter option will appear enter a character to separate the existing and appended values o Insert at beginning will add the new value to the beginning of the field A delimiter option will appear enter a character to separate the existing and prepended values Relativity User Manual 84 o Search for allows you to search and thus
71. tered followed by two textboxes where your new password should be entered and verified In the event that you receive a message stating Your password cannot be one of the last used passwords upon clicking save you must use a different new password or contact your administrator Once you have entered your new password click Save The Reset Password dialog box will appear automatically if your password has expired Your password s expiration time and the number of previous passwords you are not able to reuse is determined by your system administrator 2 3 2 My Settings Clicking on My Settings takes you into a settings mode pop up which displays your user information Click Edit to change your settings Relativity User Manual 9 My Settings User Information First Name David Item List Page Length 25 Last Name Bachmann Default Selected File Type Viewer Email Address dbachmann kcura com Advanced Search Default Private Skip Default Preference Skip Native Viewer Cache Ahead 7 Data Focus On My Settings Display Clicking Edit allows you to edit your settings information Note that all fields except Native Viewer Cache Ahead are required dbachmann kcura com Private v Skip Default Preference skip m Native Viewer Cache Ahead Data Focus On w Edit My Settings First name is your first name Last name is your last name Your first and last name will be used as your dis
72. tries File location Users Dan Documents CaseSoft CaseMap Samples 7 5 To select a different case cose this case in CaseMap and open the correct one Send Confirmation Screen Relativity User Manual 96 6 10 Export to File Export to File allows you to export the contents of the current list to a file Any items and fields in the current view or report will be exported Unicode characters are allowed On the item list choose whether you d like to export all searchable items checked items or these items in the current returned set Then ensure that Export to File is selected in the dropdown Click Go Exporting 2760 Documents Exporting Documents Screen In the export window select Format o Excel spreadsheet via HTML xlIs will create an Excel file o Comma Seperated Values csv will create a comma delimited text file o Concordance DAT Format dat will create a DAT text file with the standard Concordance delimiters Encoding o Select the desired encoding for the output file To export the file click Run To cancel the export click Cancel 6 11 Cluster Clustering allows you to use an existing Relativity Analytics index to identify conceptual groups within an entire workspace or subset of data These conceptual groups will form a cluster and can be browsed on the cluster browser Unlike other uses of Relativity Analytics clustering does not require you to submit an example to the index
73. ts the viewer mode for which each shortcut is available Note that most of the System category shortcuts can be used in all viewer modes Category lists the shortcut type Below the legend displays only those shortcuts designated by the System and Internet Explorer This column will also list all Field and Choice shortcuts configured by your administrator via Field and Choice properties Note the following Keyboard Shortcut Tips listed above the legend o Shortcuts only execute in the Core Reviewer Interface Relativity User Manual 42 o Shortcuts only execute in the Viewer Modes listed in the legend o If the document viewer is undocked shortcuts that move the cursor focus to a textbox will only execute if Internet Explorer has a single tab open Keyboard Shortcuts Legend Close Window Shortcuts will only execute in the Core Reviewer Interface Shortcuts will only execute in the Viewer Modes listed in the legend below If the document viewer is undocked shortcuts that move the cursor focus to a textbox will only execute if Internet Explorer has a single tab open Reset Column Sizes Export to Excel Show Filters Clear Al d Shortcut action viewer Mode Category At Down Arrow Next Annotation Extracted Text Viewer System At E Switch to Extracted Text Mode Al System At End Last Document Al System At Enter Save and Next Al System Alt Home First Document Al System Atel Switch to Image Mode Al System Alt
74. tton once sets the markups to transparent Allen Paul From messenger ecm bloomberg com Sent Wed 13 Dec 2000 08 35 00 To raae E E Cc Transparent Markup Relativity User Manual 51 Clicking the Change Markup Visibility button a second time sets the markups to invisible The redactions have not been deleted They are temporarily hidden Allen Paul From messenger ecm bloomberg com sent Wed 13 Dec 2000 08 33 00 To Cc Invisible Markups Clicking the Change Markup Visibility button a third time will return the markups to full visibility Allen Paul From messenger ecm bloomberg com Sent Redacted ma A Ce Markup Full Visibility 4 2 3 Creating Links on the Viewer You can select a section of text in the viewer and link it to another document You can add a link in viewer mode only Relativity User Manual 52 To create a link select a section of text in the viewer right click and select Link Ryan Se ae ee made two styles of inc sheets for our future profit loss sheet in one please note that the Redact is broken out with the inc sheet similar ta yo Highlight profit lass sheet on a different worksheet Link fully integrated yet as am a bit rusty on my Create a Link Selecting Link on the right click produces a pop up allowing you to select the document to which you d like to link Select a Document to Link 0 Selected Item s Rese
75. ul Thomas Paul D Subject you don t need access to stack manager Importance High assume that since you didn t respond to my first two emails none of you require access to stack manager If this is incorrect please respond to my previous emails Thanks Dan Overlapping Tags The first part of the sentence relates to neglect but the entire first sentence is hot The tag feature allows for overlapping tags Below the first section has been tagged as neglect and is in green Relativity User Manual 55 Original Message From Diamond Daniel Sent Tuesday February 05 2002 7 41 AM To Benson Robert Bishop Serena Brodeur Stephane Coffing Timothy Driscoll Michael M Ermis Frank Fischer Mark Guzman Mark Mallory Chris Slinger Ryan Thomas Paul Thomas Paul D Subject you don t need access to stack manager Importance High assume iha since you didni respond tomy frst twolemails none of you require access to stack manager If this is incorrect please respond to my previous emails Thanks Dan Tagged as Neglect In the next example the second half of the sentence has been tagged with a different value Original Message From Diamond Daniel Sent Tuesday February 05 2002 7 41 AM To Benson Robert Bishop Serena Brodeur Stephane Coffing Timothy Driscoll Michael M Ermis Frank Fischer Mark Guzman Mark Mallory Chris Slinger Ryan
76. urses of action Adding more documents Applying filters to bring back only the documents you d like to browse Relativity User Manual 37 3 5 1 Adding More Documents Click on the dropdown and add documents to the returned set Depending on your environment you may be able to add an additional 500 1 000 or 5 000 document to your returned set If you d like to change your environment s results set selector defaults contact your Relativity administrator 3 5 2 Applying Filters You may find it beneficial to use searching or filtering to narrow your searchable set allowing you to browse through the key documents in the viewer For example let s say your workspace is 120 000 records and you d like to see documents in the middle of the workspace EN045340 through EN045960 To get to those documents click on Show Filters in the navigation bar enter EN045340 BETWEEN EN045960 in the identifier field and click Enter The hits become your searching set allowing you to browse the documents Similarly if you are looking for documents after a specific date say December 5 1998 you could filter the correct date field with the term gt 12 5 98 These are just two examples For more information on searching techniques please see the Relativity Searching Guide All Relativity documentation can be found in the reference guides section of the kCura Support site www kcura com relativity manual The displaye
77. vigating your case documents Folders Field Tree Advanced or saved searches Clusters You may see some or all of these options The View Bar controls which documents and fields are displayed in the item list manager The Item list Manager is the central location for viewing lists of workspace documents The Item list Manager allows you to do the following Navigate through workspace documents Search and filter workspace data Export workspace information to file Relativity User Manual 12 Mass act on workspace documents Sort documents on the list 3 1 Browser The Browser is located on the left side of the workspace Depending on the rights you have been granted you may not see the browser If you do not have a browser in your workspace you can skip this section of the Reviewer manual If the browser is visible it will contain up to three options for browsing through your documents Folders Field Tree Advanced and saved searching Clusters No matter which of these options you use there are a few display options you can use to customize your workspace The browser will be open by default You can hide or show the browser by clicking the vertical Hide Browser or Show Browser link directly to the right of the browser Clicking Hide Browser closes the browser and expands the item list manager to the full width of the Relativity window The filtered selections you have chosen in the br
78. w icon 3 2 1 Views a raed helen 5A Ea View Menu Display The view menu highlighted in blue above controls the following The documents included in the searching set in addition to the browser selection and any active searches this is based on a set of criteria which might include o All documents in a workspace o Documents that have been assigned to you o Documents that fall within a specified date range The fields returned any field in the workspace can be included The default sort order If you would like to add or edit a view contact your Relativity administrator Your Relativity administrator can create a personal view for you a view that is visible only to you and the Relativity administrator Contact your Relativity administrator to have a personal view created 3 2 2 Scope Menu a tein O EE Scope Menu Display Relativity User Manual 18 The scope menu highlighted in blue above controls the folder scope of the documents returned The scope menu contains the following options In This Folder and Subfolders o Displays the documents in the currently selected folder AND the documents in all of its subfolders This is the default option In This Folder o Displays ONLY the documents in the currently selected folder in the browser not its subfolders 3 2 3 Include Related Documents a Documents In This Folder amp Subfolders Include Family Fal Include Related Documents Display
79. wer Displays the document using the Relativity native file viewer This is a quick print version showing how the file would look in its native application This view allows highlighting and redacting This option will be present only if a native document has been loaded Native Opens document from its native application in the browser if the native application is installed This option will be present only if a native document has been loaded Depending on your permissions you may not see this option Image Displays a TIFF or JPG version of the document This view allows redactions and annotations This option will be present only if an image has been loaded or created Extracted Displays text that has been extracted Present only if text extracted text is loaded Productions Contains all instances in which the document has been produced The production state has been saved so you easily can view the guidelines of how the document was produced Present only if the document has been included in a production Viewer Option Descriptions If you don t see a form of the document present in the menu the form has not been loaded for the workspace or you don t have permissions to see it The viewer and extracted text options have the same toolbar Below is an explanation of each feature in the toolbar Description 100 E Allows you to zoom in and out of the current document with a 10 300 limit E Resets previous
80. x Please narrow your selection of documents or select different fields for your Pivot Group By Issues Pivot on sent Date by Date Go Clear The Pivot you attempted to run is too complex Please narrow your selection of documents or select different fields for your Pivot Complex Pivot Message Once the pivot query is finished executing the results will populate the Pivot Grid Below a simple pivot on the Custodians and Responsiveness fields has been executed Group By Custodians v Pivoton Responsiveness v Pivot data as of 4 28 2010 7 00 PM Reset Column Sizes Show Filters Clear Al Page 1 of 2 K 4 gt Pl Mann Kay 23 248 62 27 44 23 381 Bass Eric 7 090 588 4 141 7 823 Campbell Larry 6 020 403 5 62 6 490 Arnold Johnny 4 544 260 36 57 4 897 McConnell Mike 4 436 67 39 4 542 Blair Lynn 3 343 41 1 30 3 415 Allen Paul 2 769 193 61 16 3 039 Baughman Don 2 516 218 2 24 2 760 McLaughlin Errol 2 611 123 1 25 2 760 Buy Rick 2 338 82 2 7 2 429 Maggi Mike 1 991 1 991 May Larry 1 501 95 2 2 1 600 Carson Mike 44 1 338 1 17 1 400 Martin Thomas 1 074 29 7 2 1 112 Brawner Sandra F 986 36 2 2 1 026 Grand Total 69 382 3 874 205 512 73 973 Pivot Grid Results 3 3 1 3 Working With Pivot Grid Results Once your Pivot Grid has returned results you have several options to work with the results First you can resize any columns Left click and drag a column header border to the desired size Second y
81. y a secondary column Pivot on acts as the horizontal axis of the report If a date field is selected you can choose how to summarize dates Relativity User Manual 22 Clear Al Page 1 c lear Pivoton Sent Date by Reset Column Siz Waonth Year 13 A p 9 YearMonth Date Drop down The options are Date will summarize on each unique date o Unless you are working on a subset this has the possibility to create a Too complex pivot Month will summarize on each month Month is only available in Pivot on if your Group By field is also a date Year will summarize on each year YearMonth will summarize on each Year Month combo o For example Jul 09 Not all fields will be available to group by or pivot on Contact your Case Admin to enable this functionality for additional fields Fields with many unique values can produce Pivot Grids that are difficult to read For example selecting Email Subject as the Group By field could result in tens of thousands of rows and would lack value 3 3 1 2 Running a Pivot Grid Once you have selected your fields click Go Ga Ed In This Folder amp Subfolders Include Family by Pivoton Total Only Launch a Pivot If either of your Group By or Pivot on fields contains too many values you will get the following message Relativity User Manual 23 The Pivot you attempted to run is too comple
82. y be present if you have permission to edit the view If it is not present contact your Relativity administrator to edit the current view Once you have used your browser selection and view bar to select the correct searching set of documents you can begin working with them in the item list manager 3 3 Pivot The Pivot function is a data analysis toolset Pivot allows you to summarize your case data displaying the results graphically or ina table to reveal trends and patterns You can filter and drill into your results to take actions on key data sets at any point during the case lifecycle Relativity User Manual 20 Ls Salt vs Pepper Hi Daniel 4 Documents Review Batches Summary Reports Statistics Search Terms Search Indexes Custodian Tracking w User Status Search Hit Report Search Terms Re gt Documents v In This Folder amp Subfolders v A ea gt Gal Group By Custodians v Pivoton Responsiveness v Pivot data as of 4 28 2010 6 15 PM Page 1 of 6 K 4 gt Dil Chart Type Bar v Sortby GrandTotal v DESC v F Show blank Values More Options u 7 Y w 5 E HA 57 ai O A O k te Not Responsive Responsive Not Sure Responsiveness E Mann Kay B Bass Eric B Campbell Larry D Arnold Johnny McConnell Mike Clear Filters v pog Viewing 26 items in sets of 5 v per page Pivot Chart Display Pivot has two main components Pivot Grid and Pivot Chart and can be launched via th
83. youts and the related items pane Several viewing options can be toggled using the icons in the upper right hand corner of the window Viewing Option Icons Relativity User Manual 41 Description Displays the Keyboard Shortcuts legend which contains keyboard shortcuts actions viewer modes and categories Enables you to use Keyboard Shortcuts during document review refer to the legend for a list of shortcuts and their actions Shows and hides the item list of the records you are currently browsing Docks or undocks the document viewer When undocked the document viewer opens in a separate pop up window to facilitate a multi monitor review As you browse records the undocked viewer will show the active record Swaps the position of the document viewer The document viewer moves from the left side of the screen to the right Pops out a standalone viewer of the current record Unlike the toggle listed above this is a static pop up and it will not update as you browse through records Hides and un hides the tab strip within the core reviewer interface for easy navigation to different objects 4 1 Keyboard Shortcuts Clicking the icon displays the Keyboard Shortcuts legend which includes the following sortable columns Keyboard Shortcut is the key combination used to execute the shortcut during document review Action is the action that results from using the keyboard shortcut Viewer Mode lis

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