Hand-on Notes Flashcards
What permissions are required to use the importing feature in Relativity Desktop Client:
Object Security - Document: View, Add, Edit
Tab Visibility - Documents
Admin Operations - Allow Import
What options are available for “Multi-Select Field Overlay Behavior”
Merge Values
Replace Values
Use Field Settings
What does “Preview Errors” do?
Checks all documents for potential loading errors, but displays only the first 1000 errors
What does “Preview Choices and Folders” do?
Displays the number of choices created in the browser and the number of choices created by importing the records
What is required for setting up an email threading view: Information & Other Tab
Other: Select Group Definition “Email Thread Group”
This is the relational field that is selected for the Destination Email Thread Group field on the structured analytics set layout (e.g., Email Thread Group)
What is required for setting up an email threading view:
Fields
::Email Threading Display
::Email Thread Group
::Email Threading ID
::Inclusive Email
::Inclusive Reason
What is required for setting up an email threading view:
Conditions
::Email Thread Group : is set
What is required for setting up an email threading view:
Sorting
Use Ascending Order
::Email Thread Group
::Indentation
::Email Threading ID
Email Threading Display Indentation squares:
What does a black square denote?
A black square denotes that the email is both inclusive and non-duplicate spare.
Email Threading Display Indentation squares:
What does a white square denote?
A white square denotes that the email is either one of the following:
A non-inclusive email
An inclusive email that is a duplicate spare.
Email Threading Display Indentation squares:
What do the numbers within each square indentation icon indicate?
The numbers within each square indentation icon indicate each email message’s indentation level within the thread. For example, the first email in the chain would be “1,” an email responding to the first email would be “2,” and an email responding to the third email would have a “3.” The indentation levels go up to 99. For messages with an indentation level over 99, the number within the square icon displays as “99+.”
What does the color of the indentation square indicate
The color of the indentation square indicates inclusiveness and duplicate spare status. Inclusive email messages (Inclusive Email = Yes) contain the most prior message content from all the emails within a particular email branch. A non-duplicate spare email (Email Duplicate Spare = No) is either the master email within a group of duplicate spare emails, or a standalone email
Message and file type icons
The Email Threading Display field includes the following file type icons:
Send (or Other) - represented by a simple indentation square (this the start of an email thread)
Reply - represented by an indentation square with a single left arrow (original file name begins with RE:)
Reply All - represented by an indentation square with a double left arrow (reply to all recipients)
Forward - represented by an indentation square with a single right arrow (original file name begins with FW:)
Draft - represented by a pencil on the left of the square indentation square (email is a draft and not sent)
Email contains attachments - represented by an indentation square with a paper icon on the right (file is an email containing attachments). Attachments are documents included in your emails in document set saved search. The following conditions apply to the icon display in the Relativity workspace:
The document type determines the attachment’s file type icon.
The attachment’s file name that appears is based on the value in the attachment name field.
Unknown - represented by a paper icon (file type cannot be found). This will be displayed for attachments where the file type isn’t found.
Creating an Active Learning project
- From your workspace, navigate to Assisted Review > Active Learning Projects.
- Click New Active Learning Project.
- Complete the fields on the layout. See Fields.
- Click Save
