Use Simple File Upload

Question 1

How to configure workspace security permissions for simple file upload?

Answer 1

Object Security : Document - View, Add, New Document (child)
Tab visibility - Documents
Other Settings : Admin Operations; Allow Import

Question 2

Is the New Document permission disabled upon upgrade?

Answer 2

Only if you are upgrading from Relativity 9.6 or below.

Question 3

How to remove the New Document button in workspaces?

Answer 3

You can only remove the button by removing the Add Document permission from individual users.

Question 4

What permission do you need for the New Document button?

Answer 4

Add Document permission

Question 5

What is the default value for New Documents?

Answer 5

20

Question 6

Which files are prohibited from simple file upload?

Answer 6

EXE, DLL, and HTML for security reasons

Question 6

What can the Admin set the max number of documents to upload using simple file upload?

Answer 6

100

Question 7

Which instance setting determines themax number of documents you can upload using Simple File Upload?

Answer 7

The SFUMaxFilesToUpload instance setting determines the maximum number of documents you can upload using Simple File Upload

Question 8

Can you upload a document that shares a control number with a document in Relativity?

Answer 8

You cannot upload a document that shares a Control Number with a document that already exists in Relativity. If you want to replace a document, use the Replace document native icon in the Review Interface.

Question 9

Where can you replace natives and images?

Answer 9

The Document Actions drop-down menu

Question 10

What permissions are needed to access the Replace document native icon?

Answer 10

Edit, add, and delete document permissions as well as access to the Replace document native icon.