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Relativity|UserGuide-51
9Summaryreports
Summaryreportsprovideaggregatetalliesoffieldvalues.Fieldtypesavailableforreportingare
limitedtothefollowing:
n
Multiple-choicelist
n
Single-choicelist
n
User
n
Yes/No
Thereportsarebasedonanoptionalgroupingcriterion(theverticalaxis)andthefieldstobetallied
(thehorizontalaxis).
Forexample,thefollowingscreenshotshowsasummaryreport.Thegroupingcriterioniscustodian,
andthefieldtobetalliedisresponsiveness.Thereportshowshowmanydocumentshavebeen
taggedwitheachresponsivenessvaluepercustodian.
9.1Creatingandeditingasummaryreport
Tocreateasummaryreport,followthesesteps:
1. ClicktheSummaryReportstab.
2. ClickNewSummaryReport,orifyou'reeditinganexistingsummaryreport,clickEdit.
3. Completethefieldsontheform.SeeFieldsonthenextpage.
4. ClickSave.
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Relativity|UserGuide-52
9.2Fields
n
Folders-locatedinthebrowsertotheleftoftheform,foldersallowyoutospecifythescopeofthe
report.Youcanreportontheentirecaseworkspaceoronlyonspecificfoldersandsubfolders.
n
Name-thetitleofthesummaryreport.
n
GroupBy-anoptionalfieldthatallowsyoutoselectagroupingcriterionforthereport.Groupingcri-
teriaappearasrowsonthereport.
o
Leavethegroupbyfieldblanktodisplayonlyasummarywithnogrouping.
o
Click
toselectyourgroupingcondition.
Note:Youcanusefilterstoquicklyfindyourfield.
n
Reportonsubfolders-ayes/nofieldthatallowsyoutoreportonjustafolderorafolderanditssub-
folders.Defaultsto"Yes,"whichreportsonfoldersandtheirsubfolders.
n
Columns-allowsyoutoselectwhichfieldsaretallied.Selectedfieldsaredisplayedascolumnsonthe
report.
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Relativity|UserGuide-53
o
AddColumns-allowsyoutoaddcolumnstothereport.ClicktheAddColumnsbuttonand
selectthecheckboxforeachfieldyouwanttotally.Youcanusefilterstoquicklyfindthedesired
fields.Onlymulti-choicelist,single-choicelist,user,andyes/nofieldscanbereportedon.
o
Removeselectedcolumns-allowsyoutoremovefieldsfromyourcolumnssection.
10Tabs
AworkspacecontainstabsthatprovideyouwitheasyaccesstodifferentRelativityfeatures,
includingdocuments,searchtermsreports,views,andotherdefaultfunctionality.Relativityisa
highlycustomizableplatform.Youcanapplyanytemplatewithatabsarrangementthatbestserves
yourreviewneeds.Someworkspacetemplatesalsoincludecustomtabsforspecialized
functionality.
Youcanaddcustomtabsinworkspaceoradminmode.AdminmodealsodisplaysaTabstab.The
functionalityofthisTabstabisthesameastheworkspacemodetab.
Inaddition,Relativityautomaticallycreatesatabwhenyouaddanewobjecttype.Ifyouare
developingacustomapplication,youmaywanttoobtainthegloballyuniqueidentifier(GUID)fora
tab.ForinformationaboutobtainingGUIDs,seeViewingcomponentGUIDsontheDevelopment
environmentguidelinespageintheRelativity8.1ontheDeveloperssite.
10.1Creatingandeditingtabs
Tocreateoreditatab,followthesesteps:
1. ClicktheTabstab.
2. ClickNewTab.Ifyou'reeditinganexistingtab,clickEdit.
3. Completethefieldsontheform.SeeFieldsonthenextpage.
4. ClickSave.
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Relativity|UserGuide-54
10.2Fields
n
Name-thetab’sname.Thisfieldmustbebetween1and50characters.Beasconciseaspossiblewhen
namingtabs.
n
Order-representsthepositionofthetabbyanumericalvalue.Itcanbeanypositiveornegative
integer.Nodecimalsareallowed.Thelowest-numberedtabwillbetheleftmosttab.Thehighest-
numberedtabwillbetherightmosttab.Itemsthatsharethesamevaluearesortedinalphanumeric
order.
Note:It’salwaysagoodideatosetTabOrderby10's,startingwith10,then20,then30,etc.
Numberingingroupsof10allowsyoutoinsertanitemintoanypositionlaterintheworkspace,
withouttheneedtoreorder(suchas10,20,25,30,40).
n
ViewOrder-whenclicked,displaysalistofactivetabsandtheircurrentorder.
n
LinkType-determinesthetypeoftabyouwanttocreate:
o
Object-createsatabforanon-documentobjectinyourworkspace.
o
External-allowsyoutolinktoanyURLoranyRelativityDynamicObject.
Note:SelectingExternalfromtheLinkTypemenucausestheLinkfieldtoappearbelowtheParent
field.IntheLinkfield,youcanenterawebaddresstolinktoaURL.
Alternatively,youcanlinktoaRelativityDynamicObjectbyenteringtheArtifactIDortheGUID
forthatobject.UsethefollowingformattolinktoaRelativitydynamic
object: ObjectArtifactIdentifier=[identifier],where[identifier]istheArtifactIDorGUIDofthe
DynamicObject.Forexample,ObjectArtifactIdentifier=1039242.
UsethefollowingtextreplacementoptionstocustomizetheURL,allowingyoutodisplaycurrent
detailsaboutyourworkspace:
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Relativity|UserGuide-55
TextReplacementOption
ReplacementText
%ApplicationPath%
Theactualapplicationpath
%AppID%
AppID=<CurrentWorkspaceID>
%AuthenticationToken%
AuthenticationToken=<NewAuthenticationToken>
%artifactTypeid%
ArtifactTypeID=<Current ArtifactTypeID>
%parentArtifactID%
ParentArtifactID=<CurrentParentArtifactID>
%associatedartifactid%
AssociatedArtifactID=<CurrentInstanceArtifactID>
%connectorfieldartifactid%
ConnectorFieldArtifactID=<CurrentConnectorFieldArtifact
ID>
Inaddition,youcanmodifytheURLofanexternaltabwhenyouwanttocreatealinktocustom
pagecontainingHTML5.Appendaquestionmark(?)followedbythetoken
StandardsCompliance=truetotheURL.SeethefollowingsampleURLforacustompageusing
HTML5:
%ApplicationPath%/custompages/626bb65e-6143-4cd1-86b7-3a48737b06e6/679-Project1-master/
index.html
?StandardsCompliance=true
Formoreinformationaboutcustompages,seeLinking
a
custom
page
to
an
application
inthe
Relativity8.1Developerssite.
Note:SupportforHTML5markupelementsvariesbytheversionofMicrosoftInternetExplorer(IE)
thatyouareusing.Formoreinformationaboutsupportedtags,seetherecommendationsforyour
browserversion.
o
Parent-establishesthetabasaparenttab.Thisallowsexistingtabstobesetaschildrenofthe
parenttab,therebycreatingadrop-downtabstructure.Selectingthischangesthelayoutbyhid-
ingtheParent,ObjectType,andIsDefaultfieldsandbringinguptherequiredTabDisplayfield.
o
TabDisplay-determineswhetherthechildtabsofthisparentwilldisplayinahorizontaloraver-
ticalarrangement.Seetheimagesafterthissectionforanexample.
n
Parent-allowsthetabtobeplacedasachildtabinthedrop-downlistofanyparenttab.
n
ObjectType-determineswhichobject’sinformationisdisplayedinthetabforthosespecifiedasLink
Type=Object.
n
IsDefault-allowsthetabtoserveastheworkspace’sdefaulttab.Reviewersloggingintothework-
spacearetakentothedefaulttab.Ifareviewerdoesnothaveaccesstothedefaulttab,heorsheisdir-
ectedtotheDocumentstab.
n
IsVisibleallowsyoutoselectthistabfromthetabmenu.SettingthistoNoallowsyoutocreateanew
tabtobeusedinanapplicationwithahorizontaltabstructure.
n
RelativityApplications-allowsyoutoaddthistabtoaRelativityapplication.Clicking
bringsupa
listofavailableapplications.
Thisisanexampleofverticaltabdisplay:
Relativity|UserGuide-56
Thisisanexampleofhorizontaltabdisplay:
10.3Nestingtabs
YoumayprefertonestseveraltabswithinaparenttoreduceclutterinyourRelativityinterfaceand
maketabseasiertolocate.Youmustfirstspecifyatabasaparent(step1)andthenspecifychildren
tabs(steps2-4).
1. CreateanewtabwithaLinkTypeofParentoreditanexistingtab.
2. ClicktheEditlinknexttothetabyouwanttonest.
3. UndertheParentdrop-downmenu,choosetheparenttabname.
4. ClickSave.
Repeatforeachtabyouwishtonest.Nestedtabsresideinthedrop-downmenuoftheparent.The
tabwilldisappearfromthetabstripandresidebelowthenewtab.
Relativity|UserGuide-57
11Transcripts
ASCIItranscriptsareatypeofdocumentyoucanloadintoRelativityandreviewjustlikeanyother
typeofdocument.WorkingwithtranscriptsinRelativityallowsyoutousethreeuniquefeatures
including:creatingwordindexesoftermsinatranscript,linkingtorelateddocumentsina
workspacefromwithinatranscript,andinlinetaggingtoaddidentifiablereferencetermsto
specificcontentinatranscript.Whenprocessingtranscripts,youalsohavetheoptiontoaddor
removeheaderandfootercontenttoandfromyourtranscripts.
Note:RelativityacceptsonlyASCIItranscripts.
Note:Note:Youcanperformnativeredactionsontranscriptsthatappearwhenyouperformbasicimaging
onatranscript;however,nativeredactionsontranscriptsarenotrespectedifyouusenativeimagingto
imageatranscript.
11.1Importingtranscripts
ImportingtranscriptsintoRelativityisthesameprocessasimportinganyothertypeofnativefile.
UsetheRelativityDesktopClienttoimporttranscriptswithaloadfile.SeeImportingdocument
metadata,files,andextractedtextintheDesktopClientguide.
11.2Wordindex
Awordindexisalistofallnon-noisewordsinthetranscript.Itincludesthepagenumberandline
locationofalloccurrencesofeachword.Italsoincludesthetotalnumberoftimesthewordappears
inthetranscript.Beforeyoucanusethewordindex,youhavetoprocessthetranscript.SeeProcess
transcriptsintheAdminguide.
Toaccessthewordindex,clickthewordindexicon
.Thewordindexissortedinalphanumeric
order,soitbeginswithnumbers.Youcanfilterthecolumnstorearrangetheorder.
Theindexliststheeachtermlocationusingthe<pagenumber>:<linenumber>syntax.For
example,2:15meansthetermappearsonpage2,line15.
Relativity|UserGuide-58
11.3Links
Linksarereferencestootherdocumentsinyourworkspace.Youcanonlyaddlinkswithin
transcripts,butyoucanlinktoanyotherdocumenttype.Linkedtextappearsgreeninthetranscript.
11.3.1Addingalinktoatranscript
Beforeyoucancreatealink,youhavetoprocessthetranscript.SeeProcesstranscriptsinthe
Adminguide.
Toaddalinktoatranscript:
1. OpenatranscriptfromtheDocumentstab.
2. Highlightthetextyouwanttohyperlink.
3. Right-clickontheselectedtext,andclickLink.
Relativity|UserGuide-59
4. Selecttheradiobuttonnexttothedocumentyouwanttolinkto.
5. ClickSet.
Note:Alllinksonthetranscriptappearintherelateditemspane.
12Viewer
Relativity'sviewerdisplaysworkspacedocuments.Youcanusetheviewermenutotogglethe
loadedformatsofdocuments,suchasnative,image,extractedtext,orproduction.Usingthe
viewer,youcancontroltheformofdocumentthatdisplaysintheinterface.Ifadocumenthasn't
beenimaged,youcanimagedocumentsontheflyintheviewer.
Ifyoudon'tseeaformofthedocumentinthemenu,iteitherhasn'tbeenloadedtotheworkspace
oryoudon'thavepermissiontoseeit.
Forinformationonworkingwithtranscriptsintheviewer,seeTranscriptsonpage57.
12.1Viewertoolbars
Theviewertoolbarsincludethefollowingoptionsandicons:
12.1.1Documentviewselectoroptions
Thedocumentviewselectortoolbarcontainsthefollowingoptionsandfeatures:
n
Viewer-opensthedocumentusingtheRelativitynativefileviewer.Itprovidesa“quickprint”version
thatshowshowthefilewouldlookinitsnativeapplication.Therearethreeavailablemodeswhenren-
deringadocumentintheViewer:
o
Draft-Displaysdocumentsusingasinglefontandsize.Doesnotdisplayembeddedgraphics.
Doesnotdisplaygraphicortableborders.Wrapsthetexttothesizeoftheviewwindow.
o
Normal-Displaysallsupportedformatting.Wrapsthetexttothesizeoftheviewwindow.
o
Preview- Displaysallsupportedformatting.Wrapsthetextasitwillbeprinted.
Note:Somebehaviorexceptionsapplybasedonfiletype.
n
Native-opensdocumentwiththenativedocumentapplicationinthebrowser,ifthenativeapplication
isinstalled.Thisoptionispresentonlyifanativedocumenthasbeenloaded.Ifyoudonotseethis
option,youmaynothavesufficientpermissionsorthePreventNativeDownloadsettingforthatpar-
ticularfiletypehasbeensettoYes.
n
Image-displaysaTIFForJPEGversionofthedocument.Youcanhighlightandredactimagesinthis
mode.It'savailableonlyifanimagehasbeenloadedorcreated.
Relativity|UserGuide-60
n
Long-TextMode-displaysadrop-downmenuofextractedtextandalllong-textfieldsthathavebeen
madeavailableinthevieweronthefieldedit/creationpage.SeeCreatingfieldsintheAdminguide.
Note:Thedrop-downmenuwon'tdisplaylong-textfieldsthatareemptyforthecurrentdocumentorthose
youdon'thavepermissionsto.
n
Productions-containsallofthedocument'sproducedinstances.Thisviewdisplaysthedocument's
savedproductionstates,whereyoucanseehowthedocumentwasproduced.It'savailableonlyifthe
documenthasbeenincludedinaproduction.
n
ImageProfile-displaysadrop-downmenuofallimagingprofilesthatyouhavepermissionstouse.
ImagingprofilesincludeformatsettingsforcreatingTIFForJPEGimagesforadocument.Contactyour
Relativityadministratorforinformationaboutavailablecustomprofiles.
n
Imagebutton-afteryouselectanimageprofile,clicktheImagebuttontocreateadocumentimageon
thefly.SeeImagingontheflyonpage62.
n
DeleteImagesbutton-clicktodeleteanexistingdocumentimage.
12.1.2ViewerandExtractedTexticons
Theviewercontainsthefollowingicons:
n
Show/hidepersistenthighlightsets
-displaysorhidesapanelcontainingallpersistenthighlight
setsintheworkspace.
n
Zoomoutandin
-zoomsoutandinonthecurrentdocumentwitha10percentto
300percentrange.
n
Resetzoom
-resetsthezoomfunctionto100percent.
n
Findpreviousandnext
-searchesfortermsinthecurrentdocumentand
navigatesthroughthehits.
n
Draft/Normal/Previewdisplaymodes-drop-downmenufordifferentviewerdisplaymodes.
Note:Draftmodedoesn'trenderanyembeddedobjects,includingattachments,graphics,graphicborders,or
tableborders.
n
Fittowindowwidth
-fitsthedocumenttothewindow.Thisfunctionisonlyavailableinthepre-
viewmode.
n
Print
-printsthecurrentdocument.
n
Show/hidehiddencells
-displaysorhidesallhiddencellsinaMicrosoftExcelspreadsheet.This
functionalityisonlyavailableforExcelfilesanddoesn'tworkonimageddocumentsbecauseRelativity
onlyimagesunhiddencells.
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