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RELATIVITY EXAMS PACKAGE DEAL EXAM
SCRIPT 2026 PRACTICE SOLUTION BUNDLED
◉ User. Answer: Users are individuals who have access to the Relativity environment. ◉ Group. Answer: Relativity users are organized by groups and may be associated with more than one at a time. Groups are added to Relativity workspaces and access permissions may vary from workspace to workspace ◉ Document. Answer: A document is a record within a Relativity workspace. ◉ Field. Answer: Fields are used to store document metadata or coding information within Relativity. ◉ Choice. Answer: Choices are predetermined values that are applied to Single and Multi-Choice List fields. ◉ Views. Answer: Views are customizable lists of items within Relativity. For example, a list of documents is controlled by a view.
◉ Layout. Answer: Layouts are web-based coding forms where users can view and edit Document field values. ◉ Batch. Answer: A static set of documents split into multiple document sets based on admin-set criteria. ◉ Favorites. Answer: The Favorites menu contains all of your bookmarks (Favorites) and the last 10 pages in your browsing history (Recents). ◉ User Drop-down Menu. Answer: The user drop-down appears in the upper-right corner and contains several helpful configuration options, including:
- Home: Navigates you to the default Home tab.
- Reset Password: Opens a pop-up where you can change your password.
- My Settings: ◉ Tab Strip. Answer: provide easy access to different Relativity features, including documents and batches.
◉ Review Batches Tab. Answer: The Review Batches tab contains all the batches you can access. After clicking on the Review Batches tab, you also see important information about your batches, such as the batch name, batch status, who it's assigned to, the batch size, and if it has been reviewed. ◉ Checking Batches Out. Answer: By clicking the Edit link next to a batch, you can check it out. ◉ Checking Batches In. Answer: To check a batch in, navigate to the Review Batches tab and click Edit next to that batch. A pop-up window will open and you will have to choose one of the following options:
- Check In As Pending: Checks in the batch as pending, often used when the batch is only partially complete.
- Check In As Completed: Checks in the batch as completed.
- Reassign To: If you have the appropriate permissions, assign batches to other users by selecting their name in the drop-down
◉ Batch Status. Answer: There are three different batch statuses. Batch status indicates what state a batch is in.
- Null: The batch is currently inactive.
- In Progress: The batch has been checked out, but not yet checked back in.
- Completed: The batch has been checked in as completed. ◉ View Bar. Answer: At the top of the document list, you can see the view bar. The view bar is used to view document sets. Some common views an end user might see include: My Checked Out Batches, My Assigned Batches, Not Yet Reviewed Documents, Responsive Documents, Unassigned Documents, Email Threads, and Textual Near Duplicates. ◉ Views. Answer: The first drop-down on the view bar displays your default view. You can use the drop-down menu to access other views. Each view displays documents and a set of fields, displayed in columns, based on a set of criteria. The order in which the fields appear is chosen when the view is created.
threads, duplicates, or textual near duplicates. Once you select your browser and set of documents from the view bar, you can begin to work with the document list. ◉ Show/Hide Filters. Answer: The Show Filters icon ( ) reveals the filters for an item list at the top of each column. By clicking the icon again, it hides the filters. When you filter on a field, a filter icon displays in the field column header. Filters can be enabled by default. For more information on filtering, see Part 4. ◉ Turn Grid Style On. Answer: By default, the columns displayed in the document list are not separated by vertical lines. If you click the Turn Grid Style On icon ( ), vertical and horizontal lines appear, highlighting the separation of columns and rows in your view. ◉ Document Display Count. Answer: The Document Display Count shows how many documents you are currently viewing (and how many documents are available). The items displayed per page may vary depending on your user settings.
◉ Number of Items Displayed. Answer: The number of items displayed is the number of documents that you can currently see in your view without navigating to the next page. The default setting is 25 items per page, but you can change this number by selecting the drop- down. ◉ Total Items. Answer: The Total Items number at the bottom-right of the items list displays the total number of documents loaded into your searchable set. You can browse your entire returned document set within the item list or the core reviewer interface without having to incrementally add more documents. ◉ Save as Search. Answer: You can use the Save as Search icon ( ) located next to the mass operations drop-down at the bottom of the document list to convert the combined filters and conditions (see 2.7.2 Show/Hide Filters) in the current view into a saved search. ◉ Pivot. Answer: Using Pivot widgets, users can create tables and charts to visually summarize and simplify data analysis. Pivot can be used whether you are looking at all records or a subset of records, such as search results.
profiles, you will see a drop-down next to the Image button. You can select the desired profile when you image the document. ◉ Document View Selector. Answer: Using the Document View Selector, you can choose how to display the document in the Core Reviewer Interface. ◉ Viewer Mode. Answer: It provides a print preview that shows how the file would look in its native application. ◉ Native Mode. Answer: By selecting the Native mode, a document will open using the document's native application. ◉ Image Mode. Answer: The Image selection will display a TIFF or JPEG version of the document. Image mode is available only if an image has been loaded or created. You can highlight and redact images in this mode. ◉ Long Text Mode. Answer: This mode displays a drop-down menu of extracted text and all long text fields that have been made available in the viewer. For example, in addition to a document's extracted text, there might also be a long text field for translations of foreign language documents.
◉ Production Mode. Answer: If your workspace contains images that are part of a production, you will see the production radio button as the final option on the Document View Selector. You can use this drop-down to navigate between various production sets. You will only see this option if you have permission to view production images. ◉ Persistent Highlight Sets. Answer: Persistent highlight sets are groups of search terms set by an admin to be highlighted on a document ◉ Searching in a Document. Answer: The Find Previous and Next tool searches for terms in the current document and navigates through the hits. The left and right arrows can be used to find the previous instance of the term and the next instance of the term. ◉ Image Viewer Options. Answer: In the Core Reviewer Interface, there are a variety of tools you can use to interact with your documents. In Image mode, a toolbar appears that you can use to mark up images. In Relativity, markups refer to the highlights and redactions you can add to a document using the image viewer.
White Creates a solid white box on the document, outlined in gray for better visiblity in the viewer. However, the gray border won't be printed or produced. Inverse Creates a black redaction across the entire page, except where you initially drew the redaction. A blue cast indicates where the black redaction is created, and the white box indicates the area that is not redacted. You can apply an inverse redaction and other redactions on the same document. Full-page Covers the entire page of a document. The full-page redaction options consist of black box, white box, textbox, and cross redactions. Mass Applies a redaction to a range of pages or all pages in a document. For example, consider a clinical study where all the patient information is on pages 21-43. In this scenario, you could click the Mass Redact icon and choose to redact the entire range of pages 21- 4
◉ Thumbnails. Answer: Using Relativity's thumbnail feature, you can navigate quickly through each page of a document's images to ensure they've imaged properly. To activate thumbnails, ensure that you are viewing the current document in Image mode, and then click the Show/Hide Thumbnails icon in the top-left corner of the viewer window ◉ Keyboard Shortcuts. Answer: Keyboard shortcuts provide for quick keyboard-executed commands. Relativity has a set of standard keyboard shortcuts for various navigational commands. However, you can also assign keyboard commands to fields or choices. If you have the permissions to edit fields and choices, you can create additional shortcuts using th ◉ Show/Hide Document List. Answer: Sometimes it is helpful to see both the document list and the coding layout at the same time, as they contain different sets of information. The Show/Hide Document List tool is located in the upper-right section of the Core Reviewer Interface. Clicking this icon brings up the document list on the top of the viewer. ◉ Dock/Undock Document Viewer. Answer: The viewer can be docked or undocked from the Core Reviewer Interface depending on your preference. This is particularly helpful in situations where you have more
toggle option also displays the workspace name and the user drop- down menu. This feature is helpful when you want to add a document as a Favorite, or access your Favorites list from within the viewer. ◉ Layouts and Coding Forms. Answer: Layouts hold information like fields, choices, and text. For example, you can create a layout specifically for first pass review, second pass review, QC round, or privilege review. These layouts would contain different fields and choices because they serve different purposes. In addition to coding, layouts can also provide additional information that may be pertinent to the case or document ◉ Coding Documents. Answer: To code a document, you must first open the document in Edit mode, and choose a layout from the layout drop-down. --> You are then presented with an editable form of the layout where you can make coding decisions. ◉ Copy from Previous. Answer: Copy from Previous enhances review by providing the ability to code the current document using values from the immediately preceding document.
◉ Switching Layouts. Answer: You can easily navigate back and forth between layouts from the drop-down at the top of the layout. You can switch layouts in both read-only and edit modes ◉ Collapsible Layout Categories. Answer: Some layouts contain several fields which are only used occasionally during review. In order to make the best use of limited layout space, admins can create layouts with collapsible categories. To expand or collapse a category, click the arrow next to the category name. ◉ Related Items Strip. Answer: Related items are special groups of documents within a workspace. These groups are connected via relational fields. Common examples include family groups, duplicates, email threads, and textual near duplicates. ◉ Related Items Icons. Answer: To open the Related Items Pane within the viewer, you must first click on one of the Related Items icons at the bottom of the layout. Selecting one of these options will display a group of documents related to the active document. Depending on your permissions and how your workspace is set up, these icons and options can vary. Hover over each icon to display the name of the item.
- Analytics: Relativity's conceptual search engine. It is required for keyword expansion and similar document identification. ◉ Auto-run Search. Answer: Auto-run Search is On by default. With Auto-run Search set to On, each condition that you select from the searching panel causes the page to auto-refresh and display updated data. You can leave Auto-run Search set to Off if you prefer to manually apply any new conditions as you add them to your search. ◉ Applying logic groups to search conditions. Answer: The criteria within logic groups are evaluated first before evaluating against other search conditions or logic groups. To apply logic groups to search conditions, click Add Logic Group and drag an existing filter condition card into the green frame that appears. You can also create a logic group automatically by dragging one condition onto another. ◉ Toggling conditions on and off. Answer: Within the search panel, you can toggle conditions on and off by clicking the checkbox in the lower-right corner of the condition filter card. In this case the checkbox defines one of two possible states: On and Off
- On: Box is checked.
- Off: Box is unchecked. ◉ Filtering. Answer: One of the easiest ways to search for information in Relativity is to filter on fields in a view. You can drill down into your data by employing multiple filters at once. There are several different filter types. Each of these types has their own set of operators. The following table describes the proper syntax for each filter type. Boolean Available for Yes/No field types. Conditions display a drop- down list similar to list filters. Numeric Uses filtering criteria from advanced and Boolean operators. List Usually associated with fields used for coding documents. Conditions vary by the type and purpose of the field associated with it. Date Available for Date field types. Conditions display a calendar with drop-down menus for selecting the date and time.
