Relativity Workspace Functionality and Document Management, Exams of Advanced Education

An overview of various features and functionalities within the relativity workspace, including document upload limits, document processing workflows, document migration, mass operations, search and filtering capabilities, and structured analytics. It covers topics such as email threading, near-duplicate identification, language identification, and document redaction. The document also discusses workspace permissions, security settings, and integration with external identity providers. Overall, this document serves as a comprehensive guide to managing and analyzing documents within the relativity platform, covering a wide range of features and capabilities that can be leveraged by users and administrators.

Typology: Exams

2023/2024

Available from 07/30/2024

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RelativityOne_RCA Review Exam
What non-document object is copied to a new workspace
when using a template? (Select all that apply.)
Matters
OCR profiles
Choices
Views - Answer OCR profiles
Choices
Views
Where can a user access Simple File Upload? - Answer Documents tab within the
workspace
What permission is needed to use Simple File Upload? - Answer Add Document
permission is required to access the New Document button
How many files can a user upload at a time using Simple File Upload? - Answer 20
(default value). 100 max
Which setting determines the maximum number of documents you can upload using
Simple File Upload? - Answer SFUMaxFilesToUpload; max value 100
True or False. With Simple File Upload, you can upload a document that shares a
Control Number with a document that already exists in Relativity. - Answer False. If you
want to replace a document, use the Replace document native icon in the Review
Interface
True or False. Viewer supports the ability to replace natives and images as an option in
the Document Actions drop-down menu - Answer True
What permissions are needed to access the Replace document native icon within the
Viewer? - Answer Document - edit, add, delete and Replace Document
Which fields are updated if you replace a document with a document that shares the
same control number? - Answer - FileName
- FileSize
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RelativityOne_RCA Review Exam

What non-document object is copied to a new workspace when using a template? (Select all that apply.) Matters OCR profiles Choices Views - Answer OCR profiles Choices Views Where can a user access Simple File Upload? - Answer Documents tab within the workspace What permission is needed to use Simple File Upload? - Answer Add Document permission is required to access the New Document button How many files can a user upload at a time using Simple File Upload? - Answer 20 (default value). 100 max Which setting determines the maximum number of documents you can upload using Simple File Upload? - Answer SFUMaxFilesToUpload; max value 100 True or False. With Simple File Upload, you can upload a document that shares a Control Number with a document that already exists in Relativity. - Answer False. If you want to replace a document, use the Replace document native icon in the Review Interface True or False. Viewer supports the ability to replace natives and images as an option in the Document Actions drop-down menu - Answer True What permissions are needed to access the Replace document native icon within the Viewer? - Answer Document - edit, add, delete and Replace Document Which fields are updated if you replace a document with a document that shares the same control number? - Answer - FileName

  • FileSize
  • FileExtension
  • Extracted text
  • Supported By Viewer
  • Relativity Native Type
  • Has Native
  • System Last Modified On
  • System Last Modified By True or False. You can use Mass Operations on Data Grid-enabled fields. - Answer False What does the Preview Choices and Folders option in the Relativity Desktop Client (RDC) check? (Select all that apply.) a. The number of folders you create in the browser b. The number of documents that are included in each folder c. The number of choices you create by importing the records d. The order in which folders display in the workspace - Answer a. The number of folders you create in the browser c. The number of choices you create by importing the records True or False. You can change a field's type after you create the field. - Answer False What image types can be imported into Relativity? (Select all that apply.) a. Multi-page PDFs b. Single-page JPGs c. Multi-page TIFs d. Single-page, Group IV TIFs - Answer b. Single-page JPGs d. Single-page, Group IV TIF True or False. The Password Bank is required to process data. - Answer False. Password Bank is optional What is the limit on the number of passwords you can add to the Password Bank? a. 10 b. 50 c. 200 d. There is no limit - Answer d. There is no limit What stage of the processing workflow makes documents available to review? a. Inventory b. Publish c. Discovery

What Relativity objects are clients directly associated with? - Answer - Users

  • Matters
  • Groups
  • Workspaces True or False. You can grant groups permission to import an application from the Application Library. - Answer False. Appropriate System Admin permissions are needed. In order for reviewers to view email thread visualization, what permissions do they need? - Answer Required permissions: Other Settings: Email thread visualization Optional permissions: Object security: Color Map - Edit; Other Settings: Mass Edit True or False. Attachments are optional in an email threading structured analytics set. - Answer False You run language identification and want to find documents where English is the language with the highest percentage of use in each document. What field should you use? - Answer Primary Language If the Parent Document ID field is not mapped properly on your Analytics Profile when you run email threading, what is the impact? - Answer Email attachments will not be threaded with their parent emails, and some parent emails may not thread at all. Which dtSearch operator should you use to search for single words within a certain proximity of each other? What are the operators for finding words at the beginning and words at the end of a document? - Answer W/# xfirstword, xlastword True or False. Persistent highlighting using a Terms source understands the following syntax in the Terms box. Trade~ - Answer False. Terms source automatically searches for an exact phrase Prior to setting up your active learning project, what do you need to create? - Answer - Active Learning Review field (i.e. Relvancy)
  • Two choices for field (1 positive, 1 negative)
  • Analytics classification index
  • Review Group The lead attorney is working in the document list view with email duplicates relational items selected. How can they take a sample of these records? - Answer Save the records as a list, create a search based on the list, and take a sample of the records

If you select both the Email Threading and Textual Near Duplicate Identification operations for your structured analytics set, what documents get a thread group ID? - Answer Emails and their attachments You leave the Attachment Name field unset on the Analytics Profile used by an email threading structured analytics set. What effect does this have on the results? - Answer The Email Threading Display field does not display the attachment name for attachments What are the different ways you can image a document? - Answer - Mass image

  • Image-on-the-fly
  • Imaging sets How many documents can you mass image at a time? - Answer 10, True or False. If a document with images is included in a new imaging set, the original document image will be replaced once the imaging set is run. - Answer False True or False. Admins have permissions to run scripts by default. - Answer True How can you install a script into a Relativity workspace? - Answer Navigate to the Scripts tab in a workspace and pull it from the instance's script library. You want to only review short messages sent in a specific date range. What is the best way to quickly locate these messages using Short Message Filtering? - Answer Filter on the Start and End Date ranges What does the Mass Convert mass operation do? - Answer Pre-converts a large set of documents into HTML5 format before review to eliminate document load time in the viewer True or False. You can undo a mass delete operation using Audit. - Answer False True or False. When using the Export to File mass action, before the files export, you are prompted to select values for the fields on the Exporting Documents form. - Answer False Why should you perform certain mass operations at off-peak times? - Answer Some mass operations can temporarily lock down the document table and prevent users from coding documents True or False. You can use Relativity Integration Points to export data directly into another workspace within Relativity. - Answer True Where do you set a production restriction? - Answer Admin > Workspace Details > Advanced Settings > Production Restrictions

b. Apply user-level security to a user. c. Apply object security to the Folders browser. d. Apply group-level security to a group. - Answer a. Apply object security to a document folder. What can members of the workspace admin group do? (Select all that apply.) a. Edit script permissions b. Manage queues c. Add groups to the workspace d. Edit permissions for groups in the workspace. - Answer b. Manage queues c. Add groups to the workspace d. Edit permissions for groups in the workspace What admin operation permissions is necessary to view another user's private saved searches? a. View Private Searches b. View Another User's Personal Items c. View Another User's Saved Searches d. Preview Security - Answer b. View Another User's Personal Items Match the dtSearch operators to their associated functionality.

    • 2.? 3. % 4. ~ 5. " " a. Matches an exact word or phrase b. Returns documents containing spelling variations c. Returns documents containing grammatical variations of a root word d. Matches any number of characters e. Matches any single character - Answer 1. d
  1. e
  2. b
  3. c
  4. a You run a saved search for all documents coded Responsive that were sent on October 21, 2001. You include family documents in the saved search. What documents are returned in the search? a. All documents coded Responsive and all their family documents. b. Documents coded Responsive that were sent on October 21, 2001, and only their family documents that were also coded Responsive.

c. Documents coded Responsive that were sent on October 21, 2001 and all their family documents. d. All documents coded Responsive that were sent on October 21, 2001. - Answer c. Documents coded Responsive that were sent on October 21, 2001 and all their family documents. How do you modify your dtSearch index to search for company names that include the period (.) or ampersand (&) characters? a. In the Alphabet section, remove the characters from the spaces list and add them to the searchable characters list. b. Select the auto-recognition checkbox and add the characters to the noise words list. c. Put a ## sign in front of each character and compress the index after a full build. d. The period (.) and ampersand (&) characters cannot be made searchable in a dtSearch index - Answer a. In the Alphabet section, remove the characters from the spaces list and add them to the searchable characters list. What stage of processing flattens files, captures metadata, extracts text, and copies the original file to storage? a. Inventory b. Discovery c. Decryption d. Publish - Answer b. Discovery What does processing do? (Select all that apply.) a. Ingests raw data directly into a workspace. b. Identifies data that can be deduplicated. c. Records all item level metadata. d. Creates production sets directly from processed native files. - Answer a. Ingests raw data directly into a workspace. b. Identifies data that can be deduplicated. c. Records all item level metadata. What information is displayed when you hover over an email icon in email thread visualization? (Select all that apply.) a. A list of the email's attachments. b. The email's Responsive designation. c. A list of entities and aliases included in the email. d. The date the email was sent. - Answer a. A list of the email's attachments. d. The date the email was sent.

a. Edit the field and change it to long text. b. Run a script to change the field type. c. Create a new field and perform a mass replace. d. Create a new load file with the long text field. - Answer c. Create a new field and perform a mass replace. Mass edit - Answer Operation to modify fields and coding values for multiple documents or objects at the same time True or False. When mass editing Yes/No fields, the shaded check box sets the value to null. - Answer True Where can a user locate the Mass Copy operation? - Answer From the mass operations bar Mass Move - Answer Operation to move selected documents from their current folder to another existing folder. Note: If documents are mass moved, custom security applied to documents is lost. Documents will inherit the rights of the new parent folder. Mass Replace - Answer Operation to replace existing long or fixed-length field text with new content Mass Replace actions

  • Replace Entire Field
  • Append to End
  • Insert at Beginning
  • Search For - Answer Actions defined: Replace Entire Field - replaces the field entirely. Append to End - adds the new value to the end of the field. A delimiter option appears. Enter a character to separate the existing and appended values. Insert at Beginning - adds the new value to the beginning of the field. A delimiter option appears. Enter a character to separate the existing and prepended values. Search For - use to search (and thus replace) only selected text in the field instead of the entire field. A new text option displays, where you can enter the text you want to replace. Mass Image - Answer Operation that creates TIFF or JPEG images for a document set based on the settings in the imaging profile you select

Maximum number of documents you can select at one time for the mass image action - Answer 10, True or False. Image-on-the-fly jobs take precedence over batch image jobs. - Answer True What happens if a document you selected to image is of a type that is included in the Restricted Native Types object on the imaging profile selected for a mass imaging job? - Answer The document can't be imaged and you receive a corresponding error message. Which fields can you use Tally/Sum/Average on? - Answer - Fixed-length text

  • Choice
  • User
  • Number fields Which mass operation can you use to determine the number of pages in a print job or production? - Answer Tally/Sum/Average Mass export to file - Answer Operation to export the current View to a file (e.g., .xls, .cvs, .dat). Mass convert - Answer Operation to pre-convert a large set of documents into HTML format before review True or False. Mass convert is not available in repository workspaces. - Answer True Re-convert - Answer Operation to convert selected documents, regardless if they've already been converted, and store the newly converted documents in the cache Mass PDF - Answer Operation to create PDF files from natives, images, and produced documents, and save those PDFs on your computer What is the maximum number of documents you can Mass PDF? What is the maximum number of images you can Mass PDF? - Answer 10, documents or 1,000,000 images True or False. You can Mass PDF a native document that is password protected. - Answer False. PDF application does not integrate with the Password bank; if your try to convert a native document that is password protected an error occurs Which of the following options can be used as a Slip Sheet when converting original images or produced images to PDF using Mass PDF operation? (select all that apply) a. Blank Page

Re-production Types - Answer Replace produced images with placeholder (I-P) Replace placeholder with images (P-I) Re-produce documents (same number of pages) (I-I) True or False. The documents that you are using to replace the documents in the production must be the same number of pages as the documents in the production that you are replacing. - Answer True True or False. Re-production types preserve original bates numbering. - Answer True What happens if a user runs imaging on a specific saved search used in an imaging set and does not have Add Image permissions for a particular document? - Answer Documents that don't have the "Add Image" permission will be skipped. Image Upload supports which file types? - Answer GroupIV TIFF JPEG PDF True or False. Imaging Sets will re-image documents that already have an image. - Answer False. Imaging Sets will not re-image documents that already have an image. What is required to image password-protected files? When you mass image, image on the fly, run an imaging set, and retry an imaging set, what is required so that password-protected files are imaged in that job? - Answer Password bank Password Bank - Answer Stores passwords used to protect certain files. When you process or image files protected by the passwords in this bank, Relativity sends the passwords to the respective engine, which then uses them to unlock the corresponding file. What is the default Priority value for jobs initiated through image sets or Mass Image operations? What is the default Priority value for jobs initiated through Image-on-the-fly? - Answer 100 1 (which means they will be worked on before mass image operations) How do you increase the Priority of an imaging job? - Answer Assign job a lower value (jobs assigned a lower value have a higher priority) Applications export as which file type? - Answer RAP True or False. Any user with appropriate permissions can remove an application installed via the Application Library. - Answer False. Applications installed via the Application Library can only be removed by System Administrators.

Name the searching features available in Relativity? - Answer - Filtering

  • Keyword searches
  • Saved searches
  • dtSearch
  • Dictionary (available after dtSearch index is built)
  • Analytics
  • Regular expression (regEx) Keyword search - Answer Leverages the basic functionality for querying the SQL full- text index populated with data from extracted text fields; keyword search engine supports the use of Boolean operators and wildcards. Saved searches - Answer Supports the development of complex queries that you build using a form with search condition options Regular expressions (regEx) - Answer Advanced searching that looks for specific patterns, as opposed to certain terms and phrases. With RegEx you can use pattern matching to search for particular strings of characters rather than constructing multiple, literal search queries True or False. Swapping dtSearch indexes does not automatically run an incremental update. - Answer True Dictionary search - Answer Search function that queries the [dtSearch] index for a term and finds the total occurrences and number of documents in which it occurs What are the special characters/operators for each of the following dtSearch syntax options? a. Exact phrase b. Fuzzy c. Phonic d. Stemming e. Wildcard - Answer a. " " or no double quotes (i.e. "law & order" or law & order) b. % c. # d. ~ e. ?, * List filter type is available for the which field types. (Select all that apply) a. Single Choice b. Single Object c. Multi-Object d. Fixed Length Text - Answer a. Single Choice

True or False. After saving a Classification index, show Population statistics and show Index statistics options become available from Analytics index console. - Answer False. Population/Index statistics are only available for Conceptual indexes. When should you run a full population for an analytics index? - Answer When extracted text has changed, you have updated the noise words, or you have applied different filters. Data-grid enabled fields must be which field type? - Answer Long text True or False. In order to store text in Data Grid, you must both enable Data Grid in the workspace and on the long text field. - Answer True True or False. During Email Threading, if emails in a thread contain extra text in the bottom segment (i.e. confidentiality footers being applied by a server) the result is extra inclusive flags. - Answer True True or False. When running email threading, any loose electronic documents, such as a non-email that is not an attachment, that are analyzed by the Analytics engine will receive an inclusive email value of No. - Answer True In order to run name normalization, you must have at least a From field and one other email header field such as which of the following? (Select all that apply) a. To b. CC c. BCC d. Subject e. Date Sent - Answer a. To b. CC c. BCC d. Subject e. Date Sent Under what conditions are documents or Entities omitted from the Communication Analysis visualization? - Answer User does not have permission to view the documents or Entities. In Textual Near Duplicate Identification, what does Minimum Similarity parameter control? - Answer How similar a document must be to a principal document to be placed into that principal's group During Textual Near Duplicate Identification, what does a Minimum Similarity Percentage value of 100% indicate? - Answer Value of 100% would indicate an exact textual duplicate to to a principal document

True or False. Document review is not supported in Repository workspaces. - Answer True Which Review functionalities are not available when using the repository application? - Answer - Active Learning and Review Center

  • Transcripts
  • Case Dynamics
  • Custom applications and Relativity Redact
  • Sets in review, such as batch sets, markup sets
  • Productions
  • Mass convert and Save as PDF operations, including printing / printing as PDF
  • Downloading natives in the Viewer
  • Sentiment Analysis True or False. You must be a system admin to view audits at the instance level. - Answer True True or False. Users can revert a coding decision made on a document from the Audit list - Answer False. System admins can revert a coding decision made by a user on a document from the Audit list What actions are audited at the Admin level? - Answer - User Login/Logout/Failed
  • Password Reset Request Submitted/Opened/Successful
  • Security Preview Started/Ended
  • Item created/updated/deleted
  • Security: An owner of a saved search was set during creation or edit.
  • Export: Data was exported from a tab at the instance level. For example, a workspace list, list of users, list of groups, etc.
  • RelativityScriptExecution
  • Workspace Upgrade Which Audited actions are can be reverted? - Answer Document Update, Mass Update, or Propagate action You can only revert the Document Update, Mass Update, or Propagate action on which field types? - Answer Currency Date Decimal Fixed length Single choice Single object User Whole number Yes/No System admins can mass revert audits on which field types? - Answer Currency

View - Answer A customizable list of items in Relativity from which a user can sort and filter to locate specific items True or False. You can only designate one group per workspace as a workspace admin group. - Answer True True or False. If a user drags a folder with item-level security into another folder, the new child folder inherits the parent folder's security. - Answer True Setting the Disable On Date (UTC) field has what impact on a user? - Answer Auto- disables the user on a specific date in the future. RelativityOne supports what authentication methods? - Answer Password—a method that includes a username (the user's email address) and a password. OpenID Connect—a protocol for an external identity provider, authenticating against an external identity provider using the OpenID Connect protocol. OpenID Connect is a modern authentication protocol can be used to connect to providers such as Azure Active Directory. SAML 2.0—a method that authenticates against an external identity provider using the SAML 2.0 protocol.. Name two SAML 2.0 identity providers that integrate with Relativity - Answer Okta and ADFS OCR - Answer Optical Character Recognition (OCR) Translates images of text, such as scanned and redacted documents, into actual text characters. When creating a production set, if no sort order is specified, the documents will be stamped in which order? - Answer If no sort order is specified, the documents will be stamped in order of Artifact ID ascending True or False. You cannot have the same document in more than one production data source. - Answer True True or False. OCR Sets that utilize a production are available for Automated Workflows. - Answer False. OCR Sets that utilize a production are NOT available for Automated Workflows. Which tools should you use to import RSMF files into Relativity? - Answer Relativity Processing Name the Password bank encryption options - Answer Lotus Notes, Email encryption certificates, or AD1 encryption certificates

True or False. For imaging and processing jobs, a slipsheet is created automatically for documents that are password-protected. - Answer False. For imaging and processing jobs, a slipsheet is NOT created automatically for documents that are password- protected. When do you need to perform a full build of a dtSearch index? - Answer If you add an additional field to your index or change the auto-recognize or accent sensitive settings, you must perform a full build. True or False. Swapping indexes automatically runs an incremental update. - Answer False. Swapping indexes does not automatically run an incrememntal update on the index you swap to. Benefit of swapping indexes is it enables you to keep searching while your primary index experiences downtime. Changing the priority of a job in the branding queue also changes the priority of a job in which other queue? - Answer Production queue Which order will documents be stamped if no sort order is specified during a production? - Answer If no sort order is specified, the documents will be stamped in order of Artifact ID ascending What production set settings are contained within Basic Settings? - Answer - Scale Branding Font for Viewer (This field is read-only after you run a production set.)

  • Branding Font
  • Branding Font Size (The font type is always Arial)
  • Placeholder Image Format
  • Copy Production on Workspace Create
  • Wraps Branding Text Which permission is required to code documents using layouts? - Answer Document | Edit Which Relativity object gives reviewers access to view and edit document fields and complete specific review tasks? - Answer Layout What is the proper way to secure text behind a redaction? - Answer Produce the document that contains the redacted text. Note: If a group has View rights only to a markup set, not Edit or Delete rights, and a reviewer in that group loads a document in the Viewer because they have no other way to view that document, they can see the text behind the redaction. Repeated Content Filter - Answer Finds the text wherever it occurs in each document that matches your configuration parameters and suppresses it from the Analytics index.