Getting the Cost of ECA Down in Relativity

The Tip of the Night for January 3, 2021, discussed Early Case Assessment using the Relativity repository workspace application, which allows data to be hosted at reduced fees, without the full functionality of a standard workspace.

Some RelativityOne tools will remain active in the repository workspace, including structured analytics, dtSearch, and conceptual analytics. However, assisted review [TAR], active learning [CAL}, mass save as PDF operations, and all custom applications will not be enabled.

When a data set is ready to move back to a standard workspace for document view, a saved search should be created which includes all of the documents to be transferred via a Relativity Integration Point.

The cost of Early Case Assessment can be reduced by using links to the standard workspace, rather than by preparing duplicates for the standard workspace. If duplicates are used, Relativity will double bill for the data in the repository workspace, and the standard workspace used for review.

Copying Text on the Document Viewer Disabled

You may find that it is not possible to copy extracted text from the Document Viewer in Relativity. Even CTRL + C will not let you copy text that you have selected to the clipboard. This frustrating limitation on a function that is widely used in many applications, may be caused by a rights permission issue on the document object.

Ask the admin for the workspace to confirm that the group to which you belong has the local access option on the document object checked off. If not, you will not have the ability to copy on the document viewer.

Finding key terms quickly in RelativityOne

In RelativityOne's document viewer, you can use the show/hide contextual search pane (activated by clicking the magnifying glass icon) to help find key terms in a document. The pane will generate multiple contextual excerpts showing several phrases before and after the searched for term, and allow you to scroll through them.

The occurrences of the terms will be highlighted in yellow in the document. When you select one of the multiple scrolling panes, with a use of the term in a context that interests you, that instance of the term will be highlighted in blue in the document.