redacting multiple excel files in Relativity

Relativity's redaction tool can transfer the redactions made in one Excel file to Excel files which have duplicate hash values. In order to initiate the propagation process, it's necessary to create two saved searches - one with the Excel files that have been redacted, and another with the Excel files to which the redactions are to be transferred.

When a new redaction project is created, there will be a spreadsheet propagation option.

The field containing the hash value for the Excel files must be selected as the 'Duplicate Identifier'. A markup set must also be selected.

The Redact Spreadsheet Markup Navigator can be used to find where discrepancies between two files appear.

to filter out email headers, don't remove footers

When creating an analytics index in Relativity, keep in mind that the option for the email header filter will only be enabled, when the setting to 'Remove english signatures and footers' to set to 'No'. If you want to remove the email header info, you'll have to also select the option to remove email signatures to 'No'. You can choose to both keep signatures and footers, and have the email header filter either set to 'Yes' or 'No'.

The email header filter will remove the to, from, date, and reply indicator fields, but not the subject line.

creating folders in Relativity

Note that in the load file for a new production, the field named, 'Folder Info' will contain data that will generate a folder structure in the workspace. Each folder level will be separated with a backslash, so if you have a load file which reads:

þDoc_IDþParent_IDþFolder Infoþ

þXYZ_000912þXYZ_00912,þFolder 3\Folder 3.2\Folder 3.22.þ

. . . it will generate a folder structure like this:

Documents for which folder info are not given will be loaded to the root of the workspace.