Be sure not to miss the following facts about filters in Relativity:


  • Any term entered directly in the search box for a filter will be treated like a wildcard.


. . . if you enter an asterisk in the filter, it will be treated as a searchable character, and you may not get results for the stem preceding the asterisk.



You can use an underscore _ to search for a missing character:



Don't enter parentheses in a search for a phrase, just enter the phrase itself. Using an = sign before a term will run an exact search.


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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.






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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.



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Sean O'Shea has more than 15 years of experience in the litigation support field with major law firms in New York and San Francisco.   He is an ACEDS Certified eDiscovery Specialist and a Relativity Certified Administrator.

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This policy is subject to change at any time.