RELATIVITY CERTIFIED ADMINISTRATOR
COMPREHENSIVE EXAM QUESTIONS AND ANSWERS
SURE A+
✔✔Removing groups from a client domain - ✔✔Use the following steps to remove a
group from a client domain:
1. Navigate to the User and Group Management tab.
2. Select the group you want to remove from the client domains from the list.
3. Click Edit.
4. Click ... next to the Client field in Group Information section.
5. Select a client not associated with a client domain from the list.
6. Click Save.
✔✔Matter - ✔✔used to define the different cases, disputes or advising that a firm may
be involved with for a client. Within Relativity, this must be associated with an existing
client. It can also be associated with one or more workspaces, but it's not required.
✔✔Creating or editing a matter - ✔✔To create or edit a matter, perform the following
steps:
1. Select the Matters tab.
2. Click New Matter to create a new matter, or click Edit next to the matter whose
information you want to edit. The Matter Information form displays with required fields in
orange.
3. Complete the fields on the Matter Information form.
✔✔Matter Field - Name - ✔✔is the matter's name. This field must be between 1 and 50
characters.
✔✔Matter Field - Matter Number - ✔✔is a unique number that identifies the matter. Use
this number internally to organize your matters.
✔✔Matter Field - Status - ✔✔is the matter's current status. The default options are
Active or Inactive, but you can click Add to add any value. This field is useful when
organizing and displaying lists of matters using Relativity views.
✔✔Matter Field - Client - ✔✔is the matter's associated client. Click ... to select from all
available clients.
✔✔Adding matters from a client domain - ✔✔Use the following steps to add a matter to
a client domain:
1. Navigate to the Matters tab.
2. Select the matter you want to add to the client domain from the list.
3. Click Edit.
4. Click ... next to the Client field in Matter Information section.
5. Select the client with client domain enabled from the list.
, 6. Click Save.
✔✔Removing a matter from a client domain - ✔✔Use the following steps to remove a
matter from a client domain:
1. Navigate to the Matters tab.
2. Select the matter you want to remove from the client domain from the list.
3. Click Edit.
4. Click ... next to the Client field in Matter Information section.
5. Select a client not associated with a client domain from the list.
6. Click Save.
✔✔Creating or editing a Client - ✔✔1 .Select the Clients tab and then click New Client
to create a new client, or click Edit next to the client whose information you want to edit.
The New Client form appears.
2. Complete the fields on the form. See Fields.
3. Click Save. You can optionally enable tenancy on the client.
✔✔Client Information Field - Name - ✔✔the name of the client. The name must be
between 1 and 50 characters.
✔✔Client Information Field - Client Number - ✔✔the billing number for the client. This
value must be between 1 and 50 characters
✔✔Client Information Field - Status - ✔✔the current status of the client. The default
options are active or inactive, but you can add any status value. Use the status value to
organize and display lists of clients using Relativity views.
✔✔Enabling Client Domains on a Client - ✔✔The following things occur automatically
after client domains are enabled:
- The system creates a new Everyone - [Client's Name] group and adds that group to
the client domain. Only users whose client field is set to the client domain are included
in the client domain everyone group. The system also removes those users from the
default Relativity Everyone group. A system admin can add any users to any group
regardless of client domain status.
- The system creates a unique copy of all resource pools associated with any
workspaces under the client domain.
- The system creates a client domain admin group that permits its members to perform
admin operations within the client domain.
- The Billing statistics - case rollup and Billing statistics - users reports include columns
called Client Domain Name and Client Domain Artifact ID. These columns display client
name and artifact ID when you enable client domains for a client.
✔✔Generating a Client Domain Request - ✔✔To enable client domain on a client, you
first generate a client domain request key in Relativity.
COMPREHENSIVE EXAM QUESTIONS AND ANSWERS
SURE A+
✔✔Removing groups from a client domain - ✔✔Use the following steps to remove a
group from a client domain:
1. Navigate to the User and Group Management tab.
2. Select the group you want to remove from the client domains from the list.
3. Click Edit.
4. Click ... next to the Client field in Group Information section.
5. Select a client not associated with a client domain from the list.
6. Click Save.
✔✔Matter - ✔✔used to define the different cases, disputes or advising that a firm may
be involved with for a client. Within Relativity, this must be associated with an existing
client. It can also be associated with one or more workspaces, but it's not required.
✔✔Creating or editing a matter - ✔✔To create or edit a matter, perform the following
steps:
1. Select the Matters tab.
2. Click New Matter to create a new matter, or click Edit next to the matter whose
information you want to edit. The Matter Information form displays with required fields in
orange.
3. Complete the fields on the Matter Information form.
✔✔Matter Field - Name - ✔✔is the matter's name. This field must be between 1 and 50
characters.
✔✔Matter Field - Matter Number - ✔✔is a unique number that identifies the matter. Use
this number internally to organize your matters.
✔✔Matter Field - Status - ✔✔is the matter's current status. The default options are
Active or Inactive, but you can click Add to add any value. This field is useful when
organizing and displaying lists of matters using Relativity views.
✔✔Matter Field - Client - ✔✔is the matter's associated client. Click ... to select from all
available clients.
✔✔Adding matters from a client domain - ✔✔Use the following steps to add a matter to
a client domain:
1. Navigate to the Matters tab.
2. Select the matter you want to add to the client domain from the list.
3. Click Edit.
4. Click ... next to the Client field in Matter Information section.
5. Select the client with client domain enabled from the list.
, 6. Click Save.
✔✔Removing a matter from a client domain - ✔✔Use the following steps to remove a
matter from a client domain:
1. Navigate to the Matters tab.
2. Select the matter you want to remove from the client domain from the list.
3. Click Edit.
4. Click ... next to the Client field in Matter Information section.
5. Select a client not associated with a client domain from the list.
6. Click Save.
✔✔Creating or editing a Client - ✔✔1 .Select the Clients tab and then click New Client
to create a new client, or click Edit next to the client whose information you want to edit.
The New Client form appears.
2. Complete the fields on the form. See Fields.
3. Click Save. You can optionally enable tenancy on the client.
✔✔Client Information Field - Name - ✔✔the name of the client. The name must be
between 1 and 50 characters.
✔✔Client Information Field - Client Number - ✔✔the billing number for the client. This
value must be between 1 and 50 characters
✔✔Client Information Field - Status - ✔✔the current status of the client. The default
options are active or inactive, but you can add any status value. Use the status value to
organize and display lists of clients using Relativity views.
✔✔Enabling Client Domains on a Client - ✔✔The following things occur automatically
after client domains are enabled:
- The system creates a new Everyone - [Client's Name] group and adds that group to
the client domain. Only users whose client field is set to the client domain are included
in the client domain everyone group. The system also removes those users from the
default Relativity Everyone group. A system admin can add any users to any group
regardless of client domain status.
- The system creates a unique copy of all resource pools associated with any
workspaces under the client domain.
- The system creates a client domain admin group that permits its members to perform
admin operations within the client domain.
- The Billing statistics - case rollup and Billing statistics - users reports include columns
called Client Domain Name and Client Domain Artifact ID. These columns display client
name and artifact ID when you enable client domains for a client.
✔✔Generating a Client Domain Request - ✔✔To enable client domain on a client, you
first generate a client domain request key in Relativity.
