Relativity Certified User Exam Questions and Answers Graded A+
Workspace - Answers Workspaces within Relativity are typically document repositories used to store,
display, search, organize, and categorize documents related to a specific client.
User - Answers Users are individuals who have access to the Relativity environment.
Group - Answers Relativity users are organized by groups and may be associated with more than one at
a time. Groups are added to Relativity workspaces and access permissions may vary from workspace to
workspace
Document - Answers A document is a record within a Relativity workspace.
Field - Answers Fields are used to store document metadata or coding information within Relativity.
Choice - Answers Choices are predetermined values that are applied to Single and Multi-Choice List
fields.
Views - Answers Views are customizable lists of items within Relativity. For example, a list of documents
is controlled by a view.
Layout - Answers Layouts are web-based coding forms where users can view and edit Document field
values.
Batch - Answers A static set of documents split into multiple document sets based on admin-set criteria.
Favorites - Answers The Favorites menu contains all of your bookmarks (Favorites) and the last 10 pages
in your browsing history (Recents).
User Drop-down Menu - Answers The user drop-down appears in the upper-right corner and contains
several helpful configuration options, including:
• Home: Navigates you to the default Home tab.
• Reset Password: Opens a pop-up where you can change your password.
• My Settings:
Tab Strip - Answers provide easy access to different Relativity features, including documents and
batches.
Browser - Answers The browser is where you can navigate to your documents.
,Browser Icons - Answers To access other browsers, use the icons located at the top of the browser. The
folders browser displays the folder hierarchy in your workspace.
Collapse Browser Panel - Answers You can show or hide the browser by using the collapse icon at the
top right. Hiding the browser provides more space to view the document list. Using the stacked
dots icon at the top left, you can move the browser to the opposite side of the document list. You
Collapse Search Panel - Answers You can hide or show the Search Panel in the same way as the browser
by using the icon at the top right. Using the stacked dots icon at the top left, you can move the
search panel to the opposite side of the document list as well as next to or nested inside the browser.
Batching - Answers Batching helps structure large scale review by organizing documents into groups
based on certain criteria, and then assigning those groups of documents to members of the review
team.
Review Batches Tab - Answers The Review Batches tab contains all the batches you can access. After
clicking on the Review Batches tab, you also see important information about your batches, such
as the batch name, batch status, who it's assigned to, the batch size, and if it has been reviewed.
Checking Batches Out - Answers By clicking the Edit link next to a batch, you can check it out.
Checking Batches In - Answers To check a batch in, navigate
to the Review Batches tab and click Edit next to that batch. A pop-up window will open and you will
have to choose one of the following options:
• Check In As Pending: Checks in the batch as pending, often used when the batch is only partially
complete.
• Check In As Completed: Checks in the batch as completed.
• Reassign To: If you have the appropriate permissions, assign batches to other users by selecting their
name in the drop-down
Batch Status - Answers There are three different batch statuses. Batch status indicates what state a
batch is in.
, • Null: The batch is currently inactive.
• In Progress: The batch has been checked out, but not yet checked back in.
• Completed: The batch has been checked in as completed.
View Bar - Answers At the top of the document list, you can see the view bar. The view bar is used to
view document sets. Some common views an end user might see include: My Checked Out Batches, My
Assigned Batches, Not Yet Reviewed Documents, Responsive Documents, Unassigned Documents, Email
Threads, and Textual Near
Duplicates.
Views - Answers The first drop-down on the view bar displays your default view. You can use the drop-
down menu to access other views. Each view displays documents and a set of fields, displayed in
columns, based on a set of criteria. The order in which the fields appear is chosen when the view is
created.
Email Threading Views - Answers Email threading views are similar to family views, but extend beyond a
family of documents to encapsulate entire conversations. For example, consider a very common
situation where a document set contains emails from many different custodians. Threading will capture
the entire conversation, regardless of the source, and arrange the email chain in order, typically
including attachments (See also pg 28-31 in text guide)
Folder Browser - Answers The orange folder icon in the Folder browser shows the scope menu, which
controls the folder scope of the documents returned. Click the drop-down arrow next to the
scope menu to change scope. The scope menu contains the following options:
• This folder and subfolders: Displays the documents in the currently selected folder AND the
documents in all of its subfolders. This is the default option.
• Only this folder: Displays only the documents in the currently selected folder in the browser, not its
subfolders
Include Related Documents - Answers The Include Related Documents drop-down returns items related
to the documents in the view. The options vary by workspace, but may include family groups, email
Workspace - Answers Workspaces within Relativity are typically document repositories used to store,
display, search, organize, and categorize documents related to a specific client.
User - Answers Users are individuals who have access to the Relativity environment.
Group - Answers Relativity users are organized by groups and may be associated with more than one at
a time. Groups are added to Relativity workspaces and access permissions may vary from workspace to
workspace
Document - Answers A document is a record within a Relativity workspace.
Field - Answers Fields are used to store document metadata or coding information within Relativity.
Choice - Answers Choices are predetermined values that are applied to Single and Multi-Choice List
fields.
Views - Answers Views are customizable lists of items within Relativity. For example, a list of documents
is controlled by a view.
Layout - Answers Layouts are web-based coding forms where users can view and edit Document field
values.
Batch - Answers A static set of documents split into multiple document sets based on admin-set criteria.
Favorites - Answers The Favorites menu contains all of your bookmarks (Favorites) and the last 10 pages
in your browsing history (Recents).
User Drop-down Menu - Answers The user drop-down appears in the upper-right corner and contains
several helpful configuration options, including:
• Home: Navigates you to the default Home tab.
• Reset Password: Opens a pop-up where you can change your password.
• My Settings:
Tab Strip - Answers provide easy access to different Relativity features, including documents and
batches.
Browser - Answers The browser is where you can navigate to your documents.
,Browser Icons - Answers To access other browsers, use the icons located at the top of the browser. The
folders browser displays the folder hierarchy in your workspace.
Collapse Browser Panel - Answers You can show or hide the browser by using the collapse icon at the
top right. Hiding the browser provides more space to view the document list. Using the stacked
dots icon at the top left, you can move the browser to the opposite side of the document list. You
Collapse Search Panel - Answers You can hide or show the Search Panel in the same way as the browser
by using the icon at the top right. Using the stacked dots icon at the top left, you can move the
search panel to the opposite side of the document list as well as next to or nested inside the browser.
Batching - Answers Batching helps structure large scale review by organizing documents into groups
based on certain criteria, and then assigning those groups of documents to members of the review
team.
Review Batches Tab - Answers The Review Batches tab contains all the batches you can access. After
clicking on the Review Batches tab, you also see important information about your batches, such
as the batch name, batch status, who it's assigned to, the batch size, and if it has been reviewed.
Checking Batches Out - Answers By clicking the Edit link next to a batch, you can check it out.
Checking Batches In - Answers To check a batch in, navigate
to the Review Batches tab and click Edit next to that batch. A pop-up window will open and you will
have to choose one of the following options:
• Check In As Pending: Checks in the batch as pending, often used when the batch is only partially
complete.
• Check In As Completed: Checks in the batch as completed.
• Reassign To: If you have the appropriate permissions, assign batches to other users by selecting their
name in the drop-down
Batch Status - Answers There are three different batch statuses. Batch status indicates what state a
batch is in.
, • Null: The batch is currently inactive.
• In Progress: The batch has been checked out, but not yet checked back in.
• Completed: The batch has been checked in as completed.
View Bar - Answers At the top of the document list, you can see the view bar. The view bar is used to
view document sets. Some common views an end user might see include: My Checked Out Batches, My
Assigned Batches, Not Yet Reviewed Documents, Responsive Documents, Unassigned Documents, Email
Threads, and Textual Near
Duplicates.
Views - Answers The first drop-down on the view bar displays your default view. You can use the drop-
down menu to access other views. Each view displays documents and a set of fields, displayed in
columns, based on a set of criteria. The order in which the fields appear is chosen when the view is
created.
Email Threading Views - Answers Email threading views are similar to family views, but extend beyond a
family of documents to encapsulate entire conversations. For example, consider a very common
situation where a document set contains emails from many different custodians. Threading will capture
the entire conversation, regardless of the source, and arrange the email chain in order, typically
including attachments (See also pg 28-31 in text guide)
Folder Browser - Answers The orange folder icon in the Folder browser shows the scope menu, which
controls the folder scope of the documents returned. Click the drop-down arrow next to the
scope menu to change scope. The scope menu contains the following options:
• This folder and subfolders: Displays the documents in the currently selected folder AND the
documents in all of its subfolders. This is the default option.
• Only this folder: Displays only the documents in the currently selected folder in the browser, not its
subfolders
Include Related Documents - Answers The Include Related Documents drop-down returns items related
to the documents in the view. The options vary by workspace, but may include family groups, email
