RELATIVITY PROCESSING CERTIFICATION
EXAM QUESTIONS AND SOLUTIONS GRADED
A+
◉ Collect object security permission: Entity
Answer: View (to run Collections)
View, Edit, Add (to manage Entities)
◉ What are the Collect tab visibility requirements?
Answer: Collections, Monitor, Custodian Targets, Status Summary,
Custodial Target Status, Non-Custodial Target Status
Entities (if the user must view or manage entities)
Processing (if the user will access Processing)
◉ What tab is used to create a new matter in Collect?
Answer: Matters tab
◉ What button is used to create a new matter in Collect?
Answer: New Collection Matter
,◉ What fields are required to create a new matter in Collect?
Answer: Name only
◉ What is the default layout when creating a new matter in Collect?
Answer: Matter Details
◉ What are the matter statuses in Collect?
Answer: Active and Closed. Closed status hides the matter from the
Active Collect view on the Collect tab.
◉ What data sources will automatically generate custodian targets
from the primary email address?
Answer: Google Workspace, M365, Slack, and X1 data sources.
◉ What view in Entity tab is used to create a custodian for a Collect
project?
Answer: Collect Custodian view
◉ What is the default view when creating a custodian from Legal
Hold?
Answer: Custodian - Legal Hold View
, ◉ Which fields are required when creating an entity on the Collect
Custodian layout?
Answer: Custodian Type dependant:
First Name (Person)
Last Name (Person)
Full Name (Other)
Email - The entities email is required to connect the entity to a
custodian target. It is not required to save the entity.
◉ What fields are needed to create a custodian target?
Answer: Name - Text: enter the name.
Entity - Entity object
Data Source - Data Source object
Target - Text: enter the email.
◉ Can an entity have multiple custodian targets?
Answer: A single entity can have multiple custodian targets by
creating additional targets and selecting the same entity with a
different data source.
◉ What happens for entities that already have custodian targets if
you select Generate Targets in step 5 of the Collect wizard?
EXAM QUESTIONS AND SOLUTIONS GRADED
A+
◉ Collect object security permission: Entity
Answer: View (to run Collections)
View, Edit, Add (to manage Entities)
◉ What are the Collect tab visibility requirements?
Answer: Collections, Monitor, Custodian Targets, Status Summary,
Custodial Target Status, Non-Custodial Target Status
Entities (if the user must view or manage entities)
Processing (if the user will access Processing)
◉ What tab is used to create a new matter in Collect?
Answer: Matters tab
◉ What button is used to create a new matter in Collect?
Answer: New Collection Matter
,◉ What fields are required to create a new matter in Collect?
Answer: Name only
◉ What is the default layout when creating a new matter in Collect?
Answer: Matter Details
◉ What are the matter statuses in Collect?
Answer: Active and Closed. Closed status hides the matter from the
Active Collect view on the Collect tab.
◉ What data sources will automatically generate custodian targets
from the primary email address?
Answer: Google Workspace, M365, Slack, and X1 data sources.
◉ What view in Entity tab is used to create a custodian for a Collect
project?
Answer: Collect Custodian view
◉ What is the default view when creating a custodian from Legal
Hold?
Answer: Custodian - Legal Hold View
, ◉ Which fields are required when creating an entity on the Collect
Custodian layout?
Answer: Custodian Type dependant:
First Name (Person)
Last Name (Person)
Full Name (Other)
Email - The entities email is required to connect the entity to a
custodian target. It is not required to save the entity.
◉ What fields are needed to create a custodian target?
Answer: Name - Text: enter the name.
Entity - Entity object
Data Source - Data Source object
Target - Text: enter the email.
◉ Can an entity have multiple custodian targets?
Answer: A single entity can have multiple custodian targets by
creating additional targets and selecting the same entity with a
different data source.
◉ What happens for entities that already have custodian targets if
you select Generate Targets in step 5 of the Collect wizard?
