Tutorials
Whether you’re new to Relativity or looking to brush up on a specific feature, our Relativity tutorials are a great way to get up to speed. Each interactive tutorial covers a specific Relativity feature, so you can learn at your own pace. These tutorials apply to Relativity 6.4 and above. For previous versions of Relativity, check out the Tutorials Archive.
Click on a topic below to jump to that tutorial.
End User
Administrators
Getting started in Relativity (Time 3:45)
Are you new to Relativity? This introduction to the application will cover logging in, editing personal settings, changing your password, and opening a case.
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Navigating case documents (Time 8:25)
This tutorial illustrates how to navigate the Case Workspace. You'll learn how to browse, sort, and view case documents.
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Checking documents in and out (Time 3:15)
Are you required to “check out” documents before beginning your review? In this lesson, you will learn how to work with batches of documents.
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Viewing your documents (Time 9:00)
Are you ready to start viewing your documents? Learn how to use the Core Reviewer Interface to view different versions of a document.
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Using pivot (Time 5:37)
Are you looking for deeper insight into your document set? Use Pivot to drill into your data, leverage your fields, and discover trends and patterns.
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Adding redactions and annotations (Time 4:40)
Do you need to redact or annotate a document? This tutorial explains markup sets in Relativity and shows you how to apply redactions and annotations.
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Coding and tagging documents (Time 5:15)
Are you ready to code your documents? In this tutorial, you'll learn how to work with layouts to code and tag your documents.
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Tagging sections of a document (Time 3:40)
Are you looking to mark a few important lines in a large document? This tutorial outlines how to tag sections of documents.
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Working with related items (Time 5:58)
How does a particular document you’re viewing in Relativity connect to other documents in your case? In this lesson, you will learn how to work with a document’s related items.
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Using the word index (Time 3:05)
Do you need to perform a detailed search within an individual document? This tutorial will demonstrate the use of the document word index.
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Performing mass operations (Time 6:15)
Are you looking to perform an action on a group of documents? This tutorial teaches you how to perform a mass operation.
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Creating keyword searches (Time 6:08)
In this lesson, you will learn how to run a keyword search and filter your results.
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Creating a dtSearch (Time 6:29)
Do you need searching options that are more detailed than those for a keyword search? This tutorial teaches you about dtSearch capabilities.
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Creating and running advanced searches (Time 8:17)
Are you looking to combine different Relativity searching techniques in one step? This lesson outlines how to create, edit, and run an advanced search. You'll also learn how to filter your results.
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Printing case documents (Time 5:25)
Do you need to print documents? This tutorial will show you how to print a single document or a group of images.
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Administrators
Customer Portal (Time 10:37)
Learn how the Customer Portal allows administrators to search solutions, monitor and submit tickets, view and post ideas, run reports, download Relativity content, and subscribe to updates.
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Using Keyboard Shortcuts (Time 5:03)
Learn how to configure keyboard shortcuts to speed up document review.
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Creating Pivot Profiles (Time 5:53)
Looking for the ability to save a pivot? This tutorial will walk through the steps to create profiles in order to re-run common pivot queries on different data sets.
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