Manage Relationships

To create a Relationship list:

1. Review Manage Review Case Settings for instructions on opening the case settings options.

2. Click the Relationships tab.

3. In the Relationship List pane, click . The Relationships window appears.

   

4. Type a Name for the relationship that will be meaningful to users, then complete the following steps as required:

   1. Sort By:(required) Select the field on which the data in the list will be sorted (data will be sorted in ascending order).

   2. Relate By: (required) Select either the Document Fields or the Similar Documents check box.

   3. Group By Field:(required if you selected Document Fields) Select the field on which the relationship will be based. All documents with the same data in this field will be included in the relationships list.

   4. Analytics Index:(required if you selected Similar Documents) Select the field on which the data in the list will be sorted (data will be sorted in ascending order).

   5. Available Fields: Add fields to the Selected Fields list to be displayed for the relationship by using the arrow buttons. Note: The BEGDOC field displays in the Selected Fields list by default for newly created relationships and cannot be removed. This field cannot be repositioned. It is a mandatory field that shows related documents in Review.
   6. Selected Fields: Displays fields from the Available Fields list and the Available Tag Groups list that are selected for the relationship.
   7. Available Tag Groups: Add tag groups to be displayed for the relationship by using the arrow buttons.
   8. Compare option: For the relationships (Family, Duplicate, Near Duplicate, Email Thread, or Similar Document) within the Relationships panel list of the Document Viewer, select Show document compare tool if you want users to be able to compare the documents through the Document Viewer. For more information, see Overview: Document ViewerOverview Document Viewer.

   9. Add/Remove Groups: If the relationship should be restricted to certain review groups:

      • Click Add/Remove Groups (to the right of the Relationships window). The Group Security dialog box appears.

      • Select the required groups and click .

        Tip: To make a relationship available to all groups that are currently defined for the case, click Select All. The form will be unavailable for groups added after this selection (unless you add them).

5. Organize the required selected fields and tag groups in a way to best meet the requirements of your users. The required fields and tag groups are then displayed left to right in OPEN DISCOVERY Review based on the order (top-to-bottom) defined here. To change the order:

   1. Click a field or tag group to be reordered.

   2. Click or until the field/tag group is in the desired location.

   3. Repeat these steps to reorder additional fields/tag groups.

   4. When finished, click .

6. Repeat this procedure to configure other relationships.

7. Explain to users how to use the Relationship list as they review cases.

To modify or delete a Relationships list:

1. Review Manage Review Case Settings for instructions on opening the case settings options.

2. Click the Relationships tab.

3. To re-order relationships list in the left side panel, drag each relationship to be moved to its desired location in the relationships list.

   Note: If you want to sort the relationships list, click to the right of the search field to display the sort menu, and then choose an option.

4. Select the pre-defined relationship from the left side panel.

5. To delete the selected relationships, click . Click when the confirmation dialog box appears.

6. To revise the relationship definition, click  and make the required changes.

7. When finished, click .

8. Notify users of the changes that have been made.