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Case Administration Foundations: Configuring Fields and Coding Layouts

In this course, you’ll learn how to capture data in Relativity using fields and layouts.

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About this course

In this course, you’ll learn how to capture data in Relativity using fields and layouts. You’ll create a multiple-choice field, add choices as options, and build a layout to guide users and track review progress in preparation for document production.

By the end of this course, you will be able to:

  • Explain how fields, choices, and layouts function together to capture data
  • Successfully create a multiple-choice field to capture reviewer coding decisions
  • Efficiently build a coding layout to direct and inform the document review process

Contents22 min

  • Course Overview 3 min
  • Fields and Choices 5 min
  • Exercise - Creating a Multiple-Choice Field 5 min
  • Layouts 4 min
  • Exercise - Building a Layout 5 min

About this course

In this course, you’ll learn how to capture data in Relativity using fields and layouts. You’ll create a multiple-choice field, add choices as options, and build a layout to guide users and track review progress in preparation for document production.

By the end of this course, you will be able to:

  • Explain how fields, choices, and layouts function together to capture data
  • Successfully create a multiple-choice field to capture reviewer coding decisions
  • Efficiently build a coding layout to direct and inform the document review process

Contents22 min

  • Course Overview 3 min
  • Fields and Choices 5 min
  • Exercise - Creating a Multiple-Choice Field 5 min
  • Layouts 4 min
  • Exercise - Building a Layout 5 min