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Course Overview 3 min
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Functionality and Organization 7 min
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Exercise - Installing an application 5 min
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Operations 10 min
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Exercise - Creating a Markup set 5 min
Case Administration Foundations: Customizing the Workspace Shell
Course 4 of 6 in Admin Foundations I: Case Administration
In this course, you’ll learn how to customize a workspace, including expanding functionality and pre-configuring operation settings, in preparation for working with data.
In this course, you’ll learn how to customize a workspace, including expanding functionality and pre-configuring operation settings, in preparation for working with data. You'll learn about workspace applications and organization, mass operations, job profiles, and creating Markup Sets in preparation for review.
By the end of this course, you will be able to:
- Explain the purpose and function of profiles in running operations in Relativity
- Describe the function of mass operations to execute select operations
- Summarize how a workspace’s functionality and organization can be customized
- Successfully install an application to expand workspace capabilities
- Create a new markup set for privileged document redaction
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