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Customer Onboarding: Instance Administration

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Case Administration Foundations: Creating the Workspace Framework
In this course, you’ll learn about the framework that contributes to and supports work completed in a Relativity workspace.
27 min
Beginner Administrator Matter & Workspace Management Self-paced course

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Review Optimization Foundations: Searching and Visualizing Data
In this course, you’ll learn how to search through data to find what matters.
53 min
Beginner Administrator Self-paced course Search & Visualization Student/Professor

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Case Administration Foundations: Setting Workspace Security and Permissions
In this course, you’ll learn about security options, including the Security Center, Client Domains, Lockbox, and object- and item-level permissions.
29 min
Beginner Administrator Matter & Workspace Management Self-paced course

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SSO Authentication Ask the Expert: How to Set Up
June 13, 2024 | Learn how to set up an SSO Authentication Provider (SAML and OIDC) in Relativity, from start to finish.
52 min
Administrator RCE Eligible Intermediate Recorded Webinar

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Security Center Ask the Expert: Overview
The Security Center is a single spot in RelativityOne where you can analyze and act on your most pressing security concerns.
46 min
Review Administrator Matter & Workspace Management RelativityOne Only Intermediate Recorded Webinar

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Import/Export Foundations: Processing, Importing, Exporting
In this video we show you some of the functionality and features of the Import/Export application including how to process data in, import a load file, export a production set and we also take a look at the Express Transfer application.
6 min
Video Administrator RelativityOne Only Intermediate Preservation Collection Processing Data Ingestion & Management

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Case Administration Foundations: Introduction
In this course, you’ll be introduced to the role and influence of a Relativity administrator, survey the types of data management tools and their respective use cases, and get an overview of the available Relativity workspace templates.
16 min
Beginner Administrator Matter & Workspace Management Self-paced course

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Data Loading Ask the Expert: Tips and Tricks
In this session, we will discuss best practices to streamline your workflow when loading or transferring data in Relativity.
38 min
Administrator Intermediate Preservation Collection Processing Data Ingestion & Management Recorded Webinar

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Introduction to Relativity
In this course, we'll tour the environment, including the instance and workspace, and deliver tips and tricks to mastering Relativity.
40 min
Beginner Administrator Self-paced course Reviewer Student/Professor

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