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Case Administration Foundations: Creating the Workspace Framework

Course 1 of 9 in Customer Onboarding: Instance Administration

In this course, you’ll learn about the framework that contributes to and supports work completed in a Relativity workspace.

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About this course

In this course, you’ll learn about the framework that contributes to and supports work completed in a Relativity workspace. You'll learn how to create and link the admin objects necessary to build a workspace in Relativity.

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

  • Describe how Relativity objects function
  • List the foundational building block admin objects
  • Successfully create a matter and client
  • Successfully create users and add them to groups
  • Use the Review template to build a new workspace

Contents27 min

  • Course Overview 3 min
  • The Object Framework 4 min
  • Admin Objects 10 min
  • Exercise - Creating a Client, Matter, and Workspace 5 min
  • Exercise - Creating Users and Groups 5 min

About this course

In this course, you’ll learn about the framework that contributes to and supports work completed in a Relativity workspace. You'll learn how to create and link the admin objects necessary to build a workspace in Relativity.

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

  • Describe how Relativity objects function
  • List the foundational building block admin objects
  • Successfully create a matter and client
  • Successfully create users and add them to groups
  • Use the Review template to build a new workspace

Contents27 min

  • Course Overview 3 min
  • The Object Framework 4 min
  • Admin Objects 10 min
  • Exercise - Creating a Client, Matter, and Workspace 5 min
  • Exercise - Creating Users and Groups 5 min