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Customer Onboarding: Server to RelativityOne

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Customers moving from Server to RelativityOne come with vast Relativity knowledge and experience and we need to get them operating in the cloud. This transformation includes education about Relativity’s cloud infrastructure, performance, and working with our support, operations and finance teams. In addition, we will address feature differences, cloud only applications, and guide them through migrating their data into RelativityOne. 

Collect Ask the Expert: Optimizing Relativity Collect Workflows
Learn how to use Relativity Collect.
60 min
Administrator Intermediate Collection Data Ingestion & Management Recorded Webinar
Collect Foundations: Setting Up, Running, Monitoring, & Reporting
Get started with Relativity Collect from start to finish including demonstrations in Relativity.
46 min
Beginner Administrator Self-paced course Reviewer Collection Data Ingestion & Management
Processing Foundations: Setup, Workflows, Publishing, & Error Resolution
Get going with processing from initial setup to workflows and resolving errors.
151 min
Beginner Administrator Self-paced course Reviewer Collection Data Ingestion & Management
Import/Export Introduction
This course provides an introduction to the hybrid delivery method of the Data Loading and Productions course as well as the Import/Export application.
00:06
Self-paced course RelativityOne Only Data Ingestion & Management
Import/Export Foundations: Comprehensive Overview
A comprehensive dive into the Import/Export application, giving you a solid foundation for harnessing Relativity's most powerful data transfer tool.
31 min
Beginner Review Administrator RelativityOne Only Preservation Collection Processing Data Ingestion & Management Recorded Webinar Production
Automated Workflows Foundations: Benefits, Configuration, and Demo
Discover key features of Automated Workflows.
36 min
Beginner Review Administrator Matter & Workspace Management Self-paced course Reviewer RelativityOne Only
Automated Workflows Ask the Expert: Streamlining Admin Tasks
In this session, we'll walk through the latest Automated Workflow actions and features in RelativityOne and how they can help you streamline your administrative tasks.
59 min
Review Administrator RelativityOne Only Intermediate Recorded Webinar
ECA Foundations: Introduction to Performing Early Case Assessment in RelativityOne
Introduction to the Early Case Assessment (ECA) process and how to set up your workspace.
4 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Starting a Project
In this video, we discuss ways to prepare for an Early Case Assessment (ECA) project.
6 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Culling Documents By Date and File Type
This lesson shows you how to use the RelativityOne ECA Template to cull documents based on a selected date range or the documents' file types.
13 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Culling Using Key Terms and Concepts
In this video, we demonstrate how to use the RelativityOne ECA Template to cull documents based on key terms and concepts.
11 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Culling Using Duplicates, Language, and Sender Domain
This video shows you how to use the RelativityOne ECA Template to cull documents based on duplicate files, the language(s) identified for the documents, of the sender domain of email messages.
12 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Exploring Documents - Conversations and Concepts
In this video, we show you how the RelativityOne ECA Template can help you explore your documents based on conversations and concepts present in your data set.
12 min
Video Beginner Administrator Reviewer Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Adding Family Documents and Email Threads
In this video, we explain how you can use the RelativityOne ECA Template to add family documents and email threads within your data set.
9 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Reviewing to Promote Documents
This video covers how to use the RelativityOne ECA Template to review documents before promoting them to the review phase.
5 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Promoting Documents to a Workspace
This video will guide you through promoting documents from ECA to a review workspace.
15 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
Façade Redactions Introduction
Learn how producing native documents is easier with Façade Redactions.
Video RelativityOne Only
Redact Foundations: Automated Redaction Projects
Learn about Redact features and functionality for RealtivityOne.
Beginner Self-paced course Reviewer RelativityOne Only Production
Review Center Foundations: Key Functionality & Workflows
Review Center benefits, queue management, and use in recommended scenarios.
Beginner Review Self-paced course Reviewer RelativityOne Only
Review Center Foundations: Create/Edit Queue Templates and Manage Queues
In this interactive tutorial, you'll get an overview of RelativityOne's Review Center, queues and templates, and the dashboard.
19 min
Beginner Review Administrator Reviewer RelativityOne Only Tutorial
Translate Introduction
In this video, you'll get a first look at how you can translate documents into over 100 languages seamlessly in RelativityOne.
2 min
Video Review Administrator Reviewer RelativityOne Only Intermediate
Translate Foundations: Capabilities & Workflows
Learn more about Relativity Translate capabilities, workflows, and tracking & billing.
20 min
Beginner Review Administrator Self-paced course Reviewer RelativityOne Only
Sentiment Analysis Foundations: Capabilities, AI, & Workflows
Gain an understanding of sentiment analysis benefits and workflows.
25 min
Beginner Administrator Self-paced course Reviewer RelativityOne Only Analysis