Select the following tabs to display specific information:. Summary - displays general information about the number of records, processing warnings, and errors. The following screenshot displays file progress for an import job. You can also see a similar dialog when exporting content. Note: When you run an import job, the RDC only imports records with no errors into the workspace.
All Files. You are here:. Version: RelativityOne Importing document metadata, files, and extracted text You can use a document-level load file to import document metadata, native files, and extracted text. In addition, you may see warning or errors during an import under the following conditions: Native file with 0 KB - The RDC imports only metadata for native files with the size of 0 KB.
In the RDC, the Warnings tab displays a message indicating that the file is empty and only metadata has been loaded for the record. In the viewer, users see extracted text when it exists for the file. If the file has no extracted text, users see a blank placeholder, and no image or viewer options are available.
See Configuring the RDC. Long file path names - If the load file contains a field used to set the folder path on the folders browser, and the field is longer than characters for a document, the RDC displays an error message for that document on the Errors tab.
The RDC doesn't import the document into Relativity. The RDC continues to import any other documents in the load file with fields shorter than characters. This page contains the following information: Importing documents To import through the RDC, you must be part of a group that has the Allow Import admin operation enabled in workspace permissions.
Note: You must also be part of a group that has access to the parent folder of the workspace or you will receive an error when selecting that workspace in the RDC Use the following steps to import documents: Open the RDC and select a workspace. Browse for your load field map file. Click OK on the kCura. WinForm dialog. Click Open on Choose Load File dialog. Settings from the file are used to populate fields in the Load File and Field Map tabs.
You can also modify any settings on these tabs as necessary. Continue with step 7. Click to browse for a document load file on the Load File tab. Set the other options as necessary. On the Load File tab, set the following options to indicate how your load file is configured: First line contains column names — select this option if your load file has a header. Start Line - select the line number in the load file where you want the import process to begin.
The default value is 0, which results in loading the entire file. You can select some or all of the documents in the related items pane and click Go.
This opens a window for you to access all of your active layouts — the same layouts available in the layouts pane. Using these layouts, you can make coding decisions and apply them to the selected documents using mass editing. See Mass edit. Users are granted permissions or access to related items by default.
If you would like to prevent a user from accessing these features, you can disable the following permissions or secure them using item-level security:. When in Image or Productions mode, you can access and browse thumbnail renderings of a document's pages. Quickly scan, locate, and navigate to pages in an open document. Please contact our Support team if you have any questions or would like more information. The thumbnail viewer opens on the left side of the screen.
Scroll up and down to navigate all pages in the open document and click a page to view it. As you scroll through the document, the thumbnail viewer scrolls simultaneously to keep the viewed pages in focus. If you don't have this permission, contact your system admin.
All Files. Coveo Search Page. You are here:. Version: RelativityOne Server Viewer Relativity's viewer displays workspace documents.
Click to expand This page contains the following: Viewer mode Document Intelligence: Hidden Content in the Viewer Native file download Image mode Extracted text mode Productions mode Imaging on the fly Standalone document viewer Related items pane Thumbnail viewer See these related pages: Adding information to CaseMap Document compare Viewer-supported file types Reverting to the ActiveX viewer Also see these related recipes: Adding translated text to documents Read a viewer scenario Using the viewer Imagine you're a reviewer and your manager assigns you a batch of 50 documents to review.
Name optional : Email optional : Message:. Inserted cell, moved cell, modified cell, cleared cell Inserted column, deleted column Inserted row, deleted row Inserted sheet, renamed sheet. Tracked Changes, comments, hidden text. Speaker notes, comments, hidden slides. Inserted cell. Green dotted border around cell. Deleted cell. Red dotted border around cell. Modified cell. Purple dotted border around cell. Moved cell. Red dotted border around original location; green dotted border around new location.
Inserted row. Green shading in the row header. Deleted row. Red shading with "DEL" in the row header. If the row is added then deleted, the shading is purple. Inserted column. Green shading in column header. Deleted column. Note: Productions appear in the viewer by default.
There are no permissions for specific viewer options. To restrict productions from appearing in the viewer for a certain group, set the Production permission to None. Note: If you are using RelativityOne, the following objects are secured by default and should not be modified. Please contact support relativity. Tab Visibility lists all parent and child tabs to which you can grant groups access.
Combine object security permissions and tab visibility access to give users the tools they need to complete their tasks. Select a tab to make it visible for a group.
The following is a list of common Relativity parent and child tabs in alphabetical order by parent tab name:. Entities Entities Aliases. Note: If a user has view access or greater edit, delete rights to the workspace object and has view access to the Workspace Details tab, but doesn't have permission to View Workspace Details the admin operation , the user can't view the Workspace Details tab. Note: If a user has view access or greater to the History tab, but doesn't have permission to View All Audits , the user can't view the History tab.
Note: This list does not reflect custom tabs or customized parent tab configurations that may vary by environment. Note: If you are using RelativityOne, the following tabs are secured by default and should not be modified. In the Browsers section, you control which browsers are visible to a group. The box on the right displays all available fields, but the RDC only exports the fields in the Selected Columns box. Start Export at Record select a record number that identifies the initial document for export.
The RDC begins by exporting the document with this record number and continues by exporting documents with subsequent record numbers. Available only for Saved Searches, Folders, and Subfolders Production Precedence - click to display the Pick Production Precedence dialog where you can select a group of produced documents for export instead of the original images.
Select the images that you want to export: Original Images - only the original, non-produced images. Produced Images - a produced version of the images.
Include original images… - original images for the documents that are not in a specified production. Move the productions that you want to exported to the Selected Productions box. To move productions between columns, highlight them and click the Right or Left single or double arrows.
Use the Up and Down arrows to order the precedence of the fields. Select the Destination Files tab. Complete the fields on the Destination Files tab. See Fields on the Destination Files tab. After you select your export settings, select File and click Run.
Review the progress of the export. Select the following tabs to display specific information: Summary - displays general information about the number of records, processing warnings, and errors. Errors - lists any errors encountered during the load. The Errors tab displays any errors that occur when you export content with the RDC. Progress - displays a detailed view of the load progress. Warnings - displays information about loading or connection issues.
Report - includes the following files that you can export: Export Error Report - exports a. Export Error File - exports a. File Transfer Mode - displays the following information: Web mode - this mode uses the web server and it is the standard. Direct mode - this mode provides faster performance, but requires a connection to the network hosting the data, as well as specific Windows group permissions. Choose a location for the export settings file. See Technical considerations for. Fields on the Destination Files tab The Destination Files tab contains the following sections with their respective fields: Export Location - select a target directory for exporting folders, searches, and production sets.
The PDFs that you create for review will be associated with its corresponding native file. The Mass PDF application is available from the mass operations bar on the document list. The options under this section apply to every file type: natives, original images, and produced images.
The paper size option only applies when the source file type of the PDF job is natives. The original option will maintain both the original paper size and orientation of each page on the native file.
The PDF application comes with a default profile that is not listed on the PDF profile tab and that cannot be modified. This is a basic profile that creates non-searchable PDFs without highlights, redactions, slip sheet or stamp identifier. Once a system administrator creates a new PDF profile, the default Profile is no longer available for the users.
To check whether PDF text has been properly encoded and will display correctly in the Viewer, copy the text in the original PDF file and paste it into another application like Microsoft Word or Notepad.
If the pasted text does not display correctly, the PDF is not properly encoded. If the pasted text displays correctly in another application but not in the Viewer, contact Support for assistance. Note: When you Mass Save as PDF a group of documents, the documents retain their sort order based on the order in which they appear within your document list.
The Zip file or the portfolio file itself that contains the PDF files is always named result. Note: If the length of file name is longer than characters, the system will use the first characters.
0コメント