to filter out email headers, don't remove footers

When creating an analytics index in Relativity, keep in mind that the option for the email header filter will only be enabled, when the setting to 'Remove english signatures and footers' to set to 'No'. If you want to remove the email header info, you'll have to also select the option to remove email signatures to 'No'. You can choose to both keep signatures and footers, and have the email header filter either set to 'Yes' or 'No'.

The email header filter will remove the to, from, date, and reply indicator fields, but not the subject line.

creating folders in Relativity

Note that in the load file for a new production, the field named, 'Folder Info' will contain data that will generate a folder structure in the workspace. Each folder level will be separated with a backslash, so if you have a load file which reads:

þDoc_IDþParent_IDþFolder Infoþ

þXYZ_000912þXYZ_00912,þFolder 3\Folder 3.2\Folder 3.22.þ

. . . it will generate a folder structure like this:

Documents for which folder info are not given will be loaded to the root of the workspace.

Categorization Results

After categorization is run in Relativity, the name of the categorization set will be modified by adding 'Categories' to the beginning of the categorization set's name. The names of the categories will be shown in a drop down menu:

Any documents which were not close enough to an example to be categorized will be tagged '[Not Set]". Any documents omitted from the data source used for the conceptual index, or which were not submitted for categorization will also be tagged as '[Not Set]'.