Relativity Binders

Relativity Binders is an app for iPad and other tablets which allows users to pull documents from Relativity. With the app you can tag key pages in the documents added to these virtual binders; access the downloaded documents offline; and exchange highlighted or annotated documents with the other members of your legal team.

Relativity Binders must first be created in the regular version of the database on a PC desktop or laptop. The documents added to a binder are first converted to PDFs. At least in Relativity 9.3 the Binders admin tab will not appear by default. In order to install it follow these steps:

1. Go to the Application Library tab under the Applications & Scripts parent tab.

2. Click Binders

3. In the 'Workspace Installed' section, click on Install, and the add the workspace in which you want to use binders.

4. After the binders application has installed go to the Server & Agent Management parent tab and then select Agents.

5. Click 'New Agent' and then select the ellipses next to Agent Type and filter for Binder.

6. In succession install the Binder Manager and the Binder Worker agents. Select an Agent Server for each and accept the other default settings.

7. In your workspace you should now see a new Binder tab.

8. On this tab you can click 'New Binder' , and then select saved searches as data sources. It's not necessary to make any other settings other than giving the binder a name. After click save, be sure to click on 'Build Binder: Full'.

Relativity dtSearch Dictionary Search

Follow these steps to run a dictionary search in Relativity, which allows you review the complete document index for a string finding the number of times it appears and in how many documents it appears in.

You can also adjust the fuzziness level for your given term. The larger number you pick, the more the results will vary from the given term.

Searching for & % # in Relativity

With default settings, & % #, can't be searched for in dtSearch in Relativity. If you need to run a search for these characters follow these steps:

Add the special character to the alphabet file, by going to the Search Indexes tab, clicking Edit next to dtSearch and then scrolling down to the Alphabet section:

. . . enter the special character four times after the end of the row with the four Zs. Save and then click 'Build Index: Full' .

You then need to run a Regex search in dtSearch to locate a string with the character. Regex searches always need to be preceded with two number signs. The special character will be substituted with '\W'. So to search for AT&T you enter this search:

"##at\Wt"