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Review Manager Guide February 26, 2018, Version 9.2 For the most recent version of this document, visit our documentation website
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How to fill out relativity review manager guide

01
To fill out the Relativity Review Manager Guide, follow these steps:
02
Login to Relativity using your credentials.
03
Locate and click on the 'Review Manager' tab in the navigation menu.
04
On the Review Manager page, select the desired project or workspace.
05
Click on the 'New Review' button to create a new review.
06
Fill in the required fields such as Review Name, Review Start Date, and Review End Date.
07
Choose the desired Review Settings, such as Privilege Log options and Batch Creation settings.
08
Configure the Review Layout by selecting the desired view types, columns, and sort options.
09
Set up User Groups and User Roles for the review participants.
10
Assign Custodians and Tags to the review to organize and categorize the documents.
11
Customize the Review Workflow by defining the different stages, reviewers, and decision makers.
12
Save and publish the Review Manager Guide to make it available for the reviewers.
13
Communicate the review details and instructions to the reviewers, ensuring they have access to the Review Manager Guide.
14
Monitor the review progress and make any necessary adjustments or updates to the Review Manager Guide as required.

Who needs relativity review manager guide?

01
Relativity Review Manager Guide is needed by anyone involved in the document review process within Relativity. This includes litigation support professionals, lawyers, paralegals, and other legal professionals who are responsible for managing and conducting document reviews. The guide helps them understand and follow the review workflow, access relevant documents, assign tasks, and make decisions within the review platform.
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The relativity review manager guide is a set of instructions and guidelines for using the Relativity review manager tool to manage document review processes.
Legal professionals and litigation support teams who are using Relativity review manager for document review are required to file the guide.
Users can fill out the relativity review manager guide by following the step-by-step instructions provided in the guide and entering relevant information about the document review process.
The purpose of the relativity review manager guide is to ensure that users are able to effectively utilize the review manager tool for document review processes.
The relativity review manager guide must include information about the document review project, team members, review workflow, search criteria, and any specific instructions for reviewers.
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