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In Relativity, a workspace provides a secure data repository for documents used in cases or for applications developed with Dynamic Objects. You can store all types of documents (such as productions, witness testimony, and so on) in a workspace to facilitate searching, organizing, and categorizing content. In addition, you can use granular security settings to grant or deny permissions to specific content stored in the workspace.
At the workspace level, you can also define views, layouts, fields, and choices. These Relativity features streamline workflows, as well as simplify the processes for organizing and categorizing content. Views support filtering on item lists, while layouts, fields, and choices are used for categorizing documents.
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To create or edit a workspace, following these steps:
Note: The SQL Server settings determine the languages available in this list. Contact your administrator if you require additional languages.
Default File Repository - specifies the path for the physical location of the files (including document natives and images) associated with the workspace.
Database Location - the SQL server where the workspace database is stored.
Download Handler URL - lists the default URL referencing the code responsible for making downloaded files available to users. (This setting is independent of the selected resource pool.)
On the Workspace Details page, Relativity displays read-only workspace settings, history information, Relativity Utilities console, and the Production Restrictions field. You can update the Production Restrictions field when you edit a workspace. See Adding and editing production restrictions.
Additional administrative features are available through the Relativity Utilities console on the Workspace Details page.
The console includes the following buttons in the System Settings area:
In the Relativity Downloads area, click any link to download the corresponding component.
Note: To use these buttons, you must have the security permission for the Admin Operation called Download Relativity Desktop Client.
You can modify the system keyboard shortcuts for a workspace. These keyboard shortcuts are defined in Relativity for use in the Core Reviewer Interface. You must have security permissions for the Admin Operation called Modify System Keyboard Shortcuts.
To manage system keyboard shortcuts, follow these steps:
Use the following instructions to modify a system keyboard shortcut key:
Note: You must select either or both the Ctrl and Alt checkboxes. Relativity displays the error message <Invalid Keyboard Shortcut> when these checkboxes are not selected.
After you have completed your updates, click Save to display the Workspace Details page.
Note: You can create user-defined shortcuts when you add a new field to Relativity. See Creating and editing fields, and Creating keyboard shortcuts.
You must be a System Administrator to view the personal items of workspace users. To view personal items, follow these steps:
Note: To move multiple users between boxes, click the double arrows. You can also select and double-click on user names to move the between boxes.
Using the Production Restrictions option, you can ensure that your production set doesn't include privileged or other confidential documents. You can select a saved search that returns documents that you want excluded from the production set. When you run a production, Relativity compares these documents against those in the production and alerts you to any conflicts. See Running a production.
To add a production restriction:
Note: You can select a saved search that uses a dtSearch or Analytics index. However, the saved search can't use a multiple object field, such as a Search Terms Report, as criteria. If you select this type of saved search for production restrictions, you'll receive an error when attempting to save your workspace details page.
If you use a workspace with production restrictions as a template, you'll see a warning message that requires you to select one of the following options:
You can't delete the saved search that the Production Restriction option uses. You must first edit the Production Restriction option so that it no longer references the search.