RCA Study Plan

• Workspaces
• Users
• Tabs
• Security Center
• Management Console
• Queue Management
• Processing Administration: Monitoring Active Jobs
• Production Queue
• Branding Queue

Creating Users and Groups

8 minutes

This introduction to creating users and groups will walk you through the basic steps of creating a user record and granting users access to your Relativity instance by assigning them to groups.

Creating Clients, Matters, and Workspaces

7 minutes

This video explains how to create clients, matters, and workspaces.

Using Workspace Templates

7 minutes

This video covers the benefits of using the workspace templates provided in Relativity and describes the options you have when using templates.

Getting Relatively Dynamic with Objects

47 minutes

Relativity comes with various types of objects, but creating your own custom objects adds flexibility to your unique workflows. In this webinar we cover the basics of creating custom objects, building them out, and linking them together in Relativity.

• Managing security
• Workspace security
• Setting permissions on objects
• Instance security
• Setting instance permissions
• Setting workspace permissions
• Authentication Overview
• Groups

• Layouts
• Entity Object
• Lists
• Batches - Building views for checked-out documents
• Communication Analysis

• Exporting applications
• Uninstalling and deleting applications
• Automated workflows
• Redact

Introduction to Relativity Applications

25 minutes

In this video, we introduce you to Relativity applications and demonstrate common use cases for creating your own as well as downloading applications from the Relativity Community.

• Audit

Audit Overview

7 minutes

This overview of Relativity Audit covers navigating the audit interface, viewing audit details, and reverting audits.

• RelativityOne document repository

• Short message viewer
• Creating an RSMF file
• Relativity short message format
• RSMF slicing

Relativity Short Message Files

6 minutes

Do you want to analyze all forms of communication and fully understand the people in your matter? In this video, you will learn what Relativity Short Message File is and how it can help you get a better understanding of the people in your review.

• Mass PDF
• Image upload
• Imaging profiles
• Imaging
• Imaging warnings

Creating PDFs

10 minutes

Do you need PDFs of your case documents? This interactive tutorial will show you how to customize and use PDF profiles to create PDFs for either storing in Relativity or downloading.

Relativity Imaging Tips and Troubleshooting

61 minutes

The ability to successfully complete an imaging job is often a critical step in your Relativity case workflow. This webinar provides an overview of the Relativity imaging lifecycle, explores some of the key components, and offers some troubleshooting tips for when things don’t go as planned.

• Mass Operations
  • Mass replace
  • Mass PDF
  • Tally/sum/average
  • Mass delete
  • Mass copy
• Re-production

• Relativity scripts
• Relativity script library
  • Set native file size field

• Saved search
• Filters
• Using dtSearch syntax options

• dtSearch
• Making the stop word and alphabet list searchable
• Analytics indexes
  • Data source considerations

Special Considerations for dtSearch

56 minutes

Tips and tricks for advanced searching. Includes considerations (and some limitations) regarding searching for special characters, accents, case sensitivity, and even emojis!

Best Practices for dtSearch Builds

62 minutes

In this session we will discuss the best practices for creating and building dtSearch index builds.

dtSearch Considerations

65 minutes

In this webinar we take a deeper look at the options available in dtSearch and how they can be utilized to drive searching workflows.

Introduction to dtSearch

15 minutes

In this video we introduce some commonly used dtSearch options. Specifically, we look at how Boolean operators, proximity searching, fuzzy searching, Dictionary search, and wildcard searching refine your searches.

• Structured analytics
  • Running structured data analytics
  • Analytics profiles
  • Email threading
  • Email thread visualization
  • Inclusive emails
  • Name normalization
  • Communication analysis
  • Textual near duplicate identification
  • Repeated content filters
  • Sampling for repeated content
  • Using regular expressions with structured analytics

• Analytics - List of all fields
• Analytics - Email threading inclusive emails and how to use them
• Analytics - Email threading: attachments not threaded

• Structured analytics
• Structured analytics - email threading and TND setup basics
• Structured analytics - language identification setup basics
• Structured analytics - name normalization setup basics
• Name normalization

Creating an Email Threading View

5 minutes

A properly-configured email threading view helps you get the most out of Relativity's Email Threading feature. This video will show you how to quickly set up this view to aid in your review of email threads.

Nodes, Branching, and Inclusiveness with Email Thread Visualization

38 minutes

There are many different variables that take place during an email conversation. This webinar takes a look at the email thread visualization structure including nodes, branching, and inclusiveness.

Email Threading Deep Dive

59 minutes

In this session, we show and discuss best practices of running email threading, including filters, settings, and searches.

Running an Email Threading Set

7 minutes

This video will give you an overview of what Email Threading is, and how to run an Email Threading set in Relativity.

Working with Multiple Structured Analytics Sets

53 minutes

Discover standard and non-standard ways to take advantage of multiple structured analytics sets (MSAS) in a Relativity workspace.

Running a Language Identification Set

4 minutes

This video will give you an overview of what Language Identification is, and how to run a Language Identification set in Relativity.

Name Normalization Basics

52 minutes

In this session, we walk through the basics of setting up and running name normalization in Relativity. We then see some of the ways the results of the operation can improve your searching and analysis, speed up privilege log creation, and more.

Communication Analysis

9 minutes

This video shows you how using the Communication Analysis widget helps you visually explore interactions and connections between entities to easily see who’s been talking to whom, how often, when, and what about.

Running a Textual Near Duplicate Identification Set

6 minutes

This video will give you an overview of what Textual Near Duplicate Detection is, and how to run a Textual Near Duplicate set in Relativity.

• Relativity Integration Points
  • Installing Integration Points
  • Importing through Integration Points
  • Exporting through Integration Points
  • Promoting data between workspaces with Integration Points
• Creating and running a Restore job

• Import/Export 

  • Installing Import/Export 
  • Importing workflows via Import/Export 
  • Exporting workflows via Import/Export 
  • Reporting jobs failed or completed with errors

RelativityOne Data Transfer

40 minutes

This webinar is designed for users who are curious about data transfer in RelativityOne. It covers topics like the RelativityOne Staging Explorer and ARM, along with a discussion of migration strategies for moving workspaces from an on-premise environment to RelativityOne.

• Processing in Relativity
  • Password bank
  • Files tab
  • Processing profiles
  • Quick-create sets
  • Mapping processing fields

Running a Processing Job

6 minutes

Running a processing job can be as easy as 1-2-3! In this video, we discuss how to process data into Relativity, including creating a processing set, selecting data sources, and discovering and publishing files into Relativity.

Choose Your Processing Adventure

15 minutes

Choose from a series of interactive scenarios that challenge you to run a processing job, resolve processing errors, and manipulate processing profile settings to achieve the results you want.

• Transcripts application
• Uploading Transcripts

Using the Transcripts Application

16 minutes

In this video you will learn how to use the Transcripts application, which gives users the ability to upload, review, annotate, link, and print transcript files without ever leaving your Relativity workspace.

• Simple file upload

• Production
  • Production overview
  • Production sets
  • Production Data Source
  • Production Placeholders
  • Production console
  • Run a production
  • Production errors

Producing Documents

15 minutes

Are you looking to produce a set of documents in Relativity? This tutorial teaches you the basic workflow necessary to meet any production request.

Standard Production Workflows in Relativity

49 minutes

Relativity offers flexible options to handle many types of productions. In this session, we walk through workflows for running both simple and complex productions that help ensure you meet your deadlines. We also discuss the Re-produce mass operation in RelativityOne, which allows you to re-produce certain documents without having to run the entire production again.

RCA Exam Sample Questions

Use the sample questions to familiarize yourself with the types of questions that will appear on the exam. A list of sample questions can be found in the Relativity Community by clicking the Study Materials link in the Relativity Certified Administrator certification tracker.

Note: Sample questions are not inclusive of exam content, and should not be used to predict exam performance.

Technical & Physical Requirements

Ensure you meet the technical and physical requirements for your online exam.

Take the Exam

Click the "Schedule the Exam" button in the Relativity Community.