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,
, What option is available for displaying multiple choice values in a layout? Check boxes
Pop up pickets
You created a fixed length text field, but then determine the field should be a long text field. What must
you do to change the field type? Create a new field and perform a mass replace
Workspace Store docs to facilitate searching, organising & categorising content.
Granular security settings - grant/deny permissions to specific content
Define: Views, Layouts, Fields/Choices
Views = for filtering on item lists
Layouts/Fields/Choices = categorising docs
Template Workspace (Groups) Any Groups part of a template will also be part of the client domain
workspace.
Rel Recommendation: remove these non-client domain groups to prevent the client domain admin from
seeing info on non-client doman users & groups.
Workspace - Name Field Must not exceed 50 char
Workspace - Matter Field the case or legal action associated with the workspace.
Matters is a case, dispute or consulting instance brought forth by a client
Client Object Company, organisation or person involved in a legal dispute. Must be created first to
link to Matter, Workspace, Users etc.
Workspace Creation - Resource Pool Set of servers and file respositories you can associate with the
WS.
Default file repository - specifies the path for the physical location of the files, including document
natives & images associated with WS.
Default Cache location, DB Location & Download handler URL - based on the resource pool that's chosen
Template Workspace (Options) Select an empty workspace without any docs as a template to prevent
potential errors when trying to clean up references
Template Workspace (Non Document Objects) Analytics indexes/profiles, Automated workspace,
structured analytics, custom tabs, user objects, fields/choices, Filters fo repeated content & regex,
groups, imaging profiles etc.
Rel Integration Points profile = only export type RIP profiles with a source and destination of Relativity
are copied.
Positives of Templates - Provide guidance for pre-build workflows
- save time by reusing existing setup
