How to: Create a Privilege Log in

Relativity
This document will walk you through producing a privilege log using two different methods, Field Tree
and Advanced & Saved Search. Before starting you must have power user rights to access to Choice
Tree and Advanced & Saved Search. For additional assistance please feel free to contact our support
department at websupport@epiqsystems.com

Creating your log with Field Tree

Using the Field Tree function to create a Privileged log does have some limitations. You are limited to
whatever fields are in the Views your case manager and the Epiq team have provided. Also if the
privilege coding for your case is complex, selecting one choice within Choice Tree may not provide the
information you need. If this is the case you should proceed to the section of this document, Creating
Your Log with Saved Search.

1. Click on the Field Tree icon, from the bottom of the Folder screen as shown in Figure 1.

Figure 1

2. From the Document list window select the View that returns all documents. In most cases this is
the Document View. If your case manager has created a Privileged view select that view from
the pull down shown in Figure 2.

Figure 2

How To: Create a Privilege Log in Relativity Version 2.0 Page 1

 3. For this example we want to create a log of all documents coded with Privilege Withhold.
Expand the Privilege choice and click on the Withhold entry from the list as shown in Figure 3.

Figure 3

4. Next using the Mass Operations tools found at the bottom of the screen select the pull down
option Checked and select All 252 as shown here in Figure 4.
5. Next select the pull down option for Export to File and click the Go button. Refer to steps 11 and
12 in the next section for details on exporting to a File.

Figure 4

Creating Your Log with Saved Search

1. Click on the Advanced Save & Search Icon at the bottom of the Brower as shown in Figure 5.

Figure 5

2. Click on New Search found at the top of the window. This will open the Search window.
3. Select Public or Private. A public search will be viewable to all users with Power User access.
Next enter a name for your search. For this example we will make our search PUBLIC as shown
in Figure 6 and name our search PRIVILEGED LOG.

Figure 6

4. Next scroll down to the section of the screen CONDITIONS and select the pull down arrow under
Field, select the option Privileged as shown here in Figure 7.

How To: Create a Privilege Log in Relativity Version 2.0 Page 2

 Figure 7

5. Once you have selected the field Privileged, the default Operator (Any of these) is selected as
shown in Figure 8. For the purpose of this example we will keep the default.

Figure 8

6. Next we need to select the choices that our reviewers have been making for this field. As shown
in Figure 8 click the icon with the 3 small dots. This will open popup window with your Privileged
choices listed. As shown here in Figure 9

Figure 9

7. For this example we will select the check boxes for the choices; Needs Redaction, Privileged and
Withhold from the Available Items window and then click the ADD button in the middle of the
screen. This will move your selections to the Selected Items Window. Next click Set as shown in
Figure 9.

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 8. With our values set, as shown in Figure 10 we are ready to select the fields we want in our
report.

Figure 10

9. Select the fields for your report through the Fields Required section of the screen. Figure 11
shows a completed list of the most common fields in a privileged log. To select a field simply
double click on the field from the left column to add it to the fields returned in the right column.

Figure 11

10. Once you have your fields selected you are ready to run your report. Click on the Save & Search
button at the top of the screen to save and run your report. Below in Figure 12 is an example of
that log.

Figure 12

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 11. To export this log to Excel use the Mass Operations tools as shown in Figure 13. Select the pull
down arrow to select the option All 257 records returned from our report.

Figure 13

12. Next click the down arrow to the left of the GO button and select the option Export to File. With
both selected click the Go button. This will pop up a window asking for your export format and
Encoding options. Select Excel spreadsheet via HTML (.xls) and under Encoding select Unicode
(UTF-8) this allows for your foreign language information to be exported as shown in Figure 14.
13. Clicking the icon Run at the top of the screen will open the save as window in Internet Explorer.
Save your file or open in Excel.

Figure 14

We hope this is information is helpful and if you need any other assistance please feel free to contact
our support department at websupport@epiqsystems.com

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