To which fields in Admin Mode can you add choices? ✔✔CORRECT
ANSWER✔✔Case Status, Client Status, dtSearch Index Share Location,
File Location, Matter Status, Processing Source Location, User Type
What are the required fields when creating a Choice in Admin Mode?
✔✔CORRECT ANSWER✔✔Field (single or multi-choice type only); Name
& Order
What are the required fields when creating a Choice in Workspace
Mode? ✔✔CORRECT ANSWER✔✔Field (single or multi-choice type
only); Name, Order & Highlight Color
What additional fields are available (not required) when creating a
Choice in workspace mode? ✔✔CORRECT ANSWER✔✔Parent Choice,
Relativity Application & Keyboard Shortcut
What does the Sort Top Level Choices feature do? ✔✔CORRECT
ANSWER✔✔Brings up a Pop-Up list of choices assigned to same field
,allowing to order documents in list rather than updating the order
number for each available choice.
what type of field can be made relational? ✔✔CORRECT
ANSWER✔✔Fixed Length Text that do not exceed 450 characters
What are the relational field properties? ✔✔CORRECT
ANSWER✔✔Relational = Yes > Friendly Name, Import Behavior, Pane
Icon, Order, Relational View
What choices are available to 'Propogate To:" ✔✔CORRECT
ANSWER✔✔Depends on relational fields that have been set for the
workspace.
What happens when propagation and document skip are enabled.
✔✔CORRECT ANSWER✔✔Documents coded due to propagation will be
removed from the queue if they no longer meet the criteria.
When propagation to duplicates and family is enabled, what happens to
duplicate of child attachments when the parent is coded? ✔✔CORRECT
ANSWER✔✔Nothing. Propagation does not cascade.
What object type is propagation applied to? ✔✔CORRECT
ANSWER✔✔Document.
,In addition to coding, what is another use for Layouts? ✔✔CORRECT
ANSWER✔✔To provided/display additional information pertinent to the
document or case.
What is a layout? ✔✔CORRECT ANSWER✔✔A web-based coding form
that allows users to view or edit document information.
What is contained in the default category for each newly created
layout? ✔✔CORRECT ANSWER✔✔Document Identifier.
How can you make it so a field copies coding from previous document
to the next? ✔✔CORRECT ANSWER✔✔Mark the FIELD as "Allow Copy
from Previous" in the coding layout AND select 'Enable Copy from
Previous' in the LAYOUT tools console.
Contextual Help can be added where within a layout? ✔✔CORRECT
ANSWER✔✔To Categories.
What setting creates the 'Copy from Previous' button at the top of a
Layout? ✔✔CORRECT ANSWER✔✔'Enable Copy from Previous' inside
the Layout Tools Console (build Layout).
, What are the two main places a user is able to see and edit their
workspace fields? ✔✔CORRECT ANSWER✔✔Layouts and Views
What tools allow for custom logic to be applied to layouts?
✔✔CORRECT ANSWER✔✔Event handlers and object rules.
What happens when Overwrite Protection is enabled on a layout?
✔✔CORRECT ANSWER✔✔Prevents a user from saving edits to a
document without reloading after layout changes have been made.
How do you disable Overwrite Protection? ✔✔CORRECT
ANSWER✔✔Workspace configuration must be set to
AllowChangesToOverwriteProtection; then you can get the option to
disable Overwrite Protection. However, it will still default to enabled
unless changed.
What fields are available when creating a new layout? ✔✔CORRECT
ANSWER✔✔Owner; Object Type; Overwrite Protection; Relativity
Applications
Can you change a parent choice after setting family and tagging values?
✔✔CORRECT ANSWER✔✔Yes, but it will create inconsistencies. Instead,
you should create anew parent and use mass-edit to re-tag the
appropriate documents - then remove the old choice.
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