Configuring an Export Load File

IN THIS ARTICLE:
Configure your export load file by choosing available metadata fields from Relativity and modify or reorder the field list as needed.

WHO CAN PERFORM:
Client Admin
Discovery Manager

Select individual metadata fields

Check each field to include in your load file and move them to the EXPORT FIELD LIST. Each added field is automatically placed at bottom of the list when moved over. See Reorder Fields section.

Select standard metadata fields

Check Select all Standard Fields to batch add a list of common metadata fields to include in your load file.
Use the arrow buttons to add/remove additional fields.

Reorder fields

Reorder your selected fields by dragging and dropping the field to its correct position within the EXPORT FIELD LIST

Customize header names

Hover over a header in the EXPORT FIELD LIST and click on the edit icon to change the name

To revert to the original header name, click on the reset icon

Review export settings

Click NEXT to review your configuration settings. You will be able to go BACK to make additional changes before committing to them

Click SAVE or proceed to run your EXPORT PRODUCTION

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