Here are five short steps that will help simplify one of the most common tasks review teams do in Relativity: build Search Term Reports [STRs].
Delegate’s Automated Workflows includes the ability to chain together STRs to be run sequentially – and build on the results of the previous ones. This means you can easily simplify Search Term Reports as soon as you activate Delegate.
Here's how to set that up:
Create a new workflow
Choose the trigger for your automated workflow
Add a Run Search Term Report step for running the first STR in your list
Repeat step three for all the other STRs that you need to run (there's no limit)
Run your automated workflow
And that’s it!
It's really that easy to simplify Relativity Search Term Reports with Delegate. There’s no limit to how many steps you can include in your workflow. Got dozens of STRs to run? Delegate them!