How to Simplify Relativity Search Term Reports to 5 Easy Steps with Delegate

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:

1. Create a new workflow

2. Choose the trigger for your automated workflow

3. Add a Run Search Term Report step for running the first STR in your list

4. Repeat step three for all the other STRs that you need to run (there's no limit)

5. 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!

Ready to simplify Relativity Search Term Reports with Delegate? Reach out ➜