The Relativity Connector Settings allows you to configure a Relativity integration with FOIAXpress.
NOTE: Relativity Admin credentials are required to view all workspaces and production sets, and to allow importing of production sets/documents.
Navigate to the Relativity Connector Settings menu (Administration > Document Management > Relativity Connector Settings):
First, select the Enable Relativity Connector checkbox.
Change the Relativity Site URL to the host name of the Relativity site you wish to use.
Set the desired Authentication Mode. We recommend using Bearer Token authentication. Alternatively, you can select Basic authentication.
If you selected Bearer Token, Use the following link to create a bearer token in Relativity. Here you can obtain the Client ID and Client Secret for the token:
https://help.relativity.com/RelativityOne/Content/Relativity/Authentication/OAuth2_clients.htmIf you selected Basic Authentication, enter the associated Relativity Username and Password in the fields provided.
Click Save to save the settings.