How can users effectively document their workflows in RelativityOne?

Using saved search queries and custom reports is the most effective way for users to document their workflows in RelativityOne. This approach allows for a structured and organized method of capturing the specific criteria, fields, and data being utilized within the workflows.

Saved searches can help users filter and retrieve relevant information that reflects how they are navigating and managing data in the platform. Custom reports can provide insights and overviews of various aspects of the data and current processes, allowing users to capture the details of workflows that can be easily shared with others.

In contrast, taking screenshots of the interface can offer a visual representation but lacks the depth and specificity that saved searches and reports can provide. Asking for comments from other users might not lead to comprehensive documentation and could yield subjective feedback rather than a clear statement of workflow processes. Writing in a notebook may help with personal note-taking but does not benefit from the integrated features of RelativityOne that facilitate more effective documentation of complex workflows.