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›Installation & Setup

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  • New in Delegate 3.3
  • User guide changes

Installation & Setup

  • Installing Delegate
  • Upgrading Delegate

Configuring Delegate

  • Creating Delegate Profiles
  • Configuring Client Tab

Client Administrations

  • Client Administration Tab
  • Switching Active Client
  • User Tab
  • Group Tab
  • Matter Tab
  • Workspace Tab

Automated Workflows

  • Global Settings and Permissions
  • Creating a Workflow
  • Running The Workflow
  • Exporting and Importing Templates
  • FAQs and Troubleshooting

Advanced Functions

  • API Calls
  • Audits
  • Plugins

Installing Delegate

Installing Delegate is incredibly simple. We take advantage of the Admin Case for installation to ensure installation is quick and easy.

Milyli will provide at the time of sale or through support shortly afterwards a .rap file which will be used to install the application

  1. Login to Relativity with an account that has System Administration access
  2. Navigate to Application & Scripts - Application Library
  3. Click Upload Application and select the (.rap) file
  4. Click on Import and this will begin the installation process

Agent Setup

It is strongly recommended to create a single Delegate agent. In Relativity 10.3 and Relativity Server 2021, Relativity scripts are executed from the Delegate agent. Therefore, it is recommended to choose an agent server where other agent operations don't regularly utilize all available agent resources

  1. Navigate to the agent tab
  2. Select New Agent
  3. Select the Delegate Workflow Agent for the agent type
  4. Keep number of agents at 1
  5. Select your preferred agent server
  6. Leave the logging level and run interval at the default values
  7. Click Save to create the agent

Applying a License

After successfully installing Delegate, a license request must be generated to retrieve a valid license from Milyli.

  1. Navigate to the  Delegate Settings  tab in the Relativity admin section.
  2. Click on  Generate License Request.
  3. Click  Copy to Clipboard.
  4. Submit the license request body to support@milyli.com.
  5. Milyli will supply a license key in response.
  6. Click on  Apply new License.
  7. Paste the license key in the box and click Save
← User guide changesUpgrading Delegate →
  • Agent Setup
  • Applying a License
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