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Knowledge base

• Getting started

  Get up and running quickly with a new case project.

• Training

  Training resources to help to get the maximum benefit from your solution.

• Working with documents

  The core part of any Opus 2 project is the ability to work with flexible, configurable, data-driven document management.

• Collections, Binders and Bundles

  Use collections to organise, annotate and share information about documents without touching the source file.

• Chronology and Characters

  Learn about the two custom worksheets that form the basis for all Opus 2 Cases.

• Transcripts and Designations

  Understand the specifics of transcript upload, how to create and manage designations and how to export work product.

• Projects

  Understand how individual projects in Opus 2 can be managed and enhanced beyond core document and data management.

• Worksheet management

  Create custom worksheets to manage complex data structures related to documents and other worksheets.

• Using Search

  Find out how to build search queries and how to add search results to worksheets and collections.

• Administration

  Information about system and project administration, user management, integrations with other applications and more.

• Using AI

  Opus 2 comes with powerful AI capabilities to help you with case and document management.

• Portals

  Portals allow for a curated view of selected information to be shared with a wider group of relevant parties.

• Frequently Asked Questions

  Standard guides and answers to common questions around the Cases platform.