Getting started
- Quick start guide
- What's new?
Training
- Training Courses
Working with documents
- Documents and files
- The Documents page
- The Document viewer
- Annotations and redactions
- Document links
  - Autolinking
  - How to create an autolink reference
- Stamps
  - Add/Edit Stamps
- Exporting documents and files
- Document and File metadata
Collections, Binders and Bundles
- Understanding Collections
  - Document collections
- Using Collections to work with documents
  - How to create a collection
  - How to add Documents to a Collection
- Exporting Collections
  - Exporting trial exhibit bundles (collections)
  - Exporting a collection with a custom sort order
Chronology and Characters
- Working with Chronology events
- Exporting Chronology data
  - How to export your chronology to Excel
  - Exporting Chronology and Linked Sources
- Characters
Transcripts and Designations
- Uploading transcripts
- Managing transcripts and designations
- Transcript exports
Projects
- Project management
- Working with projects
  - Filtering project content
  - Views
- Data visualisation
  - Data tables and charts
- Working with tags
Worksheet management
- Using Worksheets
- Worksheet configuration
Using Search
- The Search page
- Advanced search options
Administration
- User management
- Usage and user activity
- Access control
  - How access control works in Opus 2
  - How to set access controls on documents
- Project archives
  - Archiving a Project
- Integrations
- Single Sign On
- Technical requirements
Using AI
- Document management with AI
- Transcript management with AI
  - Transcript summary
  - Transcript analysis
- AI video guides
  - AI video guides
Portals
- Designing Portal pages
- Portal Components
Frequently Asked Questions
- FAQs
  - How to correct for faded and difficult to read font
Developers
- Documents REST API
  - Using the Inbound Documents API
  - Obtaining a REST API authentication token

Option to manage choice field options when editing or creating a record

Modified on: Mon, 24 Mar, 2025 at 12:58 PM