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Getting started
- Quick start guide
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What's new?
- Opus 2 v. 8.15.0 Release Notes
- Opus 2 v. 8.14.3 Release Notes - Jan 2025
- Opus 2 v. 8.14 Release Notes - Dec 2024
- Opus 2 v. 8.13.3 Release Notes - Nov 2024
- Opus 2 v. 8.13 Release Notes - Sep 2024
- Opus 2 v. 8.12.3 Release Notes - Sep2024
- Opus 2 v. 8.12 Release Notes - Jul 2024
- Opus 2 v.8.11.3 Release Notes - May 2024
- Opus 2 v. 8.11 Release Notes - Mar 2024
- Opus 2 v. 8.10 Release Notes - Jan 2024
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Training
- Training Courses
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Working with documents
- Documents and files
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The Documents page
- How to Filter for Documents
- How to Find Documents
- How to View a Document
- How to view notes made on a document
- Document actions
- Deleting a Document or Transcript
- How to Find Documents using Folders
- Filter: Bulk Add
- Reviewing Tagged Documents
- How to Create a Folder
- Downloading or Exporting Native Files
- The Document viewer
- Annotations and redactions
- Document links
- Stamps
- Exporting documents
- Document metadata
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Collections, Binders and Bundles
- Understanding Collections
- Using Collections to work with documents
- Exporting Collections
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Chronology and Characters
- Working with Chronology events
- Exporting Chronology data
- Characters
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Transcripts and Designations
- Uploading transcripts
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Managing transcripts and designations
- How to Create a Designation
- How to Export a Designated Transcript
- How to Export Designations
- How to Import Designations
- How to create a Designation on a Transcript
- How to link a transcript and exhibits
- How to Annotate a Transcript
- How to Edit the Properties of a Transcript
- How to Filter by Work Product
- Transcript exports
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Projects
- Project management
- Working with projects
- Data visualisation
- Working with tags
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Worksheet management
- Using Worksheets
- Worksheet configuration
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Using Search
- The Search page
- Advanced search options
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Administration
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User management
- Overview of user management
- User roles and capabilities
- Add Users to a Project
- Adding or Removing Users from a Team
- Adding Teams to a Project
- Assigning Project Roles to Users and Groups
- Reset password
- Platform Authentication Options
- Creating a Team
- Creating Project Roles
- Add users to the System
- Managing locked and suspended users
- Removing Teams from a Project
- Resending Activation Link for a User in Platform
- Creating, Updating, and Assigning System Roles
- Account Profile
- Usage and user activity
- Access control
- Project archives
- Integrations
- Single Sign On
- Technical requirements
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User management
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Using AI
- Document management with AI
- Transcript management with AI
- AI video guides
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Portals
- Designing Portal pages
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Portal Components
- Text block (portal component)
- Image (portal component)
- Link (portal component)
- Upload (portal component)
- Collection (portal component)
- Folder (portal component)
- Calendar (portal component)
- Timeline (portal component)
- Cards (portal component)
- Single Document (portal component)
- News (portal component)
- Documents (portal component)
- Single card (portal component)
- Documents page (portal component)
- Worksheet (portal component)
- Chart (portal component)
- Input form (portal component)
- Frequently Asked Questions