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    3. Working with documents

    Working with documents

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

    Documents and files

    • What is the difference between a document and a file?
    • File upload and processing
    • Duplicate files
    • How to Upload Documents
    • How to Bulk Replace Documents
    View all (7)

    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
    View all (10)

    The Document viewer

    • Viewing documents
    • Quick Actions
    • Creating Document and Text-Level Links

    Annotations and redactions

    • How to add a note on an area of a Document
    • How to add a note on text in a Document
    • How to copy and paste from a Document
    • Redaction

    Document links

    • Autolinking
    • How to create an autolink reference

    Stamps

    • Add/Edit Stamps

    Exporting documents and files

    • Changing file names for exported documents and transcripts
    • Exporting documents or original files
    • Downloading documents and files
    • Export settings reference

    Document and File metadata

    • Exporting document and file metadata
    • Adding/editing document metadata fields
    • Editing Document Metadata
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