Users may find duplicate documents in the workspace, between the first set of initial documents uploaded, subsequent productions, exhibits and trial exhibits. Through manual application, users can set up Opus 2 to automatically save all work product to the master document only and not to its duplicates.

Please see the Duplicates (Beta) – Automated Duplicate Analysis page for the automated option for this process.

Step-by-step guide

  1. Right-click on a document to access the right-click menu; click on More... and select Related Documents. (This directly leads to the Relationships dialogue box in Step #3.)
  2. Alternatively, click on the green or red asterisk icon (if available) next to a document with known duplicates. This will open the Related Documents dialog.
  3. Select the Manage Relationships button on the lower left-hand corner, which opens up the Relationships dialogue box. Manually relate a master document to duplicate document(s). Use the Change and Add buttons to select Master and Duplicate documents.
  4. Right-click on the master document, and choose More... > Related Documents.
  5. Click on Add, and then click on Select, and browse to the duplicate document(s) within the workspace. 
  6. Choose Redirect to master in the Annotation drop-down menu to force redirection of annotations from duplicates to the master document. This will ensure that all work product is consistently saved to the same document.
  7. After the documents are related via this tool, Opus 2 will redirect the User to this master document if a User tries to add an annotation to a duplicate document.