Minimum Software Version | 8.16.3 |
Solution(s) | Cases International ✓ Cases US ✓ Institutions ✓ Counsel ✓ |
There are several methods of adding documents to a collection in Opus 2 Platform.
1. Selecting documents in the Documents page.
2. Drag and drop in the Documents page.
3. Add linked documents to collection from a worksheet.
4. From the Document Viewer.
Method 1
Navigate to the Documents page.
Select the documents that you wish to add to the collection or collection section.
Select Actions > Add to collection.
Select the destination collection.
- Select Apply.
The documents are added to your chosen collection.
Method 2
- Navigate to the Documents page.
- Select the documents that you wish to add to the collection or collection section.
- Select the turquoise selected documents button and drag it to your chosen collection.
The documents are added to your chosen collection.
Method 3
- Navigate to the worksheet of your choice, for example Characters.
- Select the documents that you wish to add to the collection or collection section.
- Select the action Add documents to collection.
The documents linked to the selected records are added to your chosen collection.
Method 4
- Open a document in the Document Viewer.
- Select the 3 dots kebab menu
> Actions > Add to collection.
The document is added to your chosen collection.