Minimum Software Version8.16.3
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

  1. Navigate to the Documents page.

  2. Select the documents that you wish to add to the collection or collection section.

  3. Select Actions > Add to collection.

  1. Select the destination collection. 

  1. Select Apply.

The documents are added to your chosen collection.

Method 2

  1. Navigate to the Documents page.
  2. Select the documents that you wish to add to the collection or collection section.
  3. Select the turquoise selected documents button and drag it to your chosen collection.

The documents are added to your chosen collection.

Method 3

  1. Navigate to the worksheet of your choice, for example Characters.
  2. Select the documents that you wish to add to the collection or collection section.
  3. Select the action Add documents to collection.

The documents linked to the selected records are added to your chosen collection.

Method 4

  1. Open a document in the Document Viewer.
  2. Select the 3 dots kebab menu > Actions > Add to collection.

The document is added to your chosen collection.