| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to add a note to selected text within a document using the text selection and annotation tools in the Document Viewer.
The Opus 2 Document Viewer allows users to annotate documents by attaching notes directly to selected text. This is useful for adding commentary, highlighting important passages, or capturing issues during document review.
Text‑based notes are created by selecting text within a document and inserting a note linked specifically to that selection. Notes can be shared with all project users or restricted to specific users or groups, depending on visibility requirements.
If AI features are enabled, additional functionality such as AI Autofill may be available when creating text‑based annotations.
Adding a note to selected text
- Open the required document in the Document Viewer.
(See related guidance for opening a document if required.) - Click the Select Text button in the document toolbar.
- Click and drag to highlight the text you want to annotate.
- Release the mouse to display the action prompt.
- Click Create Note.
- If Create Note is not displayed, select the three‑dot menu and choose it from the dropdown.
- In the Add Note dialog, complete the following:
- Notification Setting – Choose who will be notified when a new note is created. By default, no notifications are sent.
- Note – Enter the note content using the rich‑text editor.
- Other options – Complete any additional settings as required.
- Click Save to finish creating the note
Related Links
Use text‑based notes to capture insights directly within documents and collaborate more effectively with your case team. Adjust sharing settings to ensure notes are visible only to the appropriate users.