Minimum Software Version8.18.10
Solution(s)Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓
Explains how to upload documents and folders into a project, including key upload options and background processing behaviour.


The Opus 2 Platform allows users to upload individual files or entire folders of documents directly into a project. Uploaded documents can be published immediately to the Documents area or staged for review, depending on user permissions and upload settings.


Once uploaded, documents continue to process in the background (for example unzipping, conversion, and OCR). Documents are ready for use when processing is complete and their status is marked accordingly.

Uploading documents to a project

  1. Navigate to Documents.
  2. Select the folder you want to upload documents into.
    • The folder will be highlighted or ticked, depending on the view.  
  3. Click Upload.
  4. In the upload dialog, either:
    • Drag and drop documents or an entire folder into the dialog, or
    • Click Browse for files to select files from your local machine, network, or external media.

Upload options

Review and confirm the following settings before uploading:

  • Batch name
    Leave this selected (default).

  • Publish
    Leave this selected unless advised otherwise.

    • When enabled, documents are added directly to Documents.
    • When disabled, documents are sent to the Files page for review before publishing (available only to System Administrators).

  • Folder
    Confirm the destination folder.

    • Click the folder icon to change the destination if required. 

  • OCR
    Enable if Optical Character Recognition is required.

  • Unpack zip archives
    Leave this selected (recommended).

    • Unticking uploads .zip files as compressed archives.
    • Archives can later be unzipped from the Documents page.
    • Leaving this enabled improves performance when uploading mixed file types.
  1. Click Upload.

After upload

  • The upload dialog closes once files are transferred.
  • Documents continue to be processed in the background (unzipping, converting, OCR).
  • A document is ready to view once a green tick appears in the Status column.

Upload documents early in your project workflow and confirm destination and processing settings before uploading. Monitor document status to ensure files are fully processed and ready for review.