| Minimum Software Version | 8.18.10 |
| Solution(s) | Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ✓ Counsel ✓ Focused View⨉ |
Explains how to use folder selection in the Documents page to filter and navigate documents, including single-select and multi-select folder views.
Selecting a folder or folders in the left-hand panel filters the Documents panel to display only the documents held within that selection, making it easier to locate specific groups of documents.
Tips for better results
- If no folders are displayed, select the panel options icon at the top of the right-hand panel and enable the Folders option.
- Folders can be collapsed or expanded using the chevron icon beside the folder name. A chevron indicates sub-folders are available.
- A lock icon on a folder indicates that access has been set against it. Users with access can also see who else has access.
Single-select folder view
In this view, selecting a folder displays only the documents held within that folder. By default, all folders are selected when entering a project.
- In the left-hand panel, select the list view icon (≡).
- Deselect the checkbox beside Home to clear the current selection.
- Select the folder you want to filter by.
Tip: A well-ordered folder structure makes it easier to identify groups of documents.
- The Documents panel updates to display only the documents in the selected folder.
- Select individual documents as required.
Note: The number displayed against the folder and the number of documents shown may not always match. The folder count includes documents in that folder and all sub-folders combined.
Multi-select folder view
In this view, a checkbox is displayed next to each folder. Documents from all selected folders are displayed simultaneously. Selecting a folder with sub-folders automatically selects all associated sub-folders. The number shown indicates the total documents in that folder and any associated sub-folders.
- In the left-hand panel, select the multi-select folder icon.
- To start from scratch, deselect the checkbox beside Home to untick all folders.
- Select the folders you want to include. Selecting a folder with sub-folders automatically ticks them all.
Tip: Individual sub-folders can be unticked to limit the documents displayed.
- The Documents panel displays all documents from the selected folders.
- Select individual documents as required.
Note: The number displayed against the folder and the number of documents shown may not always match. The folder count includes documents in that folder and all sub-folders combined.
Related links
Related documentation
Opus 2 has help information accessible within the application; click the question mark and then select Documentation in the upper-right area of the platform. You can also access the documentation at: Opus 2 Support.
How to contact us
To contact us about the documentation, or if you have any other questions or issues about Opus 2 solutions, contact Opus 2 Platform Support by emailing Opus 2 Platform Support.