Linking transcripts to exhibits using Autolink : Opus 2 Platform

Minimum Software Version	8.18.10
Solution(s)	Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

Explains how to link a transcript to its exhibits using the Autolink tool, including both Reference Format and Exhibit Map methods, and how to remove links if required.

Linking transcripts to exhibits allows users to navigate from transcript references directly to the corresponding exhibit documents. In Opus 2, this can be done automatically or manually depending on the materials provided by the court reporter. Both the transcript and exhibit documents must already be uploaded to the project before links can be created.

If the court reporter supplies a .LEF file, exhibits are uploaded and linked automatically. If no .LEF file is available, links can be created manually using the Autolink tool. Two methods are supported:

Reference Format – Matches transcript text to document metadata.
Exhibit Map – Supports multiple or alternate exhibit reference formats.

Using Reference Format

Reference Format uses document metadata fields (such as document name or exhibit number) to find matches in the transcript.

Navigate to Documents in your project.
Locate and select the transcript you want to link from.
Select Actions → Autolink.
In the Autolink dialog, open the Exhibit map dropdown and select Reference format.
Select + Add format to create a reference format. Ensure exhibit files are named exactly as referenced in the transcript (for example, Exhibit 1).
Select Save.
In the left-hand column, ensure only the correct reference format is selected.
If transcript references do not match document names exactly (for example, Smith 1 vs Exhibit 1.pdf), update the relevant metadata field (such as Depo Ex No) and match against that field instead.
Select Single folder in the toolbar, then choose either:
- All documents, or
- Single folder and select the folder containing your exhibits.
Select Find matches to view results.
Review the match categories and select or deselect as follows:

Category	Action
New matches	Select all
Multiple matches	Select all
No matches	Deselect
Already linked	Deselect
Updated matches	Select all

Select Create links to complete the process.

Once created, exhibit names in the transcript viewer become clickable and open a preview of the linked document.

Using Exhibit Map

Exhibit Map is useful when transcripts reference exhibits using multiple formats, or when linking individual documents manually.

Navigate to Documents.
Select the transcript to link from.
Select Actions → Autolink.
Ensure Exhibit map is selected (the default option).
Select Single folder and choose the folder containing the exhibit documents.
The documents appear on the left-hand side with default aliases (document name without extension).
If an exhibit is referenced differently in the transcript, add alternative aliases using + Add.
Select Find matches.
Review the match categories and select or deselect as follows: