| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Opus 2 allows users to filter the work product associated with a transcript to focus on specific items such as Chronology events, Notes, or Designations. Filtering is performed from within the Transcript Viewer and supports a wide range of conditions, including filtering by Tags.
This functionality is particularly useful when reviewing transcripts with a large volume of annotations or designations and you need to isolate relevant material efficiently.
Filtering work product on a transcript
- Navigate to Documents within your project.
- Locate and select the required transcript. A preview opens in the right‑hand panel.
- Click the transcript in the preview panel to open the Transcript Viewer in a new tab.
- In the right‑hand column, select Filter.
- Choose Add filter to access advanced filtering options.
- Hover over Organizations, Chronology, Designations, Notes, Tasks, Characters, or Issues and apply the required filters.
- To filter by Tags:
- Choose Or at least one of.
- Select the relevant Tags from the pop‑up window.
- Click anywhere on the page to close the filter pop‑up.
The filtered Designations, Notes, or Chronology entries that meet the selected criteria will now appear in the right‑hand panel.
Tip:
Filters can be combined in multiple ways. Experiment with different conditions to tailor the view to your review needs.
Related Links (optional)
Use transcript work‑product filters to simplify review and focus on the most relevant annotations, designations, or events. Applying consistent Tags will make filtering faster and more effective across your project.