| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to filter work product (chronology entries, notes, and designations) within a document to quickly review specific tagged or categorised content.
Opus 2 allows users to filter work product associated with a document to focus on specific items such as chronology events, notes, or designations. Filtering is performed within the Document Viewer and supports a wide range of conditions, including filtering by tags. This is particularly useful when reviewing documents with a large volume of annotations and you need to isolate relevant material efficiently.
Note: Designations are only available for transcripts and will not appear as a filter option for other document types.
Filtering work product on a document
- Navigate to Documents within your project.
- Locate and select the required document. A preview opens in the right-hand panel.
- Select the document in the preview panel to open the Document Viewer in a new tab.
- In the right-hand column, select Filter.
- Select Add filter to access advanced filtering options.
- Hover over Organisations, 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.
- Select anywhere on the page to close the filter pop-up.
The filtered work product that meets the selected criteria appears 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
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.