Getting started
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Training
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Working with documents
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- The Documents page
- The Document viewer
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  - Autolinking
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- Exporting documents
  - Changing File Names for Exported Documents and Transcripts
- Document metadata
Collections, Binders and Bundles
- Understanding Collections
  - Document collections
- Using Collections to work with documents
  - How to Create a Collection
  - How to add Documents to a Collection
- Exporting Collections
  - Exporting Trial Exhibit Bundles
  - Exporting a Collection With a Custom Sort Order
Chronology and Characters
- Working with Chronology events
- Exporting Chronology data
  - How to export your chronology to Excel
  - Exporting Chronology and Linked Sources
- Characters
Transcripts and Designations
- Uploading transcripts
- Managing transcripts and designations
- Transcript exports
  - How to export a PDF with work product
  - How to Export a Transcript as a PDF with Designation Highlights only
Projects
- Project management
- Working with projects
  - Filtering project content
  - Views
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Worksheet management
- Using Worksheets
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Using Search
- The Search page
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Administration
- User management
- Usage and user activity
- Access control
  - How access control works in Opus 2
  - How to set access controls on documents
- Project archives
  - Archiving a Project
- Integrations
  - Relativity integration
  - Relativity quick start guide
- Single Sign On
- Technical requirements
Frequently Asked Questions
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  - How to correct for faded and difficult to read font
Using AI
- Document management with AI
- Transcript management with AI
  - Transcript summary
  - Transcript analysis
- AI video guides
  - AI video guides
Portals
- Designing Portal pages

Account Profile

Modified on: Wed, 31 Jan, 2024 at 11:46 PM

Editing User Profile

Each user account has an associated profile where information about the account owner can be stored and referenced. To update the user profile:

Navigate to the User Account icon in the top right of the window as shown and select Profile.

2. Navigate to the Profile tab in the top toolbar and select Edit on the User profile preview.

A screenshot of a computer

Description automatically generated

3. In the dialog box input the profile the information which should be shared to other Opus2 users. Optionally, create a profile picture by dragging and dropping a photo or clicking in the field to search via a file explorer window.

4. Save the changes.

User Notifications

User Preferences

From the user preferences tab, users may designate their preferences of how the system will respond to certain actions. By pressing edit, the user may modify their editable preferences.