Project Settings

Explains how to access and manage project settings in Opus 2, including core project information, terms and conditions, watermarks, default behaviour, and administrative actions.

Project settings provide administrators with centralised control over how a project is configured and managed. From core project information to access requirements, document handling, user management, and administrative actions, this area ensures projects remain accurate, secure, and aligned with operational needs. Only users with appropriate administrative privileges can access and modify project settings.

Accessing project settings

1. Open the project from the System Dashboard or the Project Directory.
2. Select the project name dropdown.
3. Select Project settings.

Settings tab overview

From the Settings tab, project administrators can manage five key areas: About, Terms and Conditions, Watermark, Default settings, and Content.

Note: Only users assigned a role with the appropriate permissions will see the Project settings area. If Project settings is not visible, contact your system administrator to review your role and permissions.

About

Update core project details including:

• Project name
• Shortcode
• Project reference
• Matter number
• Description (up to 500 characters)
• Project icon and colour
• Connected projects – Toggle: Allow connection from other projects to enable other projects in the platform to connect to this project.

Example: Update the project description and icon to reflect a new litigation phase.

Terms and conditions

Create and manage terms required for project access. A rich text editor is available for drafting terms. A toggle allows administrators to require acceptance of terms before users can access the project.

Example: Require external users to accept confidentiality terms before viewing any project data.

Watermark

Configure text-based watermarks for document security. The following options are available:

• Display on screen – Toggle on to apply the watermark to documents viewed within the platform.
• Display on exports – Toggle on to apply the watermark to documents exported from the platform.
• Watermark text – Enter the text to be displayed as the watermark.

Example: Apply a watermark displaying the project name and access date to all exported documents.

Default settings

Control default project behaviour using the following options:

Access to new content: Choose whether newly added content is accessible to all project users or visible only to the creator or uploader. Users can override this default by setting access explicitly on newly added items.

Currency: Select the default currency for the project (for example, United States Dollar).

Email attachments: Choose how email attachments are handled on upload:

• Extract attachments on upload – Attachments are extracted and uploaded as separate documents.
• Only upload email – Only the email file is uploaded, without extracting attachments.

Users can override this default in the upload dialog.

Email attachment duplicate check: Choose how duplicate email attachments are handled:

• Check for duplicates and create relationship to existing document – Duplicate attachments are identified and linked to the existing document rather than uploaded again.
• Always upload email attachments as new documents – Attachments are always uploaded as new documents regardless of duplicates.

Default OCR: Set the default OCR behaviour for uploaded documents. Options include None, If required, and Always.

Transcript unit for context lines: Configure the pattern used to identify transcript units for context lines:

• Pattern name – Enter a name for the pattern (for example, Q&A).
• Pattern start – Enter the character or string that marks the start of a unit (for example, Q.).
• Pattern end – Enter the character or string that marks the end of a unit (for example, A.).

Example: Restrict visibility of newly uploaded documents to the uploader by default.