Minimum Software Version8.18.10
Solution(s)Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓
Explains how the Autolinking tool automatically creates links between documents by identifying and matching reference IDs within document content.

What is the Autolinking tool?

The Autolinking tool in Opus 2 allows users to automatically create links between documents where references to other document IDs appear in the text. The tool scans selected source documents for reference patterns and links them to matching documents within the same project.


For Autolinking to work, the reference ID must exist in the source document and match a reference format defined by the user. These formats specify how the reference appears, including punctuation, brackets, and the type of document metadata used. Only references that match the defined format and selected scope will be linked.


Autolinking improves navigation and document context by creating traceable relationships between related documents.

Creating autolinks between documents

  1. Navigate to Documents.
  2. Select one or more source documents that contain references by ticking their checkboxes.
  3. Click Actions → Autolink to open the Autolink dialog.
  4. Define or confirm the reference format:
    • Use Add format to recreate the reference structure found in the source document.
    • Include any necessary punctuation or brackets.
    • Select the document metadata category referenced (for example, Document ID).
    • Use + More to add additional metadata elements or free‑text components to the format.Autolink.png 
  5. Choose where to search for matching documents using Match in:
    • All documents, or
    • Single folder (recommended for large projects where document locations are known).
  6. Click Find matches to search for referenced documents.
  7. Review the list of potential links displayed in the results table.
  8. Use the tick boxes to select or deselect specific matches.
  9. Click Create links to generate hyperlinks in the source document(s).

Viewing autolinked documents

Once links are created, they can be viewed in several locations:

  • Within the document viewer – References appear underlined in the document text.
  • Documents Details panel–
    • Outgoing links show where the selected document links to.
    • Incoming links show which documents link to the selected document.
  • Events Details panel–
    • Displays incoming and outgoing links related to source documents.

Selecting a linked reference opens the linked document, and where applicable, navigates to the specified page number automatically.Doc_view_links.png 



Use the Autolinking tool to efficiently connect related documents and enhance document navigation. Ensure reference formats accurately mirror how references appear in your documents to achieve reliable and meaningful links across your project.