| Minimum Software Version | 8.14.0 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ✓ |
The Opus 2 platform allows you to export document and file metadata together in a single export package. Metadata can be exported as either an Excel spreadsheet (.xlsx) or a plain text CSV file.
Exporting metadata is useful when you need to review, audit, or manipulate document information outside the platform — for example, to carry out bulk edits before reimporting, or to share a structured list of document properties with colleagues. Because document and file metadata are exported together, a single export gives you a complete picture of the relevant fields for each item.
Prerequisites
To export document or file metadata, you must have the Exports documents capability assigned to your account.
Exporting metadata
- Go to the Documents page.
- Select the relevant folder.
- Choose the metadata fields to include in the export:
- Select the double-column icon next to the Upload button.
- Select or clear the checkboxes to add or remove metadata columns.
- Click outside the dialog box to apply your changes.
- Select the double-column icon next to the Upload button.
- Select the checkboxes next to the document(s) you want to export.
- Select the Export dropdown menu.
- Select Metadata as spreadsheet (xlsx) or Metadata as plain text (csv).
The file downloads to your default downloads location and opens as an Excel workbook.
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.