Exporting a transcript with designations : Opus 2 Platform

Minimum Software Version	8.14.0
Solution(s)	Cases International ✓ Cases US ✓ Institutions ✓

Explains how to export a transcript together with its designations from Opus 2, including key export settings and how to access completed exports.

Transcripts in TXT, PTF, PCF, MDB, XMEF, or LEF format can be exported together with any designations that have been added to them. The export is configured through the Export dialog, which provides settings for format, annotations, transcript layout, and designation appearance.

Exporting a transcript with designations

In your project, select the Documents tab.
Select the checkbox alongside the transcript or transcripts you want to export.
Select the Export menu and select PDF or Zip Bundle. The Export dialog opens.
In the Export dialog, enter a Name for the export. The default name is Export.
Configure the export using the tabs in the left-hand panel (described below), then select Export.

Note: The tabs available depend on the content being exported. Transcript settings are only displayed if transcripts are included in the selection.

Export dialog tabs

Section	Tab	Description
Export settings	Overview	Top-level options for the entire export, including export name, format, and whether a table of contents or cover page should be included.
Export settings	Annotations	Settings for annotations included in the export, including which annotations to include and how they are displayed.
Export settings	Related content	Options to include related content alongside the selected items, such as documents in the same family or documents linked from the selected content.
Export settings	Zip export settings	Available when a zip format is selected. Contains settings for file naming and folder structure within the zip file.
Documents	Document settings	Settings specific to documents being exported, such as stamps. These settings do not apply to transcript files.
Transcripts	Transcript settings	Settings specific to transcript files, such as timestamps and word index. These settings do not apply to non-transcript files.
Transcripts	Advanced settings	Detailed settings for transcript files, including layout and annotation and designation appearance.
Review	Review	Displays all configured settings for review before the export is triggered.

Tip: In the Review tab, you can save export templates to avoid reselecting the same options for repeat exports. See Export settings reference for a full explanation of each setting.

Once submitted, a confirmation message is displayed, and you will receive an email when the export is ready.

Key settings for exporting designations

Pay particular attention to the following settings:

Export > Overview – Export as – Choose Single PDF or Multiple files (zip).
Export > Annotations – Annotations to include – This must be enabled to see any designations in the exported transcript.
Transcripts > Advanced settings – Annotation brackets – Designation brackets appear as bars down the left or right side of the transcript.
Transcripts > Advanced settings – Annotation summary – Allows a summary of designations with specified designation fields to be included in the export.

For more information, see Export settings reference.

Accessing completed exports

Select the Project button and select Exports from the dropdown menu.
The Exports page displays a filterable list of all generated exports with their current status in the Export progress column.

Status	Description
Submitted	The export request has been submitted and is queued.
Export requested	The initial stage when the export request has been sent to trigger an export.
Export analysis	The export is determining what data it needs to retrieve. The progress bar increments as this step proceeds.
Export generation	The export is being generated. The progress bar increments as this step proceeds.
Export download	The export has completed. A Download export button and the file size are displayed.
Export error	An error has occurred. The error message advises you to try again and contact support if the problem persists.

Select Download export to download the file to your browser's default downloads folder.

Selecting an export row opens the Export summary panel on the right, which displays details of the export including the collection, export type, number of documents, format, and all configured export settings such as annotations, stamps, and related content.

Exporting a transcript with designations

Export dialog tabs

Key settings for exporting designations

Accessing completed exports

Related links