| Minimum Software Version | 8.14.0 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ |
When exporting document and files from the Opus2 system, there are multiple options available. Exporting is a great way to get documents or files to other parties.
Exporting documents in a batch
- In the Documents tab, select the documents by selecting the checkboxes alongside.
- Select the Export menu.
- Select the PDF or Zip bundle option.
The export dialog is displayed and can be used to configure the format of the export to be generated.
- Give your export a name.
- Choose from the options described below and select Export.
The tabs available depend on the content being exported, for example the transcript settings are only be displayed if transcripts are included in the selected content.
The tabs on the left side of the dialog separate the configuration options into the following sections:
Document Export Options - Overview
Section | Tab | Explanation |
Export settings | Overview | Settings related to top level options for the entire export. These include export name, format and whether contents and cover pages should be included. |
Export settings | Annotations | Settings related to annotations that may have been made on the documents being exported. You can configure which annotations to include and how these annotations should be shown on the export. |
Export settings | Related content | Allows configuration of which related content should be included alongside the content selected for export - this can include documents in the same family or documents which have links to the export content. |
Export settings | Zip export settings | If a .zip format export has been selected in the Overview tab, this tab contains settings related to the format and naming of files in that .zip file and how sub-folders should be structured. |
Documents | Document Settings | Settings related specifically to the documents being exported such as stamps to include. Note that these settings will not apply to any transcript files selected as part of the export. |
Transcripts | Transcript Settings | Settings related specifically to any transcript files being exported, such as inclusion of time stamps and word index. Note that these settings will not apply to any non-transcript files in the export. |
Transcripts | Advanced settings | More detailed settings related specifically to any transcript files being exported, including layout and annotation appearance. |
| Review | Review | Displays all currently configured settings for review before performing the export. |
To see a detailed explanation of the export settings in each of the above sections, go to Export settings reference.
- You see a message stating An export for export XXXX has been requested.
- You receive an email telling you that your export is ready to be accessed.
Generating and Accessing Exports
- To access your generated exports, select Exports in the Project dropdown menu.
The exports screen shows a filterable list of all generated exports available for download, along with their associated status in the Export progress column.
Export progress - Status Definitions
| Status | Explanation |
| Export requested | This is the initial stage when the export request has been sent to trigger an export. |
| Export analysis | This stage is when the export is determining what data it needs to retrieve to fulfil the export request. The progress bar increments as this step proceeds. |
| Export generation | This stage is when the export process is generating the export. The progress bar increments as this step proceeds. |
| Export download | When an export has completed, a download button becomes available. Clicking it downloads the export (either ZIP file for Zip Archive exports or a PDF for Single page exports). |
| Export error | If an error has occurred, the export status displays that an error has occurred. |
| Download export | The export has completed. Select the Download export button tol download the export into the your browser's default downloads folder. |
- From the Exports page, click Download export.
- Your export is downloaded to your browser's default download location.
Exporting file(s)
- In the Files worksheet, select the files to export by selecting one or more checkboxes alongside the file(s).
- Select Actions > Exportand then choose from:
- Export as Spreadsheet (.xls)
- Export as Plain Text (.csv)
The selected files are exported as Excel or .csv format and can be viewed in Microsoft Excel or similar product.
- To export a single file, hover over it, right-click and select Download. Alternatively, you can also select the Download original button in the View tab of the Document viewer pane.
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