Cases: Standard user

Introduces the core skills required to begin using Opus 2 effectively through short, focused training videos covering common tasks and workflows used in day-to-day case management.

The Cases: Standard User course is designed for users who are new to Opus 2 or who need a refresher on essential functionality. Content is delivered through concise 1–2 minute videos, each demonstrating how to complete a specific task. All topics are also covered in an instructor-led training session, allowing users to either learn independently or reinforce knowledge through guided training. The focus is on practical, commonly used features that support evidence organisation, collaboration, fact management, deposition review, and trial preparation.

Accessing course content

1. Navigate to the Cases: Standard User training area.
2. Select a topic from the list to view the associated training video.
3. Watch the short video demonstration.
4. Apply the demonstrated steps within your own project.

Example: Select Create a folder to watch a quick walkthrough on organising documents before uploading evidence.

Topics covered

Organise your evidence

• Create a folder
• Upload a document
• Upload a transcript
• Edit document properties (metadata)
• Create and save a filter
• Create and save a view

Collaborate with your team

• Create a tag
• Create a note on a document (annotation)

Witness analysis with Characters

• Create a character or an organisation

Fact management and chronologies

• Create a chronology entry

Deposition transcript management

• Create a transcript designation

Trial preparation

• Create a collection
• Add documents to a collection
• Export a collection

Related links

• How to upload documents
• How to add a note on an area of a document
• Linking chronology facts to characters

Explore the Cases: Standard User training videos to quickly build confidence in Opus 2 and apply best-practice workflows when organising evidence, collaborating with your team, and preparing for trial.

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.