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    4. 8.11.0 release note videos
    • Getting started
      • Quick start guide
        • Opus 2 Quick Start Guide
        • Getting Help from Support
        • How to login for the first time (Password + MFA)
      • What's new?
        • Opus 2 v. 8.15.0 Release Notes
        • Opus 2 v. 8.14.3 Release Notes - Jan 2025
        • Opus 2 v. 8.14 Release Notes - Dec 2024
        • Opus 2 v. 8.13.3 Release Notes - Nov 2024
        • Opus 2 v. 8.13 Release Notes - Sep 2024
        • Opus 2 v. 8.12.3 Release Notes - Sep2024
        • Opus 2 v. 8.12 Release Notes - Jul 2024
        • Opus 2 v.8.11.3 Release Notes - May 2024
        • Opus 2 v. 8.11 Release Notes - Mar 2024
        • Opus 2 v. 8.10 Release Notes - Jan 2024
    • Training
      • Training Courses
        • Cases: Standard user
        • Cases: Advanced user
        • Cases: System administration
    • Working with documents
      • Documents and files
        • What is the difference between a document and a file?
        • File upload and processing
        • Duplicate files
        • How to Upload Documents
        • How to Bulk Replace Documents
        • Setting up Microsoft Office integration (Windows)
        • Using Microsoft Office integration (Windows)
      • The Documents page
        • How to Filter for Documents
        • How to Find Documents
        • How to View a Document
        • How to view notes made on a document
        • Document actions
        • Deleting a Document or Transcript
        • How to Find Documents using Folders
        • Filter: Bulk Add
        • Reviewing Tagged Documents
        • How to Create a Folder
      • The Document viewer
        • Viewing documents
        • Quick Actions
        • Creating Document and Text-Level Links
      • Annotations and redactions
        • How to add a note on an area of a Document
        • How to add a note on text in a Document
        • How to copy and paste from a Document
        • Redaction
      • Document links
        • Autolinking
        • How to create an autolink reference
      • Stamps
        • Add/Edit Stamps
      • Exporting documents and files
        • Changing file names for exported documents and transcripts
        • Exporting documents or original files
        • Downloading documents and files
        • Export settings reference
      • Document and File metadata
        • Exporting document and file metadata
        • Adding/editing document metadata fields
        • Editing Document Metadata
    • Collections, Binders and Bundles
      • Understanding Collections
        • Document collections
      • Using Collections to work with documents
        • How to create a collection
        • How to add Documents to a Collection
      • Exporting Collections
        • Exporting trial exhibit bundles (collections)
        • Exporting a collection with a custom sort order
    • Chronology and Characters
      • Working with Chronology events
        • How to Create a Chronology Event
        • How to create a Chronology event while adding a note
        • How to Create a Chronology Event from a Single Document
        • How to Create a Chronology Event from Multiple Documents
        • How to Edit Chronology Event Information
        • Linking Chronology Facts to Characters
      • Exporting Chronology data
        • How to export your chronology to Excel
        • Exporting Chronology and Linked Sources
      • Characters
        • Characters Worksheet: Overview
        • How to add a Character
        • Character page not loading
    • Transcripts and Designations
      • Uploading transcripts
        • How to Upload a Transcript
        • How to Upload and Synchronize a Media File to a Transcript
        • How to Replace a Transcript
        • How to Upload PCF Transcripts
      • Managing transcripts and designations
        • How to Create a Designation
        • How to Export Designations
        • How to Import Designations
        • How to create a Designation on a Transcript
        • How to link a transcript and exhibits
        • How to Annotate a Transcript
        • How to Edit the Properties of a Transcript
        • How to Filter by Work Product
      • Transcript exports
        • Exporting a transcript with designations
    • Projects
      • Project management
        • Project overview
        • Creating a New Project
        • Project Settings
        • Using the 'News' feature
        • Project dashboards
      • Working with projects
        • Filtering project content
        • Views
      • Data visualisation
        • Data tables and charts
      • Working with tags
        • Understanding tags
        • How to Create Tags
        • Managing Tags
        • Applying document tags
        • Bulk Tag Documents
    • Worksheet management
      • Using Worksheets
        • What are Worksheets?
        • Worksheet display options
        • Adding, editing and deleting worksheet records
        • Sorting worksheet records
        • Exporting worksheet data
        • Importing worksheet data
        • Autolinking on Worksheets
        • Worksheet record display
      • Worksheet configuration
        • Configuring a Worksheet
        • Worksheet properties
        • Worksheet field types
        • Worksheet record dependencies
        • Configuring a Worksheet for document annotation
        • Configuring a worksheet for transcript annotation
        • Customising Worksheet Forms
        • Customising Worksheet Cards
    • Using Search
      • The Search page
        • How to Search for Documents
        • How to Save Searches
        • Filtering Search Results
      • Advanced search options
        • Using the Search Query Builder
        • Search Syntax Overview
        • Search Query Builder Options
    • Administration
      • User management
        • Overview of user management
        • User roles and capabilities
        • Add Users to a Project
        • Adding or Removing Users from a Team
        • Adding Teams to a Project
        • Assigning Project Roles to Users and Groups
        • Reset password
        • Platform Authentication Options
        • Creating a Team
        • Creating Project Roles
        • Add users to the System
        • Managing locked and suspended users
        • Removing Teams from a Project
        • Resending Activation Link for a User in Platform
        • Creating, Updating, and Assigning System Roles
        • Account Profile
      • Usage and user activity
        • Usage
        • User activity
        • Opus 2 Usage Reports
      • Access control
        • How access control works in Opus 2
        • How to set access controls on documents
      • Project archives
        • Archiving a Project
      • Integrations
        • Relativity integration
        • Relativity quick start guide
        • Relativity Connector Overview & Configuration Guide
      • Single Sign On
        • Updating your Single Sign On Redirect URI (Reply URL)
        • Configuring your IDP to work with Opus 2 - Microsoft Entra (Azure)
        • Configuring your IDP to work with Opus 2 - ADFS
        • Configuring your IDP to work with Opus 2 - OKTA
        • Configuring your IDP to work with Opus 2 - DUO
      • Technical requirements
        • Performance limits
        • Hardware and operating system requirements
        • Browser requirements
    • Using AI
      • Document management with AI
        • How to access the AI Assist feature
        • Document summary
        • Document analysis
        • Using the 'Canvases' feature
        • Understanding page links relevance
        • Adding Worksheet Information using AI Autofill
      • Transcript management with AI
        • Transcript summary
        • Transcript analysis
      • AI video guides
        • AI video guides
    • Portals
      • Designing Portal pages
        • Sites, pages and images
        • The portal page editor
        • Portal page components
      • Portal Components
        • Text block (portal component)
        • Image (portal component)
        • Link (portal component)
        • Upload (portal component)
        • Collection (portal component)
        • Folder (portal component)
        • Calendar (portal component)
        • Timeline (portal component)
        • Cards (portal component)
        • Single Document (portal component)
        • News (portal component)
        • Documents (portal component)
        • Single card (portal component)
        • Documents page (portal component)
        • Worksheet (portal component)
        • Chart (portal component)
        • Input form (portal component)
    • Frequently Asked Questions
      • FAQs
        • How to correct for faded and difficult to read font
    • Developers
      • Documents REST API
        • Using the Inbound Documents API
        • Obtaining a REST API authentication token
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    Modified on: Fri, 12 Apr, 2024 at 11:32 AM

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