| Minimum Software Version | 8.18.10 |
| Solution(s) | Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to use the Bulk Add filter feature to efficiently filter records using a large number of text values, either by manual entry or CSV upload.
The Bulk Add filter feature allows users to apply filters using a large number of text values, reducing manual entry time when filtering records such as documents by IDs or other text fields. Multiple values can be entered manually or uploaded via a CSV file. A Check matches option validates entered values against existing records before the filter is applied.
Adding multiple values using Bulk Add (manual entry)
- Select Add filter and create a filter on a text field (for example, Document ID).
In the filter dropdown, select Bulk add to open the Bulk add text values dialog.
- In the Values box, enter the values to filter by, separated by new lines or commas.
Select Check matches to confirm that the entered values match existing records.- Select Add to apply the values to the filter.
Example: Paste a list of Document IDs copied from an email or spreadsheet to quickly filter the document list.
Adding multiple values using a CSV file
- Select Add filter and create a filter on a text field (for example, Document ID).
- In the filter dropdown, select Bulk add to open the Bulk add text values dialog.
- In the Upload CSV section, select Browse and choose the CSV file containing the values.
Note: The file must be saved as a .csv file to be recognised.
- Once uploaded, the values appear in the Values box, separated by commas.
- Select Check matches to validate the values against existing records.
- Select Add to apply the filter.
Example: Upload a CSV export of document identifiers received from third-party counsel to instantly filter matching documents.
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.