Creating document and text-level links : Opus 2 Platform

Minimum Software Version	8.18.10
Solution(s)	Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

Explains how to create links from annotations to entire documents or to specific passages within documents and transcripts, enabling quick navigation between related evidence.

The Link to… tool allows users to connect relevant content across documents and transcripts while annotating. Links can point to a document or transcript as a whole (at a specific page) or directly to highlighted text within another document or transcript. These links are created during the annotation process and are visually indicated by underlined blue text or annotation regions.

When a linked annotation is selected, the destination document or transcript opens automatically at the linked page or passage, ensuring clear context and traceability across related materials.

Linking to an entire document or transcript

Step 1: Select the source passage

Open a document or transcript in the viewer.
Select the passage or area you want to link from.
In the annotation pop-up, select the three-dot (⋯) icon.
Select Link to…

Note: The annotation pop-up displays the last annotation type used. Selecting the three-dot icon shows all available annotation options. The Link to… tool can be used with any of the three annotation types.

Step 2: Select the target document or transcript

In the Select document dialog, navigate to the document or transcript you want to link to.
Select the document or transcript row to select it.
Select Select.

Tip: Use the Find and More filters to quickly locate the required item.

Step 3: Link to a page

The selected document or transcript opens in a preview window at the first page.
Navigate to the page you want to link to.
Select Link to page at the bottom.

The preview closes. The original passage is underlined in blue, and a summary appears in the right-hand panel showing the linked document or transcript and page. Selecting the underlined text opens the linked item at the chosen page.

Note: If the original annotation was created using the region select tool, a box appears over the selected region. The link is accessed by selecting the annotation number in the top-right corner of the box.

Linking to text within a document or transcript

Step 1: Select the source passage

In the viewer, highlight the passage you want to link from.
Select the three-dot (⋯) icon in the annotation pop-up.
Select Link to…

Step 2: Select the target document or transcript

In the Select document dialog, navigate to the required document or transcript.
Select the row to select it.
Select Select.

Tip: Use the Find and More filters to refine results if needed.

Step 3: Link to a specific passage

The selected document or transcript opens in a preview window at page one.
Navigate to the passage you want to link to.
Highlight the target text in the preview.
Select Apply to create the link.

The preview closes. The original passage is underlined in blue, and the right-hand panel displays details of the linked document or transcript and passage. Selecting the underlined text opens the item at the highlighted passage.

Note: If the source annotation was created using the region select tool, the link remains accessible through the annotation number.

Linking to an entire document or transcript

Step 1: Select the source passage

Step 2: Select the target document or transcript

Step 3: Link to a page

Linking to text within a document or transcript

Step 1: Select the source passage

Step 2: Select the target document or transcript

Step 3: Link to a specific passage

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