| Minimum Software Version | 8.18.10 |
| Solution(s) | Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to review documents with document-level tags using filters and the Tags area within the Documents page.
Documents with document-level tags can be reviewed together by grouping them using either filters or the Tags area within the Documents page. Opus 2 offers two primary ways to review tagged documents — using the Tags filter, or using the Tags area in the left-hand panel — both of which allow users to focus on specific subsets of documents without manually navigating large document lists.
Reviewing tagged documents using a filter
Step 1: Select folders and add a tag filter
- Navigate to the Documents page.
- Select the folder or folders you want to filter within.
- Select + Add filter and choose the Tags field.
Step 2: Configure the tag filter
In the Tags filter, choose one of the following options:
- Must have – Documents must contain all selected tags.
- Has at least one – Documents must contain at least one of the selected tags.
Select the tag or tags you want to filter by.
Step 3: Review filtered documents
The document list updates to display only documents that match the selected tag criteria.
Example: Filter documents that must have the Witness tag to review all witness-related evidence together.
For more information on document filtering, see How to filter for documents.
Reviewing tagged documents using the Tags area
Step 1: Locate the Tags area
- Navigate to the Documents page.
- Scroll to the Tags section at the bottom of the left-hand panel. Each tag that has been created appears as a category in this area.
Step 2: Select tags to review
- Select the checkbox next to a tag to view all documents associated with it.
- Select multiple tags to view documents categorised under several tags at once.
The document list updates to show all documents matching the selected tags.
Example: Select both Expert and Disclosure tags to review documents related to expert disclosure evidence.
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.