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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. 8.13.3 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
Downloading or Exporting Native Files
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
Exporting documents
Changing File Names for Exported Documents and Transcripts
Document metadata
How to Change the Metadata on a Document
How to Import Document Metadata
How to Export Document Metadata
Adding/editing document metadata fields
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
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 a Designated Transcript
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
How to export a PDF with work product
How to Export a Transcript as a PDF with Designation Highlights only
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
Apply tags to documents
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
Using Search
The Search page
How to Search for Documents
How to Save Searches
Filtering Search Results
New Search
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
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
Document query
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
Frequently Asked Questions
FAQs
How to correct for faded and difficult to read font
Open navigation
New user capability: lock and unlock worksheet records
Modified on: Thu, 8 Aug, 2024 at 7:48 PM
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