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Getting started
- Quick start guide
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What's new?
- Opus 2 Spring26 (v. 8.18.10) Release Notes - 31st March 2026
- Opus 2 v. 8.18.6 Release Notes - 03/03/2026
- Opus 2 v. 8.18.5 Release Notes - 02/23/2026
- Opus 2 v. 8.17.1 Release Notes - 01/20/2026
- Opus 2 v. 8.17.0 Release Notes - 01/13/2026
- Opus 2 v. 8.16.3.1 Release Notes - Nov 2025
- Opus 2 v. 8.16.3 Release Notes - Oct 2025
- Opus 2 v. 8.16.0 Release Notes - Jun 2025
- Opus 2 v. 8.15.3 Release Notes - May 2025
- Opus 2 v. 8.15.0 Release Notes - Mar 2025
- Opus 2 v. 8.14.3 Release Notes - Jan 2025
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Release note 8.11.3 videos
- Improvements to filtering UX
- Tag documents on upload
- Set document types on folders
- Option to allow downloading original document associated with document types
- Export table of contents as a .docx file
- Export document from the document viewer
- New and updated fields for document OCR status
- Ability to set project-wide default OCR option
- Option to export worksheet records in a .pdf file
- Default display option for worksheets
- New Custom Id field for worksheets
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8.11.0 release note videos
- Notifications
- Transcript context lines
- Project level metadata
- Stamp configuration new option-Apply to 'Front page only'
- New view mode for worksheets: List
- Default upload location for Transcripts
- New document metadata field-Folder path
- Transcript media downloading
- Quick actions available on the transcript viewer
- Ability to see document metadata details in preview window
- Number field available as Principal ID
- Viewing folders on the documents page portal component
- Importing users in bulk now includes the option of additional fields
- Default currency option for projects
- OCR default setting on upload-if required
- Ability to download transcripts as a pdf file
- Document viewer available for documents accessed from Portals
- Improvements to autolinking exhibits (exhibit map)
- Additional options on Folder Component for Portals
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Release note 8.12.0 videos
- Improvements to deletion of Tags
- View a selection of documents from a search result in the document viewer
- Filtering on the notifications page
- Improvements to notifications rules
- Export details of documents linked in a 'multiple documents' field
- Project-wide setting for email attachment duplicate checks
- View and export document metadata in related worksheets
- Improvements to linked record selection in worksheets
- Bulk edit document metadata from a portal page
- Configure portal input form to auto-tag documents
- Options when moving restricted folders
- View linked documents side by side
- New document metadata fields: 'Links' and ' Media'
- New user capability: lock and unlock worksheet records
- Option to deny access to specific worksheet records for named users
- Continuous page numbering option for transcripts
- Match on document name when importing designations
- New button to adjust highlighted text in an annotation
- Export full text selections with color highlights
- New 'duplicate' option on upload
- Improvements to portal card components
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V 8.13.0 release note videos
- New capability: 'See duplicate metadata'
- Set principal file on Files page
- 'Links' metadata field on Documents page includes multiple document field
- Cancel active batches within upload history
- Export designation clips with captions from MDB transcripts
- Configuration of 'word' values in text in a transcript field
- Support for additional designation formats when importing into a text in a transcript field
- Show page:line:word values when a text in a transcript field is also applicable to documents
- Pull linked documents from a text in a document/transcript field
- Export error list during data import
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8.13.3 release notes videos
- Configurable context lines on search hits
- Export option to exclude annotation cards
- In-app notification alerts
- Notifications on Collections
- Acting on behalf of another user
- Multi-folder selection for documents page components on portals
- Save / save as options for worksheet views
- Improved filter options for single remote record selection
- Ability to download content and/or documents for Portal Worksheet component
- Worksheet field option to prevent user edits
- Download card as PDF from portal card components
- Ethical Walls IDs added to System Admin > Projects tab
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V 8.14.0 Release notes videos
- New export dialog for documents, transcripts, and collections
- Worksheet dates can be displayed in other timezone formats
- Worksheet filter options for Multiple documents field
- Worksheets can include a new field to show the ACL status of each record
- Worksheet bulk edit option can now be used to append values
- Transcript viewer option to hide annotation bubbles
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V 8.14.3 Release notes videos
- Transcript bulk upload
- Notes now scroll in sync with the Transcript Viewer
- Shortcut icons added to the Document Viewer to toggle certain annotation types off/on
- Export settings can now be saved as templates for future use
- Option added to clear all filters at once
- Option added to collapse the left-hand panel in the Document Viewer and Transcript Viewer
- Q&A pairs can now be selected from the context lines option within annotations on transcripts
- Metadata field added to indicate when stamps have been added to documents
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V 8.15.0 release notes videos
- Permanently deleting a document from Trash also deletes associated file on the Files page
- Media playback speed adjustment
- Shortcut icons added to the Transcript Viewer to toggle certain annotation types off/on
- Transcript Viewer now includes actions menu
- Option to include a name for media clip exports
- Option to export media clips separately in a Zip file
- Saved export templates can now be updated
- Improvements made to the Related content table of contents option within the Export documents dialogue
- Improvements to exporting worksheets using the Docx option
- Option to manage choice field options when editing or creating a record
- Text in a document field within worksheets now includes option to target the full document
- Update to the Actions menu within the Documents page
- Height and width options now available for stamps
- 8.15.3 releases note videos
- V 8.16.0 release note videos
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Archived Releases
- Opus 2 v. 8.10.0 Release Notes - Jan 2024
- Opus 2 v. 8.12.0 Release Notes - Jul 2024
- Opus 2 v. 8.11.0 Release Notes - Mar 2024
- Opus 2 v. 8.11.3 Release Notes - May 2024
- Opus 2 v. 8.12.3 Release Notes - Sep 2024
- Opus 2 v. 8.13.0 Release Notes - Sep 2024
- Opus 2 v. 8.13.3 Release Notes - Nov 2024
- Opus 2 v. 8.14.0 Release Notes - Dec 2024
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Working with documents
- Documents and files
- The Documents page
- The Document viewer
- Annotations and redactions
- Document links
- Stamps
- Exporting documents and files
- Document and File metadata
- Issues
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Using AI
- Focused and Detailed Views
- Single document and transcript analysis
- Multiple document analysis using AI Workbench
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Training
- Training Courses
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Bundles and Collections
- Understanding Collections
- Using Collections to work with documents
- Exporting Collections
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Chronology worksheet
- Working with Chronology events
- Importing Chronology data
- Exporting Chronology data
- Characters worksheet
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Transcripts and Designations
- Uploading transcripts
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Managing transcripts and designations
- How to Create a Designation
- How to Export Designations
- Importing 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
- How to edit Designation Type and Objection Basis options
- Importing related designations using CSV format
- Transcript exports
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Projects
- Project management
- Working with projects
- Data visualisation
- Using project dashboards
- Working with tags
- Notifications
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Worksheet management
- Using Worksheets
- Worksheet configuration
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Using Search
- The Search page
- Advanced search options
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Portals
- Designing Portal pages
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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)
- Client Portfolio Solution using Opus 2 API Architecture
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Procedural Timetable and Tasks
- Procedural Timetable
- Tasks
- Frequently Asked Questions
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Administration
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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
- Access control
- Project archives
- Integrations
- Single Sign On
- Technical requirements
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User management
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Developers
- Documents REST API