Linking a translated document to its source document

Explains how to import a translated document and link it as a related document to the original foreign-language document in the Opus 2 Platform.

If you have a document in a foreign language in the Opus 2 Platform, you need to import the translated version and link it to the original. Once the two documents are linked as related documents, you can review them side by side. The link is created by importing metadata that identifies the source document for each translation. Linking translations is part of the documents functionality in Opus 2, which lets you group related documents as a family and review them together.

Linking a translated document

Step 1: Locate the original foreign language document

1. Log in to the solution where the documents are stored.
2. Navigate to the folder, project, or case where the document is located.
3. Identify the source document using its unique Opus ID or Bates identifier.

Step 2: Upload the translation

1. In your Opus 2 project, create a folder called Translations.
2. Select the Translations folder.
3. Select Upload.
4. Drag your translated file into the Upload dialog, or browse for it.
5. Select Upload.

The translated file is sent for processing and uploaded into the Translations folder.

Step 3: Upload the metadata file

Important: The order of the documents in the spreadsheet determines which document acts as the parent (principal) document in the family. List the source document in the first row, with its own Opus ID in the Translation column. The order number is not imported into the Platform, so check the order of the rows before you import.

1. In MS Excel, create a Comma Separated Values (.CSV) or .XLS file containing the Opus IDs of both the source document and the translated document. The spreadsheet must have a column named Translation document. Example:

   Opus-ID	Translation
   opus-25	opus-25
   opus-148	opus-25

   In this example, opus-25 is the source document, and opus-148 is its translation.
2. In your project, select Manage > Import metadata.
3. In the Import document metadata dialog:
   1. Select Match on, and then select Opus ID from the dropdown list underneath.
   2. In the Translation column, select Translation from the dropdown list of fields to map to.
4. Select Import.

Step 4: Review the link between documents

1. On the Documents page, select the translated document.
2. In the Document Preview pane, select Related Documents.
3. Select the source document and check that you can review both documents side by side.

The source document and the translated version are now linked as related documents.

Related links

• Document families in Opus 2
• Creating document families using metadata import

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.