| Minimum Software Version | 8.16.0 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ✓ Counsel ✓ |
When the correct permissions are enabled, users can update metadata to reflect the current state of the associated data. There are two types of metadata in Opus 2 Platform: system generated metadata and user generated metadata. Users can apply changes on any user generated metadata fields. Learn more about metadata fields.
There are three ways to update metadata fields:
Simple edit - Update metadata on a single record
Simple editing allows users to edit any user defined metadata on a single document.
- Select the record by clicking on the row.
The Details Panel opens on the right side. - Navigate to the Details tab.
- Click anywhere in the form to make the user generated information editable.
- Edit the information as needed.
- Select Save.
Bulk edit - Update identical information across multiple documents
Bulk editing allows users to edit multiple metadata fields on more than one document with identical information.
- Use the checkboxes to select the desired records.
- Select the Actions dropdown.
- Select Edit records.
The Edit records dialog appears. - Select +Add column.
- Use the Select dropdown to choose the desired field.
- Repeat steps 5 and 6 to select multiple fields.
- Note: Some fields prompt the option for Append or Overwrite.
- Fill in the relevant information.
- Select Update records.
A green pop-up appears to verify the metadata has been updated. - Select the 'X' in the top right corner or Cancel to exit the dialog box.
Import - Update multiple metadata fields across multiple documents
Importing metadata allows users to perform a higher scale metadata update. Users can import a file which comprehensively states out the updated metadata. Opus 2 Platform accepts .xls, .xlsx and .csv files.
In the table below, we update the Organizations with different information for each document.
- Export the metadata by selecting the Export dropdown.
- Select Spreadsheet.
The Export as spreadsheet dialog appears.
- Choose export specifications such as Format and Content.
- Select Export.
The spreadsheet is automatically download. - Open the downloaded spreadsheet.
- Edit the desired metadata columns.
- Select Save.
- Back in the Platform, select the Manage dropdown.
- Select Import items.
- Drag and drop or Browse for the file.
A new import dialog box appears. - Verify the information is applying to the correct column.
- Select Import.
- The metadata will be updated.
First row content | This setting should remain as Column headings. |
Match on | This is the column in the load file being used to match to the document on the platform. |
Match all | Use this option to match across all documents in the Project. |
Match only filtered | Use when importing metadata to a small number of documents, or if there is the possibility of duplicate file names. |
Mismatched metadata information
If the Platform failed to match Excel column with a verified metadata field, the dropdown will show "Ignore" and no information will be updated for that field.
- Select the dropdown under the desired column.
- Select the appropriate metadata field.
- Select Import.
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