Getting started
- Quick start guide
- What's new?
Working with documents
- Documents and files
- The Documents page
- The Document viewer
- Annotations and redactions
- Document links
  - Autolinking
  - How to create an autolink reference
- Stamps
  - Add/Edit Stamps
- Exporting documents and files
- Document and File metadata
Issues
- Issues worksheet
  - How the Issues worksheet fits into the legal lifecycle
  - Using the Issues worksheet
Using AI
- Single document and transcript analysis
- Multiple document analysis using AI Workbench
- Focused and Detailed Views
Training
- Training Courses
Collections, Binders and Bundles
- Understanding Collections
  - Document collections
- Using Collections to work with documents
  - Creating a collection
  - Adding documents to a collection
- Exporting Collections
  - Exporting trial exhibit bundles (collections)
  - Exporting a collection with a custom sort order
Chronology worksheet
- Working with Chronology events
- Importing Chronology data
  - Linking multiple sources to Chronology events via CSV
- Exporting Chronology data
  - How to export your chronology to Excel
  - Exporting Chronology and Linked Sources
Characters worksheet
- Characters
Transcripts and Designations
- Uploading transcripts
- Managing transcripts and designations
- Transcript exports
  - Exporting a transcript with designations
Projects
- Project management
- Working with projects
  - Filtering project content
  - Views
- Data visualisation
  - Data tables and charts
- Using project dashboards
  - The Issues dashboard
- Working with tags
Worksheet management
- Using Worksheets
- Worksheet configuration
Using Search
- The Search page
- Advanced search options
Portals
- Designing Portal pages
- Portal Components
Procedural Timetable and Tasks
- Procedural Timetable
  - Managing the Procedural Timetable
- Tasks
  - Using the Tasks Worksheet
  - Creating a Task from Highlighted Text in a Document
Frequently Asked Questions
- FAQs
  - How to correct for faded and difficult to read font
  - Architecture Improvement
Administration
- User management
- Usage and user activity
- Access control
  - How access control works in Opus 2
  - How to set access controls on documents
- Project archives
  - Archiving a Project
  - How to Restore Your Project When Uploading Archives Larger Than 50GB
- Integrations
- Single Sign On
- Technical requirements
Developers
- Documents REST API
  - Obtaining a REST API authentication token

Example workflow using Focused View

Modified on: Tue, 20 Jan, 2026 at 2:57 PM

Minimum Software Version	8.17.X Winter release
Solution(s)	Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

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