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
  - Working with stamps
  - Adding and editing 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
- Focused and Detailed Views
- Single document and transcript analysis
- Multiple document analysis using AI Workbench
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

Recommended order of working using AI Workbench

Modified on: Fri, 6 Feb, 2026 at 2:23 PM

Minimum Software Version	8.Y.X
Solution(s)	Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

When using Multiple Document Analysis, the order in which information is added to worksheets can affect your efficiency and speed of working. The recommended order is: Organisations (US), Characters, then Events. This enables information to be linked together using the relevant worksheet after using AI Workbench.

Step 1: Create a canvas and add documents to it

Learn more: Using Canvases with AI Analysis

Step 2: Add Organisations

Select the Workbench tab.
Select Organizations section.
Select your chosen organisations to be added to the worksheet.
At the top right, select Add to worksheet or select the Actions dropdown > Add to worksheet.

Step 3: Add relevant People

Select the People section.
Select your chosen people to be added to the worksheet.
At the top right, select Add to worksheet or select the Actions dropdown > Add to worksheet.

You can now link those characters to the associated organisations using the Characters worksheet.

Step 4: Add Events

Select Events section.
Select your chosen people to be added to the worksheet.
At the top right, select Add to worksheet or select the Actions dropdown > Add to worksheet.

You can now link those events to the associated characters and organisations using the Chronology worksheet.

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