Creating and editing stamps : Opus 2 Platform

Minimum Software Version	Spring26
Solution(s)	Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

Explains how to create, configure, sort, filter, and edit stamps in Opus 2, including content, layout, and positioning options.

The Stamps feature allows for the creation and application of bespoke stamps. Stamps are configurable collections of document metadata that can be positioned and styled to comply with US and UK legal workflows. You can add any document metadata, text, and images to a stamp, and apply stamps to individual documents or collections.

Note: This new stamp experience is automatically enabled on all new projects and can be enabled for existing projects on a per-project basis. You can switch back to the legacy experience at any time, and stamps created in each version are preserved independently. To enable the new stamp builder on an existing project, contact your firm's system administrator.

Stamps features

A flexible and intuitive stamp builder for creating and customising stamps with concatenated fields.
Real-time preview to make stamp setup clearer and more predictable.
Consistent stamp application and removal across documents and collections, including the ability to remove a specific stamp.
Metadata fields remain supported, with focused styling controls to ensure consistent output between the platform and exports.

Creating a stamp

Select the Manage dropdown.
Select Manage stamps. The Manage stamps dialog opens.
Select + Create stamp. The Create stamp dialog opens with the stamp builder empty.

The stamp builder has four tabs — General, Content, Layout, and Positioning — to be completed left to right. As you select options, the stamp is built in the Stamp preview on the right. Select Stamp only or On page to change the preview as you work.

General tab

Option	Description
Stamp name	Name your stamp so it can be easily located. If your firm has a stamp naming policy, follow it.
Font	Select from Arial, Times New Roman, or Courier.
Unit	Choose from millimetres or inches. Units are used when determining stamp position on the page.

Content tab

Add multiple rows to a stamp. Empty rows can be added to create space between rows of text. For each row, select from the following elements:

Option	Description
Add text	Adds static custom text.
Add metadata	Adds a metadata field from your documents. When the stamp is applied, the relevant metadata is retrieved for each document. If a field has no content for a particular document, that section of the stamp will be blank.
Add delimiter	Adds a delimiter between elements.
Add checkbox	Adds a checkbox element.
Alignment	Select left, centre, or right.
Text style	Choose from bold, italic, and underlined.
Font size	Select a font size from the dropdown.
+ Add row	Adds another row of stamp content.

After a row has been created, use the six-dot handle to drag it, the trash can icon to delete it, or duplicate it as needed.

Layout tab

Option	Description
Layout mode: Fit content	The stamp automatically resizes to fit the content.
Layout mode: Fixed width	You set the maximum stamp width, and text wraps to fit.
Background colour	Select a colour using the picker or enter an RGB value.
Border colour	Select a colour using the picker or enter an RGB value.
Border width	Drag the slider to increase or decrease the border width.
Borders	Choose Rounded for softly curved corners or Square for sharp, right-angled corners.

Note: Stamps with rounded corners may appear different from those with square corners, in both the overall stamp size and the size of the content within it, as the stamp is scaled to accommodate the extra padding that rounded corners require.

Positioning tab

Option	Description
Default placement	Choose from Top left, Top right, Top centre, Bottom centre, Bottom left, or Bottom right.
X and Y offset (mm)	Set the horizontal and vertical white space between the page border and the stamp border.
Page scope	Choose All pages to place the stamp on every page, or First page only to place it on the first page only.

Select Save stamp.

Sorting and filtering stamps

Select the Manage dropdown.
Select Manage stamps. The Manage stamps dialog opens.

The dialog displays all stamps with their name, last modified date, and a preview of the stamp.

From here you can:

Find – Type a name to filter the list.
Clear all – Clears all active filters.
Add filter– Opens advanced filtering options by name or last modified date.
- Add filter > Name – Filter by one or more stamp names. Add a single name or select Bulk Add to filter on multiple names. Names can be separated by commas, new lines, or uploaded via a .csv file. Names are treated as wildcard searches (for example, white) unless Exact match only is selected. Select the double arrow icon to reverse the selection and search for stamps whose names do not match the filter.
- Add filter > Last modified – Filter stamps by when they were last modified. Options include: Blank, Since last login, In last, In next, Before, After, On, and Between. Results update as soon as a filter option is selected.
Copy stamps – Copies selected stamps for use in another project.
Paste stamps – Pastes previously copied stamps into the current project.
+ Create Stamp – Creates a new stamp.
Select a column heading (Name, Last Modified) to sort in ascending or descending order.

Editing existing stamps

Select the Manage dropdown.
Select Manage stamps.
Select the three-dot kebab menu alongside the stamp, then choose from:
- Edit – Opens the Edit stamp dialog showing the stamp with its current options.
- Copy as – Creates a new stamp as a copy of the selected one.
- Delete – Permanently deletes the stamp.
To edit or add content, follow the steps in Creating a stamp above.
- To remove an element (text, metadata, delimiter, or checkbox), select the X on the element.
- To delete a row, select the trash can icon.
- To copy a row, select the duplicate option.
- To reorder rows, grab the six-dot handle and drag.
Select Save stamp when editing is complete.