Product Support | US

Characters 1

• Characters: Overview

Document Stamps 2

• Applying Document Stamps
• Creating and Managing Document Stamps

Archiving a Workspace (System Admin only) 2

• Creating an Archive
• Other Archive Options (Archive Manager Tab)

Chronology 17

• Adding Chronology Entries
• Manage Chronologies (Custom Fields, Types & Statuses)
• Edit, Duplicate and Delete Chronology Entries / Auto-Populate Entry Date
• Export Chronology Report
• Linking a Chronology to a Transcript or Document

View all 17

Access 2

• Security Groups: Limit Access to Files and Folders to Certain Groups (Workspace Admin Only)
• Manage User Access (ACL) to Documents and Transcripts (Workspace Admin only)

Duplicates and Document Relationships 6

• Automated Duplicate Analysis (System Administrator Only)
• Consolidating Work Product Before Removing Duplicates
• Document Translations
• Duplicate Documents - Manual Application
• Emails - Family Relationships

View all 6

Exports and Printing 7

• Bulk Export/Print & Export Options
• Changing File Names for Exported Documents and Transcripts (Workspace Admin Only)
• Export Document Tags Report
• Export in Sort Order
• Printing Individual Documents

View all 7

Folder and Document View 12

• Autolink
• Bulk Document Replace
• Bulk Organize Tool
• Create Folder & Set/Change Folder Color
• Document Toolbar

View all 12

Metadata Imports 3

• Importing Metadata onto Documents
• Searching Metadata ("Find" function)
• Apply Metadata to Entire Workspace, Folder or Tag

Linking Documents 2

• Creating Document and Text-Level Links
• Exhibit Link Navigation

Tags 9

• Applying Document Tags
• Bulk-Tagging Documents
• Document Tags Report
• Tags Folder View and Metadata View
• Managing Document and Note Tags

View all 9

Transcripts 15

• Deleting a Document or Transcript
• Importing Transcripts
• Linking Transcript Text to Exhibits
• Managing Multi-Party Objections
• Replacing a Transcript

View all 15

Transcript Designations 15

• Automated Application of Designations (Import Designations)
• Bulk Designations Import
• Bulk Designations Export
• Bulk Import of Comments to Existing Designations
• Designations Report

View all 15

User Accounts 13

• Adding Users via LDAP/Active Directory
• Changing the Email Address for an Existing User
• Creating and Managing Notes Groups (Workspace Admin only)
• Creating and Managing Security Groups (Workspace Admin only)
• Creating and Managing a User Account (Workspace Admin only)

View all 13

General 4

• Overview of File Formats
• Clearing Your Browser Cache
• Opus 2 Upload Thresholds & Best Practices
• Using Opus 2 on a Tablet

Custom Agreement 1

• Setting up a Custom Agreement

Search Function 6

• Basic Search
• Advanced Search (Boolean Operators & Query Builder)
• Search Query Operators
• Tag Search Results
• Filter on Documents and Tags within Search Hits

View all 6

Opus 2 User Guide 1

• Opus 2 End User Guide

Metadata Fields (Admin Users only) 3

• Default Opus 2 Document Types (Workspace Admin only)
• Create New Document Type
• Create New Metadata Fields

Notes 7

• Notes Tab Overview and Notes Filters
• Export Notes Reports
• Video Clip Designations (in Notes Tab)
• Apply Notes
• Viewing & Reporting on Note Tags in the Notes Tab

View all 7

System Administrators' Guide 4

• Create a New Workspace
• Legacy Case Migration
• Workspace Admin: Workspace Settings
• Email Notifications - Uploader

Single Sign On 3

• Single Sign-On: Overview
• Single Sign-On: Technical Breakdown
• Single Sign-On: FAQs

Opus 2 Quick Start Guide 1

• Opus 2 Quick Start Guide for End Users

Integrations 1

• Relativity

Videos 1

• User Videos

APIs 1

• API - List All Workspaces and Users

Known Defects 1

• Maintaining Manual Stamp Positioning