By default, Opus 2 uses the Doc. Name field as the file name when exporting documents and transcripts.
The naming convention for exported files can be based on a metadata field within Opus 2. These settings are applied across the workspace and can by adjusted by a Workspace Administrator from the Metadata page. Note: though you can influence how files are named upon export, you cannot eliminate the use of Doc. Name for exports.
Access the Workspace Admin tab from within the desired workspace.
- Click on Metadata on the left-hand navigation bar to expose the Metadata Columns.
- Identify the column(s) upon which you would like your exports to be named (i.e. Exhibit).
- Click the Edit button at the bottom of the column to expose the Custom Fields window.
- Check the box labeled Include in Export File Name. You may include as many fields as required. Each field will be separated by an underscore "_" upon export. Remember, the Doc. Name field will continue to be primary export name and any additional fields will be appended after Doc. name.
- Export a document.