Folder and Document View

Autolink
The Opus 2 Autolink tool is a feature that is useful for automatically creating multiple links within a document to other documents within a workspace, usin...
Tue, 29 Oct, 2019 at 5:39 PM
Bulk Document Replace
Replacing an entire set of documents in Opus 2 with updated versions is easy and allows users to track, preserve and transfer all work product (links & ...
Mon, 2 Mar, 2020 at 9:16 PM
Bulk Organize Tool
Tag or move documents in bulk using the Bulk Organize tool. Step-by-step guide In the Documents tab, click the Tools button, and choose the Bulk Orga...
Tue, 29 Oct, 2019 at 5:40 PM
Create Folder & Set/Change Folder Color
In Opus 2, documents and transcripts are generally organized in folders in the Documents tab. These folders can be customized for any name or color desired ...
Tue, 29 Oct, 2019 at 5:41 PM
Document Toolbar
In the upper right-hand side of the actual Document View, Opus 2 features a documents toolbar containing options for managing, viewing and sharing, which ar...
Tue, 29 Oct, 2019 at 5:41 PM
Edit Metadata Manually (Properties function)
Metadata applied to a document can be edited at the document level within the Document tab using the right-click functionality. Step-by-step guide Rig...
Sat, 19 Oct, 2019 at 12:22 AM
Opus 2 Icons
This is a guide to all icons viewed and used in an Opus 2 workspace. STATUS ICON LABEL WHAT IT MEANS Documents Tab This icon is available from the Home P...
Tue, 29 Oct, 2019 at 5:42 PM
View function: Select Metadata Fields for Display in Document Columns
Customize the display of the Documents tab columns by selecting the desired metadata fields from the View options. The View button is found in the Docum...
Tue, 29 Oct, 2019 at 5:42 PM
Upload Documents and Folders
Creating folders and uploading documents in Opus 2 is a simple, straightforward process. Text-searchable PDFs are the recommended format for uploaded docume...
Fri, 25 Feb, 2022 at 9:18 PM
Replace PDF Documents with an updated version
Replacing a document in Opus 2 is easy and allows users to track, preserve and transfer all work product (links & Notes) from the original document to t...
Tue, 25 Feb, 2020 at 7:11 PM