Case Management

Access

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

APIs

• API - List All Workspaces and Users

Archiving a Workspace (System Admin only)

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

Characters

• Characters: Overview

Chronology

• Adding Chronology Entries
• Best Practices: Importing or Updating Chronology
• Building key facts while reviewing a document
• Chronology Filters
• Create and Manage Multiple Chronologies

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Custom Agreement

• Setting up a Custom Agreement

Document Stamps

• Applying Document Stamps
• Creating and Managing Document Stamps

Duplicates and Document Relationships

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

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Exports and Printing

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

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Folder and Document View

• "Recently Used" Right-Click Menu Option
• Autolink
• Bulk Document Replace
• Bulk Organize Tool
• Clipboard: Document Title and Document Reference Options

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General

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

Integrations

• Relativity

Known Defects

• Maintaining Manual Stamp Positioning

Linking Documents

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

Notes

• 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

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Metadata Fields (Admin Users only)

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

Metadata Imports

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

Opus 2 User Guide

• Opus 2 End User Guide

Opus 2 Quick Start Guide

• Opus 2 Quick Start Guide for End Users

Search Function

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

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Tags

• Apply Note Tags to Text
• Applying Document Tags
• Bulk-Tagging Documents
• Document Tags Report
• Import Tags CSV

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Transcripts

• Common Video Upload Issues
• Deleting a Document or Transcript
• Download a copy of transcript in original format
• Import PTF Annotations
• Importing PCF Transcripts

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Transcript Designations

• Apply Individual Designations (Manual Application of Designations)
• Automated Application of Designations (Import Designations)
• Best Practices: Bulk Designations Import
• Bulk Designations Export
• Bulk Designations Import

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User Accounts

• Adding Users via LDAP/Active Directory
• Admin Tools Capabilities
• Change Password and Memorable Word
• Changing the Email Address for an Existing User
• Create a Custom Role

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System Administrators' Guide

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

Single Sign On

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

Videos

• User Videos

Release Notes

• Release 7.12
• Release 7.11
• Release 7.10
• Release 7.9
• Release 7.8

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