Opus 2 allows users to export out files and folders in PDF format to the local drive for offline storage and access.


Step-by-step guide

  1. The right-click Export function can be applied to any document, folder or to a multiple selection of documents and folders. Use the Shift or Ctrl key on the keyboard to select multiple documents and folders. (Note: Exporting out a folder that contains subfolders will preserve the foldering structure exactly as it is in Opus 2.)
  2. Export documents as a single PDF (combining multiple PDFs into one with a table of contents), or as multiple PDFs with a hyperlinked index (in a zip file). See more details in the table below. 
  3. By checking the box next to Annotations, the User can include any notes that have been created or shared. The selection can be refined further by tag/author and groups by using the Filter button. (Note: Choosing to include notes will add time to the document export process)
  4. By checking Stamps, the User can include all document stamps set to be displayed on export.
  5. Once all settings have been finalized, click on Export to start the export job. 
  6. A progress bar will instantly appear, indicating that the request is being submitted. This disappears once the export job is officially in the queue.

    7. A confirmation message will also appear, notifying the user that the job has been added to the queue.

Export Basic Options


Single PDFCombines selected PDFs into one PDF file
Multiple PDFsExports a series of individual files for each document within a zip file, with an HTML index to navigate the system.
  • Please note: Links in HTML index will only work after the zip file has been unzipped/extracted.


Export Advanced Options


Advanced Export Option
Description
Linked Documents
Choose to include the hyperlinked documents in the export.
  • Hyperlinked documents will be included in a linked documents folder, named with the document name containing the links.
Transcripts
Customized page formats for transcript:
  • Two per page (default)
  • Four per page (do not use if including designations)
  • Full page
Include Target ReferenceChoose to include the name of the hyperlinked document in the following ways:
  • Above text (linked document name floats above linked text)
  • Left Margin (linked document name included in left margin)
  • Right Margin (linked document name included in right margin)
  • Overwrite (linked document name overwrites linked text)
  • Not Shown (original blue underlined text)
Include Highlights
Choose to red highlight annotated text.
  • Click on ‘Include annotations’ to include note text in margin.
Include Designations
For electronic transcripts only: Choose to Include Designations in export. One or more of the following options must be clicked to include designations:
  • Brackets option: Choose to display bracket next to designated text.
  • Highlights option: Choose to highlight text in designated colors.
  • Designation details: Choose to include designation margin boxes.
Include Cover Page(s)
Choose to include a cover page with a hyperlinked index.

  • Admin will be able to customize the metadata fields included on the cover page.
Scale Stamps to Fit Page

Choose whether to adjust document stamps to the page during export.

Include Natives
Choose to include native documents in exported set.
Include Filename Prefix
Choose this to export in sort order. Opus 2 adds a prefix to the document name to set order in zip file.
Landscape Pagination PositionChange the positioning of the pagination:
- As in Opus 2
- Portrait