The Opus 2 User Guide provides a high-level understanding of the different workflows and functionalities within this tool. The guide is recommended specifically for non-admin users (those with Power User, User, Viewer or similar custom roles) who will be utilizing the majority of Opus 2's document management and collaboration features.
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Case Management
- Access
- APIs
- Archiving a Workspace (System Admin only)
- Characters
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Chronology
- Adding Chronology Entries
- Best Practices: Importing or Updating Chronology
- Building key facts while reviewing a document
- Chronology Filters
- Create and Manage Multiple Chronologies
- Edit, Duplicate and Delete Chronology Entries / Auto-Populate Entry Date
- Export Chronology Report
- Export Source Documents as PDFs
- Filling in the New Chronology Entry dialog box
- Importing Entries by CSV
- Link Entries to Characters
- Linking a Chronology to a Transcript or Document
- Linking Entries to Source Documents
- Manage Chronologies (Custom Fields, Types & Statuses)
- Timeline view (Beta)
- Turn On/Off Timeline Option in Chronology (Workspace Admin User only)
- Updating Chronology Entries by CSV
- Custom Agreement
- Document Stamps
- Duplicates and Document Relationships
- Exports and Printing
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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
- Create Folder & Set/Change Folder Color
- Document Toolbar
- Edit Metadata Manually (Properties function)
- Opus 2 Icons
- Replace PDF Documents with an updated version
- Upload Documents and Folders
- View function: Select Metadata Fields for Display in Document Columns
- General
- Integrations
- Known Defects
- Linking Documents
- Notes
- Metadata Fields (Admin Users only)
- Metadata Imports
- Opus 2 User Guide
- Opus 2 Quick Start Guide
- Search Function
- Tags
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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
- Importing Transcripts
- Linking Transcript Text to Exhibits
- Managing Multi-Party Objections
- Network Video Upload (OnPremise only)
- Replacing a Transcript
- Send Transcript Notifications by Email
- Transcript Exports
- Transcript Key Features
- Transcripts: Accepted File Formats
- Uploading Video to Transcripts
- Using Livenote to convert a TXT to a PTF
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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
- Bulk Import of Comments to Existing Designations
- Deleting Designations and Notes
- Designations Report
- Exporting Designations (CSV or TXT)
- Filters and Quick View of Designations, Notes and Links
- Manage Designations and Comments
- Overlapping Designations
- Partial-Line Designations
- Video Clip Designations (Notes Tab)
- Viewing Designation Authors
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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
- Creating and Managing a User Account (Workspace Admin only)
- Creating and Managing Notes Groups (Workspace Admin only)
- Creating and Managing Security Groups (Workspace Admin only)
- Default Roles Overview
- Importing Roles from Another Workspace (Workspace Admin only)
- Opus 2 Two-Factor Secure Login Overview
- Set Up User Credentials Manually (Workspace/System Admin only)
- User Account Status Legend
- System Administrators' Guide
- Single Sign On
- Videos
- Release Notes
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Case Preparation
- Characters
- Chronology
- Common Tasks
- FAQ
- Release Notes