Quick & convenient reporting of designations

With the Opus 2 7.1 release, we are pleased to introduce the new Bulk Designations Import & Export feature, which enhances the platform's transcript collaboration & management capabilities. Quickly prepare comprehensive designation reports for trial in single-sheet or multi-sheet format; customize your reports using options for multiple deponents and various designation types. 


Bulk Designations Export

Click on the Bulk Designations Export button at the top of the Transcripts tab. This will launch the Export Designations dialog.


In Export Format, make your selection between Single sheet (all deponents in one Excel sheet) or Multi sheet (one deponent per Excel sheet). Once done, hit Next.

Next, select the Designation Types for export from the list of existing types in Opus 2, and hit Next.


Then, select the Transcripts from which the desired Designations will be exported from. If you would like all Transcripts to be included, select "All" at the top of the list. Once you've made your selections, hit Next.

A Summary Page will display the numbers of Designations and Comments to be exported per Transcript. If all looks good, hit Export to begin exporting.

This will launch your local drive's window, allowing you to select a folder or location to which the export file(s) will be downloaded and saved. You can also rename your export file(s) from here, prior to saving. Once saved, your export file(s) should now be ready for viewing and sharing.