The new Bulk Designations Import tool allows users to add both Comments and Designations to multiple transcripts and for multiple Designation Types at one time, and using only one Excel file. What's useful about this tool is that users can not only create NEW designations and comments together, but can also ADD new comments to designations that were previously applied to transcripts in the workspace. The process, which is slightly different from when you are creating a new set of comments and designations together, is detailed below:


Adding Comments to Previously Applied Designations

  • Create a ROW in the spreadsheet with the details for the designation to which the comment will be applied. Each comment will need to be added in a SEPARATE ROW that corresponds to the designation, as shown in the below example.
  •  NOTE: Do not include a designation row with details for a designation that already exists in the transcript without a Comment listed in its Comments column; the application will interpret this as a command to create a duplicate copy of said designation.
  • IMPORTANT: Users need to ensure that the range and name of the designation (designation type) matches exactly with the those of the designation(s) in Opus where you want the comments added. For this reason, as a BEST PRACTICE, we recommend first exporting a report of designations from the desired transcript(s) and copying the necessary values for the designations you are adding comments to, from there.

 

Below is a sample of a correctly formatted Comment import spreadsheet:

Transcript Name

Designation

Start Page

Start Line

End Page

End Line

Comments

Bangs, Martin

Defendant

6

1

6

6

Free text annotation comment testing

Bangs, Martin

Defendant

6

4

6

8

Free text annotation comment testing 

Bangs, Martin

Defendant

6

4

6

8

Free text annotation comment testing – 2nd comment

Bangs, Martin

Plaintiff

7

7

7

10

Free text annotation comment testing

 

Once your file is ready, proceed to follow the steps for using the Bulk Designations Import tool to bring the designations and comments in your file into the transcript(s). The new comments will be added to the corresponding designations outlined in your spreadsheet.


The below example from an Opus 2 transcript shows the comment added to the Plaintiff designation in ROW 5 of the above sample spreadsheet: