Arbitration E-Bundle Checklist : Product Support

Are your documents in the right format?

Unitised Individual PDFs - Each document provided to Opus 2 should be a standalone document e.g. an email and two attachments should be sent as three separate documents, and two different reports should be sent as two individual PDFs even if they have been referenced as one exhibit.
Native Files - Any documents which cannot be converted to PDF should be provided in their native format e.g. Excel files, audio files, CAD drawings. If any of the files are in excess of 2GB per file, please speak to us so that we can run through some further considerations with you. We are also unable to accept zip files comprising of many documents, as each document should be given an individual reference on the platform.
OCR'd Optimised PDFs - All PDF files should have Optical Character Recognition (OCR) run over them so that the text can be highlighted and is fully searchable. Files should also be saved as optimised PDFs to ensure that they will load as efficiently as possible on the platform. Please speak to a member of the team about the cost and time implications if you cannot provide your documents in this format.
De-duplicated - We recommend only uploading a single version of each document to the platform to ensure that notes are only made on a single version of the document. This ensures your team are working on the same document and also that any references are made to the same version, enabling you to fully utilise our hyperlinking functionality.

Indices / load files should be provided in Excel format. The names of the files you are providing (both PDFs and natives) must match the name in the filename column exactly. Please speak to a member of the team before creating their load files to ensure they are prepared in the correct way.
We also ask that on the load file you fill in the filename, document name and unique refencing field (either Exhibit ID or Bundle/Tab) as a minimum. You can then populate as much or as little further information as you wish and examples of additional fields that could be included are date and sender/recipient information for emails.
Further information on preparing your documents and guidance on load files can be found here.

How do you paginate an electronic bundle?

For electronic bundles, each document is paginated internally (with each document restarting at page 1) so sequential page numbers are not necessary when documents have a unique bundle and sequential tab reference. e.g. A/1/1-5, A/2/1-6, A/3/1-3 instead of A/1/1-5, A/2/6-11, A/3/12-14. If you are using Exhibit IDs to refer to documents then the references will be C0001/1-5, C0002/1-6 instead of C0001/1-5, C0002/6-11.
If your documents have an Exhibit ID that is seven characters or less, you can use this to refer to documents during proceedings, but it will be necessary to ensure all documents are assigned a unique reference. If your IDs are longer than this, you will need to liaise with your SOM to discuss the practicalities of these references.
If a hard copy bundle already exists and is being relied upon, please speak to us about the implications for the electronic bundle and the further information we may require.

It will take us about a day to set up your workspaces after all signed proposal(s) have been returned and we can provide a completion estimate based on document count and upon receipt of a sample load file.
Are there any confidentiality restrictions that we need to be aware of? This may impact the structure of the bundle so please let us know if this should be considered at the outset.
Do you have any foreign language documents? Please speak to us about how you can pair up the translation and original document, as well as how OCR works for foreign language documents.
How are your references to supporting exhibits currently formatted? Please see our referencing guide here.