Uploading Documents and Applying Metadata
On Opus 2, the documents will be organized in folders in the Documents tab. You can upload a single file, folder, or a top level folder with a number of doc...
Thu, 13 Feb, 2020 at 9:42 AM
The Import Metadata tool allows for automated importing of metadata from a CSV load file. Opus 2 creates the following default fields for every workspace bu...
Wed, 20 Nov, 2019 at 8:24 PM
Metadata applied to a document can be edited at a document level using the right-click menu. 1. Right-click on a document and select Properties from the...
Mon, 14 Oct, 2019 at 5:14 PM
In Opus 2, whilst you can upload documents in a folder structure it may be necessary to create additional folders occasionally. These folders can be customi...
Mon, 14 Oct, 2019 at 5:14 PM
When you add the CSV to the import metadata tool, if some of the metadata contains unknown characters (e.g. �) in the dialogue box, you can try changing the...
Mon, 5 Nov, 2018 at 10:37 AM
Opus 2 can indent and italicize documents that sit directly underneath a parent document if you wish to have a visual representation of relationships betwee...
Mon, 2 Mar, 2020 at 3:11 PM