Summary
One of the main things we do as a team is upload documents to the Opus 2 platform which clients will then access and collaborate on once they have been made available on their workspace. As outlined within the 'Platform Set-Up' section, we will complete all tasks relating to the shared bundle on the 'Master' workspace for each case. Once the task has been completed and quality checked, we will then sync the changes down to all of the mirrors and confirm that the task is complete once the sync has finished.
The aim of the session is to understand the formatting requirements for documents as well as how they are uploaded to the platform and one of the ways metadata can be assigned to the files.
By the End
You should have been shown the following:
Documents
- The format that we require documents to be sent in
- What it means for a document to be OCR'd and why it's important
- The difference between a PDF document and native document on the platform
Excel Indices
- What Excel Indices are and what the basic requirements are in order for us to complete an upload
The 'In Progress' Folder
- What the 'in progress' folder is and what tasks are typically processed in this folder
Upload Tool
- What the 'Upload' tool is and when it's used
Properties Tool
- What the 'Properties' tool is and how it can be used to apply or amend metadata
Following the Session
Ensure that you can do the following:
- Uploaded an OCR'd document and a native into in-progress and applied the correct metadata using the 'Properties' tool
- Amended the metadata of a document that is already in the bundle using the 'Properties' tool