Summary

When the materials have been prepared, the parties would need to securely send us the documents, alongside an email instruction attaching the load file so that the task can be processed and confirmed once complete. 

We've set out below how to instruct Opus.  

Sending Instructions

  1. Provide the Documents - Once the documents are prepared in .zip file, they should be sent securely via Opus 2 Transfer or your own SFTP (ensuring the method is password protected).
  2. Email Instruction & Load File - Once the documents have been sent, the email instruction attaching the Excel Load File, should be sent in the relevant format to Opus in line with the Upload Protocol for your matter.
  3. Opus Processing Confirmation - Opus will respond to the instructional email, begin to process the task and revert with any queries as early as possible. 
  4. Opus Completion Confirmation - Opus will confirm on the email instruction once the task is complete and viewable. Users should refresh their browser to view the changes once confirmed.  
More information on the Upload Protocol and email formatting can be found here.