Often users want to upload the information from the Case Summary screen in Opus to the packet in Interfolio. This Opus page has been specially designed to work with a web browser's built-in "Print" function to produce a well-formatted PDF file, as exported through the Print dialog box.
While the instructions below do not show how to export a PDF in this manner from every browser on every operating system, they should guide you in the general way in which this is done. Instructions for your browser/OS combination may be found by looking for "export web page as PDF" (or similar) in your web search engine of choice.
Summary
Step 1. Open the Case
Step 2. Print
Step 3. Save as PDF
Step 4. Upload to Interfolio Case
Step 1. Open the Case
Navigate to the Cases page in Opus and click the pencil icon in the row of the case whose summary you wish to export. Opus displays the Case Summary, as shown below.
The Case Summary page. Click this image to view a larger version.
Step 2. Print
Use your browser's "print" function to open the Print Dialog Box. This option is often located in the "File" menu, or can be accessed through the keyboard shortcut, "control-P" (for Windows) or "command-P" (for Mac).
The Case Summary page with the Print Dialog Box. Click this image to view a larger version.
Step 3. Save as PDF
This step is probably the most variable through the different browsers and operating systems. The example pictured below is from MacOS, which features a "PDF" button on its Print Dialog Box that, when clicked, reveals a "Save as PDF" option. Once you select this option, select the location on your computer where you would like to save the PDF file, and click "Save."
The Case Summary page with the Print Dialog Box. Click this image to view a larger version.
Step 4. Upload to Interfolio Case
Now follow the instructions in the article linked below, How to Upload Case Materials as an Administrator or Review Committee Member, to upload this document to the packet/dossier in Interfolio (this document is like any other and uploads in the same way).
See Also
How to Upload Case Materials as an Administrator or Review Committee Member
Can I Upload Case Summary Information from Opus to Interfolio?