What's new in Office & Dragons 2.0?

We’ve been working hard behind the scenes, we’re thrilled to introduce Office & Dragons 2.0—our biggest update yet! This release brings a fresh new look and significant improvements across the platform to help you work more efficiently.

Creating and finding the matter you need is now faster and easier. You can now create, search and access matters directly from the side panel, making it easier than ever to jump between matters without disrupting your workflow. Plus, we’ve added a Favorites section in the sidebar, so your most important matters are always within reach. To add a matter to your favorites, simply navigate to it and click in the top right corner.

Managing your documents is now more streamlined with enhancements:

Working with large tables, this ones for you! Our optimized table component now delivers smoother scrolling, improved responsiveness, and faster load times, ensuring a seamless experience, even with extensive data.

We’ve added a brand-new Appearance section in your profile settings. Now you can personalize the color of your platform interface to match your favorite hue—or align it with your firm’s branding. Just head to your profile, choose a color theme, and make Office & Dragons feel more like your space.

For admins, we’ve supercharged the Data Management search. Previously, you could only search by matter. Now you can filter and search by:

This integration is built to help you save time and reduce manual work by allowing you to generate tailored document suites and envelopes for multiple recipients simultaneously within our Merge workflow. Once created, envelopes can be sent directly to Recipients or sent to Docusign as drafts, giving you greater flexibility and control over your document execution process.

Getting started is simple! Admins can enable the integration from the Organization Settings under Integrations. Once it’s active, users can connect their individual DocuSign accounts via Profile Settings. From there, you'll be ready to streamline your signature workflows directly within the platform. Learn more here

Need to update a document’s filename without altering its contents? We’ve got you covered.

The new “Apply to filename only” option lets you rename documents quickly —ideal for workflows where the document body must remain unchanged.

You’ll find this option:

With this update, admins can upload and apply your organization’s logo directly within the Office & Dragons platform. Once enabled, your logo will appear in the sidebar of the app and will also be displayed on public-facing forms, including in the top-right corner alongside your organizations name. This ensures that every interaction, whether internal or client-facing, reflects your organizations identity.

When the other side sends back a suite of documents or you’ve made offline changes across several related documents, you no longer need to manually set up each comparison. With one-to-many comparison toggle you can now select a single base document and automatically match it against multiple updated versions in one go.

To try it out, create a Versions workflow and upload your base document. Then, click the Batch Upload button above your table to add your updated documents. Simply toggle on “Clone to One-to-Many Comparisons”—the platform will automatically pair your original document with each new version for easy, side-by-side comparison. Learn more here.

Smarter Matter Management with Retention Controls.

Admins can now set customized data retention policies on matters. These controls allow you to specify when a matter should expire, define actions upon expiration (such as moving to trash or permanent deletion), and set how long items remain in trash before final removal.

How It Works & Key Benefits:

We’ve enhanced our document processing engine to make saving your documents faster and more robust, even when individual documents hit a snag. For example if a document encounters an issue say, your base file has a formatting hiccup the Save Manager will flag it without disrupting the entire batch.

Instead of stalling, the system continues processing the rest of your documents. At the end, you’ll receive a clear summary highlighting which files were successfully saved and which ones need your attention.

You can now add your job title and department (or practice group) using predefined options—or type your own if needed. To check it out go to your Profile settings > Account.

For admins, these new fields flow into usage and data management tables, giving you richer insights for reporting and oversight and will also be available in the downloaded csv so know you know which department created which matters and documents!

We’ve refreshed the expanded row pop-out layout to give you more screen space, better organization, and a cleaner flow for reviewing documents row by row. The new layout helps you focus with less clutter and friction. This helps you get through your review process quickly, confidently, and without distraction.

For admins within Integration Settings, you’ll now find a dropdown that lets you control whether the “Send Immediately” button for DocuSign is visible to users. This lets you enforce stricter approval workflows and maintain a closer grip on when and how envelopes are sent. For organizations with more complex or regulated approval processes, this change ensures signature flows stay aligned with internal policies and compliance needs.

Sharing is now just a click away. You can now share matters directly from the sidebar using the updated three-dot menu. This means you can initiate collaboration without drilling down into menus or clicking into matters. Now getting the right people involved is faster and more seamless than ever.