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.
Faster, More Intuitive Navigation System
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.
A Smarter, Faster File Manager
Managing your documents is now more streamlined with enhancements:
Recently Saved & Starred Sections provide quick access to important files, eliminating the need for manual searches.
A dedicated Type column allows you to easily identify redlines, new documents, and other file types at a glance.
Improved search functionality and better organization tools help you retrieve and manage files more efficiently.
Snapshots are now called Saved Packages these are ZIP folders containing your New Documents and Redlines, making it easier to organize and share key files.
Upgraded Table Component
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.
New customization Tools
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.
Smarter Admin Search in Data Management
For admins, we’ve supercharged the Data Management search. Previously, you could only search by matter. Now you can filter and search by:
Workspace
Tags
Client Matter ID
Owner – helpful for identifying matters belonging to former users
Updated date
Created date
Docusign Integration
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
Apply to file name only editing option
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:
Under Global Editing option in the toolbar
Within Columns in Document generation/Rows Editing in Mass Editing.
Admins can apply organizations logo within the app and on public forms
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.
Effortless One-to-Many Document Comparison
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.