In Office & Dragons, a Find & Replace-Style table is used to make conforming changes across a suite of documents. It's helpful when you need to Top-And-Tail an existing document suite, update a set of agreed forms, or even update a mistake you may have found in a set of documents.

The Find column contains the text that Office & Dragons will find in your documents and file names. This text will be replaced with the text in the Replace column.

By default, text in the Find column is matched case-insensitively and regardless of whether the text is a whole word, or part of another work (i.e., typing Ed in the find column will match both Ed and sorted in the documents). You can change the default behavior by toggling different editing options.

NB: your Find column text is not restricted to text in square brackets.

The Replace Column contains the text that Office & Dragons will insert in place of the text in the Find Column. You can find and replace any text, from a single word to multiple pages.

By default, lowercase letters in the Replace column will be changed to uppercase letters in the documents to match the case of the text that's being replaced (either Title Case or ALL CAPS). You can change the default behavior by enabling Match Case in the editing options, which will cause the text from the Replace column to be inserted exactly as you typed it in the table.

Each row represents a separate instruction for Office & Dragons to update your document. It contains a Find cell and a Replace cell. Office & Dragons will go through your documents and look for any text that is in a particular Find cell and replace that text with anything that is in the corresponding Replace cell. These changes can be viewed in the preview pane and will be applied to create new versions of the documents.

Additional columns can be added to improve your workflow. The contents of the columns will not be applied to the documents.

If you need to add additional rows, you can click the + Add New button at the bottom of your table.

For a more comfortable view of a row, you can hover over a cell and click the open row button to open the expanded row popout. From here, you can view each row on its own screen and toggle editing options.

To view your previews click the Documents button in your table toolbar to view your document previews and add or remove documents.

NB: Generating previews will NOT count towards your document limits. These simply show you previews of what your updated documents will look like once you click Apply to Documents.

Here, you will be shown a list of all the documents you have selected for this workflow.

Once choosing a preview to view, the preview pane will open. It will allow you to preview the changes that will be made to your documents as a redline against the original. You can use this to review your documents before producing any documents to ensure that you are making the correct updates.

NB: By default, changes applied to the documents will match the format and style of your document. This can be changed with Rich Text columns, editing options, and formatting power-ups.

You can choose whether to view document previews with or without tracked changes.
This helps you review and verify the content more easily, especially when you want a clean view of the final document.

Navigating Between Previews

Use the built-in controls within the document preview pane to move between documents effortlessly.
There’s no need to close a preview, hit the back button, and manually open the next file—just scroll or click to transition seamlessly between documents.

If you want to remove a document from the preview panel:

After reviewing and confirming the documents click Save and open the save options.

Versioning and New Documents

When you click Finish, Office & Dragons will execute all the instructions from your turnsheet according to your chosen save settings.

Note: Once you click Save, any documents created by Office & Dragons will count toward your subscription document limit.

To learn more about turnsheets check out Turnsheets 101 next! Or, if you want to learn about a related workflow for generating new suites documents, check out Merge.