Turnsheet editing options are generally named in the same way as Microsoft Word's Find and Replace options, so they will be familiar to you if you have used Find and Replace in Word before. In general, an editing option will have the same effect on the editing instruction as the corresponding Word option would have on a Find and Replace operation.

Global editing options for all columns/rows can be set by clicking the Editing Options button in the turnsheet toolbar.

Editing options for individual columns/rows can be set as follows:

To check the editing options of a column/row quickly, just hover your mouse over it until a tooltip appears displaying the current settings.

If enabled, O&D performs a case-sensitive search for the Find what: text in your documents. If disabled, the search is case insensitive.

This option also affects the case of the Replace with: when it is inserted into your documents. If enabled, the case will not be changed. If disabled, the case will be changed in each instance to match the case of the found text in the document.

Document:

Instruction:

Note: In a Merge workflow, "Find what:" is your column heading, and "Replace with:" is the row content.

Result:

If enabled, O&D will not replace the Find what: text when it is part of another word.

Document:

Instruction:

Note: In a Merge workflow, "Find what:" is your column heading, and "Replace with:" is the row content.

Result:

If enabled, O&D will ignore extra white-space characters (spaces, tabs) when searching for the Find what: text in your documents.

It is often helpful to enable this option when the Find what: text consists of multiple words, since leaving extra space between words is a common typo in documents.

Document:

Instruction:

Note: In a Merge workflow, "Find what:" is your column heading, and "Replace with:" is the row content.

Result:

If enabled, O&D will ignore extra punctuation characters when searching for the Find what: text in your documents.

Enabling this option helps resolve differences in localization (e.g., Mr. Smith vs Mr Smith) and spelling of abbreviations (e.g., U.K. vs UK) and company names (e.g., Company, Inc. vs Company Inc.).

Document:

Instruction:

Note: In a Merge workflow, "Find what:" is your column heading, and "Replace with:" is the row content.

Result:

When enabled, O&D will remove all formatting, such as bold, italics, font size changes, and more, when searching for Find what: text in your documents. This enables a cleaner and more efficient editing experience. It eliminates the need to manually adjust or modify formatting styles, making it easier to restructure, rephrase, or enhance your documents.

When enabled, empty cells in turnsheets or forms will leave the placeholder or existing content as-is in the document instead of deleting it. This is useful when creating templates and forms to automate first drafts, where you may want empty cells or form-fields to leave the placeholder in the document as-is.

Convert "All Caps" is enabled by default to make matching more intuitive, by default, O&D replaces 'All Caps' formatted text in the document with actual upper case letters before operating on the document.

Warning: Disabling Convert ‘All Caps’ can make matching confusing when the ‘Match Case’ editing option is enabled, as it can result in letters that look like uppercase letters (due to the font format) being treated like lowercase letters (because they actually are).