FAQs

Frequently asked questions about working in Office & Dragons

Samuel Smolkin avatar Ciara Scott avatar
22 articles in this collection
Written by Samuel Smolkin and Ciara Scott

How do I ONLY replace whole words in the documents?

You can replace whole words only, and avoid replacing parts of words, with the "Find whole words only" editing option.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

What's the best way to set up my turnsheet?

Keep your document previews open while setting up your turnsheet to visualize your work, and use the Extract panel to set them up faster.
Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

How do I add columns to my turnsheet?

Add columns through the Column Heading menu or the + button situated beside the last column heading in the turnsheet.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

Can I just remove square brackets from the text in the documents without changing anything else?

Yes, the {{unbracket}} power-up removes square brackets from the matched text, but otherwise leave the text unchanged.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

How can I remove unwanted highlighting within my documents when inserting text?

Remove highlighting by switching the column type to Rich Text or using the 'Remove all formatting' power up.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

Can I indent my lists?

Yes, you can insert the power-ups ^] and ^[ into your documents to indent and outdent the list level of the paragraphs.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

How do I suspend or remove a user?

As an admin, you can temporarily block a user's access to your organization by suspending their account.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

Can I only replace text in square brackets?

No. You can replace any text in the documents.
Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

How do I delete text from the documents without replacing it with anything?

Leave the cell empty.
Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

Where can I find all my files?

All files are stored in the File Manager which you can open by clicking the folder icon button located at the top-right of your matter.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

Can I save my turnsheet / matter and return to it later?

Yes, all of your work is saved automatically.
Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

I've been added as a matter collaborator. What's the best way for me to sign up?

Once you've been added as a collaborator you will receive an email and it's important that you only sign up from this email.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

Can I use O&D solely to run batch redlines?

Yes. Within a Versions tab, you can run a redline between any two versions of any doc, and save redlines for all of them in a click.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

Can I reuse my turnsheet and documents from one matter to the next?

Yes, by saving your matter as a template or by cloning another matter.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

Can I replace or insert multiple paragraphs / clauses?

Yes.
Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

Can I automate documents with conditional logic?

Yes, you can use the Automate feature to create turnsheet columns that automatically fill and update themselves based on other inputs.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

What if I want to replace something in one place, but not everywhere? Or if I want to replace the same text with A in one place, and B in another?

Add context to differentiate between identical text occurring in various places, or even better, use meaningful placeholders when drafting.
Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

What if I want to replace something in some documents, but not others? Or I want to replace the same text with one thing in Document A, and another in Document B?

Add additional context, or split the documents into multiple matters.
Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

Will it work with all of my document styles and formatting?

Yes.
Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

Is the order of rows and columns important in turnsheets?

Yes. Find & Replace turnsheets are applied top-to-bottom. Merge turnsheets are applied left-to-right. Edits are affected by previous edits.
Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

How do I add formatting, like bold or underline, to the text that goes into my documents?

Change the column type in the turnsheet to Rich Text.
Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

Can I edit PDFs in O&D?

Yes, O&D works with PDFs, just like Word documents.
Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago