FAQs
Frequently asked questions about working in Office & Dragons
27 articles
Written by Ciara Scott and Samuel Smolkin
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.Written by Ciara Scott. Updated over a week ago
Why am I receiving an error when trying to open my downloaded documents in Word?
This error is due to security settings on your computer. Follow the steps in the link within this article to resolve this.Written by Ciara Scott. Updated over a week ago
Can I leave inputs empty when carrying out automation?
No, it's better to use {{Delete}} instead of leaving cells empty.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.Written by Samuel Smolkin. Updated over a week ago
How do I unblock iManage when using an incognito browser window?
Incognito browser windows block third-party cookies automatically so you should enable third-party cookies to use iManage.Written by Ciara Scott. 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.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.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.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.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.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.Written by Samuel Smolkin. 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.Written by Ciara Scott. 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.Written by Ciara Scott. Updated over a week ago
How do I replace text in my file name?
O&D edits file names the same way it edits document contents. Using [placeholders] in file names is a convenient way to rename files.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.Written by Samuel Smolkin. Updated over a week ago
How do I delete workspaces and empty the trash?
Click "Delete workspace" from the 3-dot menu and click the "Empty All" button in Trash to wipe the workspace completely from the app.Written by Ciara Scott. 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.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.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.Written by Ciara Scott. Updated over a week ago
Can I replace or insert multiple paragraphs / clauses?
Yes.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.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.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.Written by Samuel Smolkin. Updated over a week ago
Will it work with all of my document styles and formatting?
Yes.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.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.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.Written by Ciara Scott. Updated over a week ago