Office & Dragons

So, you're using O&D for the very first time? Welcome! Here's where to start!

Creating your first matter

Spin out many copies of documents with different data for various entities (like employees, group companies, etc.).

Document Generation (Merge Mode)

Find and replace text in many different documents at once.

Mass Editing (Find & Replace)

A turnsheet is a simple table you use to create, update and review documents in O&D.

What is a turnsheet?

Add or remove documents from your workflows and manage files for your matter.

Add or remove documents

Add more workflows (tabs) to your matter by clicking the + button above your turnsheet.

Adding new workflows (tabs)

Collaborate with others in real time, discuss in the comments, and review turnsheets together to to improve accuracy.

Collaborating with colleagues, clients, or counter-parties

Create a Versions tab to see every version of your documents and redline all of them in a single click.

Document management, versions, and batch redlines

Add a Database tab to help you keep track of information for your matter.

Database tab

Start a new matter from scratch, from a template, or by cloning another matter.

3 ways to start a new matter

Templates help your team work faster and share best practices

Templates

Automate your documents with conditional logic. Create turnsheet columns that automatically fill and update based on other inputs.

Automation

Formulas save you time and prevent user input and calculation errors.

Formulas

O&D automatically extracts square-bracketed placeholders from any documents you upload, and can extract data like names and dates as well.

Automatic placeholder and data extraction

Use Power Ups in your turnsheet to access advanced, powerful features in Find & Replace and Merge.

Power Ups

Easily compare a base document against multiple updated versions using the  "Clone to one-to-many comparisons" toggle.

Compare a base document against multiple updated versions

Ciara Scott

Samuel Smolkin

Everything you need to get going quickly with O&D

Getting started

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.