Getting started

Everything you need to get going quickly with O&D

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16 articles in this collection
Written by Samuel Smolkin and Ciara Scott

Creating your first matter

So, you're using O&D for the very first time? Welcome! Here's were to start!
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Written by Samuel Smolkin
Updated over a week ago

Merge Mode

Spin out many copies of documents with different data for various entities (like employees, group companies, etc.).
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Written by Samuel Smolkin
Updated over a week ago

Find & Replace

Find and replace text in many different documents at once.
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Written by Samuel Smolkin
Updated over a week ago

What is a turnsheet?

A turnsheet is a simple table you use to create, update and review documents in O&D.
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Written by Samuel Smolkin
Updated over a week ago

Add or remove documents

Add or remove documents from your workflows and manage files for your matter.
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Written by Samuel Smolkin
Updated over a week ago

Adding new workflows (tabs)

Add more workflows (tabs) to your matter by clicking the + button above your turnsheet.
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Written by Samuel Smolkin
Updated over a week ago

Collaborating with colleagues, clients, or counter-parties

Collaborate with others in real time, discuss in the comments, and review turnsheets together to to improve accuracy.
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Written by Samuel Smolkin
Updated over a week ago

Document management, versions, and batch redlines

Add a Versions tab to see every version of your documents and redline all of them in a single click.
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Written by Ciara Scott
Updated over a week ago

Database tab

Add a Database tab to help you keep track of information for your matter.
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Written by Ciara Scott
Updated over a week ago

Transaction Management (To Do)

Add a To Do tab to organise and visualise your workflow
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Written by Ciara Scott
Updated over a week ago

Templates

Templates help your team work faster and share best practices
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Written by Ciara Scott
Updated over a week ago

Automation

Automate your documents with conditional logic. Create turnsheet columns that automatically fill and update based on other inputs.
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Written by Ciara Scott
Updated over a week ago

Formulas

Formulas save you time and prevent user input and calculation errors.
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Written by Ciara Scott
Updated over a week ago

Automatic placeholder and data extraction

O&D automatically extracts square-bracketed placeholders from any documents you upload, and can extract data like names and dates as well.
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Written by Samuel Smolkin
Updated over a week ago

Power Ups

Use Power Ups in your turnsheet to access advanced, powerful features in Find & Replace and Merge.
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Written by Samuel Smolkin
Updated over a week ago

3 ways to start a new matter

Start a new matter from scratch, from a template, or by cloning another matter.
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Written by Samuel Smolkin
Updated over a week ago