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

Samuel Smolkin

Ciara Scott

Everything you need to get going quickly with O&D

Getting started

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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