Turnsheets 101

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

11 articles
Ciara Scott avatarSamuel Smolkin avatar
Written by Ciara Scott and Samuel Smolkin

Import from Excel

Import turnsheet columns from an Excel file, so you can take project data stored in Excel and put it in your turnsheet in one click.
Ciara Scott avatar
Written by Ciara Scott. Updated over a week ago

Hide Columns

Hide columns in your turnsheet that you do not need to view or do not want applied to your documents.
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Written by Ciara Scott. Updated over a week ago

Tab and column descriptions

Tab and column descriptions provide explanations, instructions, and guidance notes to your colleagues.
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Written by Ciara Scott. Updated over a week ago

Anatomy of editing instructions

Turnsheets consist of editing instructions which tell O&D how to create or update your documents.
Samuel Smolkin avatar
Written by Samuel Smolkin. Updated over a week ago

Filtering

Add filters to individual columns within your turnsheet to helps display relevant data by hiding certain rows temporarily from view.
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Written by Ciara Scott. Updated over a week ago

Search in documents

With the search bar in the documents panel, you can search all of your documents to see which ones contain the given text.
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Written by Ciara Scott. Updated over a week ago

Sort data

By sorting columns you can rearrange the data in your turnsheet to find values quickly.
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Written by Ciara Scott. Updated over a week ago

Editing options

Options like "Match case" and "Find whole words only" control the text that's matched and replaced in your documents.
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Written by Samuel Smolkin. Updated over a week ago

Turnsheet column types

Choose between various column types depending on the kind of data you want to enter in your turnsheet.
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Written by Samuel Smolkin. Updated over a week ago

Deleting text in the documents

Leave the cell empty to delete the matched text. Format and numbering adjust automatically if you delete entire paragraphs, footnotes, etc.
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Written by Samuel Smolkin. Updated over a week ago

Removing [square brackets] from your documents

The {{unbracket}} power-up removes square brackets from the matched text, but otherwise leave the text unchanged.
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Written by Samuel Smolkin. Updated over a week ago