Collaboration and user management

Collaborating with colleagues, clients or counter-parties on O&D in real time, discuss in the comments, and review turnsheets together to to improve accuracy

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

Data management

Data management makes it easier for admins to track matters within their organization.
Ciara Scott avatar
Written by Ciara Scott. Updated over a week ago

Audit logs

Audit logs provide a record of how members and guests interact with organization files and resources.
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Written by Ciara Scott. Updated over a week ago

Two-Factor Authentication (2FA)

O&D supports two-factor authentication (also known as 2FA or two-step authentication) for greater account security.
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Written by Ciara Scott. Updated over a week ago

Collaborating in matters

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

Sharing workspaces and matters

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

User management

Add or remove Admins, Members, and Guests in your organization.
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Written by Samuel Smolkin. Updated over a week ago

Organizations, workspaces, and matters

Organize and share your work in O&D.
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Written by Samuel Smolkin. Updated over a week ago

Notifications

Review activity notifications and manage your notification preferences.
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Written by Samuel Smolkin. Updated over a week ago

What counts in the usage status?

Only one option within the 'Save updated document as' section counts towards the usage limit. Redlines are unlimited.
Ciara Scott avatar
Written by Ciara Scott. Updated over a week ago

Auditing user activity

Admins can audit activity across the entire organization.
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Written by Samuel Smolkin. Updated over a week ago

Billing table

The billing table can be downloaded to keep track of transactions and add to your client billing records.
Ciara Scott avatar
Written by Ciara Scott. Updated this week