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
Written by Ciara Scott and Samuel Smolkin


Data management
Data management makes it easier for admins to track matters within their organization.
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.
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.
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.
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
Written by Samuel Smolkin. Updated over a week ago
User management
Add or remove Admins, Members, and Guests in your organization.
Written by Samuel Smolkin. Updated over a week ago
Organizations, workspaces, and matters
Organize and share your work in O&D.
Written by Samuel Smolkin. Updated over a week ago
Notifications
Review activity notifications and manage your notification preferences.
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.
Written by Ciara Scott. Updated over a week ago
Auditing user activity
Admins can audit activity across the entire organization.
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.
Written by Ciara Scott. Updated this week