Documents

To work directly from a local or remote folder (OneDrive, SharePoint, Dropbox, etc.) or from an Ordalie project inside a conversation, see Workspaces.

Import and Management of Your Documents

You can import, organize, and edit your documents directly in Ordalie. Imported documents are automatically indexed and become usable in conversations and workflows.

Multi-Format Import with Drag-and-Drop

Two import methods are available:

Import by Navigation: Click the Import Documents button in the Documents section to open the file selector and choose your documents from your computer.

Import by Drag-and-Drop: Drag your files directly from the file explorer to the Ordalie interface. The system automatically recognizes the content and displays immediate visual feedback during the operation.

Supported Formats: PDF, DOC, DOCX, TXT, MD, PowerPoint (PPTX), and Excel (XLSX/XLS). PowerPoint presentations preserve slide structure, and Excel files preserve table organization.

Automatic Anonymization: During import, you have the option to activate automatic anonymization of your documents. This function replaces sensitive information (names, addresses, phone numbers) with generic data, thus preserving confidentiality while maintaining document structure.

Once imported, documents are automatically indexed and become searchable via search.

Confidentiality 🔒: All your documents remain strictly private and secure. They are never shared with other users without your explicit authorization and remain under your complete control.

Project-based organization

Projects replace legacy tags as cross-source workspaces. A project can group Ordalie documents, conversations, and external files or folders from connected sources without moving or duplicating the original items.

Custom Projects: Create projects around matters, clients, transactions, or legal topics. For example, a “Martin matter” project can contain contracts, assistant conversations, and files stored in OneDrive or SharePoint.

Filtering and access: Open a project from the side panel to find all related items quickly. Document search remains available to filter by name, type, or source.

Assistant context: When working in the assistant or in a workflow, you can use a project as the working context instead of selecting documents one by one. This is useful for analyzing a full matter file.

Sharing and permissions: Projects can be shared with organization members. Sharing a project does not automatically grant access to the items inside it: each document, conversation, or external source keeps its own permissions.

For more details, see the dedicated guide: Projects.

Legacy tag migration: Non-favorite legacy tags are gradually converted into projects. Favorites remain a separate personal filter and do not become projects.

Automatic Descriptions: The AI analyzes the documents in a folder and generates a description summarizing its contents, making it easy to identify a folder without opening it.

Advanced Document Editor

Enriched Editing Interface

Each document opens in a built-in editor. The editor is built around the DOCX format: when you import a Word file, edit it, then export it, Ordalie aims to preserve formatting, styles, tables, and document structure. Complex elements are kept whenever possible, with warnings when a conversion needs your attention.

Rich Formatting: The editor supports all expected formatting functionalities: bold, italic, underline, bulleted and numbered lists, tables, hyperlinks, and hierarchical paragraph styles adapted to legal documents.

Legal Structure: Specialized tools allow you to structure your documents according to legal conventions, with intelligent management of articles, paragraphs, and subsections that automatically respects appropriate numbering and indentation.

Modification Tracking and Collaboration

Real-Time Collaborative Editing:

You can work with multiple people on the same document simultaneously, like in Google Docs. You will see your colleagues' changes appear instantly on screen, with each user's cursor identified by a distinct color.

Integrated Track Changes: Ordalie offers a modification tracking system comparable to Microsoft Word's, but optimized for legal work. All modifications (additions, deletions, moves) are timestamped and attributed to their author. You can accept or reject each modification individually, and see precisely who did what and when.

To enable it, select this mode directly from the toolbar at the top of the screen:

Comment Management: The comment system allows linking observations to specific document passages. Comments support threaded replies and can be resolved once processed, creating a contextual discussion thread directly in the document.

Version History (Document Trail): Each modification is automatically saved. Click the Trail button in the toolbar (File section) to open the full history panel.

Each timeline entry shows the author, date, and a summary of changes (paragraphs added, deleted, or modified, word count). A preview of the changes is displayed directly under each entry: additions appear in blue, deletions in red, and modifications in gray.

Click a version to preview it with modified passages highlighted directly in the document. You can switch between the Modifications (diff) view and the Original view, and navigate between changes using the up/down arrows.

To restore a previous version, select it and click Restore this version. A backup of the current state is automatically created before any restoration. Restore and export events are also tracked in the history, forming a complete audit trail of the document's lifecycle.

Validation States: Track the validation status of your documents with clear visual indicators that inform you about the revision progress state.

AI Analysis and Transformation

Intelligent Document Analysis

The AI can analyze your document content in several ways:

Multi-Document Analysis: Select multiple documents simultaneously for comparative or cross-analysis. The AI identifies patterns, differences, and common elements between documents, generating structured reports according to your needs.

Key Information Extraction: Automatic analysis can extract stakeholders, important dates, contractual obligations, sensitive clauses, and other critical elements from your documents, organizing them into easily exploitable tables.

Predefined Analyses: Ordalie offers ready-to-use analysis templates for the most frequent use cases: executive summary, risk identification, commitment extraction, event timeline.

Custom Analyses: Create your own analysis templates by defining specific questions you wish to regularly ask your documents. These templates can be saved and reused to maintain consistency in your analysis processes.

Document Generation and Transformation

AI-Assisted Generation: Ordalie can generate entire documents from your instructions, using your reference documents as a base. Whether creating contracts, letters, conclusions, or memos, the AI relies on your style and existing templates.

Intelligent Transformation: Automatically transform your existing documents according to new criteria: perspective change (buyer to seller), adaptation to a new legal context, update according to new regulations.

Contextual Rewriting: Select any portion of text in the editor to trigger rewriting options: fluidity improvement, style adaptation, technicality level modification, or application of specific instructions.

Export and Sharing

Professional Export Formats

Two export formats are available:

PDF Export: High-quality PDF generation with preservation of formatting, internal links, and metadata. PDFs can include or exclude comments according to your needs.

DOCX Export: Export to Microsoft Word while preserving structure, formatting, and advanced features such as automatic tables of contents and cross-references whenever supported. If a conversion needs attention, Ordalie can surface fidelity warnings.

Export Anonymization: During export, you can choose to apply automatic anonymization that replaces sensitive information while preserving document structure and readability.

Confidentiality Management

Granular Access Control: For organization accounts, define precisely who can access, modify, or comment on each document according to flexible authorization levels.

Reinforced Security: Communications between your browser and our servers are encrypted via HTTPS and documents are stored securely on our infrastructure.

Advanced previews and source-backed files

Ordalie can now display more files without forcing them into the editor. CSV files can be previewed in a table view, Excel/XLSX files can be opened as sources or artifacts, and binary files attached to an external source can be opened from the source panel when the connector supports it.

This is especially useful with integrations: a SharePoint, OneDrive, Google Drive or email attachment can remain in its original source while being read, cited or previewed in Ordalie. When the AI produces a document or spreadsheet as an output, it can also be attached to the response and opened directly from the interface.

Word fidelity and exports

The DOCX editor and export pipeline have been strengthened to preserve Word documents more faithfully: styles, lists, tables, sections, headers and footers, comments, replies and tracked changes when this information is available. The goal is for exported documents to open correctly in Microsoft Word, Word Online or Google Docs without losing the legal structure of the original file.

PDF and DOCX export is available from the editor, and also from selected chat answers or analysis panels when a document is generated by the AI. Depending on context, you can export a working version, an anonymized version or a workflow result.

Drafts, suggestions, and warnings

When Ordalie generates or edits a document, the result may open as a draft or as a set of suggestions to review. You stay in control: accept, reject, or adjust changes before finalizing the document.

• AI edits can be grouped to speed up review.
• DOCX exports apply default styles to generated documents to avoid raw or inconsistent output.
• If a conversion cannot preserve specific Word elements perfectly, Ordalie can surface fidelity warnings instead of hiding the degradation.