Osprey Academy - Customer Support & Training

Workflows

Over 50 templated, configurable workflows that help you save time and money

Task 1 Completion Statement Purchase

Allocate a Custom Questionnaire

Apportionment figures

Allocate a Custom Questionnaire

Completion Statement Purchase

Allocate a Custom Questionnaire

Additional Disbursements

Send Standard Document

Purchase Completion Statement

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Send Standard Document

Task 2 Completion Statement Sale

Allocate a Custom Questionnaire

Apportionment figures

Allocate a Custom Questionnaire

Completion Statement Sale

Allocate a Custom Questionnaire

Additional Disbursements

Send Standard Document

Sale Completion Statement

Show preview    Open in new tab

Send Standard Document

Document pack for this workflow

Purchase Completion Statement

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Sale Completion Statement

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