Zendesk Logging Guides

Support Guides

• COURSE MODULE LIST

Implementation & Setup

• Workflow Checklist
• Exporting Data from Other Suppliers

Custom Report guides

User Experience Guides

Welcome to Osprey

Introduction to Osprey

• Preparing for an online training session
• Accessing the Osprey Academy
• Activating a new user
• Accessing your Osprey Training site
• Which Osprey apps should you install?
• Osprey Credits
• Osprey Integrations
• Two-factor Authentication (2FA) as standard for all customers

Project Planning

• What are Financial Templates?
• How to complete the Case Management Configuration Form
• Migrating Client Data Guide
• Migrating documents to Osprey
• What are Shadow Sessions?
• What are Access Templates?
• Training Resources
• Configure your PC (Users)
• Configure your PC (System Admin)
• Getting more out of Osprey

Installing Osprey

Integrations

• Osprey Integrations

Focused Workflows

• Workflows to aid compliance

Browser

• Configure your Browser
• Installing the Osprey Gateway
• Installing the Osprey Gateway (Remote Desktop)

Apps

• Installing the Osprey App from Microsoft Store
• Sideloading the Osprey App

Outlook

• Install and use the Osprey COM add-in for Microsoft Outlook
• Install and use the Osprey Outlook add-in for Office 365

Word & Excel

• Configure the Osprey COM Add-in for Microsoft Office
• Configure the Osprey 365 Word Add-in for Office

General Setup

• Activating a new user
• Allowing emails from Osprey on behalf of your firm
• Which Osprey apps should you install?
• Microsoft Word Prompts and Warnings
• Securing your practice with Two-factor Authentication (2FA)

Convert2Client

• Convert2Client Setup

Coadjute

Searchflow

InfoTrack

Lexis Forms

DocuSign

Loqate

• Set up Loqate (formerly Postcode Anywhere) integration

TextAnywhere

• Send a Text Message from Osprey

Introduction to Osprey

• Preparing for an online training session
• Accessing the Osprey Academy
• Activating a new user
• Accessing your Osprey Training site
• Which Osprey apps should you install?
• Osprey Credits
• Osprey Integrations
• Two-factor Authentication (2FA) as standard for all customers

Project Planning

• What are Financial Templates?
• How to complete the Case Management Configuration Form
• Migrating Client Data Guide
• Migrating documents to Osprey
• What are Shadow Sessions?
• What are Access Templates?
• Training Resources
• Configure your PC (Users)
• Configure your PC (System Admin)
• Getting more out of Osprey

Browser

• Configure your Browser
• Installing the Osprey Gateway
• Installing the Osprey Gateway (Remote Desktop)

Apps

• Installing the Osprey App from Microsoft Store
• Sideloading the Osprey App

Outlook

• Install and use the Osprey COM add-in for Microsoft Outlook
• Install and use the Osprey Outlook add-in for Office 365

Word & Excel

• Configure the Osprey COM Add-in for Microsoft Office
• Configure the Osprey 365 Word Add-in for Office

General Setup

• Activating a new user
• Allowing emails from Osprey on behalf of your firm
• Which Osprey apps should you install?
• Microsoft Word Prompts and Warnings
• Securing your practice with Two-factor Authentication (2FA)

Convert2Client

• Convert2Client Setup

Coadjute

Searchflow

InfoTrack

Lexis Forms

DocuSign

Loqate

• Set up Loqate (formerly Postcode Anywhere) integration

TextAnywhere

• Send a Text Message from Osprey

Accessing Osprey

• Create Favourites & Desktop Shortcuts for Osprey Web App
• Accessing the Osprey Academy
• Activating a new user
• Forgotten Password
• Use Single Sign on Functionality
• Passwords and Security
• Using Google Authenticator
• Updating your Password (App)

Clients & Matters

• Changing the branch of a matter
• Produce a mail merge using the Client List report
• Using Group Codes

Time Recording

• Creating Non-Chargeable Time

Case Management

• Create a SearchFlow Bundle
• Show Key Dates in Outlook
• Add an item to the matter history
• Produce a Document and Save with Time Recording
• Set up Document Permissions

Client Ledgers

• Understand where postings appear on Client Ledgers
• Reading the Client Ledger – APP
• Reading the Client Ledger – Browser
• Run Aged Debtor Letters
• Changing the branch of a matter

Portal

• Using the Web Portal
• Osprey Deal Room
• Accessing File Sharing/Upload Via the Web Portal
• Granting Client Access to the Web Portal
• Using The Mobile Portal App

Reports

• All Available Reports
• Print the client ledger
• Check for office credit or overdrawn client balances on the Ledger Balance report
• Accounting Reports – Agreeing Debtors figure
• The Interest Calculator
• Understand KPI results
• Set up and use Budgets
• Use the Audit Trail reports
• Running a Billing Guide
• Balance the Aged Debtors to the Trial Balance Debtors
• Export Civil Legal Aid reports

Accounting

• Deferred Time – Browser

Mobile & Add-ins

Compliance

• Use of the COLP/COFA functionality

Browser

• Adding a New Client (Browser)
• Edit an Existing Client (Browser)
• Add and Edit Matters (Browser)
• Searching for Clients (Browser)
• Performing a Conflict of Interest Search (Browser)
• Archive your Completed Client Matters (Browser)
• Label Printing (Browser)
• Setting Matters for Review (Browser)
• GDPR: Performing Data Erasure
• GDPR: Performing Data Requests

Smart Actions

• Smart Actions: Auto Billing
• Smart Actions: Matter History Notes
• Smart Actions: Client and Matter Import
• Smart Actions: Timesheets

App

• Adding a New Client (App)
• Edit an Existing Client (App)
• Add and Edit Matters (App)
• Searching for Clients (App)
• Performing a Conflict of Interest Search (App)
• Archive your Completed Client Matters (App)
• Label Printing (App)
• Setting Matters for Review (App)

Convert2Client

• Using Convert2Client

Browser

• Printing the Time Ledger (Browser)
• Time Record on your Matters (Browser)
• Using J Codes (Browser)
• Marking Up Time (Browser)
• Transferring Time (Browser)
• Time Record with Timesheets (Browser)
• Writing Off and Reinstating Time (Browser)
• Running a Billing Guide

App

• Printing the Time Ledger (App)
• Time Record on your Matters (App)
• Using J Codes (App)

Browser

• Using TextAnywhere (Browser)
• Matter History Searches (Browser)
• Use the General File System
• Customise Matter History Columns (Browser)
• Manage Contract Work Forms list values for Legal Aid reporting
• Adding and Managing Key Dates (Browser)
• Adding & Amending Organisations (Browser)
• Adding & Amending Contacts (Browser)
• Running a Workflow (Browser)
• Run Lexis Smart Forms
• Create a Package of files (Browser)
• Creating Case Bundles (Browser)
• Using The Workflow Status Bar (Browser)
• Subscribing to Notifications (Browser)
• Set up and Manage Matter History Folders (Browser)
• The Online Editor

App

• Upload an item to the Matter History (App)
• Using TextAnywhere (App)
• Matter History Searches (App)
• Editing Matter History Details (App)
• Customise Matter History Columns in (App)
• Adding and Managing Key Dates (App)
• Adding & Amending Organisations (App)
• Adding & Amending Contacts (App)
• Running a Workflow (App)
• Performing a InfoTrack Search (App)
• Submit a Searchflow Search
• Create a Package of files (App)
• Creating Case Bundles (App)
• Using the Dossier (App)
• Sending an Email (App)
• DocuSign Integration

Browser

• Using J Codes (Browser)
• Reading the Client Ledger – Browser
• Create a Bill Template (Browser)
• Billing a Client (Browser)
• Print the client ledger
• Use Custom Auto Posting
• The Interest Calculator
• Post your Client Ledger entries
• Posting Receipts from the LAA

App

• Printing Bills (Browser)
• Printing Bills (App)
• Reading the Client Ledger – APP
• Create a Bill Template (App)
• Using J Codes (App)
• Print the client ledger

Financial Management

• Understand VAT reports
• Reports: Aged Creditors
• Reports: Balance Sheet
• Reports: Budget Analysis
• Reports: Client Reconciliation
• Reports: Office Receipts
• Reports: Office Receipts – Allocated
• Reports: Period End Reports
• Reports: Profit and Loss
• Reports: Trial Balance
• Reports: Year End
• Reports: Batch Interest Calculation
• Reports: Cheque Report
• Reports: Credit Limit Warnings
• Reports: Current Credit Limit Warnings
• Reports: Multiple Deposit Ledger Balances
• Reports: Cash Accounting VAT Received
• Making Tax Digital (MTD)

Client Financial

• Reports: Aged Debtors
• Reports: Batch Aged Debtor Letters
• Reports: Bills Paid by Fee Earner
• Reports: Bills Rendered
• Reports: Cost Transfer
• Reports: Fees Journal Listing
• Reports: Ledger Balance
• Reports: Unpaid Bills
• Reports: Unpaid Disbursements
• Reports: Case Cost
• Reports: Case Cost Variance
• Reports: Client Funds Movement

Other Financial

• Reports: Audit Trail
• Reports: Purchase Ledger Allocations
• Reports: Purchase Ledger Balances
• Reports: Suggested PL Payments
• Reports: Unposted Audit Trail
• Reports: Audit Trail inc (NL/PL)

Analysis

• Reports: Analysis Of Costs Received Report
• Reports: Archived Matters
• Reports: Archived Matters By User
• Reports: Fees Analysis Report
• Reports: Fees Analysis Apportioned Cost Report
• Reports: Fees Analysis By Time Fee Earner Report
• Reports: Key Dates Report
• Reports: Live Matters
• Reports: New Matters
• Reports: New Matters By User
• Reports: Review Periods Report
• Reports: Audit Trail (Case Mgt)

Time

• Reports: Current Month WIP/Disbs
• Percentage Recovery
• Time Spent Summary
• Reports: Time Spent
• Work In Progress By Time FE
• Work In Progress

Miscellaneous

• Client List with merge
• Client List
• Contract Work Reports
• Nominal Code Report
• Nominal Period Report
• Performance Targets
• Spooled Archive Ledger
• Top Client – Billing Report
• Top Client – New Matters Report
• Top Client – WIP Report
• Top User – Tasks Ticked Report
• Top Users – Files Opened Report
• Top Users – Letters Produced
• Run the CRM6/11 report

VAT

• Understand VAT reports
• Finding your VAT liabilities part way through a period
• Paying VAT to HMRC
• Apply the VAT fuel scale charge / private disallowance
• Amend the VAT number on your branches
• Making Tax Digital (MTD)
• Troubleshoot Making Tax Digital error messages and other problems

Billing

• Printing Bills (App)
• Create a Bill Template (Browser)
• Printing Bills (Browser)
• Deferred Time – Browser
• Run Aged Debtor Letters
• Create a Bill Template (App)

Cheques

• Generating and Printing Cheques
• Cheque Printing Setup
• Add an amount to an existing cheque

Month & Year End

• Perform an automatic Bank Reconciliation
• Reconcile the Bank to the Bank Statement
• Run Period End checks
• Run a Year End
• Reprint Month & Year End Reports
• Audit adjustments

CRM6 and 11

• CRM6 Billing – Set up
• CRM6 and CRM7 checklist
• Run the CRM6/11 report
• Manage Contract Work Forms list values for Legal Aid reporting
• Reprint CRM6 and CRM11 forms

Nominal Ledgers

• Managing Nominal Ledgers
• Understand where postings appear on Nominal Ledgers
• Posting multi-line journals
• Posting searches to claim VAT

Client Ledgers

• Printing the Time Ledger (App)
• Reading the Client Ledger – APP
• Reading the Client Ledger – Browser
• Understand where postings appear on Client Ledgers
• Billing a Client (Browser)
• Use Custom Auto Posting
• Changing the branch of a matter
• Post your Client Ledger entries
• Posting Receipts from the LAA
• Customising your Client Ledger with Ledger and Posting Type views
• Set up and use Requisitions
• Link a Deposit Account
• Allocate outstanding Client Ledger transactions
• Clear and reallocate a Client Ledger
• Record Counsel’s Fees on legal aid matters
• Write off VAT on bad debts

Banks & Petty Cash

• Understand where postings appear on Banks & Journals
• Transfer money between Office Banks
• Transfer money between Client Banks
• Understand where postings appear in Purchase Ledgers
• Check and change Purchase Ledger allocations
• Introducing Petty Cash from Bank

Office Suite

• Configure the Osprey COM Add-in for Microsoft Office
• Install and use the Osprey COM add-in for Microsoft Outlook
• Auto Filing Outlook Email

Office 365

• Using Osprey Approach Add-in in Outlook Mobile App
• Configure the Osprey 365 Word Add-in for Office

Browser

• Adding a New Client (Browser)
• Edit an Existing Client (Browser)
• Add and Edit Matters (Browser)
• Searching for Clients (Browser)
• Performing a Conflict of Interest Search (Browser)
• Archive your Completed Client Matters (Browser)
• Label Printing (Browser)
• Setting Matters for Review (Browser)
• GDPR: Performing Data Erasure
• GDPR: Performing Data Requests

App

• Adding a New Client (App)
• Edit an Existing Client (App)
• Add and Edit Matters (App)
• Searching for Clients (App)
• Performing a Conflict of Interest Search (App)
• Archive your Completed Client Matters (App)
• Label Printing (App)
• Setting Matters for Review (App)

Browser

• Printing the Time Ledger (Browser)
• Time Record on your Matters (Browser)
• Using J Codes (Browser)
• Marking Up Time (Browser)
• Transferring Time (Browser)
• Time Record with Timesheets (Browser)
• Writing Off and Reinstating Time (Browser)
• Running a Billing Guide

App

• Printing the Time Ledger (App)
• Time Record on your Matters (App)
• Using J Codes (App)

Browser

• Using J Codes (Browser)
• Reading the Client Ledger – Browser
• Create a Bill Template (Browser)
• Billing a Client (Browser)
• Print the client ledger
• Use Custom Auto Posting
• The Interest Calculator
• Post your Client Ledger entries
• Posting Receipts from the LAA

App

• Printing Bills (Browser)
• Printing Bills (App)
• Reading the Client Ledger – APP
• Create a Bill Template (App)
• Using J Codes (App)
• Print the client ledger

Browser

• Using TextAnywhere (Browser)
• Matter History Searches (Browser)
• Use the General File System
• Customise Matter History Columns (Browser)
• Manage Contract Work Forms list values for Legal Aid reporting
• Adding and Managing Key Dates (Browser)
• Adding & Amending Organisations (Browser)
• Adding & Amending Contacts (Browser)
• Running a Workflow (Browser)
• Run Lexis Smart Forms
• Create a Package of files (Browser)
• Creating Case Bundles (Browser)
• Using The Workflow Status Bar (Browser)
• Subscribing to Notifications (Browser)
• Set up and Manage Matter History Folders (Browser)
• The Online Editor

App

• Upload an item to the Matter History (App)
• Using TextAnywhere (App)
• Matter History Searches (App)
• Editing Matter History Details (App)
• Customise Matter History Columns in (App)
• Adding and Managing Key Dates (App)
• Adding & Amending Organisations (App)
• Adding & Amending Contacts (App)
• Running a Workflow (App)
• Performing a InfoTrack Search (App)
• Submit a Searchflow Search
• Create a Package of files (App)
• Creating Case Bundles (App)
• Using the Dossier (App)
• Sending an Email (App)
• DocuSign Integration

Financial Management

• Understand VAT reports
• Reports: Aged Creditors
• Reports: Balance Sheet
• Reports: Budget Analysis
• Reports: Client Reconciliation
• Reports: Office Receipts
• Reports: Office Receipts – Allocated
• Reports: Period End Reports
• Reports: Profit and Loss
• Reports: Trial Balance
• Reports: Year End
• Reports: Batch Interest Calculation
• Reports: Cheque Report
• Reports: Credit Limit Warnings
• Reports: Current Credit Limit Warnings
• Reports: Multiple Deposit Ledger Balances
• Reports: Cash Accounting VAT Received
• Making Tax Digital (MTD)

Client Financial

• Reports: Aged Debtors
• Reports: Batch Aged Debtor Letters
• Reports: Bills Paid by Fee Earner
• Reports: Bills Rendered
• Reports: Cost Transfer
• Reports: Fees Journal Listing
• Reports: Ledger Balance
• Reports: Unpaid Bills
• Reports: Unpaid Disbursements
• Reports: Case Cost
• Reports: Case Cost Variance
• Reports: Client Funds Movement

Other Financial

• Reports: Audit Trail
• Reports: Purchase Ledger Allocations
• Reports: Purchase Ledger Balances
• Reports: Suggested PL Payments
• Reports: Unposted Audit Trail
• Reports: Audit Trail inc (NL/PL)

Analysis

• Reports: Analysis Of Costs Received Report
• Reports: Archived Matters
• Reports: Archived Matters By User
• Reports: Fees Analysis Report
• Reports: Fees Analysis Apportioned Cost Report
• Reports: Fees Analysis By Time Fee Earner Report
• Reports: Key Dates Report
• Reports: Live Matters
• Reports: New Matters
• Reports: New Matters By User
• Reports: Review Periods Report
• Reports: Audit Trail (Case Mgt)

Time

• Reports: Current Month WIP/Disbs
• Percentage Recovery
• Time Spent Summary
• Reports: Time Spent
• Work In Progress By Time FE
• Work In Progress

Miscellaneous

• Client List with merge
• Client List
• Contract Work Reports
• Nominal Code Report
• Nominal Period Report
• Performance Targets
• Spooled Archive Ledger
• Top Client – Billing Report
• Top Client – New Matters Report
• Top Client – WIP Report
• Top User – Tasks Ticked Report
• Top Users – Files Opened Report
• Top Users – Letters Produced
• Run the CRM6/11 report

VAT

• Understand VAT reports
• Finding your VAT liabilities part way through a period
• Paying VAT to HMRC
• Apply the VAT fuel scale charge / private disallowance
• Amend the VAT number on your branches
• Making Tax Digital (MTD)
• Troubleshoot Making Tax Digital error messages and other problems

Billing

• Printing Bills (App)
• Create a Bill Template (Browser)
• Printing Bills (Browser)
• Run Aged Debtor Letters
• Create a Bill Template (App)

Cheques

• Generating and Printing Cheques
• Cheque Printing Setup
• Add an amount to an existing cheque

Month & Year End

• Perform an automatic Bank Reconciliation
• Reconcile the Bank to the Bank Statement
• Run Period End checks
• Run a Year End
• Reprint Month & Year End Reports
• Audit adjustments

CRM6 and 11

• CRM6 Billing – Set up
• CRM6 and CRM7 checklist
• Run the CRM6/11 report
• Manage Contract Work Forms list values for Legal Aid reporting
• Reprint CRM6 and CRM11 forms

Nominal Ledgers

• Managing Nominal Ledgers
• Understand where postings appear on Nominal Ledgers
• Posting multi-line journals
• Posting searches to claim VAT

Client Ledgers

• Printing the Time Ledger (App)
• Reading the Client Ledger – APP
• Reading the Client Ledger – Browser
• Understand where postings appear on Client Ledgers
• Billing a Client (Browser)
• Use Custom Auto Posting
• Changing the branch of a matter
• Post your Client Ledger entries
• Posting Receipts from the LAA
• Customising your Client Ledger with Ledger and Posting Type views
• Set up and use Requisitions
• Link a Deposit Account
• Allocate outstanding Client Ledger transactions
• Clear and reallocate a Client Ledger
• Record Counsel’s Fees on legal aid matters
• Write off VAT on bad debts

Banks & Petty Cash

• Understand where postings appear on Banks & Journals
• Transfer money between Office Banks
• Transfer money between Client Banks
• Understand where postings appear in Purchase Ledgers
• Check and change Purchase Ledger allocations
• Introducing Petty Cash from Bank

Office Suite

• Configure the Osprey COM Add-in for Microsoft Office
• Install and use the Osprey COM add-in for Microsoft Outlook
• Auto Filing Outlook Email

Office 365

• Using Osprey Approach Add-in in Outlook Mobile App
• Configure the Osprey 365 Word Add-in for Office

Internet

• Troubleshoot Internet Speed Issues

Case Management

• Removing watermarks from merged documents
• Resolve spellcheck issues
• Locate and recover lost documents
• Force Word to open in foreground
• Microsoft Word Prompts and Warnings

Browser and operating system issues

• Repair and Resetting the Desktop App
• Clear Temporary Files, Cache and Cookies
• Installing the Osprey Gateway (Remote Desktop)
• Run a Disk Cleanup
• Remove stored passwords and auto-complete entries: Google Chrome

Emails

• Create Email Rules
• Whitelist an address in Gmail
• How to ensure your emails arrive in the correct folders in Outlook
• Allowing emails from Osprey on behalf of your firm
• Add “Exported to Osprey” column in Outlook
• Re-enabling the Outlook Connector

Miscellaneous

• Download your Osprey backup
• Activating a new user
• Forgotten Password
• Create a Calendar View in Outlook
• Troubleshoot Making Tax Digital error messages and other problems
• Unlock a Locked User

Code Setup

• Adding a New Work Type (Browser)
• Creating a Fee Earner (Browser)
• Adding Activity Codes (Browser)
• Setting up J Codes (Browser)
• Adding Remuneration Types (Browser)
• Adding Standard Text
• Archive Fee Earners

System Setup

• Use Email Signatures
• Redirect Key Dates from one fee earner to another
• Customising your Client Ledger with Ledger and Posting Type views
• Amend the VAT number on your branches
• Configuring Email Signatures
• Set up Private Time Recording (Browser)

Financial Setup

• Cheque Printing Setup

Case Management

• Use ASK and IF Statements
• Display the DX number instead of the address
• Adding a Check Box into a Word document
• Converting numbers to text within Word
• Where to find Osprey Merge fields
• Using and Formatting Fields in Word
• Uploading Documents to matter history (APP)
• Uploading Documents to matter history (Browser)
• The Matter History Audit

User Design

• Create Web Portal Enquiries & Questionnaires
• Create Custom Questionnaires
• Create Compulsory Fields in Client & Matter Extensions
• Create Client Extensions
• Create Matter Extensions

Tools & Utilities

Financial Periods

• The Interest Calculator

User Access

• Restrict access to certain IP addresses
• Activating a new user
• Set an automatic timeout for logged in users
• Set up Two-factor Authentication (2FA)
• Managing User Access Templates
• Managing Users
• Access Template Breakdown
• Unlock a Locked User
• Enable Matter Restrictions

Include Documents

• Using Include Documents to Populate Headers & Footers

Integrations

• Set up Searchflow Integration
• Set up Loqate (formerly Postcode Anywhere) integration
• DocuSign Anchor Text
• Setting up Text Anywhere Integration
• Send a Text Message from Osprey
• Setting Up InfoTrack Integration

Portal Setup

Report Writer

• Completing the Report Specification Form
• Report Writer Quick Start
• Add Report Types for your custom reports
• Create a Custom Report
• The Tool Box
• Adding an Image
• Parameter Functions
• Conditional Formatting
• Sorting and Totalling Groups
• Creating Charts
• Pivot Tables
• Using Tables to Display Data
• Schedule Your Custom Reports
• Set Permissions on Your Custom Reports
• Creating Calculated Fields

App

• Create a Letter to a Contact or Organisation
• Uploading Documents to matter history (APP)
• Edit a standard document (App)
• GDPR: File Retention
• Linking fields to your Standard Documents

Browser

• Add Multi-Record Dossier Merge-fields to Standard Documents
• Find Lexis Smart Forms in Osprey Approach
• Set up and use Email Templates
• Create and Edit Workflow Tasks
• Enabling Tasks on Key Dates
• Using Include Documents to Populate Headers & Footers
• Batch Key Date ticking
• Create a new standard document (Browser)
• Creating new Dossier Fields and Pages
• Set up Lexis Smart Forms
• Create a Letter to a Contact or Organisation
• Uploading Documents to matter history (Browser)
• Edit a standard document (Browser)
• Deferred Time – Browser
• GDPR: File Retention
• Create and Edit a Workflow
• Create Multi-line Dossier Pages
• Add and use Formulae
• Linking fields to your Standard Documents
• Set up Standard Letter Charging (Browser)

User Access

• Restrict access to certain IP addresses
• Activating a new user
• Set an automatic timeout for logged in users
• Set up Two-factor Authentication (2FA)
• Managing User Access Templates
• Managing Users
• Access Template Breakdown
• Unlock a Locked User
• Enable Matter Restrictions

Integrations

• Set up Searchflow Integration
• Set up Loqate (formerly Postcode Anywhere) integration
• DocuSign Anchor Text
• Setting up Text Anywhere Integration
• Send a Text Message from Osprey
• Setting Up InfoTrack Integration

App

• Create a Letter to a Contact or Organisation
• Uploading Documents to matter history (APP)
• Edit a standard document (App)
• GDPR: File Retention
• Linking fields to your Standard Documents

Browser

• Add Multi-Record Dossier Merge-fields to Standard Documents
• Find Lexis Smart Forms in Osprey Approach
• Set up and use Email Templates
• Create and Edit Workflow Tasks
• Enabling Tasks on Key Dates
• Using Include Documents to Populate Headers & Footers
• Batch Key Date ticking
• Create a new standard document (Browser)
• Creating new Dossier Fields and Pages
• Set up Lexis Smart Forms
• Create a Letter to a Contact or Organisation
• Uploading Documents to matter history (Browser)
• Edit a standard document (Browser)
• Deferred Time – Browser
• GDPR: File Retention
• Create and Edit a Workflow
• Create Multi-line Dossier Pages
• Add and use Formulae
• Linking fields to your Standard Documents
• Set up Standard Letter Charging (Browser)