Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Staff Only

Zendesk Logging Guides

Support Guides

Custom Report guides

User Experience Guides

Getting started

Welcome to Osprey

Installing Osprey

Convert2Client

Coadjute

Searchflow

InfoTrack

Lexis Forms

DocuSign

Zendesk Logging Guides

Introduction to Osprey

Welcome to Osprey

Installing Osprey

Convert2Client

Project Planning

Integrations

Coadjute

Searchflow

InfoTrack

Lexis Forms

DocuSign

Focused Workflows

Support Guides

Browser

Apps

Outlook

Word & Excel

General Setup

Convert2Client

Coadjute

Searchflow

InfoTrack

Lexis Forms

DocuSign

Implementation & Setup

Loqate

TextAnywhere

Custom Report guides

User Experience Guides

Focused Workflows

Using Osprey

Mobile & Add-ins

Convert2Client

Accessing Osprey

Clients & Matters

Time Recording

Case Management

Client Ledgers

Portal

Reports

Accounting

Mobile & Add-ins

Compliance

Browser

Smart Actions

App

Convert2Client

Browser

App

Browser

App

Browser

App

Financial Management

Client Financial

Other Financial

Analysis

Time

Miscellaneous

VAT

Billing

Cheques

Month & Year End

CRM6 and 11

Nominal Ledgers

Client Ledgers

Banks & Petty Cash

Office Suite

Office 365

Case Management

Internet

Troubleshooting

Browser and operating system issues

Emails

Miscellaneous

Uncategorized

Configure Osprey

Financial Setup

Tools & Utilities

Financial Periods

Portal Setup

Code Setup

System Setup

Financial Setup

Case Management

User Design

Tools & Utilities

Financial Periods

User Access

Include Documents

Integrations

Portal Setup

Report Writer

App

Browser