Osprey Academy - Customer Support & Training

Using Osprey

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

Check out a document for editing (App)

Who is this guide for?

Case Workers

Osprey’s check out functionality allows you to “check out” a document for editing, preventing other users from also making amendments, and keeping a history of revisions available for preview and downloading.

Checking out

To check out a document, Navigate to Case Management and select the Documents tab.

Right-click the desired document, and select Check Out

A prompt will appear. You can leave an optional comment, then click OK

Word will now open, allowing you to continue editing the document.

Checked-out document options

Documents that are checked out for editing will show within the Type column, with a tick.

If you right-click this document again, you will see a new set of options.

Saving in options

When you have finished with any amendments, close the document.
Osprey will then present a Check In screen. You are required to leave a comment at this stage.

Click Check in. The document will now be saved, with previous versions visible within the Revision History

Revision History

To view the Revision History, right-click the document, and select Revision History.

A history of the amendments to the document will be visible, along with any comments.

Previous versions can be downloaded or previewed by right clicking the relevant version.

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