Administrators: Preparing for Osprey - Osprey Approach Customer Support & Training

Who is this guide for?

IT Support Teams and Office Managers

This guide is designed to assist your firm to prepare for Osprey with all the setup required to ensure a smooth transition.

Update Office and Windows

Osprey Approach works best with Windows 10 upwards, so we recommend users have the latest feature and security updates from Microsoft installed, for both Windows and Office.
If accessing Osprey from another device, such as an Apple Mac, Chromebook, or other devices, it is recommended that all system updates are installed frequently.

As new Osprey releases are pushed out via the Microsoft Store, it’s important to keep both the system and the app up to date, so we also recommend having Automatic Updates turned on.

Download and Install Osprey Office Gateway App

Users opening Osprey in a browser will need to download and install the Osprey Office Gateway app. This enables you to produce documents, bills and perform other vital Osprey functionality via Microsoft Word. Once you have followed the instructions in the below guide, return here and continue with the next steps.

Configure: The Office Gateway App

Internet Explorer 11

Internet Explorer 11 desktop application is no longer supported by Microsoft. We encourage users to use an alternative browser.

Other

If using a browser not listed above, such as Safari, you will need to ensure that Cookies and Pop-ups are allowed for *.ospreyapproach.com and *.ospreyapproachbackup.com websites.

Setting up Microsoft Office

All users wishing to produce documents via Microsoft Word from Osprey must the following:

a fully licensed version of Microsoft Office installed on the machine.
only 1 version of Microsoft Office installed. If there are multiple versions of Office, (such as Office 365 and Office 2016), users may encounter issues.
All Microsoft Word updates installed
Office configured to manage all appropriate file formats (.doc, .docx, .dot, .xls etc)

When opening up a Word document from Osprey, Microsoft may display a security notice, or display behind Osprey. Osprey recommends following the below guide to configure Microsoft Word.

Configure: Microsoft Word

Osprey Add-ins for Microsoft Office

Osprey also offers integrations directly into Office, producing Osprey documents directly from Word or Excel, and exporting emails into Osprey with the Osprey Outlook Add-In.

If using Microsoft Office programs, we would recommend the Office Connectors.
If users are using Office via Office.com, Osprey recommends installing the Office 365 add-ins.

Configure: Osprey Connector for Microsoft Outlook

Configure: Osprey Connector for Microsoft Office

Configure: Osprey Outlook Add-in for Office 365

Configure: Osprey Word Add-in for Office 365

Sending Emails from Osprey

Osprey can send emails on your firm’s behalf. To prevent these emails from being flagged as spam, malicious, or even blocked, we encourage all firms to include our servers in their SPF record.

Configure: Allow emails from Osprey on behalf of your firm

Viewing PDFs

If your law firm will be making use of our Lexis Forms integration, or plan to work with a large number of PDF documents, it is strongly recommended to also have Adobe PDF viewer installed, fully updated, and set to open PDFs by default.

With PDFs opening in browsers or other built-in Microsoft programs, many PDFs are not compatible with basic PDF viewers, and require features only available in Adobe products.