Who is this guide for?
You can produce a document and time record when saving.
To generate documents from Osprey Browser, you will need to have the Osprey Gateway installed.
Produce a Document
To produce a document, load the relevant client, then navigate to Case Management > Document Production.
Use the filters to locate the document you wish to run.
- Expert Type = Filters down to show all documents assigned to that Expert Type.
- Document Type = Select the relevant document type, i.e. Standard Letter, PDF, Excel or General
- Description search = Locate document via name
- Include Global = Include non-work type specific documents.
Left click on the document you wish to generate. Word should now open.
If you do not have the gateway installed, you may right-click and choose Run Template > Online Editor.
Make any changes needed to the document and print it (if necessary). Close the document using the ‘X’ in the top-right corner.
Saving a Document
You have three options for Time Recording.
To post the default letter rate simply select ‘Save’ with Automatic Time Record selected.
If you wish not to post a time entry select Save with No Time Record.
If, however, you wish to post your own time entry, untick Automatic Time Record. A posting screen will now appear to allow you to enter the details manually. Once you have completed the posting form, select Save.