Who is this guide for?
Any Users
The Osprey Approach Add-in allows you to export emails to Osprey Matter History, in new emails you may retrieve email addresses and Matter History items as attachments.
Downloading the 365 Add-in
Please note: If you already have the Osprey 365 Outlook add-in on the desktop version of Outlook you will not need to download the add-in again.
Step 1
Log into Outlook Web at:
Step 2
Select “Get add-ins”
Step 3
Search for Osprey and select the Osprey Approach Add-in
The Osprey Approach Add-in will now be available to use.
Exporting Messages
Step 1
Select a message to export to Osprey.
Step 2
Select the ellipsis and then Osprey Approach Add-in
Step 3
The add-in will open and you will need to log into with your Osprey URL and credentials.
Step 4
Search for the matter you wish to export the message to
Left click the desired matter
Step 5
Add a ‘Detail’ to be displayed in the Osprey Matter History. You can also set a custom type, a folder, and a retention period. To export the email only, tick the option. Ticking Time posting will display the time recording options. Click “Export”.
Sending Emails
Step 1
Compose a new Message
Step 2
Step 3
Using the Add-in search for the desired matter
Step 4
You can select an email template to import it into your new email.
Scrolling further you can also attach any document or package available in Osprey, simply left click the item you wish to add
Step 5
Send the email as normal. The email will automatically be saved into the Osprey matter history.