Osprey Academy - Customer Support & Training

Using Osprey

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

Using the General File System (App)

Who is this guide for?

Any Users

The General File System is where you can add internal documentation that have nothing to do with any client work, for example, Staff Holiday Requests or your own Health & Safety Procedures.

Accessing the File System

To access the File System, navigate to Osprey Home > File System

Any previously saved documents will appear here.

Uploading a new Document

To add a new document, click Add Document

This will open Windows file explorer, allowing you to select the file to upload.

Click Open, and the document will be added into Osprey.

Further actions

The General File History works in exactly the same way as your Matter History, with a list of actions available upon right-click.

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