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