Osprey Academy - Customer Support & Training

Using Osprey

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

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.

Step 1

To access the File System, select the Osprey Home tab and then click on File System.

Any documents you have chosen to save here will be displayed. Click the Select icon against the letter you wish to run.

Step 2

Word will launch with your chosen document open. Amend as you need to and the close the document and save it as you normally would when using Osprey.

Any saved documents will be found in the General File History. Select Osprey Home and click on File System. Then select General File History.

The General File History works in exactly the same way as your Matter History.

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