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Configure Osprey
Allowing Supervisors to configure Osprey to your firm’s needs.
Getting started
Welcome to Osprey
Installing Osprey
Integrations
Using Osprey
Accessing Osprey
Clients & Matters
Time Recording
Case Management
Client Ledgers
Portal
Reports
Accounting
Mobile & Add-ins
Compliance
Smart Actions
Convert2Client
Configure Osprey
Code Setup
System Setup
Financial Setup
Case Management
User Design
Tools & Utilities
Financial Periods
Include Documents
Portal Setup
Report Writer
Troubleshooting
Focused Workflows
Training
Code Setup
System Setup
Financial Setup
Case Management
User Design
Tools & Utilities
Financial Periods
Include Documents
Portal Setup
Report Writer
Code Setup
Adding a New Work Type (Browser)
Creating a Fee Earner (Browser)
Adding Activity Codes (Browser)
Setting up J Codes (Browser)
Adding Remuneration Types (Browser)
Adding Standard Text
Archive Fee Earners
System Setup
Use Email Signatures
Redirect Key Dates from one fee earner to another
Customising your Client Ledger with Ledger and Posting Type views
Amend the VAT number on your branches
Configuring Email Signatures
Set up Private Time Recording (Browser)
User Access
Restrict access to certain IP addresses
Activating a new user
Set an automatic timeout for logged in users
Set up Two-factor Authentication (2FA)
Managing User Access Templates
Managing Users
Access Template Breakdown
Two-factor Authentication (2FA) as standard for all customers
Unlock a Locked User
Enable Matter Restrictions
Integrations
Set up Searchflow Integration
Set up Loqate (formerly Postcode Anywhere) integration
DocuSign Anchor Text
Setting up Text Anywhere Integration
Send a Text Message from Osprey
Setting Up InfoTrack Integration
Financial Setup
Cheque Printing Setup
Case Management
Use ASK and IF Statements
Display the DX number instead of the address
Adding a Check Box into a Word document
Converting numbers to text within Word
Where to find Osprey Merge fields
Using and Formatting Fields in Word
Uploading Documents to matter history (APP)
Uploading Documents to matter history (Browser)
The Matter History Audit
App
Create a Letter to a Contact or Organisation
Uploading Documents to matter history (APP)
Edit a standard document (App)
GDPR: File Retention
Linking fields to your Standard Documents
Browser
Add Multi-Record Dossier Merge-fields to Standard Documents
Find Lexis Smart Forms in Osprey Approach
Set up and use Email Templates
Create and Edit Workflow Tasks
Enabling Tasks on Key Dates
Using Include Documents to Populate Headers & Footers
Batch Key Date ticking
Create a new standard document (Browser)
Creating new Dossier Fields and Pages
Set up Lexis Smart Forms
Create a Letter to a Contact or Organisation
Uploading Documents to matter history (Browser)
Edit a standard document (Browser)
Deferred Time – Browser
GDPR: File Retention
Create and Edit a Workflow
Create Multi-line Dossier Pages
Add and use Formulae
Linking fields to your Standard Documents
User Design
Create Web Portal Enquiries & Questionnaires
Create Custom Questionnaires
Create Compulsory Fields in Client & Matter Extensions
Create Client Extensions
Create Matter Extensions
Tools & Utilities
Financial Periods
The Interest Calculator
Include Documents
Using Include Documents to Populate Headers & Footers
Portal Setup
Report Writer
Completing the Report Specification Form
Quick Start
Add Report Types for your custom reports
Create a Custom Report
The Tool Box
Adding an Image
Parameter Functions
Conditional Formatting
Sorting and Totalling Groups
Creating Charts
Pivot Tables
Using Tables to Display Data
Schedule Your Custom Reports
Set Permissions on Your Custom Reports
Creating Calculated Fields
Complete your training booking
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