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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
Report Setup
Tools & Utilities
Financial Periods
Include Documents
Portal Setup
Report Writer
Troubleshooting
Focused Workflows
Training
App
Browser
App
Create a Letter to a Contact or Organisation
Uploading Documents to matter history (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
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)
GDPR: File Retention
Create and Edit a Workflow
Create Multi-line Dossier Pages
Add and use Formulae
Linking fields to your Standard Documents
Complete your training booking
Your remote training package
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