Osprey Academy
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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
User Access
Integrations
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
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
Complete your training booking
Your remote training package
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