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Getting started

Everything you need to get started in one place.

  • Getting started
    Welcome to OspreyInstalling OspreyIntegrations
  • Using Osprey
    Accessing OspreyClients & MattersTime RecordingCase ManagementClient LedgersPortalReportsAccountingMobile & Add-insComplianceSmart ActionsConvert2Client
  • Configure Osprey
    Code SetupSystem SetupFinancial SetupCase ManagementUser DesignReport SetupTools & UtilitiesFinancial PeriodsInclude DocumentsPortal SetupReport Writer
  • Troubleshooting
  • Focused Workflows
  • Training
  • Welcome to Osprey
  • Installing Osprey
  • Integrations
  • Focused Workflows

Welcome to Osprey

  • Quick Links
  • Preparing for an Online Training session
  • Accessing the Osprey Academy

Project Planning

Introduction to Osprey

Supervisor & Accounts Setup

Preparing for Go Live

Getting more out of Osprey

Installing Osprey

Browser

  • Installing the Osprey Gateway
  • Configure Microsoft Edge
  • Configure Google Chrome
  • Configure Mozilla Firefox

Apps

  • Sideloading the Osprey App

Outlook

  • Configure the Osprey COM Add-in for Microsoft Outlook
  • Configure: Osprey Outlook Add-in for Office 365
  • Use the Outlook 365 Add-in With Outlook Online

Word & Excel

  • Configure the Osprey COM Add-in for Microsoft Office
  • Configure the Osprey 365 Word Add-in for Office

General Setup

  • Administrators: Preparing for Osprey
  • Getting Started: Quick-Setup Guide
  • Get Started: Install the Osprey Approach Apps
  • Allowing emails from Osprey on behalf of your firm
  • Microsoft Word Prompts and Warnings
  • Securing your practice with Two-factor Authentication (2FA)
  • Two-factor Authentication (2FA) as standard for all customers

Convert2Client

  • Convert2Client Setup

Integrations

  • Osprey Integrations

InfoTrack

Coadjute

DocuSign

Searchflow

Loqate

  • Set up Loqate (formerly Postcode Anywhere) integration

TextAnywhere

  • Send a Text Message from Osprey

Focused Workflows

Your remote training package
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