Getting started

Project Planning

Introduction to Osprey

Supervisor & Accounts Setup

Preparing for Go Live

Getting more out of 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

InfoTrack

Coadjute

DocuSign

Searchflow

Loqate

• Set up Loqate (formerly Postcode Anywhere) integration

TextAnywhere

• Send a Text Message from Osprey