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Installing Osprey

  • Getting started
    Welcome to OspreyInstalling OspreyIntegrations
  • Using Osprey
    Accessing OspreyClients & MattersTime RecordingCase ManagementClient LedgersPortalReportsAccountingMobile & Add-insComplianceSmart ActionsConvert2Client
  • Configure Osprey
    Code SetupSystem SetupFinancial SetupCase ManagementUser DesignTools & UtilitiesFinancial PeriodsInclude DocumentsPortal SetupReport Writer
  • Troubleshooting
  • Focused Workflows
  • Training
  • Browser
  • Apps
  • Outlook
  • Word & Excel
  • General Setup
  • Convert2Client

Browser

  • Configure your Browser
  • Installing the Osprey Gateway
  • Installing the Osprey Gateway (Remote Desktop)

Apps

  • Installing the Osprey App from Microsoft Store
  • Sideloading the Osprey App

Outlook

  • Install and use the Osprey COM add-in for Microsoft Outlook
  • Install and use the Osprey Outlook add-in for Office 365

Word & Excel

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

General Setup

  • Activating a new user
  • Allowing emails from Osprey on behalf of your firm
  • Which Osprey apps should you install?
  • Microsoft Word Prompts and Warnings
  • Securing your practice with Two-factor Authentication (2FA)

Convert2Client

  • Convert2Client Setup
Your remote training package
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