Osprey Academy
Search
Contact Us
Manage
Installing Osprey
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
Browser
Apps
Outlook
Word & Excel
General Setup
Convert2Client
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
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)
Administrators: Preparing for Osprey
Two-factor Authentication (2FA) as standard for all customers
Convert2Client
Convert2Client Setup
Complete your training booking
Your remote training package
×
×
Contact Support
×
Please note you can no longer submit a support ticket via
Internet Explorer
Firm name
required
Your forename
required
Your surname
required
Work email
required
Work phone number
required
Description of the issue
required
Upload an optional screenshot