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
Tools & Utilities
Financial Periods
Include Documents
Portal Setup
Report 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
Complete your training booking
Your remote training package
×
×
Contact Support
×
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