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Mobile & Add-ins

  • 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
  • Office Suite
  • Office 365

Office Suite

  • Install and use the Osprey COM add-in for Microsoft Outlook
  • Install and use the Osprey COM add-in for Microsoft Office
  • Auto Filing Outlook Email

Office 365

  • Install and use the Osprey Word add-in for Office 365
  • Using Osprey Approach Add-in in Outlook Mobile App
Your remote training package
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