Osprey Academy - Customer Support & Training

Book Training

Improve your knowledge of Osprey with our free, unlimited online training courses


Case Management Supervisor Advanced: Dossier & Documents

Recommended for Case Management Supervisors

Delivered online via video conference

Duration is 1 hour

About this course
  • Multi-line Dossier Pages
    • Creating Multi-Line Dossier Pages & Fields
    • Linking Fields to the Document
    • Adding & Editing Fields to Bring Through Data
    • Entering Data into Multi-Line Fields
    • Running a Document
  • If & Else & ask Statements
    • What are If Statements
    • Adding & Using IF Statements
    • What are Ask Statements
    • Adding & Using ASK Statements
  • Include Documents
    • Creating an Include Document
    • Uploading a Header/Footer
    • Updating an Including Document
    • Adding Include Documents to Letters
    • Running a Preview