About this course

Dossier Pages

• What are Dossier Pages?
• Accessing Dossier Pages
• Client & Matter Level Dossier Pages
• Viewing & Editing Dossier Information

Contacts & Organisations

• What are Contacts & Organisations
• Fields on the Add Contact Screen
• Fields on the Add Organisation Screen
• Viewing, Editing & Deleting Contacts
• Viewing, Editing & Deleting Organisations
• Linking Contacts & Organisations

Document Production

• What are Standard Documents?
• Options for Producing Document Templates
• Accessing Standard Documents
• Filtering & Searching Standard Documents
• Accessing Global Documents
• Opening Documents
• Saving a Document to the Matter History

Running Oyez Forms

• Integration of Oyez Forms with Osprey
• Running & Saving Oyez Forms

Conveyancing Searches & SDLT

• SDLT Forms on Osprey
• How to Use SDLT Forms

Matter History Overview

• Details of Matter History Options
• Selecting Matter History
• Navigating Matter History
• Accessing Matter History Options
• Matter History: Commonly Used Aspects

Matter History: My Workspace

• Workspace Overview
• Recycle Bin, Restoring & Emptying
• Checked Out Items
• In Tray Items
• Favourite Items
• Recent Items

Emailing From Osprey & Matter History

• Opening a New Email Window in Matter History
• Selecting a Recipient
• Converting Word Attachments to PDF
• Attaching Matter History Items
• Emailing from Search Areas
• Viewing Details of Emailed Items
• Printing Emails from Matter History

Matter History Searches

• About Matter History Searches
• Sorting Matter History Data
• Adding & Removing Columns
• Filtering the Matter History
• Using the Expression Filter
• The Keyword Search
• The Matter History Client Search
• Last 10 Matters Accessed

Workflows

• Workflows & Tasks
• Loading a Workflow
• Viewing the Contents of a Workflow
• Running a Workflow
• Saving Letters Through Workflows
• Unticking Workflow Task Actions
• Undoing a Workflow Task
• Removing a Workflow