Osprey Academy - Customer Support & Training

Book Training

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

Recommended for Case Workers

Delivered online via video conference

Duration is 1 hour

About this course

Matter History Permissions

  • Supervisor Permissions & Security Groups (System Supervisors)
  • Permissions Set on a Matter (System Supervisors)
  • Setting Permissions on Individual Items
  • Changing Ownership of an Item
  • Matter History Audit Trail

Subscribed Items

  • What are Subscribed Items?
  • Subscribing to Notifications
  • Viewing Subscribed Items
  • Unsubscribing From Notifications

Case Bundles

  • Creating Case Bundles
  • Creating Folders
  • Adding Content to Bundles
  • Generating a Case Bundle
  • Opening & Saving a Bundle
  • Amending Bundles

Workflow Status Bar

  • What is the Workflow Status Bar?
  • Viewing the Status Bar
  • Adding & Editing Messages

Matter History Folders

  • Creating New Folders
  • Viewing Folder Contents
  • Linking Items to Folders
  • Moving Items Between Folders
  • Unlinking Items From Folders
  • Deleting a Folder

Advanced Email Options

  • Setting Up Email Signatures (System Supervisors)
  • Email Using Templates
  • Email Packages

Email Client

  • Setting Up Client Email Accounts To Use With Email Client (System Supervisors)
  • Editing & Removing Linked Email Accounts (System Supervisors)
  • Syncing Your Emails
  • Viewing, Replying & Generating New Emails
  • Linking Emails & Attachments to Existing Client Matters
  • Linking Emails to the General File System
  • Deleting Emails