Osprey Academy - Customer Support & Training

Book Training

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

Recommended for Case Workers and Managers

Delivered online via video conference

Duration is 90 minutes

About this course
  • Client Level
    • What is the Client Level?
    • Client Level Overview
  • Creating a Client Level Workflow
    • Linking Fields to a Global Dossier Page
    • Creating the Workflow
    • Loading the Workflow
    • Running the Workflow
  • File System Documents
    • Creating a File System Document
    • Filtering General Documents
    • Previewing a Document
  • File System Folders
    • Creating a New Folder
    • Creating Sub-Folders
    • Saving a Document into a Folder
    • Document Options
  • Adding Items to the File System
    • Uploading Items
    • Saving Notes
  • Editing File System Items
    • Checking Out Items
    • Checking In Items
    • The Item Details Panel
  • File System Item Options
    • Previewing Items
    • Downloading Items
    • Emailing Items
    • Deleting Items