Recommended for all users
Delivered online via video conference
Duration is 1 hour
About this course
- Installing and Logging In
- How to Install the Outlook Add-in
- Outlook Settings
- Linking the Connector to Osprey
- Connector Settings
- Logging Into the Connector
- Connector on New Emails
- The New Email Side Panel
- Locate a File
- Contact Details
- Adding Attachments and Packages
- Posting Time
- Export Emails to Osprey
- Exporting Emails from Outlook
- Display Suggested Files
- Export Options
- Auto Filing
- Auto Filing Emails
- Emails Auto Filed in Osprey
- Key Dates
- Adding a Key Date in Outlook through Osprey
- Creating a Diary Entry
- Outlook Tasks
- Adding a Task through the Connector
- Task Options
- Outlook Appointments
- Adding an Appointment through the Connector
- Appointment Option
- Outlook Exported Column
- Creating the Exported Column
- Details in the Exported Column