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