About this course

Setting Up the Word Add-In

• Why Use the Add-In?
• Installing the Add-In
• Linking the Add-In to Your Osprey Database
• Logging Into the Add-In
• Searching for Clients & Matters
• Logging Out of the Add-In

Running Standard Documents

• What Are Standard Documents?
• Searching for Clients & Matters
• Searching for Clients & Matters Without A Client Number
• Selecting a Standard Document
• Running a Standard Document
• Saving a Standard Document back into Osprey

Creating a Document

• Saving a New Document to Osprey
• Adding Details to the New Document
• Accessing the New Document in Osprey

Editing Matter History Documents

• Choosing a Client & Matter
• Searching for Matter History Entries
• Opening Matter History Entries
• Saving Matter History Entries
• Creating a New Matter History Entry

Accessing Workflows

• Loading a New Workflow
• Viewing Actions
• Running & Unticking Tasks
• Deleting & Restoring Tasks
• Loading a Task at a Certain Position
• Removing a Workflow