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 45 minutes

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