About this course

What is the Web Portal?

• What is the Web Portal?
• How the Web Portal can Benefit Your Firm
• Integration with Your Website

Associates Setup

• Adding an Associate
• Associate Credentials

Access Templates Setup

• Adding New Access Templates
• Editing Access Templates
• Setting up Cases & Deal Room Permission

Conveyancing Options

• Setting up Conveyancing Rates
• Updating & Amending Charges
• Hiding the Conveyancing Calculator in the Portal

General Messages

• The News Section
• Adding a New Message
• Including Images to Your New Message
• Editing & Deleting Messages

Web Enabling in Osprey

• Web Enabling Your Clients
• Web Enabling Workflow Tasks
• New Enquiry Forms

Email Setup

• Creating Automated Emails
• Adding Osprey Fields to Emails
• Signatures

Column Headings

• Adding New Columns in the Web Portal
• Removing Columns in the Web Portal