Recommended for System Supervisors

Delivered online via video conference

Duration is 90 minutes

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