Osprey Academy - Customer Support & Training

Book Training

Improve your knowledge of Osprey with our free, unlimited online training courses

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