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

Web Enabling Clients

  • Web Enabling a Client
  • Unpublishing a Matter
  • Republishing a Matter
  • Enable Client Access
  • Resetting a Password

Linking Associates

  • Linking Associates to a Matter
  • Unlinking Associates

Web Enable Matter History Documents

  • Web Publishing a Matter History Document
  • Web Publishing for Individual Users
  • Web Enabling Permissions

Web Enable Key Dates

  • Web Publishing a Key Date
  • Unpublishing a Key Date

Web Enable Emails

  • Web Publishing an Email
  • Copying to Associates
  • Web Publishing an Email from the Matter History

Logging into the Portal

  • Logging in as a Client
  • Logging in as an Associate
  • Forgotten Passwords
  • Published Matters List
  • Published Documents
  • The Actions Panel
  • Workflow Tasks
  • Outstanding Key Dates

Options Within the Portal

  • Current Cases
  • Your Details
  • Contact Us
  • The Conveyancing Calculator
  • Printing
  • File Sharing
  • News
  • My Account

Associate Login

  • Matters List
  • Selecting a Matter
  • Contact Us

New Matter & Client Enquiries

  • Submitting a New Enquiry
  • Filling in the Forms
  • Submitting a Form
  • Viewing New Enquiries
  • Deleting Enquiries
  • Posting