What is the Web Portal?
- Available Features
- Examples of Using the Web Portal
Associate Setup
- Setup Requirements
- Creating a New Associate
Access Template Setup
- Default Templates Available
- Creating a New Template
- Amending Access
Conveyancing Options
- The Conveyancing Calculator Setup
- Setting Up Conveyancing Rates
- Creating Band Limits
Web Enabling in Osprey
- Published Descriptions
- Web Enabling a Task
- Web Enabling a Worktype
- Web Enabling Questionnaires
- Linking Fields
- Compulsory Fields
- Designing a View
- Allocating Web Questionnaires
- Questionnaire Administrators
Email Setup
- Setting Up Email Templates
- Linking Fields to Email Templates
- Adding Signatures
Configuration
- Changing the Column Headings
- Rearranging Columns