Recommended for Case Workers and Web Portal Users

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 an Associate
  • Selecting an Access Template
  • Unlinking an Associate

Web Enabling Matter History Documents

  • Editing Item Details
  • Publishing for All or Individual Users
  • Removing Permissions

Web Enabling Key Dates

  • Publishing a New Key Date
  • Publishing Existing Key Dates
  • Publishing for All or Individual Users

Web Enable Emails

  • Viewing Publishing Emails
  • Publishing when Sending an Email
  • Publishing for All or Individual Users

Logging Into The Portal

  • Entering Login Credentials
  • The Forgotten Password Options
  • Filling in Additional Questionnaires
  • Viewing Published Matters, Documents, Workflows & Key Dates
  • The Actions Panel

Options Within The Portal

  • Current Cases
  • Amending Your Details
  • Contacting Your Firm
  • The Conveyancing Calculator
  • The News Area
  • My Account

Associate Login

  • Logging In
  • Options Available for Associates
  • Contact Your Firm

New Matter Enquiries

  • Submitting a New Enquiry
  • Accessing New Enquiries in Osprey
  • Questionnaires for Review
  • Posting & Deleting Enquiries