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