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