Osprey Academy - Customer Support & Training

Book Training

Improve your knowledge of Osprey with our free, unlimited online training courses

Recommended for Case Workers and Web Portal Users

Delivered online via video conference

Duration is 1 hour

About this course

What Is File Sharing?

  • Accessing File Sharing
  • The Deal Room Options in Matter History

File Sharing Setup

  • Amending the Access Template
  • Ticking the Relevant Options

Publishing Documents

  • Publishing From the Matter History
  • Client & Associate Permissions
  • Viewing Published Documents in the Matter History

Accessing Documents

  • The File Sharing Tab
  • Document Options on the File Sharing Page

Checking Out Documents

  • Checking Out a Document
  • Checking In & Undo Options
  • Amending the Document
  • Checking the Document Back In
  • Check In Comments

Finalising Published Documents

  • Finalising Documents
  • Unfinalising Documents
  • Unpublishing Documents