Who is this guide for?
IT Support Teams and Office Managers
This guide is designed to assist your firm to prepare for Osprey with all the setup required to ensure a smooth transition.
Update Office and Windows
Osprey Approach works best with Windows 10 upwards, so we recommend users have the latest feature and security updates from Microsoft installed, for both Windows and Office.
If accessing Osprey from another device, such as an Apple Mac, Chromebook, or other devices, it is recommended that all system updates are installed frequently.
As new Osprey releases are pushed out via the Microsoft Store, it’s important to keep both the system and the app up to date, so we also recommend having Automatic Updates turned on.
Download and Install Osprey Apps
The quickest way to access Osprey is with our easy-to-install Case Management apps.
Download from the Microsoft Store, input your firm’s details, then log in.
These apps are designed with caseworkers in mind, whether working remotely, at the office, or on a brand new device.
Osprey also offers Focused Case Management apps, which come with additional features such as InfoTrack with our Conveyancing Case Management App. Users can have multiple apps installed, and can load these up side-by-side on the same machine.
Users who require time recording will also need to download the Time Recording app, whilst system supervisors will also need to download the Osprey Supervisor App.
Configure your Browser
Users who will need access to accounts and system supervisors can use their preferred web browser to access Osprey, with the Single-Sign-On functionality to quickly load any of the apps at a click of a button.
Internet Explorer 11
Starting June 15, 2022, the Internet Explorer 11 desktop application will no longer be supported by Microsoft. We encourage users to install the case management app and use an alternative browser.
If using a browser not listed above, such as Safari, you will need to ensure that Cookies and Pop-ups are allowed for *.ospreyapproach.com and *.ospreyapproachbackup.com websites.
Setting up Microsoft Office
All users wishing to produce documents via Microsoft Word from Osprey must have;
- a fully licensed version of Microsoft Office installed on the machine.
- only 1 version of Microsoft Office installed. If there are multiple versions of Office, (such as Office 365 and Office 2016), users may encounter issues.
- All Microsoft Word updates installed
- Office configured to manage all approproiate file formats (.doc, .docx, .dot, .xls etc)
When opening up a Word document from Osprey, Microsoft may display a security notice. Osprey recommends following the below guide to add Osprey to the Trusted Location list.
Osprey Add-ins for Microsoft Office
Osprey also offers integrations directly into Office, producing Osprey documents directly from Word or Excel, and exporting emails into Osprey with the Osprey Outlook Add-In.
If users are using Office via Office.com, Osprey recommends installing the Office 365 add-ins. If using the Office Outlook program, we would recommend the Outlook Add-In
Sending Emails from Osprey
Osprey can send emails on your firm’s behalf. To prevent these emails from being flagged as spam, malicious, or even blocked, we encourage all firms to include our servers in their SPF record.
If your law firm will be making use of our Lexis Forms integration, or plan to work with a large number of PDF documents, it is strongly recommended to also have Adobe PDF viewer installed and fully updated.
With PDFs opening in browsers or other built-in Microsoft programs, many PDFs are not compatible with basic PDF viewers, and require features only available in Adobe products.
Common Causes of Issues
Some of the most common causes of issues include;
- Networking Monitoring software affects network speeds
- Updates not installed
- Anti-Virus & Firewall blocking/restricting access to the browser/app
- Office not licenced/multiple versions
- Group Policies
- Browser settings
- System utility ‘cleaners’
We would recommend seeing if the issue persists outside the network, or without any additional security software running, to identify the cause. This may be a brand new computer, setting up Osprey, and installing any following software to identify the cause.
If you have any queries or require assistance, please feel free to contact our support team via https://support.pracctice.com/