Produce a Document and Save with Time Recording

Updated May 26th, 2021

Who is this guide for?

Any Users

You can produce a document and time record when saving.

Produce a Document

Using the Case Management App

Step 1


Tap Clients & Matters > Document Production

Step 2


Tap the document to run

Whilst the document is on screen, the app will be locked until the document is closed to prevent the loss of documents. Attempting to use the app will result in either of the following messages.

Step 3


Make any changes needed to the document and print it (if necessary). Then close the document using the ‘X’ in the top-right corner


Using Internet Explorer

Step 1


Click Case Management > Document Production

Step 2


Click the Description or Select Tick

Step 3


Make any changes needed to the document and print it (if necessary). Then close the document using the ‘X’ in the top-right corner

You may also run documents in other browsers using The Online Editor


Saving a Document

Step 1


Using Internet Explorer

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Over-type the File Description > Select … to choose a Matter History Folder > Select an appropriate type

Using the Case Management App

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Select choose a Document Folder > Select an appropriate type > Over-type the Description

Step 2


You have three options for Time Recording.

To post the default letter rate simply select ‘Save’. If you wish not to post a time entry select ‘Save with No Time Record'(Save Without Time Recording).

If, however, you wish to post your own time entry, untick the ‘Automatic Time Record’ box (Tap Automatic Time Recording.

A posting screen will now appear to allow you to enter the details manually. Once you have completed the posting form, select ‘Save’.

Using Internet Explorer

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Using the Case Management App

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Documents and Workflows can be run from within Word directly using our Word Add-ins Osprey Office 365 Word Add-in or Osprey Office Add-in