Who is this guide for?
Osprey allows you to display any key dates present on your files in Outlook, so you can see at a glance if you have any appointments coming up relevant to your cases.
Please Note: This feature will only work if your email domain is on our Hosted Exchange or the Office 365 cloud. Clients with their emails hosted in other locations will not be able to use this service.
Firstly, you must ensure that the relevant fee earner has their email credentials saved against their Osprey fee earner code. Navigate to the Supervisor area, select Code Setup and then click on Fee Earners.
Now right click on the relevant fee earner and select Edit. Enter their email address and password for the email account.
Now click the Save button. This fee earner will now be able to save a key date and add it to the Fee earners calendar.
Navigate to Case Management and select Key Dates, then click Add Key Date. Now fill in the details, ensuring that you tick the Add Diary Appointment tick box. You can also select a specific time if you wish, or just set the appointment as an all day appointment.
Click Save to add this key date to your Outlook calendar.