Osprey Academy
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Case Management
Getting started
Welcome to Osprey
Installing our apps and add-ins
Third-Party Integrations
Using Osprey
Clients & Matters
Case Management
Document & Form Production
Contacts & Organisations
Workflows
Web Access Portal
Accounting
Reporting
Compliance & GDPR
Managing users & access
Miscellaneous
Troubleshooting
Focused Workflows
Training
Document & Form Production
Matter History
Dossier Fields & Pages
Key Dates
Document & Form Production
Locate lost documents
Adding a Check Box into a Word document
Create a Letter to a Contact or Organisation
Use ASK and IF Statements
Display the DX number instead of the address
The Online Editor
Using Include Documents to Populate Headers & Footers
Produce a Document and Save with Time Recording
Resolve spellcheck issues
Standard Documents: Linking fields to your documents
Add Multi-Record Dossier Merge-fields to Standard Documents
Removing watermarks from merged documents
Create a new standard document
Converting numbers to text within Word
Find Lexis Smart Forms in Osprey Approach
Set up Lexis Smart Forms
Run Lexis Smart Forms in Osprey Approach
Create a Formula to Record Postcodes in Oyez
Add Formula Fields to Oyez Forms
Set up Oyez Integration
Matter History
Customise Matter History Columns
Create a Package of files in browser
Create a Package of files using the Case Management App
Customise Matter History Columns in the Case Management App
Creating Case Bundles
Subscribing to Notifications
Matter History Searches
Editing Matter History Details
Set up and Manage Matter History Folders
Hide file names in the Matter History
The Matter History Audit
Set up Document Permissions
Smart Actions: Matter History Notes
Dossier Fields & Pages
Create Dossier fields and pages
Create Multi-line Dossier Pages
Add and use Formulae
Create Custom Questionnaires
Create Web Portal Enquiries & Questionnaires
Key Dates
Redirect Key Dates from one fee earner to another
Batch Key Date ticking
Show Key Dates in Outlook
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