Contacts & Organisations
- What are Contacts & Organisations
- Fields on the Add Contact Screen
- Fields on the Add Organisation Screen
- Viewing, Editing & Deleting Contacts
- Viewing, Editing & Deleting Organisations
- Linking Contacts & Organisations
Dossier Pages
- What are Dossier Pages?
- Accessing Dossier Pages
- Client & Matter Level Dossier Pages
- Viewing & Editing Dossier Information
Document Production
- What are Standard Documents?
- Options for Producing Document Templates
- Accessing Standard Documents
- Filtering & Searching Standard Documents
- Accessing Global Documents
- Opening Documents
- Saving a Document to the Matter History
- Word Add-in
Lexis Forms
- Integration of Lexis Forms with Osprey
- Running & Saving Lexis Forms
Matter History Overview
- Details of Matter History Options
- Selecting Matter History
- Navigating Matter History
- Accessing Matter History Options
- Matter History: Commonly Used Aspects
Matter History: My Workspace
- Workspace Overview
- Recycle Bin, Restoring & Emptying
- Checked Out Items
- In Tray Items
- Favourite Items
- Recent Items
Emailing From Osprey & Matter History
- Opening a New Email Window in Matter History
- Selecting a Recipient
- Converting Word Attachments to PDF
- Attaching Matter History Items
- Emailing from Search Areas
- Viewing Details of Emailed Items
- Printing Emails from Matter History
- Outlook Add-in
Matter History Searches
- About Matter History Searches
- Sorting Matter History Data
- Adding & Removing Columns
- Filtering the Matter History
- Using the Expression Filter
- The Keyword Search
- The Matter History Client Search
- Last 10 Matters Accessed
Workflows
- Workflows & Tasks
- Loading a Workflow
- Viewing the Contents of a Workflow
- Running a Workflow
- Saving Letters Through Workflows
- Unticking Workflow Task Actions
- Undoing a Workflow Task
- Removing a Workflow