Recommended for Case Workers and System Supervisors

Delivered online via video conference

Duration is 2 hours

About this course

Dossier Pages

  • What Are Dossier Pages?
  • Accessing Dossier Pages
  • Client & Matter Level Dossier Pages
  • Viewing & Editing Dossier Information

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

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

Running Oyez Forms

  • Integration Of Oyez Forms With Osprey
  • Running & Saving Oyez Forms

Conveyancing Searches & SDLT

  • SDLT Forms On Osprey
  • How To Use SDLT 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

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