What is the Web Portal?
- What is the Web Portal?
- How the Web Portal can Benefit Your Firm
- Integration with Your Website
Associates Setup
- Adding an Associate
- Associate Credentials
Access Templates Setup
- Adding New Access Templates
- Editing Access Templates
- Setting up Cases & Deal Room Permission
Conveyancing Options
- Setting up Conveyancing Rates
- Updating & Amending Charges
- Hiding the Conveyancing Calculator in the Portal
General Messages
- The News Section
- Adding a New Message
- Including Images to Your New Message
- Editing & Deleting Messages
Web Enabling in Osprey
- Web Enabling Your Clients
- Web Enabling Workflow Tasks
- New Enquiry Forms
Email Setup
- Creating Automated Emails
- Adding Osprey Fields to Emails
- Signatures
Column Headings
- Adding New Columns in the Web Portal
- Removing Columns in the Web Portal